RWA · X 热门 · 2026-09-24 16:08 UTC

# RWA — X 热门讨论 (2026-09-24 16:08 UTC)

## @0xKABILA (KABILA) · 09-24 13:45 · ♥67 ↻4 💬61 One thing I like about @axisrobotics is that they are not only building technology, they are also showing up where builders meet.

This week Axis will join Beyond X Web3 Night in Singapore alongside teams from AI RWA and Web3.

Events like this matter because great ideas often grow through collaboration.

For Axis it is another chance to connect with founders researchers and teams working on the future of intelligent systems.

Physical AI needs more than robots. It needs data, infrastructure and strong partnerships.

Seeing @axisrobotics in conversations with different builders makes me think they are focused on the bigger picture building the network that can support the next generation of robotics. > 引用 @shahrianazim6: Today @axisrobotics announced that they will join the Beyond Web3 Night in Singapore with @wallet

this event will have different builders and leaders from AI, RWA and Web3.

for axis this is a good opportunity because they will get a chance to connect with other big builders and teams https://x.com/0xKABILA/status/2103118564714856512

## @BankXRP (𝗕𝗮𝗻𝗸XRP) · 09-24 15:35 · ♥79 ↻16 💬3 Tokenizing the future with @Ondo Finance

@Ripple and Ondo are driving real-world asset adoption to the next level.

With BlackRock-powered Intelligent Portfolios launching onchain, institutional RWA infrastructure is moving faster than ever. 🏁 https://t.co/HJZiHwI880 > 引用 @Ondo: Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.

Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.

The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.

1. BLKHIon: Ondo High Income Powered by BlackRock

2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock

3. BLKGRWon: Ondo High Growth Powered by BlackRock

Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.

“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock

Ondo Intelligent Portfolios can unlock novel capabilities:

→ Programmatic rebalancing → Full composability with DeFi → Complete transparency onchain → Multiple asset classes in a single token

This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain. https://x.com/BankXRP/status/2103146320995467424

## @RWAFoundation_ (RWA Foundation) · 09-24 15:29 · ♥67 ↻12 💬11 Friendly reminder:

RWA tokenization is not about putting your cat onchain.

It’s about putting the world’s financial assets on better rails.

And there are a LOT of them. https://x.com/RWAFoundation_/status/2103144718200602891

