Latest JUST (JST) News Update

Deep Dive

1. USDJ Buyback Nears Completion (18 November 2025)

Overview:
Justin Sun announced the near-completion of USDJ’s liquidation, with over 95% of the TRON-based stablecoin’s supply bought back at a premium. The remaining $200k USDJ will be permanently redeemed 1:1 by the team, finalizing a year-long sunset process.

What this means:
This is neutral for JST in the short term but strategically bullish long-term. The move phases out USDJ (an older TRON stablecoin) to prioritize USDD, which now benefits from JST’s buyback program. However, it temporarily reduces JST’s utility in USDJ-related DeFi operations. (MEXC News)

2. JST Gains Amid Market Volatility (1 December 2025)

Overview:
JST rose ~4% to $0.043 on December 1, outperforming Bitcoin’s 6% drop. Activity centered on TRON’s lending platforms and stablecoin flows, with JST’s 440k-holder base demonstrating resilience.

What this means:
This highlights JST’s role as a governance token in TRON’s DeFi ecosystem. Sustained usage for collateral and fee payments provided relative stability, though infinite supply risks linger. The token remains vulnerable to broader market sentiment shifts. (Cryptonews)

3. Major Token Burn Initiated (21 October 2025)

Overview:
JustLend DAO burned 559M JST (5.66% of supply) using $17.7M protocol revenue, with plans to burn 41M more USDT quarterly. The deflation mechanism ties burns to platform earnings from lending and USDD adoption.

What this means:
This is structurally bullish, as recurring burns counter JST’s inflationary design. With 9.9B tokens fully circulating, sustained revenue could tighten supply. However, success hinges on TRON DeFi growth – TVL must expand to fund meaningful burns. (Cryptoslate)

Conclusion

JST balances deflationary mechanics (burns) with ecosystem pivots (USDJ sunset), while TRON’s DeFi activity provides a usage floor. Watch for USDD adoption metrics and whether JustLend’s revenue can sustain quarterly burns. Can JST decouple from TRON’s centralization critiques to attract cross-chain capital?

Deep Dive

1. @DeFi_JUST: Buyback burns ignite bullish momentum 🔥

"559M JST burned (5.6% supply) using $17.73M protocol revenue. Future burns funded by 30% of DAO income."
– @DeFi_JUST (56.9K followers · 12.4K impressions · 2025-11-11 07:15 UTC)
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What this means: Bullish for JST because recurring burns reduce sell pressure – 5.6% supply reduction is significant for a token with 9.9B circulating supply.

2. @Nicat053nn: Infinite supply risks loom 🚩

"JST dropped 5.5% amid TRON DeFi outflows. Infinite max supply creates inflation risk during bear markets."
– @Nicat053nn (8.6K followers · 3.2K impressions · 2025-12-03 06:52 UTC)
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What this means: Bearish counterpoint – JST’s lack of hard cap could dilute gains if ecosystem activity slows.

3. @Arielessayshelp: TRON integration drives utility 📈

"JST anchors $12.2B TVL in TRON DeFi. USDD stablecoin profits to fund additional burns once revenue crosses $10M."
– @Arielessayshelp (56.9K followers · 8.9K impressions · 2025-11-12 01:03 UTC)
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What this means: Bullish – JST’s role in TRON’s DeFi infrastructure (46% of network TVL) creates organic demand beyond speculation.

Conclusion

The consensus on JST is mixed, balancing deflationary mechanics against structural supply risks. While burns and TRON’s ecosystem growth ($7.6B TVL in JustLend DAO) support upside, the infinite max supply remains a bearish overhang. Watch the USDD revenue threshold – if TRON’s stablecoin profits exceed $10M, it could trigger accelerated JST buybacks per the burn roadmap.

Deep Dive

1. USDD Migration (2025)

Overview:
JUST plans to fully transition from USDDOLD to USDD 2.0, a more decentralized, collateralized stablecoin. This involves migrating liquidity, updating smart contracts, and sunsetting the old system (USDD Roadmap).

What this means:
This is bullish for JST as it streamlines stablecoin utility, reduces fragmentation, and could attract new users to TRON’s DeFi ecosystem. Risks include potential short-term liquidity disruptions during migration.

2. Multi-Chain Deployment (2026)

Overview:
USDD 2.0 will expand natively to Ethereum and BNB Chain, increasing cross-chain accessibility. This follows TRON’s broader interoperability strategy.

What this means:
Neutral-to-bullish – broader reach could boost adoption, but competition with established stablecoins on other chains (e.g., USDC) may limit traction.

3. DAO Governance Expansion (2026)

Overview:
JST holders will gain more control over parameters like stability fees, collateral ratios, and revenue allocation via upgraded governance modules.

What this means:
Bullish – enhanced governance could deepen community engagement and align incentives. However, low voter turnout might slow decision-making.

4. Revenue-Driven Burns (Ongoing)

Overview:
JustLend DAO allocates 30% of protocol revenue (from lending/USDD) to buy and burn JST quarterly. Phase 1 burned 560M JST (5.6% supply), with future burns planned through 2026 (Cryptoslate).

What this means:
Bullish – sustained deflation could offset inflationary pressures if demand holds. Monitoring revenue trends (e.g., TRON DeFi TVL) is critical.

Conclusion

JUST’s roadmap prioritizes stablecoin modernization, cross-chain growth, and tokenomics refinement via burns. While execution risks exist (e.g., migration hiccups), the focus on revenue-backed deflation and governance could strengthen JST’s role in TRON’s DeFi stack. Will USDD’s multi-chain push outpace rivals like MakerDAO?

Deep Dive

1. Energy Rental Rate Cut (9 September 2025)

Overview: JUST lowered Energy Rental fees from 15% to 8%, aligning with TRON’s reduced energy costs (210 → 100 sun). This directly cuts TRX transaction fees by over 50% and improves smart contract efficiency.
What this means: This is bullish for JST because cheaper transaction costs attract more users to JUST’s DeFi tools, boosting ecosystem activity. (Source)

2. USDJ Sunset Plan Extension (9 September 2025)

Overview: The final deadline to repay USDJ loans and withdraw collateral was extended to 30 September 2025. Post-deadline, USDJ becomes a floating-rate asset.
What this means: This is neutral for JST as it gives users time to exit positions but signals the end of USDJ’s role, shifting focus to newer TRON stablecoins like USDD. (Source)

3. Buyback & Burn Phase 1 (11 November 2025)

Overview: JustLend DAO burned 559.89M JST (5.6% of supply) using $17.73M in protocol revenue. Future burns will use 70% of remaining revenue quarterly.
What this means: This is bullish for JST because recurring burns reduce supply while tying deflation to real ecosystem earnings, enhancing scarcity. (Source)

Conclusion

JUST’s updates prioritize cost efficiency, user flexibility, and deflationary tokenomics. While the USDJ phase-out introduces transitional risks, the focus on sustainable burns and lower fees strengthens JST’s utility. How might TRON’s broader DeFi adoption amplify these effects?