88.3 billion USDT → USDD → JST, a complete value chain


Now, in the entire TRON ecosystem, almost all real use cases on-chain—transfers, transactions, settlements, underlying liquidity—are USDT.
But the problem is, no matter how large USDT is, it is ultimately a centralized asset. This gives USDD a very clear position to absorb liquidity, while offering an alternative attribute.
USDT is responsible for scale; USDD is responsible for an alternative and supplement to the “decentralized version.”
When a chain already has $88.3 billion in stablecoin liquidity, even if USDD only takes a small part of the use cases, such as:
1 / Some funds start switching to resist censorship
2 / Some protocols begin using USDD for underlying settlements
3 / Some users naturally migrate in yield and arbitrage scenarios
USDD’s growth is a diversion. That’s why its path is more realistic than many stablecoins starting from zero.
Looking further down, there is JST.
Many people underestimate JST because they don’t see it as part of the same system as USDD. JST benefits from protocol-level utility:
1 / The issuance and adjustment of USDD require protocol mechanisms
2 / Collateralization, lending, interest rates, liquidation—all are handled within the JustLend system
3 / All these actions ultimately deposit value into JST
So, USDT is water, USDD is the diverted river channel, JST is the water gate.
The more water, the more valuable the river channel; the busier the channel, the more the water gate makes money.
Many people are still discussing “whether USDD can succeed,” but if you see it within the environment of TRON’s $88.3 billion stablecoins,
It’s not about whether it can succeed, but how much it will absorb.
Once this answer begins to become clear, JST’s pricing will also be rewritten accordingly.
@justinsuntron #TRONEcoStar
USDD-0.01%
TRX0.57%
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