## @HaibaraCrypto (灰原学姐) · 09-24 14:04 · ♥51 ↻3 💬30 《月入百万的时间安排》（务必收藏打卡，每天学习)

5:00 起床，打开 X，确认世界有没有趁我睡觉偷偷财富自由。

6:00 给 Codex 布置任务：做3个项目、写20条推文、顺便把我优化成人类 iPhone Duo。

7:00 背 100个英语单词，主要为了看懂 AI 发布会、美股财报和加密项目方画饼。

8:00 练习薄肌，身体要像创业公司：轻资产、高估值。

9:00 看加密行情：BTC、ETH、SOL、ZEC、Robinhood上的金狗。币不管涨没涨，信仰先补仓。

10:00 学 AI 新东西：Codex、Agent、Gemini、Veo、Sora、Claude、Cursor、ComfyUI、MCP，全都收藏，先假装掌握。

11:00 买卖美股：NVDA、AMD、TSLA、PLTR、META、MSFT。涨了叫趋势，跌了叫给长期主义者上车。

12:00 吃午饭，鸡胸肉配白魔抓，配点草莓和青提, 注意一定不能吃月饼。

13:00 用 AI 生成 30 个赚钱项目，最后决定做“教别人用 AI 赚钱”的项目。

14:00 写推文：《普通人最大的贫穷，是没有把自己训练成 Agent》。

15:00 研究加密叙事：RWA、DePIN、AI Crypto、L2、MEME。看不懂没关系，先改名叫认知布局。

16:00 学 TradingView：成交量、均线、RSI、MACD、支撑阻力、趋势线、斐波那契全看一遍，画线 20 分钟，下单 2 秒钟，后悔一下午。

17:00 使用博击来练习薄肌，把沙袋想象成踏空的英伟达、爆仓的合约、没回复的客户。

18:00 晚饭，苦瓜南瓜配鸡蛋, 再喝一杯白魔抓。边吃边看别人晒 MRR，越看越觉得米饭没有复利。

19:00 学 AI 视频：Veo、Sora、Runway、HeyGen，准备把自己做成一个不睡觉的数字分身。

20:00 做个人品牌，简介写：AI / 美股 / Crypto / Builder。实际身份：信息流受害者。

21:00 美股开盘前准备：财报、期权、成交量、盘前异动，全看一遍，最后凭感觉买。

22:00 美股开盘，嘴上说不追高，手上已经在最高点完成时代参与。

23:00 被市场教育，立刻发推：交易不是预测，是纪律。

00:00 研究 AI Agent 工作流，幻想明天开始由 12 个 Agent 替我赚钱，我负责冥想。

01:00 看加密夜盘，别人拉盘我睡不着，别人砸盘我更睡不着。

02:00 学提示词、自动化、AIGC、MCP、RAG、工作流，感觉自己不是人在学习，是浏览器在修仙。

03:00 复盘账户：股票亏的是流动性，加密亏的是叙事，时间亏的是战略投入。

04:00 美股收盘，写下三条原则：不追高、不梭哈、不幻想。

05:00 删除原则，重新起床，继续月入百万的美好生活。 https://x.com/HaibaraCrypto/status/2103123535111860487

## @FastInfo (FAST INFO) · 09-24 15:13 · ♥74 ↻1 💬10 Nitro ostro hipokryzji Mokrego Suchara⤵️

🗣️ „Ale to już trzeba być naprawdę parszywym i perfidnym człowiekiem, żeby swoje frustracje i swoje niepowodzenia przekładać do szacunku do osób trzecich, kiedy ty go absolutnie za grosz nie masz.

Przypominam, śmieciu, że ty całkiem niedawno odpaliłeś streama, na którym powiedziałeś, że jak ktoś jest uśmiechnięty, zadowolony i wiedzie mu się w życiu, to życzysz mu jak najgorzej, bo nie lubisz patrzeć, jak ludzie są szczęśliwi.

K*rwa, socjopato ty.

Jakby, ja nie wiem, dlaczego ludzie są aż tak krótkowzroczni i jakby nie widzą takich ewidentnych rzeczy.

Znowu, znowu musi kolejny raz minąć rok, dwa, trzy, dziesięć, żeby ludzie przejrzeli.

On sobie nie da pluć do mordy. Chyba że akurat Xayoo pluje do mordy.

Mokry Suchar nie da sobie pluć do mordy.

Jezu, jaki to… To jest człowiek pełen paradoksów.” https://x.com/FastInfo/status/2103140685981323738

## @peaq (peaq) · 09-24 15:39 · ♥65 ↻6 💬3 Join us tomorrow: how @peaq x @DualMintRWA is turning machines into a new investable asset class.

We’ll cover: → What peaqOS is, and how it verifies physical machines onchain → How DualMint turns machine revenue into investor payouts → What's next for Machine RWAs

https://t.co/vsHyYG2nb8 https://x.com/peaq/status/2103147215355105578

## @Klaeytus (Klaeytus) · 09-24 14:28 · ♥69 ↻3 💬3 Everyone’s chasing @QFEX points.

I’m keeping an eye on their RWA managed accounts and that 29% APY. > 引用 @annanay: Recently I posted about Managed Accounts, the mid-frequency strategy we’ve been running on QFEX for our team members and early VIPs. We’re now opening a waitlist to a wider audience.

We run a systematic, market-neutral strategy trained with the latest AI foundation models. Our models look at momentum, volatility and relationships across markets to decide what to buy, what to short and how much to allocate to each position.

The book is then balanced to target zero net exposure and zero equity market beta. Out-of-sample APY is 29.6% (net of fees), with a Sharpe ratio of 3.01.

