As an important infrastructure in the stablecoin sector, TRON ( has successfully dominated the USDT market with its efficient transaction processing capabilities and negligible transaction fees. However, the technological foundation of TRON—the EVM-compatible architecture—has now become a potential bottleneck for its further development.

The TRON network initially adopted the EVM architecture to quickly integrate Ethereum developer resources, and this strategy indeed helped it rapidly establish its ecosystem. However, there is a fundamental problem with the EVM model: as the user base and the number of applications grow, the network load increases, transaction fees will inevitably rise, and processing efficiency will decline accordingly. This "congestion effect" forms a clear contradiction with TRON's original intention—to build a highly efficient payment public chain.

Meanwhile, emerging high-performance blockchains in the industry, such as TON and Solana, have begun to adopt a completely new design approach. They have abandoned the restrictive framework of EVM and started designing native solutions that support parallel processing and low-latency operations from the underlying architecture. These networks are posing substantial challenges to TRON in payment and application scenarios. Especially considering that USDT has implemented a multi-chain deployment strategy, Tether has every possibility of allocating more traffic to those networks that demonstrate superior performance. Once TRON loses its core competitive advantage of "low fee advantage," its dominant position in the USDT market will face severe challenges.

If the TRON network continues to rely on EVM compatibility as its main strategy to attract developers, it will inevitably pay the price in terms of long-term stability and performance optimization. What can truly build a lasting competitive barrier is the development of high-performance virtual machine technology with independent intellectual property rights, specifically tailored execution environments for stablecoin application scenarios, rather than replicating the already outdated Ethereum technology architecture.

The TRON network is currently at a critical stage of strategic decision-making. Only by completely breaking free from the constraints of the EVM framework and fully embracing a native architecture optimized for high performance can it solidify USDT's market dominance in the Web3 payment sector and lay a solid foundation for long-term future development.