Today's study topic is TRON DeFi and the JustLend DAO.
When you think of TRON, you probably associate it with USDT transfers, but I realized that the foundation of DeFi is also quite important.
What caught my attention this time is JustLend DAO’s SBM V2.
SBM stands for Supply & Borrow Markets. In simple terms, it’s a market where you can deposit assets or borrow them.
In the TRON-related reports for H1 2026, it explains that JustLend DAO introduced SBM V2 and strengthened risk management and support for long-tail assets through independent collateral pools.
What’s important here is that TRON’s DeFi isn’t just trying to increase TVL—it’s also trying to expand the range of assets it can handle while separating and managing risk.
In DeFi, being able to handle many different assets is certainly attractive, but at the same time, risk management is very important.
I think it’s important to design things so that the risk of one asset doesn’t spread too widely across the entire market.
TRON is a chain with real demand, especially for stablecoin transfers.
And once lending, staking, energy-related services, and DeFi markets are built on top of that, it becomes easier to see use cases beyond just transfers.
What I felt this time is that TRON’s strength isn’t only that it’s a chain where USDT moves—but also that the DeFi foundation for leveraging those assets is being cultivated.
From a transfer infrastructure,
to an asset utilization infrastructure.
Movements like those of the JustLend DAO are something I’d like to watch when looking at TRON’s next expansion.
#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO
When you think of TRON, you probably associate it with USDT transfers, but I realized that the foundation of DeFi is also quite important.
What caught my attention this time is JustLend DAO’s SBM V2.
SBM stands for Supply & Borrow Markets. In simple terms, it’s a market where you can deposit assets or borrow them.
In the TRON-related reports for H1 2026, it explains that JustLend DAO introduced SBM V2 and strengthened risk management and support for long-tail assets through independent collateral pools.
What’s important here is that TRON’s DeFi isn’t just trying to increase TVL—it’s also trying to expand the range of assets it can handle while separating and managing risk.
In DeFi, being able to handle many different assets is certainly attractive, but at the same time, risk management is very important.
I think it’s important to design things so that the risk of one asset doesn’t spread too widely across the entire market.
TRON is a chain with real demand, especially for stablecoin transfers.
And once lending, staking, energy-related services, and DeFi markets are built on top of that, it becomes easier to see use cases beyond just transfers.
What I felt this time is that TRON’s strength isn’t only that it’s a chain where USDT moves—but also that the DeFi foundation for leveraging those assets is being cultivated.
From a transfer infrastructure,
to an asset utilization infrastructure.
Movements like those of the JustLend DAO are something I’d like to watch when looking at TRON’s next expansion.
#TRONGlobalFriends #TGF #TRON
@Justin Sun孙宇晨 @TRON DAO
