Key Takeaways
- • Stellar (XLM) recorded $17.1 million in net institutional inflows into investment funds over 24 hours, ranking first globally and overtaking Ethereum at $16.0 million, according to RWA.xyz and Token Terminal data.
- • The value of real-world assets on the Stellar network rose 360% since the end of last year to a record $3.5–4 billion, lifting the chain to third place in blockchain AUM behind Ethereum and BNB Chain.
- • Inflows are concentrated in regulated products across France, the United States and Luxembourg, led by the $1.29 billion Spiko Amundi Overnight Swap Fund EEUR and Franklin Templeton's $521.1 million BENJI fund.
- • DTCC plans to connect its tokenization service to Stellar to bring Russell 1000 stocks and major ETFs on-chain, and Tradable is preparing to integrate up to $1 billion in private credit assets, both expected in the first half of 2027.
- • Stellar is pursuing a banking and government bond focus, while XRPL specializes in commodities and industrial assets, including Justoken's $2.22 billion JMWH energy contracts.
Summary
The Stellar (XLM) blockchain has taken first place globally in daily institutional capital inflows into investment funds, overtaking Ethereum, according to data from RWA.xyz and Token Terminal. Net inflows into Stellar-based investment funds totaled $17.1 million over the past 24 hours, compared with $16.0 million for Ethereum and $5.9 million for Polygon. The surge marks a fourfold expansion of Stellar's real-world asset (RWA) sector since the end of last year, with total RWA value on the network growing 360% to a record $3.5–4 billion. As a result, Stellar has climbed to third place in the global blockchain ranking by assets under management, trailing only Ethereum and BNB Chain.
Inflows are being driven by regulated funds distributed across three jurisdictions. In France, the network's largest asset is the Spiko Amundi Overnight Swap Fund EEUR, a government bond fund with $1.29 billion in assets operating under the EU's UCITS framework. In the United States, Franklin Templeton's BENJI government money market fund holds $521.1 million, while the Ondo U.S. Dollar Yield (USDY) fund has $537.1 million under SEC oversight. In Luxembourg, the Yuleba Bond 2030 corporate credit instrument accounts for $500 million. Circle's USDC stablecoin, with $367.7 million, serves as the ecosystem's settlement gateway. According to the report, USDC is compliant with Europe's MiCA regulation and the network maintains a record 707,248 active addresses for the RWA sector, with monthly transfer volume reaching $10.72 billion.
The network expects further growth in the first half of 2027. The U.S. securities depository DTCC has confirmed plans to connect its tokenization service to Stellar to bring Russell 1000 stocks and major ETFs on-chain, while the Tradable platform is preparing to integrate up to $1 billion in private credit assets.
The report contrasts Stellar with the XRP Ledger (XRPL), which was also created with the involvement of Stellar co-founder Jed McCaleb. While Stellar is accumulating traditional banking capital and government bonds, XRPL has taken a dominant position in tokenizing commodities and industrial assets. Ripple's ecosystem is built around Justoken's JMWH energy contracts, valued at $2.22 billion, and Latin American corporate debt pools from VERT Capital, with settlement supported by Ripple USD (RLUSD), a regulated stablecoin with a market capitalization of $1.16 billion. The article characterizes the latest inflows as cementing Stellar's position as a leading public blockchain infrastructure for regulated investment products.
Inflows are being driven by regulated funds distributed across three jurisdictions. In France, the network's largest asset is the Spiko Amundi Overnight Swap Fund EEUR, a government bond fund with $1.29 billion in assets operating under the EU's UCITS framework. In the United States, Franklin Templeton's BENJI government money market fund holds $521.1 million, while the Ondo U.S. Dollar Yield (USDY) fund has $537.1 million under SEC oversight. In Luxembourg, the Yuleba Bond 2030 corporate credit instrument accounts for $500 million. Circle's USDC stablecoin, with $367.7 million, serves as the ecosystem's settlement gateway. According to the report, USDC is compliant with Europe's MiCA regulation and the network maintains a record 707,248 active addresses for the RWA sector, with monthly transfer volume reaching $10.72 billion.
The network expects further growth in the first half of 2027. The U.S. securities depository DTCC has confirmed plans to connect its tokenization service to Stellar to bring Russell 1000 stocks and major ETFs on-chain, while the Tradable platform is preparing to integrate up to $1 billion in private credit assets.
The report contrasts Stellar with the XRP Ledger (XRPL), which was also created with the involvement of Stellar co-founder Jed McCaleb. While Stellar is accumulating traditional banking capital and government bonds, XRPL has taken a dominant position in tokenizing commodities and industrial assets. Ripple's ecosystem is built around Justoken's JMWH energy contracts, valued at $2.22 billion, and Latin American corporate debt pools from VERT Capital, with settlement supported by Ripple USD (RLUSD), a regulated stablecoin with a market capitalization of $1.16 billion. The article characterizes the latest inflows as cementing Stellar's position as a leading public blockchain infrastructure for regulated investment products.
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