Your collateral stays in your own QFEX account, positions are visible in real time, and there’s no lock-up.

The video explains more about how it works.

If you’re already registered on QFEX, you can now join the waitlist. Link in the comments. https://x.com/Klaeytus/status/2103129445808918814

## @d3rekson (D3rek ⟁) · 09-24 15:05 · ♥44 ↻2 💬25 QFEX caught my attention because there’s more being built here than another perp exchange.

@QFEX is being developed by HFT/quant professionals, while the same team is researching systematic strategies on top of its own market infrastructure.

The RWA Exchange angle is particularly interesting, with managed accounts being introduced to early users and strategies being tested before leverage is applied.

One strategy recorded 29.6% annualized net returns during its test period, without leverage. That’s a historical test result, not a promised return, but it gives some context into what the team is building.

The project is still very early and currently in the QFEX pre points phase, which makes this an interesting stage to start paying attention.

The combination of quant built infrastructure, RWAs and systematic strategies is what separates the idea from simply being another perp exchange. > 引用 @annanay: Recently I posted about Managed Accounts, the mid-frequency strategy we’ve been running on QFEX for our team members and early VIPs. We’re now opening a waitlist to a wider audience.

The book is then balanced to target zero net exposure and zero equity market beta. Out-of-sample APY is 29.6% (net of fees), with a Sharpe ratio of 3.01.

Your collateral stays in your own QFEX account, positions are visible in real time, and there’s no lock-up.

The video explains more about how it works.

If you’re already registered on QFEX, you can now join the waitlist. Link in the comments. https://x.com/d3rekson/status/2103138648690409521

## @hackapreneur (Justin Wu) · 09-24 14:57 · ♥50 ↻6 💬10 BlackRock putting actual investment portfolios onchain with Ondo is kinda crazy when you think about it

3 portfolios Stocks, bonds + BTC ETFs 24/7 access for non-US investors

This is the RWA stuff I’m actually watching

Not hype

Just TradFi slowly moving onto crypto rails

Once 24/7 trading + borrowing becomes normal, I don’t think investors will want to go back > 引用 @WatcherGuru: JUST IN: BlackRock partners with $ONDO to launch tokenized investment portfolios. https://t.co/FRkLTLuSaZ https://x.com/hackapreneur/status/2103136655729430587

## @aaminhajj__ (AMINU) · 09-24 14:30 · ♥45 ↻9 💬8 A lot of exchanges focus on giving traders a place to trade.

What makes QFEX interesting is the team building the market is also researching systematic strategies around it.

Quant-native infrastructure, RWA markets, and still early in the QFEX pre-points phase.

@QFEX > 引用 @annanay: Recently I posted about Managed Accounts, the mid-frequency strategy we’ve been running on QFEX for our team members and early VIPs. We’re now opening a waitlist to a wider audience.

The book is then balanced to target zero net exposure and zero equity market beta. Out-of-sample APY is 29.6% (net of fees), with a Sharpe ratio of 3.01.

Your collateral stays in your own QFEX account, positions are visible in real time, and there’s no lock-up.

The video explains more about how it works.

If you’re already registered on QFEX, you can now join the waitlist. Link in the comments. https://x.com/aaminhajj__/status/2103129830464045523

## @RWAFoundation_ (RWA Foundation) · 09-24 15:09 · ♥43 ↻6 💬10 Which blockchain do you think is best positioned for capturing the value of tokenization?

@RWAFoundation_ blockchain members include @avax, @StellarOrg, @solana & @plumenetwork. 🐘 > 引用 @ZeusRWA: Which blockchain will win the RWA race? https://t.co/x2RFa3NOZF https://x.com/RWAFoundation_/status/2103139814296174704

## @RWAFoundation_ (RWA Foundation) · 09-24 14:04 · ♥45 ↻6 💬5 .@Securitize and @ARKInvest have brought the ARK Venture Fund (ARKVX) onchain on @ethereum.

