Tron Inc. Expands TRX Treasury to Over 681.2 Million TRX Tokens, Asserting Market Leadership and Long-Term Conviction in the TRON Ecosystem

Rhea-AI Summary

Tron Inc. (Nasdaq: TRON) expanded its TRX treasury to >681.2 million TRX after adding ~3,656,868 TRX since January 22 and acquiring ~181,346 TRX on February 11 at an average price of ~$0.28. The company plans disciplined daily purchases of about $50,000 for 360 days to grow holdings.

Management frames the accumulation as a long-term conviction in TRON network adoption and positions the company as the largest publicly traded TRX treasury holder.

Positive

• TRX treasury >681.2 million TRX holdings
• Added approximately 3,656,868 TRX since January 22
• Acquired 181,346 TRX on February 11 at ~$0.28
• Planned disciplined purchases of $50,000 daily for 360 days

Negative

• Material allocation to a single crypto asset increases concentration of treasury holdings
• Planned $50,000 daily purchases commit ongoing capital to TRX for 360 days

News Market Reaction

-3.94%

13 alerts

-3.94% News Effect

+7.1% Peak in 2 hr 53 min

-$15M Valuation Impact

$373M Market Cap

0.3x Rel. Volume

On the day this news was published, TRON declined 3.94%, reflecting a moderate negative market reaction. Argus tracked a peak move of +7.1% during that session. Our momentum scanner triggered 13 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $15M from the company's valuation, bringing the market cap to $373M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Current share price: $1.27 TRX acquired Feb 11: 181,346 TRX tokens TRX added since Jan 22: 3,656,868 TRX tokens +5 more

8 metrics

Current share price $1.27 Pre-news price, latest session

TRX acquired Feb 11 181,346 TRX tokens Purchased at average price of $0.28

TRX added since Jan 22 3,656,868 TRX tokens Incremental treasury accumulation

Total TRX treasury Over 681.2M TRX tokens Company’s reported TRX holdings after latest purchases

Feb 11 TRX price $0.28 per TRX Average purchase price cited for 181,346 tokens

Daily TRX purchase plan $50,000 per day Intended disciplined daily TRX buys

Planned accumulation period 360 consecutive days Stated duration of daily TRX purchase program

Shelf registration size $1,000,000,000 Amended S-3/A shelf capacity for securities offerings

Market Reality Check

Price: $1.30 Vol: Volume 352,591 is below 2...

low vol

$1.30 Last Close

Volume Volume 352,591 is below 20-day average 655,923 (relative volume 0.54). low

Technical Shares at 1.27 are trading below 200-day MA of 5.67, reflecting prior downtrend.

Peers on Argus

TRON is up 4.1% while key leisure/entertainment peers (e.g., MSGE, XPOF, MODG) s...

TRON is up 4.1% while key leisure/entertainment peers (e.g., MSGE, XPOF, MODG) show negative moves today, indicating stock-specific dynamics rather than a sector-wide move.

Previous Crypto Reports

3 past events · Latest: Dec 29 (Positive)

Same Type Pattern 3 events

Date	Event	Sentiment	Move	Catalyst
Dec 29	Strategic equity investment	Positive	-2.8%	Justin Sun’s <b>$18M</b> equity investment to expand TRX treasury portfolio.
Sep 02	TRX treasury expansion	Positive	+0.2%	Bravemorning’s <b>$110M</b> investment adding <b>312.5M</b> TRX and increasing control.
Jul 17	Ticker/brand change	Positive	-4.3%	Nasdaq ticker change to <b>TRON</b> to reflect blockchain‑focused strategy.

Pattern Detected

Crypto‑tagged news has often seen muted or negative next‑day reactions, even on ostensibly positive strategic updates.

Recent Company History

Over the past year, Tron Inc. has steadily pivoted into a TRX‑centric treasury strategy. On July 17, 2025, it rebranded its ticker to TRON to align with the blockchain focus. A $110 million investment from Bravemorning on Sept. 2, 2025 added 312.5 million TRX tokens and cemented majority control. On Dec. 29, 2025, an additional $18 million strategic investment from Justin Sun further funded TRX accumulation. Today’s announcement extends that same treasury‑expansion trajectory via ongoing token purchases.

Historical Comparison

-2.3% avg move · Crypto‑tagged releases for TRON have averaged a -2.3% next‑day move, even when highlighting major TR...

crypto

-2.3%

Average Historical Move crypto

Crypto‑tagged releases for TRON have averaged a -2.3% next‑day move, even when highlighting major TRX treasury expansions or strategic alignments.

