Among the four altcoins proposed in former President Donald Trump's crypto reserve list, only Cardano (ADA) has maintained growth momentum, while XRP, ETH, and SOL all faced strong selling pressure. The main reason comes from the supply factor—an important element determining the scarcity and long-term value of a digital asset.

1. XRP: Selling Pressure From Huge Supply

XRP is one of the most controversial coins with a maximum supply of 100 billion XRP, all of which were released right from the start. Currently, 58 billion $XRP are circulating, while the remaining 42 billion XRP are held in an escrow account of #RippleLabs . This means Ripple can sell this amount of XRP at any time, creating continuous selling pressure, making it difficult for the price to maintain upward momentum.

2. ETH: No Supply Limit, Increasing Inflation

Ethereum ($ETH) has no maximum supply, which makes it less attractive as a reserve asset. The inflation of $ETH depends on the transaction volume on the network; when transaction fees are high, the token burn mechanism will help reduce supply. However, activity on Ethereum is currently quite weak, resulting in the amount of ETH burned being insufficient to offset the newly mined ETH, causing the supply to continue to expand.

In addition, over the past two years, the Ethereum Foundation has been criticized for indecisiveness, leading to a backlash from the community. This further reduces ETH's attractiveness in the eyes of major investors.

3. SOL: Unlock Token Pressure

Solana ($SOL ) just went through a major supply unlock on March 1, 2025, with 11.2 million SOL entering the market, accounting for about 2.2% of the total circulating supply. Notably, this unlocking coincides almost perfectly with the announcement of Trump's crypto reserve policy, leading to strong selling pressure in the market.

4. ADA: The Chosen One Thanks to Stable Supply Mechanism

While other altcoins are affected by supply, Cardano (#ADA ) is the only coin with a stable issuance mechanism and does not face significant selling pressure from the development team or holding organizations. This helps ADA maintain growth momentum while other altcoins struggle.

Conclusion

Supply is one of the key factors affecting the value of a digital asset. XRP faces selling pressure from a huge amount of tokens in escrow, ETH has no supply limit and is affected by inflation, SOL faces unlock token pressure, while ADA maintains stability in supply. This is why Cardano becomes the only altcoin on Trump's list that maintains growth momentum. #anhbacong