For the first time, eligible investors can access a tokenized version of ARK's flagship disruptive innovation fund, with a $500 minimum. https://t.co/xwy0LvtzDY https://x.com/RWAFoundation_/status/2103123289635946663

## @kriptobi (Kriptobi) · 09-24 13:34 · ♥40 ↻3 💬11 Arkadaşlar $VAR hype ile 100 lerce perpdex paylaşan veya grup kuranlar oluyor. Klasik her iyi airdrop sonrası primini yapmak isteyen çok tabi normal.

Öncelikle benim stratejim nasıl ve şu anda nelerle uğraşıyorum? bir bakalım...

100 tane perpdex var ve mümkün olduğunda iyi olandan ziyade erken olanları seçmeniz gerekiyor. Neden? çünkü Variational kasarken çok erken aşama ve kimse yok diye fudlayan çoktu. Zaten olay bu. Erken aşama risklidir. Düşük hacimler olur. Fud döner.

Erken aşama girenlerin yüksek şekilde ödüllendirilmesi tamamen bu riskleri göze alıp girdiği içindir. Proje büyüdükten ve iyi olacağı kesinleştikten sonra zaten köydeki dedemiz bile girer. Önemli olan erken güvenmek.

Projelere ne kadar iyi desenizde hacklenebiliyor veya kötü diyorsunuz iyi çıkabiliyor. Tam ne olacağını bilemediğimiz için erken aşama çok takılmadan kasma stratejisiyle ilerliyorum.

Önceliğim Puan Sistemi Gelmeyen Projeler

1. Hiç şüphesiz bunlardan en önemlisi @arcus_xyz Burada $1 M hacim kasabildim. Nakit olsa çok fazla kasardım. İlerde devam ederim. İçeri çok az kişiyi alıyorlar bu yüzden zaten bu onları değerli kılıyor.

👉 https://t.co/3tIaxoFpyd

Şu anda tek yapabileceğiniz sıraya girip beklemek. Yakında herkese açılır o zaman kasarsınız veya perpdex geçmişiniz iyi ise ekip DM ile sizi içeri alabilir.

2. Puan sistemi gelmeyen ve globalde de konuşulduğunu gördüğüm projeler arasında olan birde @TxFlow_L1 var.

👉 https://t.co/7W39scD8D4

Buranın mobili var kolayca hacim kasabildim. $1 M üstü hacim yaptım boş geçmemek adına. Fırsat bulursam arttırmaya çalışacağım.

3. @QFEX Sadece RWA odaklı bir proje ve yeni olmasına rağmen deli gibi hype var. Bazı hesaplar fudluyor. İşte eskiden lisansları yoktu, isim değiştiler vs gibi. Haklı olabilirler fakat ben verilere bakarım ve proje iyi ilerliyor. Erken aşama puan gelmeden kasma fırsatım varken $100k üstü hacim kastım.

Boş geçip üzülmektense ABD hisseleri, altın vs. derken biraz hacim kastım. Burayı lütfen sadece kasacaklar girsin. Kodum sınırlı maalesef.

👉 https://t.co/IvyUnehURT

XPQJ9BMZ - CD2294GN - 2J78TMV3

Puan Sistemi Gelen ama Hala Yüksek Puan Toplanılan

1. Buraya @Vanta_exchange ekliyorum. Çünkü içerideki kişi sayısı az. Puan kasımı kolay ve puan kasımından ziyade sürekli etkinlikler yapıyorlar milyon hacim kasanlar $5k $20k gibi ödüller alabiliyor.

En kötü 300 500 ödül alsanız bile hem fee bedavaya geliyor hem puanlar.

👉 https://t.co/Ls83l0q0OF

Şu anda faz 4 başlamış ve çok az hacimle ilk 10 u doldurmuşlar. Son gün abanıyorlar genelde tabi buna dikkat etmek lazım. Fakat $2k yakıp iyi hacim kasan biri fazlasını ödül alabiliyor genelde baktığım kadarıyla gibi gibi.

