Recently, TRON has received significant news by partnering with Nasdaq-listed company SRM Entertainment (referred to as SRM) to achieve a reverse merger and get listed, entering the mainstream capital market in the United States. At the same time, the listed company will emulate the "MicroStrategy" model by launching the "TRX MicroStrategy" plan, listing TRX as a reserve asset on the company's balance sheet and initiating a large-scale "buying" strategy for accumulating coins.
As a result of this positive news, in the past 10 days, the stock price of SRM (SRM) surged from an initial $1.18 to a high of $12.8, increasing more than tenfold.
For TRON, successfully entering the U.S. stock market means officially entering the mainstream capital market, gaining broader development space and resources. The launch of the "TRX MicroStrategy" plan provides a compliant and legal way for the listed company to purchase TRX, potentially attracting traditional financial market funds into the TRON ecosystem. This is undoubtedly a milestone for the development of the TRON ecosystem, significantly promoting its ecological applications, especially in DeFi.
TRON's listing in the mainstream financial market: "TRX MicroStrategy" replicates the "dual growth" model of stocks and coins
Through the reverse merger with SRM Entertainment, TRON has successfully joined the ranks of Nasdaq-listed companies, gaining recognition in the mainstream financial market, with its native token TRX officially included as a core reserve asset on the company's balance sheet. This move is not only significant for TRON itself but also has a profound impact on the entire cryptocurrency industry, undoubtedly further promoting the compliance and mainstreaming of the crypto sector.
On June 16, Nasdaq-listed SRM Entertainment announced that it had signed an investment agreement with TRON founder Justin Sun. According to the agreement, Sun will invest $100 million in SRM in the form of equity investment and will serve as a company advisor. At the same time, SRM plans to rename itself Tron Inc and launch a financial strategy for TRX, officially incorporating TRX as a core reserve asset on its balance sheet and initiating a continuous buying and holding strategy for TRX.
It is worth noting that Dominari Securities played a key role in this collaboration. Earlier this year, Donald Trump's two sons—Donald Trump Jr. and Eric Trump—joined the board of directors of Dominari Holdings, the parent company of Dominari Securities, as advisory members.
The core strategy of TRON's listing is to draw on the "Bitcoin strategic reserve" model of MicroStrategy (now renamed Strategy) to create a "MicroStrategy for TRX."
The "Bitcoin strategic reserve model" led by MicroStrategy founder Michael Saylor is regarded as a legendary example of the integration of crypto assets and publicly listed companies, and is seen as a key force driving the recent significant rise in Bitcoin. Through the "BTC accumulation" model, MicroStrategy allocated a large portion of its company funds into Bitcoin, achieving a deep binding of the company's value with Bitcoin's value. Whenever Bitcoin's price rises, the company's market value also significantly increases, creating a positive cycle of "dual growth" of stocks and coins. In just four years, MicroStrategy transformed from a software company with annual revenue of about $400 million to the world's largest holder of Bitcoin, with its stock price soaring from $12 to over $500, and its market value skyrocketing from an initial $1.1 billion to over $100 billion.
Tron Inc will replicate this successful path, creating a "TRX version of MicroStrategy" that not only allows the company to capture potential gains from TRX's rise but also serves as a leveraged investment tool for crypto assets. Under this strategic framework, TRX will be officially incorporated into the listed company's reserve asset system, and the company will utilize idle funds, issue convertible bonds, and increase share issuance to purchase TRX on a large scale, fully initiating the "buying" strategy for accumulating TRX. This way, the listed company will become a value amplifier for TRX, continuously driving its value upward and initiating a new growth cycle of "dual growth" of coins and stocks.
According to the details of the investment agreement disclosed by the official, SRM will raise up to $210 million through various forms such as issuing preferred shares and warrants, specifically for the TRX financial purchase strategy. In short, the listed company will spend a whopping $210 million to purchase TRX, and this is just the beginning. In the future, the company is likely to continue increasing its TRX purchases through various financing methods such as issuing convertible bonds and increasing stock issuance.
By deeply integrating TRX's value into the valuation framework of the listed company, TRON has broadened the capital market entry for TRX, potentially unlocking a new wave of capital inflow and injecting strong momentum into TRX's development. Not all investors have the ability or willingness to directly purchase TRX; institutional investors, pension funds, and strictly regulated sovereign wealth funds often face various restrictions that make it difficult to directly enter the cryptocurrency space.
The listed company Tron Inc provides investors with a compliant channel to the TRON ecosystem, allowing for indirect investment by purchasing stocks of the publicly held company that owns TRX. This method enables traditional investors to avoid the risks and cumbersome processes of directly holding cryptocurrencies; they can simply buy its stock to easily gain exposure to TRX's risks and indirectly participate in the TRON ecosystem while capturing potential gains from TRX tokens.
