AIxCrypto Holdings Labels XRP (XRP) Immaterial While Liquidating Treasury at 50% Loss

S-1 Amendment Confirms Full Liquidation

Nasdaq-listed microcap AIxCrypto Holdings (AIXC) is winding down its crypto treasury strategy entirely, liquidating its digital asset portfolio after booking unrealized losses of roughly 50%. The move was disclosed in an amendment to its Form S-1 filed with the SEC on Sept. 4, 2026, which we reviewed directly — the document pegs the disposal at approximately $4.82 million in assets.

Per the company's reporting as of Aug. 31, the liquidation covered 33.49 BTC, 497.56 ETH and 6,325.92 SOL, alongside smaller positions in LINK, BNB and ADA. Notably, management characterized its XRP exposure as "immaterial" in the filing — a framing that shifts investor attention toward the real source of the damage: depreciation in the two largest positions, Bitcoin and Ethereum. The company, which previously operated in the pharmaceutical sector, plans to relaunch around the RoboShare platform and complete a full pivot into the robotics market once the depreciated assets are cleared from the balance sheet.

This is not an isolated capitulation. Tokyo-based Remixpoint executed a comparable exit earlier, selling out of ETH, SOL, DOGE and 1.19 million XRP to fund purchases of energy storage systems while keeping only Bitcoin on its books. On the altcoin side, the pattern suggests small public companies are closing out losing exchange-acquired positions to protect core operations — balance-sheet triage rather than a market-wide panic.

Kinetics and Evernorth Take the Other Side

While AIXC dismisses XRP as a rounding error, other institutional players are deepening their Ripple-linked exposure through very different channels. Kinetics funds disclosed direct positions in Ripple Labs' Class A preferred shares in their own SEC filings — meaning this Wall Street capital is entering the XRP ecosystem by taking equity in the issuer itself rather than holding the volatile token on an exchange.

Meanwhile, XRP-focused treasury vehicle Evernorth (XRPN) continues to hold approximately 473 million XRP as it prepares for a Nasdaq listing via a SPAC merger — a structure few corporate treasuries have committed to this heavily, as we covered in our recent Evernorth report on record XRP Ledger asset levels. The picture that emerges is not corporate disillusionment with digital assets but a strict sorting of capital: struggling microcaps are dumping underperforming altcoin bags to survive, while larger, more targeted allocators are choosing Ripple exposure through equity and treasury structures. Ripple CEO Brad Garlinghouse has argued the broader US crypto-capital buildout around XRP remains on track, consistent with our earlier coverage of his September outlook. Readers tracking the market in real time can follow live spot and futures prices on Bitget.

XRP Eyes $1.42 Resistance

COINOTAG's proprietary 42-indicator composite S/R scoring engine rates the $1.3664 support at 87/100, a strong cluster driven by VWAP, high-volume-node and SMA-20 confluence, with XRP spot trading at $1.4050 (down 3.11% over 24 hours). Overhead, the $1.4253 resistance scores 76/100 on a Flip S→R, Value Area High and POC confluence. Derivatives positioning leans bullish: funding sits at 0.0033%, open interest at $967.2 million, and the long/short account ratio at 2.83, while the Fear & Greed Index reads 74 (Greed). With RSI at 60.8, a bearish MACD signal and a sideways trend, a clean break above $1.4253 opens the path toward $1.70; losing $1.3664 would invalidate the bullish structure and expose the $1.2815 support.