Son olarak @variational_io TGE detayları sonrası herkesin sorduğu şey şu. Hocam geç mi kaldık?

Eğer sen bir airdropcuysan geç kaldın. Fakat eğer bir trader isen geç kalmadın. TGE sonrası bile kullanman gereken bir platform. Çünkü 0 komisyonlu bir yer. Tüm işlemler saliselik gerçekleşiyor ve komisyon ödemiyorsunuz.

RWA varlıklarına kadar her şey var. Para yatırma çekme saniyeler sürüyor.

Özetle eğer CEXlerde marjin işlem yapıyorsanız zamanınıza ve paranıza yazık. VAR tarafına gelin hem ücretsiz işlem alın hemde puan birikir.

Direkt puan kasmaya gelirseniz zarar edebilirsiniz. Önermiyorum. Sadece organik trader olarak kullanmak mantıklı.

$10k atan birisi $3m hacim kassa ve OI olarak 50k 100k yani 3x 5x işlemleri uzun süre taşırsa 10 - 40 puan vs haftalık kazanabilir o bile süper ek gelir.

Tamamen kendi stratejimi ve güncel yaptıklarımı paylaştım.

Elime para geçerse bu listeyi genişletirdim ama henüz olmadığından ve kasamadığım yerleri övmediğimden başka paylaşamıyorum. Yoksa 2- 3 tane daha güzel proje var tabi. https://x.com/kriptobi/status/2103115780648808474

## @Alaouicapital (Alaoui Capital) · 09-24 15:10 · ♥49 ↻2 💬3 BlackRock is slowly taking the ETF world onchain.

They’re launching 3 tokenized model portfolios with Ondo, holding baskets of stocks, bonds and Bitcoin ETFs.

24/7 trading + transfers + borrowing against the holdings.

BlackRock doesn’t need crypto hype. If they’re putting the product onchain, that alone says enough.

The RWA narrative gets way more interesting when the biggest asset managers start bringing their actual products onchain. https://x.com/Alaouicapital/status/2103139908764475777

## @RWAFoundation_ (RWA Foundation) · 09-24 15:01 · ♥42 ↻4 💬5 Avalanche edged out Stellar for RWA market cap growth this week, adding $92.3M to Stellar's $91.6M.

@avax +$92.3M @StellarOrg +$91.6M @XLayerOfficial +$23.7M @arbitrum +$14.7M @zksync +$3.4M

Via @tokenterminal https://t.co/SK7pwnMPUJ https://x.com/RWAFoundation_/status/2103137666715865348

## @PaPaPa80755851 (Pa!Pa!Pa!) · 09-24 13:53 · ♥42 ↻2 💬0 オーマイゴッド。$XLM（Stellaそれが起きています。

昨晩のニュースを見逃した方は、ぜひ、この記事をよく読んでください。これは単なるStellarの統合といったレベルの話ではなく、もっと大きな意味を持つ出来事だからです。

BVNKが同社の企業向けプラットフォームにおいて、Stellarをネイティブとして決済レールに採用しました。

一見すると、専門的で難しそうな話に聞こえるかもしれません。

しかし、BVNKが現在どのような企業であるかを見てみると、その重要性が分かります。

BVNKは年間約390億ドルもの決済額を処理し、130カ国以上で事業を展開しています。また、Corpay、Worldpay、Deel、Marqetaといった企業と提携しています。

