3 Altcoins Gaining Attention as U.S. Money Supply Hits Record Levels

• Ripple: Growing ETF presence and liquidity trends may support upward momentum.

• Chainlink: Institutional adoption and CCIP expansion highlight undervaluation and long-term potential.

• Ethereum: Network upgrades, Layer-2 fees, and institutional buying strengthen growth outlook.

Rising U.S. money supply has investors closely watching the crypto market. More liquidity often flows into digital assets, pushing demand for certain tokens. Altcoins with strong fundamentals and institutional support could benefit most from this trend. XRP, LINK, and ETH are currently drawing attention for several reasons. Each token shows growing adoption, ETF involvement, and backing from large investors.

Ripple (XRP)

Source: Trading View

XRP already has five spot ETFs trading, with three more awaiting approval. The total assets under management across all ETFs approach $1 billion, including roughly $478 million in XRP held in ETF vaults. That represents about 0.5 percent of the total token supply. Only 60 percent of XRP’s 100 billion tokens circulate in the market, which continues to spark questions about long-term liquidity. Despite these concerns, XRP has historically performed well when liquidity increases.

The growing M2 money supply could create favorable conditions for XRP to follow similar trends. ETFs also make XRP more accessible to institutional and retail investors, boosting demand. With multiple ETFs supporting the token, the market is gradually tightening supply. This combination of liquidity growth and ETF exposure could position XRP for steady upward momentum.

Chainlink (LINK)

Source: Trading View

Chainlink recently launched its first spot ETF through Grayscale, attracting $37 million on the very first day of trading. A second ETF from Bitwise is also on the way, showing growing institutional interest. Chainlink’s CCIP system now supports more than 70 blockchains, facilitating the tokenization of real-world assets.

Major institutions, including BlackRock, are leveraging Chainlink’s infrastructure to explore tokenized assets. LINK trades around $14, which many analysts consider undervalued given its crucial role in institutional blockchain adoption. Strong ETF inflows combined with a rapidly expanding ecosystem highlight LINK’s potential. The network’s utility in connecting blockchains and enabling real-world applications makes it a high-priority altcoin.

Ethereum (ETH)

Source: Trading View

Ethereum continues to dominate as the second-largest crypto ETF market after Bitcoin. The recent Fusaka upgrade improved network speed, reduced transaction costs, and boosted scalability. Layer-2 networks now contribute higher fees to Ethereum, increasing ETH burn rates and reinforcing hopes for a return to deflationary conditions.

Institutional buying remains strong, with fund manager Tom Lee holding approximately 3.5 million ETH valued at around $11 billion. Upgrades combined with growing adoption enhance Ethereum’s long-term outlook. Increased network efficiency, rising demand from ETFs, and large-scale institutional accumulation create a favorable environment for ETH.

XRP, LINK, and ETH each show strong fundamentals and growing institutional interest. ETFs and network upgrades increase liquidity and investor confidence. Rising U.S. money supply could amplify demand for these tokens. These altcoins may see further gains as market conditions continue to favor patient and strategic investors.