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🧑‍🏫 Why does TRON prioritize creating an environment where institutional investors can participate?

In its October 2 announcement, TRON DAO also mentioned the development of infrastructure for institutional investors.

The initiatives highlighted included:

① Canary Staked TRX ETF

② TRX-related products from Bitnomial

③ Custody services from Anchorage Digital

④ Tokenization of the Hamilton Lane SCOPE Fund

These are different financial services, but they share a common goal:

to expand the ways people can access TRON from traditional financial markets.

🧑‍🏫 The important point here is that institutional investors manage assets under different conditions than individual investors.

Large financial institutions need services for asset custody, regulatory compliance, accounting, risk management, and more.

No matter how technologically advanced a network is, it is unlikely to be adopted without the right infrastructure in place.

In other words, the widespread adoption of blockchain requires not only technology, but also financial products and management systems.

💭 My take

The USDT transfers that Justin Sun has worked on for many years have become a foundation supporting real-world demand for TRON.

In recent years, TRON has also been working to connect with traditional financial markets.

I see this as an effort to help TRON grow from a payment network for individuals into broader financial infrastructure.

What matters is not the number of partners, but how much capital and how many users actually come in.

I’ll be watching for results in the future.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 TRON Surpasses 408 Million Total Accounts: The Challenges Ahead

October statistics from TRONSCAN show that TRON’s total number of accounts has exceeded 408 million.

This figure gives us a sense of the steady progress being made in blockchain adoption.

However, there is an important point to keep in mind.

The number of accounts is not the same as the number of actual users.

One person may hold multiple wallets, and automated programs may also use accounts.

So what matters is more than just the overall number of registrations.

I focus on the following three points:

① The number of accounts used regularly

② Actual demand for transfers, such as USDT

③ Growing use of DeFi and payment services

TRONSCAN also shows that in early October, the number of daily active accounts remained above 4 million.

🧑‍🏫 This pattern is similar to the growth of internet services.

Growing the number of registered users is important, but real value comes from continued use.

And for people to keep using a service, it must meet needs related to their everyday lives and economic activity.

💭 My take

TRON’s strength lies not only in building a large-scale network.

It also has real demand for USDT transfers, which are used repeatedly.

Going forward, in addition to the growth in total accounts, I’ll be watching usage frequency per person and the diversification of services.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 TRON DeFi Summer S3: What $2 Million in Rewards Means

On October 4, “DeFi Summer Season 3” began in the TRON ecosystem.

This time, a total of $2 million in rewards has been set aside for assets including TRX, USDD, JST, and SUN through JustLend DAO, with incentives running for approximately 60 days.

What’s worth paying attention to here is why TRON continues to promote DeFi adoption.

TRON is strongly associated with USDT transfers, but that alone limits its role as a financial ecosystem.

Rather than simply transferring assets, users can:

① Put their assets to work

② Lend and borrow funds

③ Swap tokens

④ Use a range of financial services

As these activities grow, funds and users may become more established within the network.

🧑‍🏫 This is similar to the development of a commercial city.

Even if many ships visit a port, the city’s economic impact is limited if they only transport goods.

An economic hub takes shape when finance, commerce, logistics, and other functions come together.

For TRON, DeFi is an important component of that economic hub.

💭 My take

Of course, reward incentives may lead to a temporary increase in liquidity, and it’s important to be mindful of yield sustainability and smart contract risks.

What matters is how much activity remains after the campaign ends.

I believe that’s where the true value of TRON’s DeFi strategy will become clear.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 TRON and INTERPOL: What does “trust” mean for blockchain?

On October 2, TRON DAO announced its participation in INTERPOL’s 5th New Technologies Forum.

At the conference, held in Vienna on September 29–30, the relationship between distributed ledger technology and law enforcement was discussed.

John Hurston, TRON’s Head of Legal for the United States, took part.