更に8月にはマスターカードがBVNKの買収を完了させました。

その僅か7週間後、StellarがBVNKの企業向けインフラに直接組み込まれることになったのです。

こうなると、話は全く変わって来ます。

BVNKをすでに利用している企業は、Stellarとの統合機能をゼロから構築する必要がありません。

他の決済手段（決済レール）の為に利用しているのと同じBVNKのプラットフォームやAPIを通じて、Stellarにアクセス出来るからです。

例えば、数千件もの支払いを行う必要のあるグローバル企業を想像してみてください。

エンジニアに何ヶ月もかけてブロックチェーン・インフラを構築させる代わりに、すでに利用しているインフラ内でStellarを選択出来るようになるのです。

そして、Stellarは以下のメリットを提供します。

約5秒での決済完了、99.99%の稼働率、そして1セントの何分の一という極めて低い取引コスト。

これこそが、金融機関が実際に重視する実用性なのです。

次にすでにStellar上で利用可能な資産に目を向けてみましょう。

USDC。

PYUSD。

USDT。

USDTは9月2日にStellar上で稼働を開始し、26以上のネットワークに跨るTetherの統合流動性とStellarネットワークを接続しました。

CircleのCCTP（クロスチェーン転送プロトコル）は、すでに23の対応ブロックチェーン間でStellar USDCを接続しています。

PayPal USDもすでに稼働しています。

そして今回、BVNKが企業向けの広範な流通網を伴って参入して来ました。

このタイミングは驚くべきものです。

また、マスターカードがBVNKを買収した理由は、Stellarの設計思想とほぼ完全に合致しています。

マスターカードは特に国境を越えたB2B決済、送金、ペイアウト、決済処理、そして、財務管理（トレジャリー）のフローにおいて、ステーブルコインが有用であると述べています。

これらはまさに、Stellarが処理可能になったとBVNKが謳っている取引そのものです。

更に、BVNKがすでに持っている展開力にも注目してみてください。同社は2025年に4,000億ドル近い決済額を処理したMarqeta（マルケタ）が関与するステーブルコイン・インフラを支えています。

BVNKはVisaダイレクトを活用したステーブルコインのパイロットプロジェクトにも取り組んで来ました。Visa ダイレクトは、約1.7兆ドル規模のリアルタイム決済を処理しているとされています。

もちろん、その決済額の全てが即座にStellarに流入するわけではありません。

重要なのは「普及」の側面です。

Stellarは今や、世界最大級の決済企業とすでに接続されているインフラの一部となりました。

しかも、こうした動きが本格化する以前から、Stellarはすでに実利用の実績を積み上げています。

2025年の決済額は556億ドル。

取引件数は36億件。

2026年第1四半期だけで、ステーブルコインによる決済額は55億ドルに達しました。

トークン化されたRWA（現実資産）は20億ドルを超えています。

更に、MoneyGram（マネーグラム）の存在も忘れてはなりません。同社は個人向けステーブルコイン残高機能の基盤としてStellarを独占的に採用しています。

MoneyGramに加え、Figure MarketsやRangeも、Stellarの「Tier1バリデーター」となることを表明しました。

イングランド銀行のRTGS（即時グロス決済）システム「RT2」の同期ラボでテストされた、Stellarベースのステーブルコイン・クリアリング（決済・清算）プロトタイプを開発したNuvanté Technologiesも名を連ねています。

更に、Franklin Templeton、WisdomTree、Figure、Tradableといった企業も関与しており、特にTradableは最大10億ドル規模のプライベート・クレジット（民間信用取引）をStellar上で展開することに合意しています。

こうして見ると、より壮大な全体像が浮かび上がってきます。

MoneyGramを通じた個人による現金アクセス。

BVNKを通じた企業間決済。

BVNKの背後にあるマスターカード。

デジタルドル流動性を提供するUSDC、PYUSD、USDT。

同一ネットワーク上で展開されるトークン化資産。

そして、その全ての基盤となっているのがXLMです。

Stellar上のあらゆる取引において、手数料の支払いにXLMが使用されます。

アカウントの作成や台帳リソースの利用にもXLMが必要です。

スマートコントラクトのリソースコストもXLM建てで計算されます。

企業は引き続きステーブルコインを「通貨」として利用出来ます。

その一方で、XLMはネットワークを支えるネイティブ資産として機能し続けます。

これこそが、私が注目するXLMの「投資根拠」です。

そして今、年間390億ドルの決済を処理するマスターカード傘下の企業によって、Stellarが130カ国以上で利用可能になりました。

stellar:nativeはもはや単なる「古い決済用コイン」ではなく、次世代のグローバルな資金移動を支えるインフラとしての姿を現し始めています。

強気です！ > 引用 @Xfinancebull: OH MY GOD, IT’S HAPPENING WITH stellar:native Stellar.

