The total market value of TRON (TRON) has reached $26.96 billion, surpassing China's nuclear energy power ($26.7 billion) and Mixue Ice City ($26.5 billion), ranking 880th globally in asset market value. The core driving forces are the hegemony of stablecoins (carrying 53% of global USDT circulation) and the explosion of the DeFi ecosystem (TVL of $16.8 billion), while the meme economy drives on-chain activity to record levels.
Analysis by Qin Ge
Growth Logic: The low fee advantage ($0.001 per transaction) attracts small and medium-sized funds, and the essential need for cross-border payments with stablecoins (2 million transactions per day) creates a moat; Concerns Analysis: 95% of transactions rely on USDT, which concentrates risk, and the undecided SEC lawsuit may trigger selling pressure, along with an unresolved 3% annual inflation rate of TRX that may dilute its market value; Future Key: Breakthroughs in the RWA track (stUSDT connecting with traditional assets) and user base expansion (targeting the third billion users) will determine whether it can challenge a $50 billion market value. If regulations are implemented and the inflation rate drops to 1.5%, a market value of $100 billion is possible.