The question to consider here is why decentralized networks place importance on dialogue with law enforcement agencies.

A key feature of blockchain is that it allows assets to be transferred without relying on a central administrator.

However, this high degree of freedom also comes with issues such as misuse and money laundering.

To develop as financial infrastructure, it is necessary to balance:

① Transaction transparency

② User privacy

③ Responses to misuse

④ Alignment with regulations in each country

🧑‍🏫 This reflects the blockchain industry’s growing maturity.

In its early days, the emphasis was on independence from the existing financial system.

But as it reaches the stage of widespread adoption across society, dialogue with regulators and financial institutions becomes essential.

💭 My thoughts

TRON’s growth into a huge USDT payment network has made compliance all the more important.

I don’t see dialogue with regulators as a defeat for decentralization.

I see it as the next challenge in establishing a free financial network in society.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 Sunology | The better the infrastructure, the less people notice it

On October 8, TRON DAO shared remarks Justin Sun made at TOKEN2049.

“I want TRON to become infrastructure that people rely on without even realizing it.”

That was the gist of his remarks.

I think these words are emblematic of Justin Sun’s strategy for financial infrastructure.

We use the internet in our daily lives, but we rarely think about how communication protocols work.

When we shop with a credit card, we don’t think about the technology behind payment networks either.

Why?

Because infrastructure has become so widespread that it feels like a natural part of society.

🧑‍🏫 In the blockchain industry, network names and token prices have been emphasized until now.

But if adoption truly reaches a massive scale, users may no longer know which chain they’re using.

What matters to users is practical utility:

① Sending money cheaply

② Having it arrive quickly

③ Holding it with confidence

④ Being able to use it where they need it

TRON’s efforts to connect with Polygon, enable card payments, and develop infrastructure for AI agents are also in line with this way of thinking.

💭 My thoughts

From the perspective of Sunology, perhaps Justin Sun is aiming for something beyond “making the name TRON known.”

Even if people don’t think about TRON, its technology could be supporting economic activity around the world.

That may be the ideal form of an infrastructure company.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 Why TRON is preparing for quantum computers

At TOKEN2049 in October, Justin Sun spoke about blockchain resistance to quantum computers.

He explained that TRON has already implemented support for post-quantum signatures on the Nile testnet.

The important question here is why preparations need to begin now.

Many blockchains today use elliptic-curve cryptography and other methods to prove ownership of assets.

But in the future, if sufficiently powerful quantum computers become available, some cryptographic methods could be put at risk.

It is unclear when practical attacks will become possible, but for financial infrastructure, waiting until a problem occurs before taking action may be too late.

🧑‍🏫 This is where the difference between short-term technological competition and long-term infrastructure competition comes in.

When evaluating blockchain performance, it is easy to focus on fees and transaction speeds.

But if a system is to support financial services for decades, the following are also essential:

① Cryptographic security

② The ability to adapt to upgrades

③ Compatibility with existing assets

④ Operational stability

💭 My take

I get the impression that Justin Sun is positioning TRON not merely as a crypto network, but as financial infrastructure intended for long-term use.

Of course, implementation on a testnet does not mean the work is complete.

Even so, I believe there is value in preparing for future threats.

#TRONGlobalFriends #TGF #Tron
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 Sun Studies｜Why is Justin Sun envisioning a “Nobel Prize for the AI Era”?

One of the topics Justin Sun brought up at TOKEN2049 was the “Justin Sun Prize.”

He describes it as a “Nobel Prize for the AI era.”

At the heart of the idea is a system that poses difficult problems in fundamental research, such as mathematics, and encourages people and AI to work together to solve them.

One distinctive feature is the use of automated formal verification to validate results.

In traditional academic research, peer review and evaluation by researchers have played an important role.

But for problems that can be formally proven, there may be ways for machines to verify their mathematical correctness.

🧑‍🏫 What I find interesting is that Justin Sun is interested in research systems that go beyond the boundaries of blockchain.

