Stellar (XLM) has seen a significant drop in price from $0.52 to $0.26 since its peak in 2025. Grayscale, a top crypto investment fund, has been managing its XLM holdings through this downturn, accumulating from 70 million to 119 million before XLM’s 600% growth in November 2024.

Despite the market’s extreme fear, Grayscale’s refusal to sell aggressively shows a long-term perspective on XLM as a valuable asset in cross-border payments. Grayscale Stellar Lumens Trust (GXLM) trades at a premium of 10-15% over its Net Asset Value (NAV), indicating investor willingness to pay above the asset value.

In November 2025, seven major crypto players launched the Blockchain Payments Consortium (BPC), including Stellar Development Foundation. The BPC aims to promote blockchain-based payment standards and cross-chain integration, potentially increasing demand for XLM in 2026.

Stellar network experienced 37% growth in full-time developers during Q3, 8 times faster than industry growth. The Real-World Assets (RWA) value on the network hit a record $654 million in November 2025, showing explosive growth from $300 million at the start of the year.

Read more at Yahoo Finance: How Grayscale Holds XLM as the Price Drops More Than 50%