1⃣️Capital operation mechanism: reverse merger listing, reshaping TRX value 💬
In recent days, the most shocking news in the crypto circle is that Tron will go public through a reverse merger with SRM Entertainment, which is already listed on Nasdaq, and plans to rename itself 'Tron Inc'. On June 16, according to the Financial Times, this transaction was orchestrated by Dominari Securities, which has ties to the Trump family, and Tron is expected to inject $210 million worth of TRX assets into the newly established listed company 'Tron Inc'. In the early hours of June 17, Eric Trump, the second son of Trump, also posted: 'I am the biggest fan of Tron and greatly admire Justin Sun—he is a good friend of mine and an iconic figure in the crypto space.' This is no longer just a typical industry collaboration but a deep linkage of political resources, capital channels, and the crypto world. On the day the news broke, Tron's micro-strategy closed up 533.79%, with a daily trading volume exceeding $1.8 billion, surpassing the trading volume of giants like Alibaba and Tencent in US stocks, marking Tron's own shining moment.
2⃣️The core innovation of Tron's micro-strategy: it's not just about 'holding positions', but about empowering the ecosystem 💡
Currently, 'Tron's micro-strategy' is considered an evolved version of the MicroStrategy model: the story of MSTR is 'Bitcoin as a store of value', while Tron represents 'value creation + liquidity income'. Sun explicitly stated during a live broadcast: 'TRX is more imaginative than BTC'. Why? Because TRX has an annualized yield of about 8% to 10% on chain staking, which is quite considerable for traditional finance. Additionally, there is also on-chain DeFi ecology, cross-chain applications, and a strong stablecoin system dominated by USDT, USDD, USD1...
For this reason, the core of Tron's micro-strategy is not just 'buying TRX', but 'injecting a growing financial vehicle', which is fundamentally different from the approach of traditional asset management companies hoarding Bitcoin. In my view, TRX may ultimately become a truly 'on-chain collateralizable, high liquidity, yield-generating sovereign asset', one of the closest crypto assets to institutional investment logic after Bitcoin.
3⃣️Why is Tron making this move in the US market? 🇺🇸
First, this move signifies that Tron has officially knocked on the door of the US capital markets, and Nasdaq is not only the strongest liquidity market globally but also a bridge for Web3 projects to the mainstream financial stage.
Through this merger listing, Tron will possess:
✅US stock identity, attracting global investors' attention;
✅Compliance structure, facilitating connections with traditional institutions such as BlackRock, Fidelity, and Goldman Sachs;
✅Reach ability, allowing Chinese retail investors to directly allocate TRX through channels such as Tiger and Futu.
At the same time, this also paves the way for TRX to enter the S&P 500 index in the future. Once successful, more pension funds and index funds will 'passively buy' TRX. This not only enhances the financial value of TRX but also signifies its growing recognition among institutional investors!
4⃣️Tron's listing and ETF are not 'either-or', but rather 'walking on two legs' 🧩
Tron's recent 'listing move' does not conflict with the previously disclosed Canary Staked TRX ETF application; instead, it forms a 'dual driving force'. The ETF will serve retail and fund-type investors, participating in TRX asset allocation with a low threshold; while the listed company can accommodate more strategic cooperation, ecological investments, institutional connections, and other functions. The ETF provides liquidity, while the listed company offers value anchoring and narrative expansion. Tron is walking into Wall Street on 'two legs'. Under Sun's strategic layout, I see a design blueprint for a global, multi-tiered capital entry: using Web3 to penetrate the deepest structures of traditional finance.
🏛️Tron's micro-strategy is not a temporary hype but a strategic move that combines traditional finance, ecological value, political connections, and compliance innovation. This is a deep shelling of the traditional capital market, a fierce collision between Web3 and Wall Street. From this perspective, the rise of TRX is just the surface; the real value reassessment has just begun 🔛
#TRON #TRX @trondaoCN @justinsuntron @SRMEntertainmt