Moreover, this model will accelerate the price discovery process of TRX. By incorporating TRX into its reserve assets, the listed company means that these tokens will be "locked" from circulation. At the same time, as the influence of Tron Inc increases, its demonstration effect will spread, stimulating more listed companies' interest in allocating TRX assets. Over time, the supply of TRX in the market will become increasingly scarce, reinforcing its deflationary mechanism.
TRON founder Justin Sun emphasized the strategic significance of this move in HTX Space: "Entering the U.S. capital market is of great significance, as it has the largest and most active capital channels globally. If we can successfully replicate the MicroStrategy model, the enormous traffic and funds brought by the Nasdaq platform will have immeasurable value. Trading on the U.S. stock market means there is an opportunity to attract traditional financial giants like BlackRock, Goldman Sachs, and Morgan Stanley, and the entry of mainstream institutions is a key part of TRON's development path.** Additionally, striving to enter the S&P 500 index is a goal that Tron Inc is fully committed to;** once selected, many large institutions, index funds, and pension funds will make default allocations. Therefore, this listing is a critical capital market window and a top priority for TRON's development."
In the past 10 days, SRM's stock has surged from $1.18 to a high of $12.8, an increase of 1000%. On June 17, the trading volume of the company's stock even surpassed that of Alibaba and Tencent. As of June 26, SRM's market value was $150 million, with a price of $8.6. According to Coingecko data, TRX's market value has reached $26 billion, ranking among the top eight in the entire cryptocurrency sector.
DeFi ecosystem applications: Value capturers under the listing dividend
As TRON launches the TRX MicroStrategy upon entering the U.S. stock market, it is expected to attract hundreds of billions of new funds from traditional financial markets into its ecosystem. As the first battleground for capital flow, the DeFi protocols within the TRON ecosystem will be the first to benefit.
Currently, the TRON ecosystem has built a complete financial infrastructure: in addition to the globally circulating stablecoin USDT, it also includes comprehensive trading platforms like SUN.io, meme issuance platforms like SunPump, lending centers like JustLend DAO, and NFT platforms like APENFT, forming an ecological closed loop covering asset trading, lending services, yield enhancement (such as RWA product stUSDT), and diverse asset categories, providing a seamless channel for traditional capital inflow.
TRON founder Justin Sun publicly emphasized in Space: "The TRON MicroStrategy is more innovative compared to the Bitcoin MicroStrategy. The story of Bitcoin MicroStrategy is version 1.0, which is purely about value storage; the 'TRON MicroStrategy' is an upgraded version because TRX supports on-chain staking and has a diversified ecosystem, not only with leading stablecoins but also with DeFi, AI, NFTs, and various participation methods like staking and restaking, offering richer value capture scenarios."
1. Trading Entry: One-stop Financial Hub SUN.io
Among the new capital inflows brought by TRON's listing, SUN.io is undoubtedly the most important on-chain entry point, especially suitable for efficient entry and exit of institutions and large funds. With extremely low slippage and low trading fees, it addresses the key pain points of traditional funds entering the DeFi space.
As a one-stop DEX platform in the TRON ecosystem, SUN.io provides comprehensive services such as asset exchange, liquidity mining, and meme asset issuance. Its product system is rich and diverse, covering mainstream DEX platforms like SunSwap, stablecoin trading-focused SunCurve, and stablecoin exchange tools like PSM, as well as important components like the meme asset issuance platform SunPump. Users can easily conduct asset trading, stablecoin exchanges, and asset issuance all in one DeFi product on SUN.io without needing to switch platforms, greatly improving trading efficiency and reducing trading costs.
As of June 25, official data shows that the weekly trading volume on the SUN.io platform reached $1 billion, with over 130,000 transactions and more than 16,000 unique wallet addresses participating in trading. Among them, the TRX liquidity pool and USDT liquidity pool each had trading volumes exceeding $70 million within 24 hours.
According to DeFiLlama data, the total value locked (TVL) in the SUN.io platform has maintained around $950 million for the past six months, ranking among the top six DEXs globally.
2. Yield Center: Lending and Staking Platform JustLend DAO
As TRON's listing is expected to trigger a surge in demand for holding TRX, JustLend DAO will become the core platform for TRX holders to earn excess returns.
JustLend DAO is the first official lending platform within the TRON ecosystem, allowing users to deposit assets to earn interest or engage in collateralized lending. Additionally, it offers services such as Staked TRX (staking TRX) and Energy Rental, as well as supporting users in exploring various DeFi applications, providing diverse investment options for users.
Among them, the Energy Rental feature provides new users entering the TRON network with a discounted Gas fee payment channel, enhancing their on-chain transaction experience. This platform allows users to offset Gas fee consumption through energy rental without needing to collateralize TRX or burn TRX, significantly reducing the transaction costs for users on the chain.
With TRON's listing and the launch of the "TRX MicroStrategy" buying strategy for accumulating TRX, the demand for holding TRX will further increase. How can TRX holders capture the potential price increase of TRX tokens while also achieving asset appreciation to maximize TRX returns? This has become an important issue for TRX holders, and JustLend DAO will undoubtedly become a key center for them to obtain returns.
