Nate Geraci forecasts SEC approval for a spot XRP ETF by October 2025, potentially driving $1B+ in institutional inflows, with Polymarket odds at 79%.
Nate Gerraci, an ETF analyst, has predicted that the XRP ETF could be approved within 60 days. This is in response to the US Securities and Exchange Commission’s decision to postpone its final determination regarding the products until October.
Spot XRP ETF approvals are imminent, according to an analyst
Nate Geraci, President of The ETF Store, an ETF analyst, recently suggested in a post on X that spot crypto ETFs will likely acquire momentum within the next two months. He underscored that products with an altcoin concentration, including Litecoin ETFs, XRP, and Solana, are on the brink of approval.
Geraci further stated that the sanction of staking for existing Ethereum spot ETFs could occur “any day now,” providing investors with new yield-generating opportunities. This prediction is consistent with the belief that the SEC is preparing to permit a surge in crypto ETFs after its final evaluations are completed in October.
As previously reported, the SEC has formally postponed its decision on five distinct spot XRP ETF proposals. Among them were applications from Bitwise, CoinShares, Canary Capital, Greyscale, and 21Shares. The regulator indicated that additional time was required to assess the filings.
In particular, the SEC postponed its review of the 21Shares Core XRP Trust by 60 days, relocating the final deadline from August 20 to October 19, 2025. Grayscale’s endeavor to convert its current XRP Trust into a spot XRP ETF is also confronted with an October 18 deadline. These extensions now determine the future of XRP-linked ETFs, with October serving as the pivotal month.
It has the potential to increase the amount of money that is invested in XRP if it is approved. XRP would be more accessible to institutional investors, who prefer regulated options like ETFs.
CLARITY Act Could Revolutionize SEC Oversight
Nate Gerraci highlighted the significance of the CLARITY Act in approving some other crypto products. The US House passed the CLARITY Act last month and is currently pending Senate deliberation.
The creation of clear rules for digital assets, the clarification of asset classification, and the definition of the responsibilities of the Commodity Futures Trading Commission (CFTC) and the Securities and Exchange Commission (SEC) will be achieved if this Act is approved.
Including “investment contract assets” is one of the Act’s most significant features. This implies that a token may initially be classified as a security but may subsequently be classified as a commodity as it becomes decentralized. Ripple and other projects could benefit from this clarity, as it could reduce regulatory confusion and expedite the adoption of spot ETFs.
Geraci stated that the remainder of 2025 “should be wild,” as a combination of regulatory approvals and ETF launches is anticipated.
Bill Morgan, a crypto litigator, also believes that October could be a critical month for the approval of the XRP ETF. Additionally, he noted that Ripple is anticipating a decision regarding its application for a US national banking license in the same month.
