What could affect the price of TRX?
TRON’s price is currently influenced by a mix of positive developments and regulatory challenges.
- Mainnet upgrade (v4.8.0) aims to improve compatibility and security but comes with some risks (Mixed Impact).
- Nasdaq listing and ETF plans could attract more institutional investors (Bullish).
- Strong stablecoin presence with USDT supports demand but also creates dependency risks (Mixed).
In-Depth Look
1. Mainnet Upgrade & Tokenomics (Mixed Impact)
What’s happening:
TRON plans to roll out its v4.8.0 upgrade starting June 23, 2025. This update will bring features from Ethereum’s Cancun upgrade, making it easier for TRON to work with other blockchains and improving network security. This follows a previous decision to cut block rewards by 50% and voting rewards by 20%, aiming to lower the yearly increase in TRON’s supply (CoinMarketCap).
Why it matters:
The upgrade could make TRON more attractive to developers by allowing better interaction with Ethereum-based projects and reduce the number of new tokens entering the market, potentially supporting price. However, technical issues during the upgrade or resistance from the community could slow down these benefits.
2. Nasdaq Listing & ETF Developments (Bullish Impact)
What’s happening:
Tron Inc., the company behind TRON, went public on Nasdaq in July 2025 and holds over 365 million TRX tokens (worth about $115 million). Additionally, REX Shares has filed for approval to launch a 2X leveraged TRX exchange-traded fund (ETF), which is still awaiting approval from the U.S. Securities and Exchange Commission (SEC) (Crypto Briefing).
Why it matters:
Being listed on Nasdaq and the potential launch of TRX ETFs could bring more institutional investors into TRON, similar to how Bitcoin ETFs have boosted Bitcoin’s price. However, delays or denials from the SEC, especially given past regulatory scrutiny of TRX, could negatively affect market sentiment.
3. Stablecoin Dominance & Large Holder Activity (Mixed Impact)
What’s happening:
TRON hosts about half of all USDT stablecoins, totaling over $80 billion, with daily transfers averaging $21.3 billion. In September 2025, large holders (whales) moved $110 million worth of TRX to Tron Inc.’s treasury, indicating accumulation but also raising concerns about centralization (CoinJournal).
Why it matters:
The heavy use of USDT on TRON supports ongoing demand for transactions on the network. However, relying heavily on Tether (the company behind USDT) introduces risks if Tether faces problems. Also, with whales controlling 85% of TRX, the market could be stable but vulnerable to large sell-offs if sentiment changes.
Conclusion
TRON’s future depends on successfully navigating regulatory approvals (like ETFs), smoothly implementing technical upgrades, and maintaining its strong stablecoin ecosystem. Institutional interest and reduced token inflation are positives, but watch closely for SEC decisions and any shifts in Tether’s strategy. Will TRON’s Nasdaq presence help it overcome regulatory challenges?
What are people saying about TRX?
The TRON (TRX) community is cautiously optimistic but remains watchful of technical challenges. Here’s what’s making headlines:
- $0.30 resistance level – buyers hope for a breakout, while sellers warn of potential setbacks
- Justin Sun’s $1 billion buyback plan – a move that boosts hopes for institutional support
- Stablecoin dominance – over half of global USDT transactions happen on TRON, highlighting its utility
In-Depth Look
1. @BlockNews: $0.45 all-time high depends on retesting $0.30 — positive sign
“TRX might jump to $0.45 quickly or pull back first – staying flexible is important. Large investors are active below $0.28.”
– BlockNews (X followers · 1.2M · August 9, 2025)
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What this means: This is a positive outlook for TRX. Analysts point to strong buying interest around $0.30–$0.31 and accumulation by big holders (“whales”). However, reaching $0.45 means overcoming strong selling pressure near last year’s peak.
2. @johnmorganFL: TRON Inc.’s $1 billion token buyback — positive move
“3.1 billion TRX tokens will be repurchased – a strategy similar to MicroStrategy’s Bitcoin approach.”
– @johnmorganFL (X followers · 890K · July 31, 2025)
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What this means: This is good news for TRX because buying back tokens reduces the number available on the market, which can support the price. It also signals confidence from the company after its NASDAQ listing. Still, there are risks in how well this plan will be executed.
3. @CryptoRank_io: USDT’s role on TRON faces competition — neutral outlook
“TRON handles $600 billion in USDT transactions monthly but competes with Ethereum’s growing ETF interest and Solana’s low fees.”
– CryptoRank.io (8.4M monthly visitors · June 6, 2025)
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What this means: This is a neutral point for TRX. While TRON’s large USDT stablecoin volume drives network activity and fees, other blockchains like Ethereum and Solana are challenging its dominance in this area.