Looking back through history, technological innovation has not always emerged from within companies alone.

Systems that make problems widely available and gather solutions from around the world have also driven progress.

The Justin Sun Prize can be seen as an effort to bring this kind of open research and development to life in a new way.

💭 My take

How well this idea will work in practice depends on the system’s design and the research results it produces.

Still, it is intriguing to view AI not only as a way to make existing industries more efficient, but also as a force that can advance science itself.

I get the sense that Justin Sun’s interests are expanding from finance to the foundations of science and technology.

#TRONGlobalFriends #TGF #Tron
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 Sunology｜Justin Sun’s vision of “a future where people around the world can access U.S. stocks”

On October 8, Justin Sun shared his view that tokenized stocks could become a market worth $100 billion over the next five years.

What’s especially noteworthy is his mention of opportunities for people in Asia to access U.S. dollar-denominated assets.

Investing in U.S. stocks is currently popular around the world.

In practice, however, the requirements for opening a brokerage account and the financial products available vary depending on where you live.

Tokenizing stocks could change how people access them.

For example, we may see:

① The digitization of securities trading

② Support for small-scale investments

③ More efficient asset transfers and payments

④ Integration with cross-border financial services

However, holding a token is not necessarily the same as holding shareholder rights, and regulatory compliance is also important.

🧑‍🏫 This is where TRON’s USDT strategy comes into play.

People around the world already hold U.S. dollar-pegged assets on TRON.

If tokenized stocks are added as an investment option, financial services—from payments to asset management—could become interconnected.

💭 My take

Justin Sun may be thinking beyond simply increasing the use of TRX.

He envisions an environment where people around the world can access financial markets through digital dollars.

I believe building that environment may be at the heart of TRON’s RWA strategy.

#TRONGlobalFriends #TGF #Tron
@Justin Sun孙宇晨 @TRON DAO

TRON’s USDT is making its way into everyday payments 💳
#1 across all chains by card payment volume 🔥

Let’s take a closer look.

1. Stablecoin card market

Card payment volume in Q3 2026 was
about $4.31 billion.

That’s a 33% increase from the previous quarter 📈

By chain:

🥇TRON: about $998 million (23.2%)
🥈Base: about $636 million
🥉BNB Chain: about $469 million

TRON accounts for about a quarter of the total,
making it the leader 🔥

This shows that TRON is being used not only for
USDT transfers, but also for spending
through cards.

2. Integration with Zebec Cards

Zebec offers payment card services
that use cryptocurrency.

By allowing card balances to be topped up
with USDT on TRON, users can:

✅Deposit USDT on TRON
✅Use it as a card balance
✅Pay online and in physical stores
✅Connect with Apple Pay and Google Pay

Of course, there are restrictions such as
card issuance requirements and supported regions,

but this could simplify the traditional flow of
“crypto → exchange → bank.”

3. TRON’s role is evolving

Until now, TRON’s strengths have centered on
moving funds, including:

✅Low-cost USDT transfers
✅International and exchange-to-exchange transfers
✅Deep USDT liquidity

As card payments become more widespread,
usage could expand to include
“what to do with the USDT you receive.”

📝Summary

Personally, I think it’s significant that
USDT is getting closer to becoming a means
of everyday spending.

Being able to send money and
being able to use it in everyday life are two different things.

The payment infrastructure TRON has built
is becoming connected to real-world spending.

Going forward, it’ll be worth watching not only
transfer volumes, but also trends in card payment
volume and the number of users 🧑‍🏫

#TRONGlobalFriends #TGF #Tron
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 Sunology | Does Justin Sun not see the next billion users as “human”?

At TOKEN2049 in October, Justin Sun shared a very intriguing prediction about the future.

“Crypto use by AI agents will become the industry’s biggest use case over the next five years.”

That was his forecast.

Until now, the blockchain industry has competed to find ways to increase the number of human users.

