In 2026, Tron (trx) solidified its position as the primary infrastructure provider for the largest leading stablecoin, Tether (usdt). The market capitalization of usdt on the Tron network reached a new all-time high exceeding $85.3 billion.
At the same time, new developments in smart payment systems may increase the demand for trx.
$160 billion in weekly stablecoin transfers boosts demand for TRX
Recently, Tether minted an additional billion USDT on the Tron network. This pushed the total circulating supply of USDT on Tron to $85.3 billion, surpassing Ethereum. This achievement confirmed Tron's dominant position in the stablecoin sector.
The total market capitalization of all stablecoins on Tron has now surpassed $86.6 billion, the highest level in history.
Artemis Analytics data indicates a clear relationship between the volume of stablecoin transfers and the price of trx.
Weekly stablecoin transfer volumes have seen significant growth over the past three years. They increased from less than $80 billion to $160 billion weekly. This represents a 100% increase.
The price of trx has also risen with the increasing volume of stablecoin transfers. The growth became particularly evident from late 2024 to 2025–2026. During this period, Tron processed trillions of dollars in USDT transfers annually. In 2025 alone, the network handled $7.9 trillion in stablecoin transaction volume.
Tron does not rely on a gas model like Ethereum. Instead, the network implements a system based on bandwidth and energy to measure and allocate resources.
Users must burn trx to gain additional bandwidth and energy. They need these resources to execute transactions on the network, including stablecoin transfers.
As a result, the demand for stablecoin transactions directly affects the demand for trx. DeFi Lama data indicates that Tron’s revenue—measured by the amount of trx burned as transaction fees—leads the market across 24-hour, 7-day, and 30-day periods. It outperforms competitors like Ethereum, Solana, BNB Chain, and Bizz.
TRON DAO recently announced its participation in the Agentic AI Foundation, a project affiliated with the Linux Foundation, as a gold member and representative on the board. The organization focuses on building an open infrastructure for autonomous intelligent systems, also known as agentic AI.
Tron founder Justin Sun stated that AI requires real-time settlement, and Tron is where stablecoins are widely moving. Find the statement here.
The massive liquidity of stablecoins on Tron, combined with the development of emerging AI infrastructure, could open the door to a new wave of applications. This development may increase demand for the network and enhance the value of TRX.
March saw another significant development. The lawsuit filed by the U.S. Securities and Exchange Commission against Tron Foundation and Justin Sun has officially ended. The judge approved the final ruling, permanently dismissing all claims with prejudice.
This solution has removed the legal burden that has persisted since 2023 and could restore confidence among investors and potentially attract new capital to TRX.
Despite these positive factors, investors remain cautious about holding altcoins. BeInCrypto data indicated that the price of TRX has dropped by about 20% since August last year and is currently trading around $0.29.
On the other hand, the strong increase in stablecoin activity, developments in AI infrastructure, and rising legal risks may help absorb selling pressure. These factors may also support the recovery of the TRX price.