Ripple released 1 billion XRP from escrow on September 1, 2026, through transactions of 500 million, 400 million and 100 million tokens valued at approximately $1.38 billion. XRP traded at $1.38 at the time and reached $1.42 five days later, showing limited immediate market impact. Ripple's escrow system, established in December 2017 with 55 billion XRP, releases up to 1 billion tokens monthly, although the company typically returns 700 million to 900 million to escrow and uses the remainder for operational expenses, institutional sales and market liquidity. August produced a 28.5% XRP gain, while spot XRP ETFs attracted $153.55 million and XRP Ledger activity strengthened. Payment data indicated that fewer transactions were moving larger XRP amounts, rather than growth being driven solely by retail activity. Ripple's regulatory position also changed after the company and the US SEC dropped their appeals in August 2025, leaving intact a ruling distinguishing secondary-market XRP trading from Ripple's institutional sales. Ripple has expanded its institutional finance infrastructure through acquisitions involving prime brokerage, custody, treasury and stablecoin businesses, while RLUSD supports its payments ecosystem. The developments have reduced the market's focus on monthly escrow releases as recurring shocks, but supply remains relevant because the impact depends on the amount outside escrow, demand, liquidity and prevailing market conditions.