Stellar’s On-Chain Activity Surges While Its Token Lags

The analyst’s central claim rests on data from Stellar’s tokenization ecosystem. According to figures cited in the video, distributed asset value on Stellar has risen from roughly $160 million at the start of the year to “already over $1.4 billion,” with a 7.45% increase over the last 30 days alone.

The host stresses that this “distributed asset value” is more meaningful than mere represented or bookkeeping values.

Growth is being driven by several issuers and products. The commentator highlights entities such as Circle and Société Générale’s Forge unit, noting that distributed value for some of these has jumped sharply in recent weeks, with Forge said to be up close to 98% over the last 30 days.

On the stablecoin side, USDC on Stellar and tokenized U.S. Treasury exposure products are mentioned as notable contributors.

Network activity on Stellar has also surged. Over the last seven days, the protocol has processed more than 9 million transactions per day, with a recent high of 11.6 million in 24 hours. Over 300 million transactions have settled on-chain in the past 30 days, according to the video, with the network sustaining over 100 transactions per second at times.

Yet this heavy usage is not translating into immediate price pressure.

Nick from NCash points to Stellar’s “extremely low” average transaction fees, arguing that even 10 million transactions per day “is not affecting the value all that much” because the network is so efficient. That same efficiency, the host says, is precisely what attracts institutional users looking for predictable, low-cost rails.

On the adoption front, the video highlights a series of integrations. European platform Bitpanda has added native Stellar support, enabling “fast access to assets built on Stellar.” More consequential, in the analyst’s view, is a new infrastructure move by Wirex, working with Ultra Stellar (the team behind Lobstr and StellarX).

The Wirex founder, quoted in the video, describes a “stellar native transaction processing with direct Visa settlement in USDC and EUR all on Stellar,” calling it one of the most capital-efficient and liquid setups available.

The stack includes cards, accounts, payouts and yield, all built on Soroban, Stellar’s smart contract platform, and is already handling more than $100 million in monthly on-chain volume.

Franklin Templeton is also cited as an example of a traditional finance player choosing Stellar, with the analyst attributing that decision to the network’s efficiency and cost profile.

Despite this activity, XLM continues to struggle against a resistance zone dating back to the 2017–2018 cycle. The host notes that Stellar has been “challenging this high level on the chart” for more than 3,000 days, similar to XRP’s prolonged battle with its former all-time high.

Currently, the analyst is watching a support area around $0.125–$0.14, expecting that region to be retested. The video compares valuations: XRP with roughly $80 billion market cap versus Stellar’s approximately $8 billion fully diluted value and a smaller total supply.

From this, the host posits a “10x moment” is plausible for XLM and suggests a future in which Stellar could justify a place in the top 10—potentially even the top 5—by market cap.

For crypto aficionados, the tension is clear: a payments and tokenization network processing hundreds of millions of transactions a month, securing major fintech and asset-management integrations, yet still trading under a multi-year resistance band.

Whether that disconnect closes will depend less on narrative and more on whether this growth in real-world volume continues to compound.

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