Summary
Overall, the sentiment around TRON is optimistic but cautious. Traders appreciate its recent price strength (+22% over 90 days) and corporate moves linked to the NASDAQ listing. However, some warn that the price may be overextended (RSI at 68.5) and regulatory challenges could arise. Keep an eye on the $0.30–$0.31 support zone — a clear move above this could spark buying frenzy, while failure might lead to profit-taking down to $0.27. Also, watch daily transactions (currently 8.4 million) for signs of genuine growth beyond just stablecoin activity.
What is the latest news about TRX?
TRON is benefiting from the growing popularity of stablecoins and strategic partnerships, even as it faces some technical challenges. Here are the key updates:
- Stablecoin Reserves Reach Record $70 Billion (September 10, 2025) – TRON handles 18% of all USDT transfers worldwide, reflecting increased crypto liquidity.
- Justin Sun’s $200 Million WLFI Purchase (September 2, 2025) – Supports TRON’s stablecoin expansion and aligns with U.S. regulatory efforts.
- TRX Faces Technical Challenges (September 5, 2025) – The price remains below important moving averages despite lower transaction fees.
In-Depth Look
1. Stablecoin Reserves Reach Record $70 Billion (September 10, 2025)
Summary:
Stablecoins held on exchanges using Ethereum and TRON networks have hit $70 billion, surpassing previous records from 2021. TRON’s TRC20-USDT stablecoin accounts for 18% of global transfers, with $53 billion in USDT and $14 billion in USDC on exchanges. According to CryptoQuant, this indicates strong potential buying power in the crypto market.
What this means:
This is a positive sign for TRX because TRON’s growing role in stablecoin transactions is a major source of revenue. However, competition from other blockchains like Ethereum and Solana, as well as possible changes in U.S. Federal Reserve interest rates, could affect this momentum. (Bitget)
2. Justin Sun’s $200 Million WLFI Purchase (September 2, 2025)
Summary:
Justin Sun bought 600 million WLFI tokens valued at $145 million and committed to increasing TRON’s USD1 stablecoin supply by $200 million. This move coincides with TRON being chosen by the U.S. Commerce Department to help integrate economic data into blockchain systems.
What this means:
This strengthens TRON’s reputation with institutions and boosts its position in the stablecoin market, which already holds over $80 billion in USDT. However, the WLFI token’s 32% price swings after the purchase highlight some risks for investors. (Bitget)
3. TRX Faces Technical Challenges (September 5, 2025)
Summary:
TRX is trading at $0.3449, slightly down 0.14% over 24 hours, and remains below key moving averages (20-day average: $0.3463, 200-day average: $0.3544). Technical indicators like RSI (43.2) and MACD suggest selling pressure, despite a 60% reduction in transaction fees in August that increased active users to 2.5 million.
What this means:
This is a neutral signal. While network improvements show growing adoption, the price is struggling to break above resistance at $0.345. If the Federal Reserve cuts interest rates, it could spark renewed buying interest, especially if TRX stays above the $0.33 support level. (Gate.io)
Conclusion
TRON is capitalizing on its leadership in stablecoins and partnerships with regulators to balance out slow price movement. Although technical indicators suggest caution, ongoing network upgrades and Justin Sun’s strategic investments could lead to increased liquidity and price rallies. The big question remains: will TRON’s dominance in USDT help revive decentralized finance (DeFi) as interest in alternative cryptocurrencies grows?
What is expected in the development of TRX?
TRON’s roadmap highlights key technical improvements, ecosystem growth, and strategic partnerships.
- Mainnet v4.8.0 Upgrade (June 23, 2025) – Better compatibility with Ethereum and stronger security.
- PayFi Ecosystem Expansion (Q3 2025) – USDT transfers without gas fees and more ways to use regular money worldwide.
- TRON Builders League (Ongoing) – $10 million fund supporting projects in DeFi, AI, and cross-chain tech.
- Stablecoin Growth (2025–2026) – Expanding use of USD1 stablecoin and scaling USDT infrastructure.
Deep Dive
1. Mainnet v4.8.0 Upgrade (June 23, 2025)
Overview:
TRON is upgrading its network by adopting improvements from Ethereum’s Cancun update, like EIP-4844. This helps TRON work better with Ethereum and lowers costs for transactions on Layer 2 solutions (which are faster, cheaper ways to process transactions). The upgrade also improves how transactions are verified, making them quicker and more secure. Voting on this upgrade ended June 23, 2025, and the update is now being rolled out.
