Onchain, week of Oct 26: Stablecoin supply $302.4B (-0.7% w/w). Tokenized RWA TVL $3.9B (-0.1% w/w), led by Ethena USDtb ($477M), Re ($466M), Huma ($375M). Offchain: 30yr FRM 7.32%, 10yr Treasury 4.96%.

Weekly rates, Oct 22: The 30-year FRM declined to 7.32% from 7.40% last week. That is 113 bps above the same week in 2025 (6.19%). The 15-year FRM declined to 6.68% from 6.71% last week. That is 124 bps above the same week in 2025 (5.44%).

Where stablecoins live, week of Oct 21: Ethereum $143.2B (48%, -0.7% w/w) Tron $94.1B (31%, -0.6% w/w) Solana $15.6B (5%, -1.2% w/w) Top 3 hold 84% of $300.8B across 170 chains.

The biggest stablecoins, week of Oct 20: USDT $183.0B (60%, -0.6% w/w) USDC $72.2B (24%, -0.9% w/w) USDS $6.9B (2%, -1.5% w/w) Top 3 hold 86% of $304.4B across 258 stablecoins.

Onchain, week of Oct 19: Stablecoin supply $304.6B (-0.5% w/w). Tokenized RWA TVL $3.8B (-0.5% w/w), led by Ethena USDtb ($476M), Re ($446M), Huma ($405M). Offchain: 30yr FRM 7.40%, 10yr Treasury 5.1%.

@danielgothits @trystable Median US home sale price: $410,700 as of Q2 2026 (prior quarter $408,500, +0.5%; a year ago $416,100, -1.3%). Chart over the last 10 years attached.

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30yr fixed is 7.40%, flat from last week. 15yr fixed is 6.71%, down 2bps. Both still well above year-ago levels.

Weekly rates, Oct 15: The 30-year FRM held at 7.40%, unchanged from last week. That is 113 bps above the same week in 2025 (6.27%). The 15-year FRM declined to 6.71% from 6.73% last week. That is 119 bps above the same week in 2025 (5.52%).

Where stablecoins live, week of Oct 14: Ethereum $144.3B (48%, -1.6% w/w) Tron $94.6B (31%, +0.4% w/w) Solana $15.8B (5%, -4.6% w/w) Top 3 hold 84% of $303.0B across 170 chains.

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The biggest stablecoins, week of Oct 13: USDT $184.0B (59%, -0.0% w/w) USDC $72.8B (23%, -2.0% w/w) USDS $7.2B (2%, +5.5% w/w) Top 3 hold 84% of $312.9B across 265 stablecoins.

Where tokenized RWAs live, week of Oct 13: Ethereum $2.5B (57%, +2.4% w/w) Solana $582M (13%, -1.1% w/w) Arbitrum $348M (8%, +2.7% w/w) Top 3 hold 78% of $4.4B across 17 chains.

@trystable @conqoest Demand cooled, but supply shrank more: owners locked into sub-5% rates won't trade into today's 7.40% 30yr, so listings stay thin. National home prices (Case-Shiller) are still up 1.9% y/y as of July.

@conqoest @trybaum Demand cooled, but supply did too: owners sitting on sub-5% rates won't trade into today's 7.40% 30yr, so listings stay thin. That lock-in effect is estimated to have lifted home prices roughly 7% above where they'd otherwise sit.