Tron Inc. treasury tops $245 million as shares jump 26%

Tron Inc. shares closed 7.49% higher at $2.01 after the Nasdaq-listed company expanded its TRX treasury past 711.2 million tokens, worth about $245 million.

The company purchased 145,002 TRX at an average price of $0.3448 per token, according to its latest disclosure. Tron Inc. also announced plans to seek election as one of TRON's 27 Super Representatives, which validate transactions, produce blocks and participate in network governance, per the Nasdaq filing.

The treasury strategy, adopted in June 2025, has accumulated more than 709 million TRX by June 30, 2026, with a cumulative gain of approximately $15.8 million on digital assets. The stock has climbed 26.42% over five trading days and 60.80% year to date, recovering most of last year's decline. The five-day run also extends a 34% gain over the past month.

The equity rally coincided with TRON crossing 400 million total blockchain accounts. TRONSCAN data shows an average of about 4.64 million daily active accounts over the past 30 days, with several August sessions exceeding 5 million. July delivered daily signups at a one-month high of 230,862 new accounts. Much of that traffic comes from Tether (USDT) settlement, particularly across emerging markets where transfer fees matter most. Account totals therefore track payment demand more closely than speculative trading.

TRX itself has moved more modestly than the stock, trading near $0.344, up 0.45% on the day, with a market capitalization around $32.6 billion, placing it eighth among all crypto assets. That divergence suggests investors are assigning Tron Inc. a premium for its treasury strategy and closer integration with the network.

The company reached Nasdaq through a mid-2025 reverse merger with toy maker SRM Entertainment. Management has since treated the treasury as its central investor story, buying TRX almost every trading day in a pattern that echoes Strategy's long Bitcoin accumulation run. In April, founder Justin Sun called for faster treasury expansion as holdings crossed 693 million tokens, up from 686 million in March.

Super Representatives generated about 122 million TRX in block rewards during 2025, according to the Nasdaq announcement. If Tron Inc. secures a seat, it would deepen its revenue connection to the network beyond token price appreciation.

The next test is whether Tron Inc. can convert its expanding TRX position and planned network participation into recurring revenue rather than relying primarily on rising token prices to support its valuation.

This article is for informational purposes only and does not constitute investment advice.