What this means:
This upgrade is positive for TRX because better Ethereum compatibility can attract developers building apps that work across multiple blockchains. Stronger security may also encourage institutional investors to trust TRON more. However, there is a chance of technical delays during the rollout (CoinMarketCap).
2. PayFi Ecosystem Expansion (Q3 2025)
Overview:
TRON is making it easier to send USDT (a popular stablecoin) without paying gas fees in TRX. Instead, users pay fees directly in USDT. TRON is also partnering with companies like MoonPay, Revolut Pay, and AEON Pay to make it simpler to convert between cryptocurrencies and regular money (fiat) in regions like Latin America and Africa.
What this means:
This is good news for TRX because simpler and cheaper transactions could increase use among everyday people, especially in emerging markets. On the downside, since fees are paid in USDT rather than TRX, smaller users might use less TRX directly.
3. TRON Builders League (Ongoing)
Overview:
Started in early 2025, this $10 million fund supports developers working on decentralized finance (DeFi), artificial intelligence (AI), and cross-chain projects. For example, PumpSwap is creating tokens without gas fees using LayerZero technology.
What this means:
This initiative is somewhat positive for TRX. Encouraging innovation can increase the network’s usefulness, but success depends on keeping developers interested, especially as DeFi activity has dropped by 33% in the first half of 2025.
4. Stablecoin Growth (2025–2026)
Overview:
TRON hosts $81.2 billion worth of USDT, which is over half of the global USDT supply. It also launched USD1, a politically themed stablecoin that quickly reached over $1 billion in circulation.
What this means:
This is a strong positive for TRX because the large volume of stablecoins shows TRON’s important role in global payments, with about $600 billion moving monthly. However, regulators might scrutinize USD1’s governance, which could create challenges (CryptoRank).
Conclusion
TRON’s roadmap combines important technical upgrades like the v4.8.0 update with practical features such as PayFi and stablecoins. While challenges remain in the DeFi space, TRX has gained 28% in value over the past 90 days, currently trading at $0.35. Keep an eye on TRON’s progress in Ethereum-compatible decentralized apps and adoption in emerging markets. Additionally, TRON’s corporate moves, including its Nasdaq-listed parent company Tron Inc., could attract more institutional investors.
What updates are there in the TRX code base?
TRON’s recent updates focus on making the network faster, easier to use across different blockchains, and better for developers.
- Mainnet v4.8.0 Proposal (June 2025) – Adds support for Ethereum’s Cancun upgrade to improve compatibility.
- Substreams Integration (July 2025) – Enables real-time blockchain data access through The Graph.
- Gas-Free USDT Transfers (2025) – Lets users send USDT stablecoins without paying TRX gas fees.
Deep Dive
1. Mainnet v4.8.0 Proposal (June 2025)
What it is: This upgrade helps TRON work better with Ethereum by adopting Ethereum’s Cancun improvements, including a feature called EIP-4844 (Proto-Danksharding). This reduces costs for Layer 2 solutions (which help scale blockchains) and makes cross-chain communication smoother. It also improves transaction speed and security. TRON’s Super Representatives (SRs) voted on this upgrade in June 2025, and node operators are now working on implementing it.
Why it matters: This is good news for TRX because it strengthens TRON’s position in the multi-chain world, making it more attractive to Ethereum developers. Lower costs and faster transactions could lead to more people using TRON. (Source)
2. Substreams Integration (July 2025)
What it is: TRON partnered with The Graph to provide instant access to live blockchain data. Developers can now easily track things like wallet activity and token swaps on TRON in real time without building complex backend systems. This also includes AI-ready tools for analytics and dashboards.
Why it matters: This is a positive step for TRX’s ecosystem growth. It makes it easier and faster for developers to build decentralized apps (dApps) and use AI tools, which could attract more builders. However, this change doesn’t directly affect TRX’s price. (Source)
3. Gas-Free USDT Transfers (2025)
What it is: Users can send and receive USDT stablecoins on TRON without needing to hold TRX to pay gas fees. After paying a one-time fee of 1 USDT, future transfers only require a fixed 1 USDT commission. Behind the scenes, TRX staking still manages the energy needed for transactions.
Why it matters: This makes using USDT on TRON simpler, especially for users who aren’t familiar with managing TRX for fees. It could increase the volume of USDT transactions on TRON, which is positive for TRX. However, very small transactions might not be as efficient under this system. (Source)
Conclusion
TRON’s latest updates focus on working better with Ethereum, making development easier, and simplifying stablecoin use. These improvements support TRON’s goal to become a leading platform for global payments. The key question remains: how will TRON keep its network decentralized while scaling up as more people use it?