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Just bought more $ALTSZN anything under a $20M market cap feels insanely cheap right now.
This is one of the most obvious narratives this cycle. Once momentum kicks in, prices at these levels won’t last.

#CryptoMarketSeesVolatility
Justin Sun's Tron Repurchases Its Native Token and Says It Won't Stop
Tron Inc., a Nasdaq-listed treasury company built around Tron (TRX), repurchased 152,162 TRX tokens on Friday at an average price of US$0.3286, bringing its corporate holdings to over 693 million tokens.
Founder Justin Sun signaled that this accumulation campaign is far from over, and he encouraged his followers to keep buying through a two-word post on X a few hours after the purchase was completed.
Tron Inc. Strengthens TRX Position
Tron Inc. announced the purchase through its official X account. These tokens are stored in a public wallet that can be verified on the Tron blockchain. Shareholders and analysts can monitor the token count in real time on Tronscan, without waiting for quarterly financial reports.
At Friday’s average price of US$0.3286, this purchase added about US$50,000 to the TRX position, which has been steadily increasing into early 2026. Tron Inc. stated that the company aims to continue expanding Tron’s digital asset treasury to promote long-term value for shareholders.
The company has become the largest publicly traded TRX holder, breaking its record since March after surpassing 686 million tokens. Tron Inc.’s accumulation program operates through nearly daily purchases, not a single large buy.
Saylor-Like Strategy Specific to Tron
This treasury model by Tron Inc. follows a strategy pioneered by Michael Saylor for American companies since 2020. A public company issues shares and debt to accumulate a specific crypto asset, then markets its shares as a proxy leverage on the asset’s price.
This approach has also attracted many imitators in the crypto industry. Altcoin treasury companies targeting Ethereum, Solana, and Tron have raised billions of US dollars since 2025. However, some have struggled as token prices move wildly and share premiums shrink.
Tron Inc. itself was formed through a reverse merger that raised about US$( million when announced in 2025. Previously, the company was called SRM Entertainment before officially adopting the Tron name and Nasdaq ticker in July of that year.
On-Chain Transparency and Market Questions
By involving every purchase through a single public wallet, Tron Inc. leverages blockchain transparency to attract institutional investor interest. This tactic differs from Bitcoin treasury companies that still rely on custodians and periodic audits.
This DAT model carries the usual risks. A decline in TRX’s price could reduce the company’s book value and potentially drag its stock price down. Additionally, increased scrutiny from the US Securities and Exchange Commission on Sun adds regulatory uncertainty not faced by traditional corporate treasuries.
TRX’s price traded near US$0.33 at the time of the Friday announcement, just a few cents above Tron Inc.’s purchase price for the quarter. Several altcoin treasury companies have already struggled in 2026 as share premiums over the tokens they hold thin out.
The next test is whether the two-word push will lead to sustained accumulation if TRX’s price moves sideways or weakens. Since Tron Inc.’s wallet can be transparently monitored, the market can see the answer in real time.

I just read Bernstein's report, which is quite interesting about Circle.
So they give an Outperform rating with a target price of $190, which means there is still about 60% potential upside from the current position at $120.
This stock has already soared over 100% a few weeks ago after their earnings disappointed expectations.
What’s interesting is their analysis of how stablecoins are starting to decouple from the traditional crypto cycle.
Bitcoin and the crypto market in general are still far from all-time highs, but USDC supply has recovered close to a record $78 billion.
The total market cap of dollar stablecoins remains solid at around $270 billion.
This indicates a real decoupling between stablecoin movements and overall crypto volatility.
Stablecoin trading activity is exploding again.
Adjusted stablecoin volume has increased by more than 90% year-over-year, and transaction velocity has risen significantly.
So, Circle’s stablecoin crypto is beginning to shift from just a trading instrument to a broader payment function.
Visa itself already supports more than 130 bank cards linked to stablecoins, covering 50 countries with an annual settlement volume of about $4.6 billion.
Circle is also aggressively expanding its cross-border infrastructure through Circle Payments Network.
About 55 institutions are already connected, with an annual transaction volume reaching $5.7 billion.
That’s not a small number.
But what Bernstein considers most futuristic is the potential of 'Agentic Finance'.
Imagine autonomous software agents executing transactions on the internet — Circle’s stablecoin could become a natural settlement layer for micropayments between machines, such as API call payments or automated services.
Circle is developing Arc, a high-capacity blockchain specifically designed to support these use cases.
Overall, this is not just about stablecoins as trading pairs, but a true evolution toward more fundamental payment infrastructure.
If Bernstein’s thesis is correct, there is a lot of runway for Circle’s growth ahead.