XRP gains further strategic layout from American companies, suspense of national reserve assets awaits revelation | crypto market dynamics analysis

The XRP ecosystem is welcoming a major breakthrough in enterprise-level applications! The S-1 filing submitted to the SEC by the US pharmaceutical supply chain company Wellgistics Health reveals plans to incorporate XRP as enterprise reserve assets, build a real-time payment network based on XRPL, and explore using XRP as financing collateral, creating a three-in-one business closed loop. At the same time, the report from the US Presidential Digital Asset Task Force, set to be released on July 30, may suggest incorporating XRP into national strategic reserve assets. Combined with the expectation of the Ripple case appeal being withdrawn and the prospect of XRP Spot ETF approval, these three favourable pieces of information could reshape the supply and demand landscape. On Sunday, XRP rose against the trend by 2.34% to $3.2403, with a technical breakthrough at the key level of $3.3 opening up upward space.

Corporate Finance Revolution: Wellgistics Health's XRP Strategic Blueprint The S-1 filing of Wellgistics Health (WH) has sparked a deep interpretation of XRP's enterprise-level applications in the market. Renowned pro-crypto lawyer Bill Morgan distills its core strategy:

1. Reserve Asset Allocation: Clearly plan to hold XRP as corporate financial reserves.
2. Payment System Upgrade: Utilize XRPL (XRP Ledger) to build a low-cost real-time Payment Network connecting pharmacy customers, manufacturers, and suppliers.
3. Capital Operation Innovation: Plan to issue equity/debt financing, with the funds used to increase holdings of XRP; explore using XRP holdings as financing collateral; develop revenue generation models based on XRP.

Note: Former SEC lawyer Marc Fagel pointed out that WH's financial data is weak (low sales, net loss, limited assets, and the audit issued a going concern warning), raising doubts about the feasibility of their plan, but the model innovation has benchmark significance for the industry.

National Strategic Reserve Suspense: Report on July 30th Determines the Outcome The more disruptive variable comes from the policy level - the U.S. Presidential Digital Asset Working Group Report to be released on July 30. The market expects the working group may recommend that the U.S. government establish a strategic reserve for cryptocurrency assets, with XRP potentially being a candidate. Currently, the U.S. government's cryptocurrency holdings (according to Arkham data) are primarily BTC (198,012), USDT (347 million), and ETH (59,951), with no XRP held.

If the report is recommended for adoption and the SEC simultaneously abandon the appeal in the XRP case, it will create a dual Favourable Information:

1. Directly increase the demand for XRP at the government level.
2. Eliminate regulatory obstacles, accelerate the approval process for XRP Spot ETF, and ignite institutional allocation demand.

XRP Price Trend: Technical and Policy Resonance On July 27, XRP rose by 2.34% to close at $3.2403, outperforming the market (+1.83%). The short-term trend focuses on two major catalysts:

• SEC Appeal Decision: Whether to abandon further appeals in the XRP case.
• XRP Spot ETF Progress: The shift in regulatory attitude will be a key driver.

Technical Defense Line:

• Upward Path: Breaking through $3.3 will challenge $3.5, and if it stabilizes, there is hope to revisit the historical high of $3.6606 on July 18.

• Downside Risk: Falling below the $3 support may test $2.8.

  

Favourable Information: XRP's progress in obtaining a banking license in the United States, the passing of the CLARITY Act (which clarifies the regulatory framework for cryptocurrencies), and XRPL's erosion of SWIFT's share in cross-border payments.

Bitcoin Linkage: US-EU Trade Agreement Boosts Risk Assets Bitcoin (BTC) rose 1.31% on Sunday, closing at $119,393, mainly driven by favourable information from the historic trade agreement reached between the US and Europe. President Trump announced the key points of the agreement:

• The EU commits to purchasing 750 billion dollars worth of American energy.
• Additional investment of 600 billion USD in the US.
• Implement a 15% uniform tariff on goods such as automobiles to avoid a full-scale trade war.

Macroeconomic Impact: The reduction of trade barriers among major global economies (US, Europe, Japan, UK) is expected to alleviate inflation and enhance expectations for a Federal Reserve interest rate cut (the FOMC meeting on July 30 is expected to maintain the rate at 4.5%), which is favourable for the risk appetite in the cryptocurrency market. This week, special attention will be paid to the third round of high-level trade negotiations between the US and China.

BTC Short-term Outlook: Key Week for Bull-Bear Competition BTC faces multiple catalysts:

• Policy Aspect: Progress of the CLARITY Act, the presidential working group’s position on BTC as a reserve asset, Federal Reserve interest rate decision.
• Capital Situation: BTC Spot ETF capital flow.

Scenario Simulation:

• Bear Market Scenario: Legislative obstacles + Government denial of BTC reserves + Hawkish Fed + ETF capital outflow → Drop to $115,000 (50-day EMA support).

• Bull Market Scenario: Bipartisan support for the bill + recommendation to increase BTC holdings + dovish Federal Reserve + ETF capital inflow → Impacting historical highs.

  

Conclusion: The substantial breakthroughs of XRP in the three scenarios of corporate finance, payment systems, and capital operations mark a key step towards mainstream financial infrastructure. If the presidential working group report on July 30 suggests including XRP in the national strategic reserves, it will form a "regulatory triple blow" with the conclusion of the Ripple case and the approval of the Spot ETF, completely reversing market expectations. Investors need to closely monitor three core variables this week: SEC appeal decision, working group report wording, and Federal Reserve policy direction. Technically, XRP's defense of the $3 line and breakthrough of $3.3 will confirm the bulls regaining control, while BTC's stability above $119,000 will rely on support from US-China trade negotiations and ETF fund flows. The crypto market may welcome a week of breakthrough amid the resonance of policy and technical factors.