Tether invests another $1 billion, will Tron become the biggest winner in DeFi?

Tether Treasury has just issued an additional $1 billion USDT on Tron. On the surface, this is a 'preparatory inventory' for future coin issuance and on-chain exchanges. But in essence, it sends two clear signals to the market:

First, the demand for stablecoins is rapidly increasing.

In the past few months, both exchanges and DeFi protocols have seen a surge in demand for highly liquid stablecoins. Tether's big move perfectly addresses these liquidity gaps.

Second, Tron's dominance in the stablecoin issuance space has been further reinforced.

This billion is not an isolated case. In just 2025, Tether has minted over 8 billion USDT on Tron. Compared to Ethereum's high gas fees, Tron's efficient and low-cost trading structure is attracting more institutional capital and stablecoin issuance activities.

However, this also brings potential concerns. Will Tether's frequent minting trigger regulatory scrutiny? If on-chain liquidity cannot be absorbed by real users and real transactions, it may instead lead to a 'funds churning' bubble.

This $1 billion USDT minting is undoubtedly a strong positive for the Tron ecosystem, and in the short term, it will boost network activity and TVL. But from a risk management perspective, the market should also be wary of the short-term backlash caused by 'liquidity flooding'.

Stablecoins are a double-edged sword—when used well, they are a bridge; when used poorly, they are shackles. We are witnessing this game of strategy.