Tron onboarded about $2.2 billion in stablecoins in the 30-day period ending August 4, lifting the total value on its network to $91.6 billion, even as the broader stablecoin market shrank by $2.7 billion. However, Tether accounts for 97.9% of stablecoin dollars on the chain, exposing Tron to significant risk if Tether ever becomes insolvent. Additionally, the network lacks mechanisms to retain capital, and its native token TRX faces inflationary pressure, with 352.3 million new coins minted and only 281.8 million burned in the first quarter of 2026, resulting in a net addition of 70.5 million coins. These factors make Tron a questionable investment despite the recent stablecoin inflows.