If you missed last night’s news, read this carefully because this is much bigger than another Stellar integration.

BVNK just added Stellar as a native settlement rail across its enterprise platform.

At first glance, that sounds technical.

Then I looked at who BVNK actually is today.

BVNK processes around $39 BILLION in annualized payment volume, operates across 130+ countries, and works with companies including Corpay, Worldpay, Deel and Marqeta.

And in August, Mastercard completed its acquisition of BVNK.

Seven weeks later, Stellar gets plugged directly into BVNK’s enterprise infrastructure.

Now the story becomes very different.

A company already using BVNK does not need to build its own Stellar integration from scratch.

It can already access Stellar through the same BVNK platform and API it uses for other payment rails.

So imagine a global company needing to send thousands of payouts.

Instead of asking its engineers to spend months building blockchain infrastructure, it can potentially choose Stellar inside infrastructure it already uses.

And Stellar gives them:

roughly 5-second settlement, 99.99% uptime, and transaction costs measured in fractions of a cent.

That is the kind of utility institutions actually care about.

Then look at what is already sitting on Stellar.

USDC.

PYUSD.

USDT0.

USDT0 only went live on Stellar on September 2, connecting the network to unified Tether liquidity across more than 26 networks.

Circle’s CCTP already connects Stellar USDC across 23 supported blockchains.

PayPal USD has been live since 2025.

Now BVNK arrives with enterprise distribution.

The timing is wild.

And Mastercard’s reason for buying BVNK lines up almost perfectly with Stellar’s design.

Mastercard specifically talked about stablecoins being useful across cross-border B2B payments, remittances, payouts, settlement and treasury flows.

Those are the exact kinds of transactions BVNK says Stellar can now handle.

Then look at BVNK’s existing reach.

It powers stablecoin infrastructure involving Marqeta, which processed nearly $400B in payment volume in 2025.

BVNK has also worked on Visa Direct stablecoin pilots. Visa Direct was described as handling around $1.7T in real-time payments.

That does not mean all of that volume is suddenly coming to Stellar.

The bigger point is distribution.

Stellar has now entered infrastructure already connected to some of the largest payment companies in the world.

And Stellar already has real usage before any of this.

$55.6B in 2025 payment volume.

3.6B transactions.

$5.5B in stablecoin payment volume during Q1 2026 alone.

$2B+ in tokenized RWAs.

Then add MoneyGram, which uses Stellar as the exclusive blockchain behind its consumer stablecoin balance feature.

MoneyGram, Figure Markets and Range also committed to becoming Tier 1 Stellar validators.

Add Nuvanté Technologies, which built a Stellar stablecoin-clearing prototype tested inside the Bank of England RTGS RT2 Synchronisation Lab.

Add Franklin Templeton, WisdomTree, Figure and Tradable, with Tradable agreeing to bring as much as $1B in private credit onto Stellar.

Now I see a much larger picture.

Consumer cash access through MoneyGram.

Enterprise settlement through BVNK.

Mastercard behind BVNK.

USDC, PYUSD and USDT0 supplying digital-dollar liquidity.

Tokenized assets sitting on the same network.

And underneath all of it sits XLM.

Every Stellar transaction uses XLM for fees.

Accounts and ledger resources require XLM.

Smart-contract resource costs are denominated in XLM.

The businesses can keep using stablecoins as money.

XLM remains the native asset keeping the network operating underneath them.

That is the XLM thesis I care about.

And now a Mastercard-owned company processing $39B annually has made Stellar available across 130+ countries.

stellar:native is starting to look less like an old payments coin and more like infrastructure sitting underneath the next generation of global money movement.

BULLISH! https://x.com/PaPaPa80755851/status/2103120601439404321