It's really a backhand slap that woke up the entire circle. XRP's move this time is absolutely brilliant.
Ngl, after seeing so many projects fundraising without any bottom line, XRP's refusal to go public is actually worth a perfect score. That's interesting.
Wall Street even sought cooperation but got rejected... Where does this confidence come from? After thinking about it, it really only seems to come from sufficient cash flow and a complete ecosystem.
Basically, the more desperate you are to go public, the more it shows you're short on cash. XRP understands this principle—that's true intelligence.
Let me reflect on the projects I've invested in. How many of them dare to firmly say no to their financiers like this?
$4 billion smashed into infrastructure, they're building a kingdom, not harvesting retail investors. The style is really different.
Honestly, this mindset should spread to more projects. Stop talking about fundraising every day. Isn't it better to just focus on building things right?
Monica Long's statement is worth money. It says more about where a project's bottom line is than any PR copy ever could.
2026年開局,暗號圈最大的反轉劇本莫過於XRP的這一手棋:估值飆升至400億美金,華爾街Citadel、Fortress等巨頭紛紛上門求合作,結果被XRP主席Monica Long一句「保持私人狀態」直接打臉。這波操作在整個金融圈都屬於逆天級別。畢竟,對大多數項目來說,能被華爾街相中、敲鐘上市就是終極夢想。XRP倒好,反手就把上門的金主爺爺們拒之門外。
這背後到底哪來的底氣?咱得先聊聊XRP的家底。
說白了,IPO對絕大多數項目都是「救命稻草」。有的前期砸錢太猛,現金流告急;有的想靠上市來快速融錢、擴張規模。但XRP從來不缺錢。根據公開信息,它早就從私人投資者手裡拿到了5億美金融資。更誇張的是,這5億美金沒有被揮霍,而是踏踏實實投入基礎設施建設,總投入規模達到40億美金。要知道,現在很多暗號項目連1億美金的融資都要費盡心思,XRP直接把融資當「零花錢」來鋪建基礎設施,這底氣確實不是普通項目能有的。
更妙的是XRP的一手運營絕活。它通過向投資者承諾回購的方式,巧妙地解決了「公開市場流動性」這個難題。圈內人都明白,很多項目挖空心思想要實現流動性,XRP卻用一套精妙的機制,讓投資者既能保證收益預期,項目又能掌握主動權。這種「既要...也要...」的平衡術,體現的就是項目本身的強勁實力和清晰戰略。
從暗號市場的整個演進來看,XRP的這波選擇其實反映了一種新的項目發展邏輯。不再盲目追風IPO、融資越多越好的那一套,而是以自身造血能力、基礎設施完整度和戰略清晰度作為話語權的基礎。拒絕上市不是軟弱,反而是一種自信—我有足夠的資本、完整的生態、穩定的現金流,根本不需要靠IPO來「證明自己」。
這對整個暗號圈也是一個信號:項目的價值不再單純由融資金額和估值決定,而是看它真正能搭建什麼、能運營什麼、能走多遠。XRP用行動告訴市場,有時候說「不」比說「是」更有分量。