Tron wants to protect the dominant position of USDT and must break free from the EVM architecture at the technical level, completely separating itself from ETH.

The reason Tron (TRON) has stood out in the stablecoin arena is due to its fast transaction speed and extremely low gas fees, especially in terms of USDT usage, where it once held a dominant position. However, the problem is that Tron has adopted an EVM-compatible architecture since its inception, which was a reasonable choice at the time to quickly attract Ethereum developers. However, today it has become a potential risk.

The essence of the EVM gas mechanism is 'the more users, the higher the fees,' which has been verified countless times on Ethereum. Even if Tron optimizes the underlying layer, as long as it continues to use the EVM model, when the number of on-chain users and applications increases, transaction fees will inevitably rise, and problems such as network congestion and resource competition will gradually emerge. This contradicts Tron's initial strategic positioning of 'building an efficient payment public chain.'

In contrast, emerging high-performance chains like TON and Solana have bypassed the limitations of the EVM and pursued native solutions for parallel processing, low latency, and high throughput from the underlying architecture. They have already posed a substantial threat to Tron in the payment and application domains. Moreover, since USDT has already achieved multi-chain distribution, Tether may completely allocate traffic to networks with better performance in the future. Once Tron loses its core advantage of 'the lowest transaction fees,' the dominant position of USDT will also be shaken.

If Tron continues to rely on EVM compatibility to attract developers, it will sacrifice long-term stability and performance advantages. The real moat is a self-developed high-performance VM, a customized execution environment for stablecoins, rather than replicating Ethereum's outdated architecture.

Now is a critical moment for Tron to make a strategic transformation. Only by breaking free from the shackles of EVM and embracing a natively optimized high-performance architecture can it solidify USDT's dominant position in the Web3 payment arena.