ALLINCRYPTO
Technical Crypto Analyst, Allincrypto YouTube/Podcast Creator
Stellar and Tron sit directly in the path of stablecoin growth as stablecoins become a multi-trillion-dollar payments market. Per Kaiko data, USDT and USDC now hold about 94% of circulating stablecoin supply. Stellar now supports both USDT and USDC, while Tron remains the dominant home for USDT, so the networks carrying these stablecoins could benefit enormously. x.comÂ
RLUSD is positioned to become a main liquidity layer for XRP trading, as Tether did for Bitcoin. Planned Coinbase access and institutional backing add to Ripple's trust-bank OCC approval, BNY custody and RLUSD's Moody's A2 as adoption groundwork. If XRP becomes core settlement infrastructure, today's market-cap valuation models would look conservative; $100 is a number, not a ceiling. x.com x.com x.com x.comÂ
Stellar is back in the RWA and tokenized-assets narrative after DTCC selected it as one of the rails for its tokenization service, a big development for the ecosystem. XLM is finally showing strength after a long consolidation, and a clean breakout above $0.16 could push it toward $0.18 and potentially $0.25. x.comÂ
Stellar's weak incentive to hoard XLM and its hundreds of billions of idle tokens could leave the price barely affected for years, even if the network succeeds wildly. Long-term holders would need Stellar to change something to benefit from that success. x.comÂ
TRON looks bullish as real-world stablecoin use drives record network activity. A post the author replies to notes the TRON network processed more than 14.13 million transactions on June 5, its highest daily total ever, driven largely by the continued rise of stablecoins for payments and cross-border settlement. x.comÂ
Stellar's XLM is starting to move after quietly processing cross-border payments for banks and institutions while the market ignored it. x.comÂ
TRX gains as Tron evolves from a blockchain into a global stablecoin and payment rail, which can support demand for TRX through staking, burns and network use. Tron hosts over $94 billion of USDT and 405 million accounts, with weekly stablecoin transfers of about $150-190 billion at roughly $0.07 per transaction. OpenZeppelin's integration strengthens developer security, and Canary's staked TRX ETF opens access through traditional markets. TRX still moves with the broader crypto market. x.comÂ
Growing stablecoin payments and business adoption position Visa, Mastercard, Coinbase, Circle and PayPal for a massive shift in global payments. Stablecoins are moving from crypto speculation into real-world financial infrastructure; payments reached $482B year to date, up 45%. Autonomous AI-agent transactions may be the next frontier. x.comÂ
TRON is quietly becoming one of crypto's most active networks, backing a test of a major breakout level that could bring a 25% move if buyers stay in control. Stablecoin supply holds around $90 billion, the network processed 376 million transactions in May alone, and TVL has grown to $26 billion. x.comÂ
Stellar's rise to third among chains by real-world asset value growth in 2026, behind BNB Chain and Solana, is bullish for Stellar. x.com x.comÂ
US-based crypto projects are set for an H2 2026 breakout as US policy turns pro-crypto. Kevin Warsh, seen as relatively pro-crypto, becomes Fed Chair in May, and the CLARITY Act, with roughly 50% odds of passing, would clarify rules for digital commodities, exchanges and RWAs. US teams are shipping: Stellar has ISO 20022 compliance and over $1.4B of RWAs, and Western Union is launching a stablecoin on Solana. XRP and Stellar look set to lead cross-border payments. x.comÂ
