It's time to discuss impressive @trondao metrics. ➤ 31% stablecoin dominance ➤ Approximately 50% of the USDT circulating supply is on Tron ➤ Over $5.5 billion in Total Value Locked (TVL) We've summarized a 20+ page @CoinDesk report, so you don't have to! Let's dive in 🧵

► Tron 3-Layer Design @trondao is an EVM-compatible Layer 1 blockchain founded by @justinsuntron in 2018 with aims to become a global primary liquidity rail and promote financial inclusion. Tron architecture has 3-layers ↴ ➤ Core → Smart contracts, TVM, DPoS consensus ➤ Application → dApps & wallets via TRON SDK ➤ Storage → LevelDB & KhaosDB for distributed storage Almost all transactions on Tron is Fee-free using bandwidth system for basic operations and energy system for complex ones, powering smart contracts on TVM without gas fees.

► Tron Blockchain Metrics Amongst other blockchains in its generation. Tron leads with 2,000 TPS and 3s block time. Also, Its near-zero fee model and daily free transactions allowance make it ideal for cost-sensitive and emerging markets.

► Network Growth Tron already achieves remarkable growth since its mainner launch ↴ ➤ 10B+ total transactions ➤ $5.5B+ TVL (accounting for 5% of total blockchain network) ➤ 321M+ accounts as of July 2025 ➤ 2.3M wallets created daily (second to Solana) ➤ $1.4M+ in daily chain fees (second to Hyperliquid) ➤ 70% network transaction is P2P stablecoin transfer

► Global Stablecoin Market and Tron Tron's on-chain activities are driven by stablecoin use and that become clearer with these metrics ↴ ➤ Over $15T stablecoin transactions ➤ $2T monthly transfers (as of June), surpassing Visa, PayPal, and global remittances ➤ 30% of global stablecoins market ➤ 50% of USDT circulates on Tron ➤ 60% of USDT transfers under $1,000, highlighting retail and remittance focus ➤ 35-50 countries in @artemis analysis is utilized Tron Network

► Tron Ecosystem Tron is more than just a stablecoin, with most liquidity focused on DEX and lending (90% of TVL) ↴ ➤ JustLend - @defi_just - $JST - ~$4B TVL, $190M+ actively lent - Energy rental boosts $TRX staking returns up to 12% - stUSDT is JustLend’s RWA-yield stablecoin ➤ SunSwap - @sunpumpmeme - $SUN - $53B annual volume (50% of network volume) - SunPump is Tron's meme launchpad - FDV/Annual fees on par with Curve Other protocols: @usddio, @moonpay, USD1 from @worldibertyfi, and @plumenetwork, a RWA L1 chain and many others.

► $TRX Outlook TRX is being adopted as a treasury asset Nasdaq-listed @tron_inc with plans to buy $100M+ in TRX, making it the third-largest altcoin held by public companies. TRX's intrinsic value is tied to stablecoin growth as they are leading with 31% market share, with a 41% CAGR, akin to Visa and Mastercard. Tron may reach a 38.5% market share by 2028. This demand is set to boost TRX deflationary burn, detailed below.

► $TRX Deflation Let's look at $TRX's net deflationary model: ➤ 15% of transaction fees burned ➤ 85% to stakers ➤ Daily emissions: 3.9M TRX (down from 5.0M in June 2025) ➤ Burn/emission ratio: ~2:1 Deflation is set to grow as the burned/staked ratio rises from 1.8x to 2.6x by 2028, fueled by stablecoin growth.

► Tron Roadmap Beyond its current progress and the dominance of stablecoins, Tron is also making significant advancements in several key areas: ➤ Tron Bitcoin L2s with hybrid PoS-PoW and cross-chain BTC L2s ➤ Tron Builders League: $10M incubator program ➤ Account abstraction and state optimization besides ongoing gas-free USDT transfer

► You can check the complete report by @CoinDesk here ↴

🔴 | Disclaimer

Tagged my friends that reshape the narrative and elevate the conversation. > @HouseofChimera > @stacy_muur > @belizardd > @SherifDefi > @0xCheeezzyyyy > @moic_digital > @Mars_DeFi > @Nick_Researcher > @YashasEdu > @thelearningpill > @kenodnb > @Tanaka_L2 > @TimHaldorsson > @AlwaysBeenChoze > @satyaXBT > @Haylesdefi > @Hercules_Defi > @DeRonin_ > @cryptorinweb3 > @0xAndrewMoh > @0xDefiLeo > @Defi_Warhol > @CryptMoose_ > @TheDeFiPlug > @arndxt_xo > @CryptoShiro_ > @the_smart_ape

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