Latest JUST (JST) News Update

Deep Dive

1. @0xbambamy: Phase 1 burn validates deflation model 🔥

"560M JST burned (5.6% of supply) using $17.7M protocol revenue – remaining $41M earmarked for quarterly burns."
– @0xbambamy (26K followers · 91.8K impressions · 2025-10-29 07:11 UTC)
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What this means: This is bullish for JST because recurring burns directly combat its infinite supply design, with 70% of revenue still allocated to future deflation.

2. @Nicat_eth: Infinite supply vs. TRON stability ⚖️

"JST faces 5.53% drop amid rotation from TRON DeFi to Ethereum L2s – 440K holders can’t offset infinite max supply risks."
– @Nicat_eth (7.5K followers · 24.7K impressions · 2025-12-03 06:52 UTC)
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What this means: This is bearish as JST’s lack of hard cap creates sell pressure during market downturns, compounded by capital migration to Ethereum-based yield protocols.

3. @DeFi_JUST: TRON ecosystem strength 🏆

"JST战队 wins TRON trading competition, securing 1,500 USDT prize – 24h volume surges 49% to $67.1M post-victory."
– @DeFi_JUST (Official project account · 2025-12-04 09:03 UTC)
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What this means: Neutral-bullish – while competitions boost engagement, JST remains dependent on TRON’s ability to retain DeFi market share against multi-chain rivals.

Conclusion

The consensus on JST is mixed, balancing aggressive token burns against structural inflation risks. While the DAO’s revenue-driven deflation (5.6% supply reduction in Q4 2025) has lifted sentiment, monitor whether Q1 2026’s scheduled burn of $10.3M from reserves sustains momentum. Watch the TRON/Ethereum TVL ratio – JST needs TRON to maintain its 46% DeFi dominance to justify current valuation.

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?

Deep Dive

1. DAO Governance Expansion (2025–2026)

Overview: JUST aims to decentralize governance by empowering JST holders to vote on protocol parameters (e.g., stability fees, collateral ratios). This follows USDD 2.0’s governance roadmap, which emphasizes community-driven decision-making.

What this means:
This is bullish for JST because decentralized governance could increase holder engagement and align incentives for long-term ecosystem growth. However, voter apathy or contentious proposals could slow progress.

2. Multi-Chain USDD Deployment (2026)

Overview: USDD, the TRON-native stablecoin, plans native deployments on Ethereum and BNB Chain to broaden its reach beyond TRON’s ecosystem.

What this means:
This is neutral-to-bullish for JST. Cross-chain expansion could boost USDD adoption and indirectly benefit JST through increased protocol revenue. However, competition with established multi-chain stablecoins (e.g., USDT) poses execution risks.

3. Revenue-Driven JST Burns (Q4 2025–Q4 2026)

Overview: JustLend DAO will use 30% of quarterly profits to buy back and burn JST, with an additional 70% allocated to phased burns (source). Phase 1 eliminated 5.6% of JST’s supply in November 2025.

What this means:
This is bullish for JST as sustained burns reduce inflationary pressure. The program’s success hinges on JustLend’s revenue—currently $60M annually—and USDD’s profitability post-$10M revenue threshold.

4. Product Upgrades (2026)

Overview: Planned updates include Userscan (on-chain analytics) and WBTC collateral integration to attract Bitcoin liquidity. A “Five Tokens Competition” aims to incentivize community participation.

What this means:
This is neutral for JST. While new features could expand user adoption, TRON’s DeFi dominance in Asia limits diversification potential. WBTC adoption depends on Bitcoin market sentiment.

Conclusion

JST’s roadmap focuses on deflationary mechanics, governance decentralization, and cross-chain growth—all tied to TRON’s DeFi ecosystem strength. The buyback program and USDD expansion are critical for sustaining demand, but reliance on TRON’s performance remains a key risk. Will JST’s burn rate outpace inflationary pressures from its uncapped supply?

Deep Dive

1. Buyback & Burn Phase 1 (21 October 2025)

Overview:
JustLend DAO executed its first JST burn, removing 559.89M tokens (5.66% of supply) using $17.73M from protocol revenue. This initiates a multi-quarter deflationary cycle where 30% of DAO profits fund recurring burns, with remaining reserves allocated to yield-generating strategies.

What this means:
The burn reduces JST’s inflationary pressure, aligning its value with ecosystem growth. Sustained buybacks could counterbalance selling pressure, though broader market sentiment remains a wildcard. (JustLend DAO)

2. Biconomy Listing (9 September 2025)

Overview:
JST’s listing on Biconomy introduced gasless transactions and cross-chain interoperability, targeting Ethereum and Polygon users. Trading volumes spiked 28% post-listing, reflecting improved accessibility.

What this means:
Expanding beyond TRON’s ecosystem could diversify JST’s user base and usage, though competition with multi-chain DeFi giants like AAVE poses challenges. (Emin)

3. USDJ Sunset Finalized (18 November 2025)

Overview:
Justin Sun confirmed that 95% of USDJ (JUST’s legacy stablecoin) was redeemed at a premium, leaving only ~$200K circulating. The shutdown aims to streamline focus on USDD, TRON’s primary stablecoin.

What this means:
Eliminating USDJ reduces ecosystem complexity, but residual sell pressure from remaining holders could linger. Success hinges on USDD adoption replacing USDJ’s role. (MEXC News)

Conclusion

JST is pivoting toward scarcity (via burns) and cross-chain utility while retiring legacy products. Key to watch: Can USDD capture USDJ’s former demand, and will deflation offset TRON’s DeFi competition? Monitor Q1 2026 burn metrics and USDD’s reserve growth for directional cues.