21Shares says XRP supply dilution reached 5.5% in first half of 2026

XRP rose back above $1.4 as Bitcoin and the broader cryptocurrency market recovered, while 21Shares published an analysis of the token’s supply dynamics. The crypto asset management company said XRP’s circulating supply increased 5.5% year-on-year in the first half of 2026, the lowest annual dilution rate among the payment-focused crypto assets it compared. Releases and lock-ups from escrow accounts contributed to the change, with about 272 million XRP added to the market on average each month. At current transaction-fee levels, 21Shares said the increase amounts to roughly 5.5% annual supply dilution for XRP holders, implying that XRP’s price would need to rise at least 5.5% a year, all else equal, for holders to break even in purchasing-power terms. The company said fees are unlikely to close that gap because XRP Ledger revenue is insufficient to offset new supply. Revenue fell 81.6% year-on-year in the first half of 2026, from $6.43 million to $1.18 million, and would need to increase 12,700 times to offset the next year’s new supply at current values. 21Shares calculated annual dilution at 8.8% for Stellar and 9.6% for TON, making XRP the lowest-dilution asset in its comparison. This is not investment advice.

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