TL;DR: Stellar’s tokenized real‑world asset (RWA) market surged ~360% in 2026, reaching almost $4 bn, driven by institutional partners like DTCC and Tradable, while XLM token slipped 11% YTD.
The Details
- Dune Analytics shows Stellar’s RWA cap at $3.996 bn as of Aug 29, up from $868.8 m a year ago.
- Value is concentrated: Spiko $1.55 bn, Realiz $559 m, Tradable $548 m, Franklin Templeton $546 m, Ondo $535 m.
- Non‑US government debt accounts for $490 m, including Mexican CETES and Brazilian bonds.
- Institutional momentum: DTCC will link its tokenization service to Stellar, targeting asset roll‑out in H1 2027 (US Treasurys, index ETFs, Russell 1000 stocks). Tradable aims to add up to $1 bn of private‑credit assets.
- Despite RWA growth, XLM trades near $0.18, down ~11% YTD per CoinGecko.
Watch For
- DTCC asset launch timeline and scope in 2027.
- Tradable’s $1 bn private‑credit integration progress.
- XLM price response to expanding RWA volume and institutional usage.
Analyzed by FNXT Experts