TRON Moves $2T in USDT in Q1; Institutional, AI Activity Rise
TRON processed about $2 trillion in USDT transfers in Q1 2026, with independent reports finding higher institutional use, record network activity and expansion into AI infrastructure.
Two independent research reports found that the TRON blockchain processed roughly $2.0 trillion in USDT transfers in Q1 2026 and showed rising institutional engagement alongside growing activity tied to AI infrastructure. The reports present protocol revenue, DeFi metrics, integrations and network usage for the quarter.
One report recorded $82.2 million in protocol fees collected on TRON in Q1 2026. The same analysis identified JustLend as the largest lending protocol on TRON with about $3.3 billion in total value locked and active loans remaining consistently above $200 million during the quarter. The report said JustLend’s native token, JST, rose roughly 50% in Q1 after a deflationary mechanism introduced in October 2025 began directing net protocol revenue into recurring JST buybacks and burns, totaling about $38 million through early Q2 2026.
Both reports listed several integrations that took place in the quarter. Native MetaMask support was added, TRON joined a major crypto payments partner program with Mastercard, and options trading for TRX launched on a derivatives platform. A new version of a major automated market maker, SunSwap V4, went live on March 2, 2026, consolidating liquidity pools into a single smart contract and adding direct native TRX support.
Network-level data in the other report showed stablecoin market capitalization on TRON rose 4.9% quarter over quarter to $85.8 billion in Q1, with USDT comprising about 98.6% of that supply. Average daily transactions increased 7.0% quarter over quarter to 10.9 million, and daily active addresses grew 13.7% to 3.2 million. Returning users averaged about 3.0 million daily active addresses, a 17.4% rise from the prior quarter.
The reports linked higher on-chain usage to new wallet support from MetaMask and Zerion and to exchange listings on Bitstamp, Gemini and BitMart US. TRON DAO expanded an AI Fund to $1 billion and took a governing board seat on the Agentic AI Foundation as a Gold Member. AINFT launched a “Bank of AI” on TRON designed to let autonomous AI agents manage and deploy digital assets across DeFi protocols.
Additional figures cited include more than 376 million total user accounts, over 13 billion aggregate transactions on the TRON blockchain through April 2026, more than $27 billion in total value locked, and USDT supply on TRON exceeding $86 billion as of April 2026.
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