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
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