Crypto analyst Zach Rector says the next XRP bull run is not a question of if but when, and the early signals are already visible.
The stock market just added $10 trillion in market cap over 39 days. The NASDAQ hit 29,000 for the first time in history. The S&P 500 reached a record 7,400. According to Rector, this kind of liquidity expansion historically rotates into crypto next, and that rotation has already begun.
“Let them juice up the stock market so they can rotate it into digital assets and let that money flow in,” he said.
Two Coins Already Proving the Point
Rector pointed to two recent pumps as proof the rotation is starting:
- Constellation DAG surged 200% after announcing an acquisition by AI Holdings and a NASDAQ listing on May 14 under the ticker AIS
- Ondo jumped over 137% from its February lows following the landmark Ripple, JPMorgan and Mastercard cross-border tokenized Treasury settlement on the XRP Ledger
XRP itself did not move on the Ondo news despite being the underlying infrastructure. Rector called it “incredible suppression” but said not to be fooled. XRP outperformed Ondo last cycle and he expects it to do the same again.
The CLARITY Act Is the Catalyst
The Senate Banking Committee has officially scheduled the CLARITY Act markup for May 14 at 10:30 AM EST. Rector said this is the last real window to get the bill passed before midterm campaigning takes over the political calendar.
If it clears committee, advances through the full Senate, gets reconciled with the House version, and reaches Trump’s desk by July 4, it removes the single biggest regulatory overhang hanging over XRP and the broader crypto market.
Retail Is Already Gone
Rector flagged that Coinbase XRP trading volume fell 18% year over year, a sign retail has largely exited. In his view that is exactly when the move happens.
“You scare retail out, chop it sideways so they get bored, and then you send it,” he said.
His portfolio is 90% XRP. He is already positioned and the bull run, in his view, does not wait for everyone to feel comfortable.