But Justin Sun is looking beyond that.

In an era when AI agents act autonomously, humans may no longer be the only ones conducting transactions.

For example:

① AI purchases the information it needs

② AIs pay each other for services

③ AI manages a company’s budget

④ AI assigns work to another AI

If this kind of economic activity becomes automated, it will need payment infrastructure behind the scenes.

🧑‍🏫 The key difference between humans and AI is worth noting here.

Humans can use bank accounts and credit cards, but autonomous payments by AI require different mechanisms, such as authorization and identity verification.

Blockchain is one candidate technology for supporting this new economy.

And TRON already has transaction-processing capacity and a payment network built through years of USDT transfers.

💭 My take

What’s interesting from Sunology’s perspective is that Justin Sun is focused not on the current market size, but on the players who could create the next market.

From payment infrastructure for humans to payment infrastructure for AI.

TRON’s next growth strategy may be about more than simply increasing its user count.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 TRON’s ambitions extend beyond dollar transfers to financial markets

On October 1, TRON DAO reported on discussions about RWAs at Korea Blockchain Week 2026.

Sam Reynolds of TRON DAO pointed out that the assets people can invest in are currently limited by where they live, and said tokenization could change that.

This is a very interesting point.

In today’s financial system, the investment products people can access vary significantly depending on the country they live in.

While some people can easily invest in U.S. financial products, in other regions, even opening a bank or brokerage account can be difficult.

That’s where RWAs, or the tokenization of real-world assets, come into focus.

Bringing stocks, government bonds, real estate, funds, and other assets onto the blockchain could make transferring and managing assets more efficient.

🧑‍🏫 This is where it connects with TRON’s existing business.

TRON already has an infrastructure for circulating USDT, a tokenized dollar.

What if, in the future, those users could access government bonds and investment products from the same wallet?

A payment network could become a gateway to asset management.

However, making this a reality will require compliance with securities regulations and identity verification requirements in each country.

💭 My thoughts

Considering Justin Sun’s strategy, the growth of USDT could be seen not as the ultimate goal, but as a starting point for expanding financial services.

Perhaps that’s why TRON is focusing on RWAs.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 TRON accounts for 52% of small USDT transfers. What does that mean?

According to data shared by TRON DAO in October, TRON accounted for 52% of USDT transfers under $1,000 among natively issuing chains in the second quarter of 2026.

I see this figure as an important indicator when considering TRON’s role as financial infrastructure.

That’s because large-scale fund movements and small-value transfers have different requirements.

Institutions sending millions of dollars may be able to tolerate some fees.

But for someone sending $100 to family, a fee of a few dollars is by no means insignificant.

What matters is:

① Transfer costs

② Processing speed

③ The recipient’s ability to use the funds

④ Network stability

TRON has focused on these practical needs and has built a particularly strong presence in USDT transfers.

🧑‍🏫 This is where I see consistency in Justin Sun’s strategy.

Rather than targeting only wealthy participants in financial markets from the outset, it taps into everyday transfer needs around the world.

This strategy builds a large user base first, then layers services on top of it.

💭 My take

Strength as financial infrastructure isn’t necessarily measured only by the size of the amounts moved at one time.

It’s also about being used repeatedly, even for small amounts.

I believe that everyday utility is the very source of TRON’s competitive edge.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 What It Means for TRON’s USDT to Power Card Payments

On October 6, TRON DAO highlighted that Zebec card users can top up their card balances with USDT on TRON.

At first glance, this may look like a small expansion of payment services.

But I believe news like this is exactly where TRON’s growth strategy comes into view.

Cryptocurrency adoption has faced a longstanding challenge.

That is, “you can hold it, but there are few places where you can use it.”

For example, someone who receives their pay in USDT from overseas has traditionally needed to sell it on an exchange and transfer the funds to a bank account to use it in everyday life.

Connecting to card services could help reduce this kind of friction.

