State of Stellar Q1 2026 & Beyond

@KreiserMatt sits down with @StellarOrg President @JoseFDaPonte to unpack Q1 2026, @The_DTCC + SDF plans for tokenization of DTC-custodied assets on Stellar, and much more 👇

0:00 Intro

0:49 DTCC Announcement

4:30 Why DTC Chose Stellar

7:27 Growth of Stellar Developer Ecosystem

8:27 Q1 2026 Key Metrics and Growth

11:25 RWA Market Cap Growth and Composability

14:41 DeFi Ecosystem and Composability

18:16 Stablecoins and Institutional Adoption

20:04 USD vs. Non-USD Stablecoin Mix

22:45 Tether and Circle vs. New Issuers

27:59 Other DeFi Announcements

28:49 Perps and the Future of DeFi on Stellar

33:41 Payments Volume and Trends

37:35 Agentic Payments, x402, and MPP

41:00 Privacy on Stellar and X-Ray Update

43:36 Events and Community

47:18 Financial Performance + TradFi

49:02 Conclusion

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