Putting aside prejudice, Sun's insights in business are indeed ahead of the times.

The key to the rise of Tron lies in seizing the "distribution dividends" of the USDT 1.0 era.

1/ The Narrative of Tron’s “Dollar Distribution Layer”

Before 2019, USDT mainly operated on Bitcoin and Ethereum, which were expensive and slow.

Sun Yuchen keenly realized that stablecoins needed a "fast and cheap" transfer layer. Through massive subsidies and extremely aggressive business tactics, he transformed Tron into the largest issuance network for USDT, making TRC-20 USDT a hard currency for cross-border transfers, daily payments, and gambling settlements in regions such as Southeast Asia, Latin America, and Russian-speaking areas.

As Tron bore over a hundred billion dollars in USDT liquidity, Sun Yuchen became the leader of the world's largest "Dollar Distribution Layer."

But everything is quietly changing.

2/ The Vision of Stable - M2M and the “Settlement Hub” for AI

The problem is that public chains like Tron are still stuck in a "peer-to-peer" payment logic, but the largest user group for stablecoins in the future may not be humans.

Tether's CEO Paolo Ardoino has repeatedly predicted that in the next 15 years, the largest consumers of stablecoins will no longer be humans, but AI agents.

There is a huge gap between this possible future and current reality:

Traditional banking systems: In the underlying infrastructure, they cannot provide account opening and clearing services for non-human entities.

Traditional public chains: Chains like Tron or Ethereum are too cumbersome for AI.

And this is exactly the strategic background for the birth of Stable. It is not another public chain pursuing general-purpose computing, but a specialized L1 designed for "native stablecoin payment" and "machine economy" from the physical layer.

Core Endorsement and Ecological Layout

Stable is by no means going it alone; it has the collective support of Tether's vast investment landscape:

▌Paolo Ardoino personally serves as a public advisor, and this move alone is an extremely rare form of exclusive endorsement.

▌Core investment projects migrating: Currently, Tether's core investment projects are showing a tendency to migrate towards Stable, including

Payment-level application Oobit

Development component WDK

Cross-chain protocol LayerZero

Custody giant Anchorage

Project Progress and Delivery Capability

▌v1.2.0 Major Upgrade (Completed in February 2026): Officially establishes USDT0 as the native Gas token. For AI agents requiring extremely simple settlement logic, it is currently the only "production-grade" option globally.

▌StablePay (coming soon): As a consumer application designed for daily transactions, StablePay aims to bring this "frictionless" payment experience to over 500 million USDT users worldwide.

3/ The Best Entry Point to Obtain Tether Ecological Dividends

Given the above background, Stable has already become one of the best entry points for accessing Tether ecological dividends in the market.

Tether generated over $15 billion in net profit in 2025, surpassing the profitability of Goldman Sachs and Bank of America. However, as a "profit monster" that neither issues tokens nor goes public, ordinary people can hardly access its dividends, except through Stable.

If Sun Yuchen and Tron seized the "channel distribution dividends" of the USDT 1.0 era, then what Stable is doing is locking in the "machine settlement infrastructure" of the USDT 2.0 era.

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