Justin Sun Says Tokenized Stocks Could Reach a $100 Billion Market Within Five Years

TOKEN2049 Conversation

"The next billion blockchain users may not all be human," @justinsuntron wrote after a conversation with @KevinWSHPod at @token2049 about stablecoins, AI agents and what TRON needs to build next (Oct 8, 07:14 UTC). @trondao quoted him from the session: "My ambition is for TRON to become the infrastructure people depend on without having to think about it" (Oct 8, 07:55 UTC). @trondaoCN said the talk covered TRON's positioning for the AI era and the long-term vision behind the Justin Sun Prize (Oct 8, 08:27 UTC). In an earlier post, Sun recalled that Bitcoin was slow and Ethereum often congested when moving stablecoins was difficult, and said TRON saw an opportunity to make those transfers faster and more efficient (Oct 8, 01:12 UTC).

Tokenized Stocks and RWA

Tokenized stocks "could become a $100B market over the next five years," @justinsuntron wrote, adding that bringing major stocks onchain could give people in Asia more ways to access US dollar based assets (Oct 8, 11:08 UTC). A Chinese-language post from @sunyuchentron said real-world assets are increasingly important and that TRON will focus on bringing more of them onchain over the next year (Oct 8, 11:14 UTC). @trondaoCN attributed the same real-world-asset direction to Sun's DAS Asia remarks, naming tokenized stocks as an area of exploration (Oct 8, 07:23 UTC).

Polygon Integration Follow-Ups

USDT circulation on TRON has passed $94 billion, @sunyuchentron wrote in a post saying the @0xPolygon Open Money Stack integration gives businesses more paths for moving USDT across payment environments (Oct 8, 01:05 UTC). @TronLinkWallet shared the headline that the stack expands to TRON and extends network access to regulated U.S. payment rails (Oct 8, 13:55 UTC). @TRONSCAN_ORG said the integration "expands the infrastructure supporting stablecoin movement and programmable payments" (Oct 8, 15:10 UTC). A repost from @trondao said TRON's place in the stack makes it easier for fintechs and remittance providers to enable USDT payments and transfers (Oct 8, 20:11 UTC).

Regulation and Agentic Payments

Justin Sun spoke with @Cointelegraph about the importance of bipartisan dialogue on digital asset regulation, with the full conversation "coming soon," according to @trondao (Oct 8, 16:46 UTC). The same account posted that TRON provides the speed, scale and payment infrastructure for agentic payments (Oct 8, 18:07 UTC). @sunyuchentron wrote in Chinese that the fusion of digital assets and AI agents will be the most important application scenario of the next five years (Oct 8, 08:56 UTC).

Treasury and SUN Volume

Tron Inc. (NASDAQ: TRON) acquired 148,863 TRX at an average price of $0.3359, taking its TRX treasury to more than 717.8 million TRX, @TRON_INC reported (Oct 8, 01:46 UTC). The company stated it aims to further grow its Tron DAT holdings to enhance long term shareholder value. SUN's 24-hour trading volume rose 46.46% to $18.26M, according to @OfficialSUNio (Oct 8, 03:51 UTC).

JustLend DAO and SUN Boost

Holders of 5,000+ SUN can join the $100K SUN Boost Reward Pool in TRON DeFi Summer S3 through @BinanceWallet DeFi on JustLend DAO, per @DeFi_JUST (Oct 8, 09:00 UTC) and @OfficialSUNio (Oct 8, 10:52 UTC). A sTRX post from @DeFi_JUST cited a 7-day average APY of 4.09%, sourced from TRON governance rewards and Energy Rental income (Oct 8, 06:49 UTC). The account also published a #BuyEnergy guide for getting Energy on JustLend DAO without long-term commitments (Oct 8, 10:25 UTC). A separate post described USDD as over-collateralized, with eligible assets locked as collateral before USDD can be minted (Oct 8, 07:59 UTC).

Project Updates

TRON TIPs: issue #935, "TIP-935: Harden ECDSA Signature Validation"

Federico2014, a repository contributor and the issue's author, said in reply to another commenter that he will add an ordinary-signed transaction at block 41,476,026 as a control fixture (Oct 8, 09:20 UTC). He wrote that he will preserve its original bytes and the post-update permission state, check that legacy and strict recovery both produce TGxZme1LvLVqvPhbxF1en2kSsjeNGg6pNA, and confirm permission validation succeeds against the recorded Active permission (Permission_id=2). He added that he will record the observed results with the fixtures. These are plans stated in the comment, not completed results.

Issue #935 is an open draft proposing a governance-activated strict validation mode for recoverable ECDSA signatures, requiring exact 65-byte signatures and rejecting recovery to the point at infinity. It has not been accepted.