Binance XRP reserves to 2024 lows as traders eye stock signal

Author

Ahmed Balaha

Author

Ahmed Balaha

Since part of the group

August 2025

About the author

Ahmed Balaha is a journalist and copywriter based in Georgia with a growing focus on blockchain technology, DeFi, AI, privacy, digital assets and fintech innovation.

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Last Updated:

February 15, 2026

Binance stocks have dropped to levels not seen since early 2024, and the timing is exciting. The price lost 4.5% to $1.50 as liquidity eased. It is no accident that the market can ignore it.

On chain data, Binance now holds only 2.5 billion XRP. This is a sell-side squeeze. Less sitting on exchanges means less immediate selling pressure.

And by sensitively turning into cork again, this type of liquid drain fuel increases rapidly. When supply tightens and demand wakes up at the same time, things can move faster than expected.

Is a supply shock coming?

The transition is not small. By November 2024, Binance would hold about 3.2 billion XRP. Now that number is closer to 2.5 billion. This is approximately 700 million tokens lost, 22% of the stack has been wiped from value wallets in over a year.

Analysts say this type of drop usually indicates that the sell side is tighter. When coins leave exchanges, they often move themselves into custody. That's typically a long-term game, something institutions and whales do when they take positions, not what they trade.

It's time to get more attention. This reserve leak happened after Binance ended full XRPL support for RLUSD. Many expect higher chain speeds. Instead, XRP itself began to flow outward.

Less supply on the exchange. A stronger price response. That combination is becoming hard to ignore.

The condition of the short circuit

What happens next comes down to money. XRP funding recently hit a 10-month low, and historically such a reset usually comes before a strong upward move.

If shorts are getting crowded out as the currency's supply tightens, a clean break above $1.55 could create a significant squeeze towards $1.80.

The setup is gaining support from improving regulatory sentiment, particularly from Ripple's leadership gaining more visibility in Washington.

For now, $1.45 is the key level to watch. If the price stays there as stocks continue to fall, that's the kind of confirmation they need before they hit new highs.