🧵 THREAD: While you’re watching price action, Stellar $XLM is quietly building the institutional backbone of digital finance
Paul Atkins just took the SEC helm. Visa added Stellar to settlement rails. SDF sits on CFTC committees.
This isn’t speculation. This is institutional infrastructure. Let me connect the dots 👇
Paul Atkins just took the SEC helm. Visa added Stellar to settlement rails. SDF sits on CFTC committees.
This isn’t speculation. This is institutional infrastructure. Let me connect the dots 👇
The Regulatory Foundation Is Set**
Paul Atkins was sworn in as SEC Chair on April 21, 2025 - a crypto-friendly leader who previously helped develop digital asset best practices.
Meanwhile, SDF has been sitting on the CFTC’s Global Markets Advisory Committee since 2023, actively shaping derivatives regulation.
This isn’t access. This is influence.
Paul Atkins was sworn in as SEC Chair on April 21, 2025 - a crypto-friendly leader who previously helped develop digital asset best practices.
Meanwhile, SDF has been sitting on the CFTC’s Global Markets Advisory Committee since 2023, actively shaping derivatives regulation.
This isn’t access. This is influence.
Visa Validates the Network
The big news: Visa officially added Stellar to its stablecoin settlement platform on July 31, 2025.
Visa now supports four stablecoins across four blockchains: Ethereum, Solana, Stellar, and Avalanche.
When the world’s largest payment network picks your rails for settlement, that’s institutional validation.
Source: usa.visa.com/about-visa/new…
The big news: Visa officially added Stellar to its stablecoin settlement platform on July 31, 2025.
Visa now supports four stablecoins across four blockchains: Ethereum, Solana, Stellar, and Avalanche.
When the world’s largest payment network picks your rails for settlement, that’s institutional validation.
Source: usa.visa.com/about-visa/new…
The RWA Infrastructure Play
SDF joined the ERC-3643 Association - the gold standard for compliant tokenization. ERC-3643 is now recognized as “the industry reference standard for compliant tokenized securities, used by leading institutions and acknowledged by regulators around the world”.
This positions Stellar for institutional-grade asset tokenization with built-in compliance.
Source: stellar.org/press/stellar-…
SDF joined the ERC-3643 Association - the gold standard for compliant tokenization. ERC-3643 is now recognized as “the industry reference standard for compliant tokenized securities, used by leading institutions and acknowledged by regulators around the world”.
This positions Stellar for institutional-grade asset tokenization with built-in compliance.
Source: stellar.org/press/stellar-…
Strategic Capital Deployment
SDF invested directly in UK-regulated digital asset exchange Archax in August 2025. Archax has already tokenized an Aberdeen Money Market Fund and integrated Stellar into their tokenization engine.
86% of institutions now have digital assets allocations or are planning to by the end of 2025, per Archax data.
Source: stellar.org/press/archax-a…
SDF invested directly in UK-regulated digital asset exchange Archax in August 2025. Archax has already tokenized an Aberdeen Money Market Fund and integrated Stellar into their tokenization engine.
86% of institutions now have digital assets allocations or are planning to by the end of 2025, per Archax data.
Source: stellar.org/press/archax-a…
By The Numbers: The RWA Explosion
RWA tokenization has grown from $15.2 billion in December 2024 to over $24 billion by June 2025 - an 85% year-on-year increase.
Stellar has set a goal to power $3 billion in RWA value by 2025 - more than 10x the $290 million from late 2024.
Industry projections suggest this becomes a trillion-dollar market by 2030.
RWA tokenization has grown from $15.2 billion in December 2024 to over $24 billion by June 2025 - an 85% year-on-year increase.
Stellar has set a goal to power $3 billion in RWA value by 2025 - more than 10x the $290 million from late 2024.
Industry projections suggest this becomes a trillion-dollar market by 2030.
The Congressional Testimony Factor
Denelle Dixon testified before the House Financial Services Committee on digital assets and the future of finance, representing the only blockchain network in the hearing.
“Stellar is a pioneer for tokenization, optimized for fiat-backed asset issuance before stablecoin was even a word” - positioning matters.
Source: stellar.org/blog/policy/di…
Denelle Dixon testified before the House Financial Services Committee on digital assets and the future of finance, representing the only blockchain network in the hearing.
“Stellar is a pioneer for tokenization, optimized for fiat-backed asset issuance before stablecoin was even a word” - positioning matters.
Source: stellar.org/blog/policy/di…
The Cross-Chain Compliance Play
Through ERC-3643, SDF will work on “cross-chain interoperability between Stellar and Ethereum-based standards to broaden the reach of compliant tokenization”.
This isn’t about competing with Ethereum. It’s about becoming the settlement layer for compliant assets across chains.
Through ERC-3643, SDF will work on “cross-chain interoperability between Stellar and Ethereum-based standards to broaden the reach of compliant tokenization”.
This isn’t about competing with Ethereum. It’s about becoming the settlement layer for compliant assets across chains.
Traditional Finance Integration
Archax recently worked with Lloyds Bank and Aberdeen Asset Management to use tokenized money-market funds as collateral for FX trades.
“We have over 100 funds now available in token form from many leading asset managers. These are all available on Stellar now too” - Graham Rodford, Archax CEO.
The Alpha
While everyone debates price targets, Stellar is building the institutional infrastructure:
✅ Regulatory: SEC Chair who understands crypto, CFTC committee representation
✅ Settlement: Visa’s global payment rails integration
✅ Compliance: ERC-3643 standard for institutional tokenization
✅ Capital: Direct investment in regulated exchange infrastructure
✅ Scale: $3B RWA target in trillion-dollar growing market
This isn’t about tomorrow’s pump. This is about the next decade’s financial infrastructure.
The institutions aren’t coming. They’re already here, and they’re building on Stellar.
Not financial advice. These are receipts. 📄
*Sources: SEC.gov, Visa newsroom, CFTC press releases, Stellar.org official announcements*
Archax recently worked with Lloyds Bank and Aberdeen Asset Management to use tokenized money-market funds as collateral for FX trades.
“We have over 100 funds now available in token form from many leading asset managers. These are all available on Stellar now too” - Graham Rodford, Archax CEO.
The Alpha
While everyone debates price targets, Stellar is building the institutional infrastructure:
✅ Regulatory: SEC Chair who understands crypto, CFTC committee representation
✅ Settlement: Visa’s global payment rails integration
✅ Compliance: ERC-3643 standard for institutional tokenization
✅ Capital: Direct investment in regulated exchange infrastructure
✅ Scale: $3B RWA target in trillion-dollar growing market
This isn’t about tomorrow’s pump. This is about the next decade’s financial infrastructure.
The institutions aren’t coming. They’re already here, and they’re building on Stellar.
Not financial advice. These are receipts. 📄
*Sources: SEC.gov, Visa newsroom, CFTC press releases, Stellar.org official announcements*
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