What TRON provides here is not the card itself.

It is the blockchain infrastructure that supplies funds to the card.

🧑‍🏫 This structure is similar to how the internet became widespread.

People use video platforms and social media, while communications infrastructure operates behind the scenes.

TRON, too, appears to be aiming to become financial infrastructure that people can use without even being aware of it.

💭 My take

Justin Sun has built a massive foundation for USDT circulation.

The next challenge is how much that USDT can be connected to real-world economic activity.

I see the Zebec integration as one example of that direction.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🧑‍🏫 USDT on TRON: From “Transfers” to “Spending”

According to data published by CryptoRank in October, stablecoin card transaction volume in Q3 2026 was approximately $4.31 billion.

TRON accounted for approximately $998 million of that total, taking the top spot with a 23.2% share.

What’s worth noting here is not simply that TRON’s transaction volume is large.

It’s that the very role of stablecoins is changing.

Until now, the main uses of USDT have primarily been:

① Moving funds between crypto exchanges

② International remittances

③ Holding dollar-denominated assets

But as stablecoins become more connected to card payments, they’re also being used to purchase everyday goods and services.

In other words, USDT is evolving from “USDT for moving money” into “USDT used as money.”

🧑‍🏫 Looking back at history, the conditions for a payment method to become widespread aren’t limited to technological advantages.

Where it can be used, how many people hold it, and how well it connects with merchants—all of these network effects matter.

TRON has built the infrastructure for USDT circulation by leveraging low fees and fast transfers.

The next step is connecting that infrastructure to consumer spending.

💭 My take

We can’t judge whether blockchain has taken root in society solely by how much investors hold.

What matters is how much it’s used in everyday life.

I believe that from now on, TRON’s value will depend not only on “transfer volume,” but also on how well it connects to consumer spending.

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO

🔥 TRON tops the list with the largest stablecoin supply increase in 2026

According to CryptoRank, this year the amount of stablecoin supply increasing on TRON is +$8.35 billion— the highest among the compared chains 👀

① What does “an increase of $8.35 billion” mean?

It means the supply amount of stablecoins that exist on TRON has increased by that amount.
It’s not the transfer amount or the amount of TRX purchased.

This data suggests that the scale of funds available on TRON for holding, sending, trading, and more is expanding 💡

② Look separately at “growth rate” and “increase amount”

In the same dataset, HyperEVM recorded a high stablecoin supply growth rate of +753%.

The growth rate shows how much it grew from its original size.
The increase amount shows how much it actually increased in value.

What to focus on with TRON is that, while it already has a large stablecoin base, it’s also building up an additional $8.35 billion in supply.

Fast-growing emerging chains versus expanding already-established large networks.
They each mean something different.

③ In addition to supply, also look at “how it’s used”

In CryptoRank’s related articles, TRON’s daily stablecoin usage metric is about 800,000—and it is also ranked #1 among the comparison set.
*Aggregations like usage addresses don’t necessarily equal the number of unique people.

The supply amount is a clue to “how much capital there is,”
while usage metrics are a clue to “how much it’s being moved.”

As the stablecoin market expands, the key question is how far TRON becomes “the place where capital is stored and actively used in daily life.”
We’ll keep following this 🔥

#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨
@TRON DAO

Not just “4 million”—let’s focus on the breakdown of “400 million accounts”

TRON introduces the background behind its renewed “breakthrough of 400 million accounts” 🌏

This figure wasn’t created by speculation alone, but includes:

✅ Sending and receiving USDT
✅ Businesses using it for payments
✅ Developers and students
✅ Regional community groups across different areas

The total number of accounts isn’t 400 million people, but rather the result of cumulative usage worldwide.

Next, pay attention to the growth of the active user base that continues using it—more than just the number of accounts.

#TRONGlobalFriends #TGF #TRON

@Justin Sun孙宇晨 @TRON DAO