Currently, there are three main ways for TRX holders to earn returns on JustLend DAO:
First, through SBM lending, TRX holders can earn interest by directly depositing TRX or collateralizing TRX to borrow various assets such as BTC, ETH, USDT, and SUN. This allows them to earn savings returns without affecting the potential price gains of TRX itself. As of June 26, the amount of TRX locked in the TRX liquidity pool on JustLend DAO exceeded 2 billion, with the USDT liquidity pool valued at approximately $300 million.
Second, by staking Staked TRX, users can easily convert TRX into sTRX with a single click. By holding sTRX, users can automatically capture the underlying staking rewards of the TRON network (node voting rewards and energy rental income). Additionally, sTRX can participate in various DeFi activities to earn returns, such as earning interest on deposits or providing liquidity, further enhancing the efficiency and yield of the assets. Currently, the staking yield for sTRX is approximately 7.6%.
Third, by staking sTRX + stablecoin USDD in a composite liquidity pool, users first stake TRX to obtain sTRX, then use sTRX to mint USDD, and finally deposit the minted USDD into the JustLend DAO platform, with combined returns potentially exceeding 15%.
In addition, Tron Inc has clearly mentioned in its future plans that after implementing the TRX staking program, it will introduce a dividend policy. In the future, JustLend DAO is likely to launch lending liquidity pools and exclusive staking channels for institutional users, helping compliant and large-scale users obtain returns, further expanding its service scope and influence.
3. Traffic Entry: Meme Hotspot SunPump
As the first meme coin issuance platform within the TRON ecosystem, SunPump allows users to create and issue their own exclusive meme coins with one click. In the crypto market, the natural wealth effect of meme coins easily breaks through to become an important entry point for capturing market heat and traffic, and SunPump will play a key role in attracting retail and community participation.
As of June 26, the number of tokens created on the SunPump platform has approached 100,000, with meme coins like SUNDOG being listed on exchanges such as GATE, Bybit, and Bitget.
Additionally, the AI tool SunGenX launched by SunPump for the X platform supports "tweet to issue coins." Users on the X platform only need to mention @Agent_SunGenX and attach token information to quickly and freely create and deploy meme coins to SunPump using AI technology, which has already become a popular interactive AI agent for issuing coins on the X platform.
The increased attention brought by TRON's listing may first create a hot effect on meme platforms like SunPump, allowing new users to participate in the TRON ecosystem through low-threshold meme tokens, which can then gradually convert them into deep users.
4. Physical Asset Circulation Channel: NFT Platform APENFT
The NFT platform APENFT serves as a bridge connecting the crypto world with traditional physical artworks, dedicated to creating NFT tools and platforms that empower creators, collectors, and project parties.
TRON founder Justin Sun has donated several artworks valued at hundreds of millions to the APENFT Foundation, including Picasso's "Nude Woman with Necklace," Andy Warhol's "Three Self-Portraits," and Alberto Giacometti's "Nose." These collections have been mapped to the TRON blockchain as underlying assets through the TRC-721 standard, achieving the on-chain representation of physical artworks.
With the increased visibility following TRON's listing, APENFT is expected to welcome more real-world artists, and the influx of new funds and users will become a driving force for innovative trading of NFT artworks, further promoting the integration and development of the crypto world with traditional artworks.
New Model of On-chain and Off-chain Financial Integration
With Tron Inc's listing on Nasdaq, TRON will break the barriers between traditional finance and crypto assets, initiating an experiment in the integration of on-chain and off-chain finance. This integration experiment will propel TRON to evolve into a global financial center that encompasses both on-chain and off-chain, with the DeFi applications within the ecosystem serving as the core infrastructure supporting this vision.
Specifically, the listed company Tron Inc will attract funds from traditional financial markets and convert them into tangible TRX assets. Subsequently, these TRX will enter the TRON ecosystem through staking, and the returns generated from staking will be periodically distributed to stockholders in the form of dividends, creating positive incentives. At the same time, staking will also guide more funds into the TRON ecosystem.
Meanwhile, the well-developed DeFi infrastructure of the TRON ecosystem can seamlessly and efficiently accommodate new funds, achieving a flywheel effect of capital flow through a complete value closed loop. From the underlying trading liquidity hub Sun.io to the intermediate yield creator JustLend DAO, and to the asset innovation layers SunPump and APENFT, these applications collaborate to provide users with diverse financial products and services, meeting the needs of different users while promoting efficient capital flow on-chain and off-chain, and maximizing value appreciation.
Looking ahead, TRON will provide a model for the deep integration of traditional finance and crypto finance, continuously expanding the boundaries of financial innovation, allowing crypto finance to better serve the real economy and people's daily lives, and empowering the next generation of borderless financial ecosystems for global users.
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