Crypto news shows a progression from branding around TRON, to large shareholder‑funded TRX treasury expansion, to strategic backing from Justin Sun, now continuing with programmatic TRX accumulation.

Regulatory & Risk Context

Active S-3 Shelf · $1,000,000,000

Shelf Active

Active S-3 Shelf Registration 2026-02-06

$1,000,000,000 registered capacity

An amended Form S-3/A dated Feb. 6, 2026 allows Tron Inc. to offer up to $1,000,000,000 in various securities over time. The shelf is active but not yet effective and has 0 recorded usages, indicating full capacity remains available for potential future equity or debt issuance tied to its TRX treasury strategy.

Market Pulse Summary

This announcement extends Tron Inc.’s TRX‑treasury strategy, with more than 681.2M TRX held and a pl...

Analysis

This announcement extends Tron Inc.’s TRX‑treasury strategy, with more than 681.2M TRX held and a plan to buy about $50,000 of TRX daily for 360 days. It follows prior crypto‑focused milestones funded by major shareholders and strategic investors. Investors may track how these accumulating TRX positions interact with the company’s $1,000,000,000 shelf capacity and previously disclosed digital‑asset risk factors in upcoming filings and updates.

Key Terms

blockchain, digital asset, on-chain, treasury wallet

4 terms

blockchain technical

"a publicly traded blockchain and digital asset company"

A blockchain is a digital record-keeping system that securely stores information across many computers, making it difficult to alter or tamper with. Think of it like a shared, unchangeable ledger that everyone can see and verify, ensuring transparency and trust. For investors, this technology offers a way to securely track transactions and assets without relying on a central authority, potentially reducing costs and increasing security.

digital asset financial

"a publicly traded blockchain and digital asset company"

A digital asset is a representation of value or rights that exists only in electronic form—like digital versions of cash, stocks, or collectibles kept in a virtual wallet. They are transferred and recorded using computer systems that make copying or tampering difficult, and can include currencies, tokenized shares, or unique digital items. Investors care because digital assets can offer new ways to diversify, trade and raise capital, but they also bring different risks around price swings, custody and regulation.

on-chain technical

"expanding on-chain activity, and increasing institutional interest"

On-chain describes actions or data that are recorded directly on a blockchain, a public digital ledger that creates a permanent, time-stamped record of transactions. For investors, on-chain activity provides verifiable evidence of transfers, ownership changes or automated program actions (like contract-driven payments); seeing these entries is like checking a bank statement and helps assess liquidity, settlement finality, fees, and transparency when judging risk and market behavior.

treasury wallet technical

"designated on-chain TRX treasury wallet for Tron Inc."

A treasury wallet is a digital account used by an organization to hold and manage its cash and cryptocurrency reserves, under the control of the company’s treasury team. It matters to investors because movements into or out of that wallet reveal changes in liquidity, risk exposure or capital strategy—like a company moving money between its checking account and a locked safe—which can affect its ability to fund operations, cover liabilities or support token value.

AI-generated analysis. Not financial advice.

Winter Park, Florida, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Tron Inc. (Nasdaq: TRON) (the “Company”), a publicly traded blockchain and digital asset company, today announced expansion of its TRON (TRX) treasury, reinforcing its position as the world’s largest publicly traded TRON (TRX) treasury strategy company and signaling strong long-term conviction in the TRON ecosystem.

The Company acquired approximately 181,346 TRX tokens on February 11 at an average price of approximately $0.28, and has added approximately 3,656,868 TRX tokens since January 22, bringing total TRX treasury holdings to more than 681.2 million TRX tokens underscoring consistent execution of the Company’s digital asset accumulation strategy.

Tron Inc. intends to grow its TRX treasury holdings through disciplined daily purchases of approximately $50,000 worth of TRX for 360 consecutive days. Management believes this strategy positions the Company to capitalize on long-term network adoption, expanding on-chain activity, and increasing institutional interest in TRON as a global blockchain infrastructure.

“Building the largest TRX treasury in the public markets is not symbolic — it is strategic,” said Rich Miller, Chief Executive Officer of Tron Inc. “We are executing a deliberate accumulation strategy that reflects our confidence in TRON’s scalability, real-world utility, and long-term value creation. Our balance sheet is increasingly aligned with the growth of the TRON network itself.”

For live update on the designated on-chain TRX treasury wallet for Tron Inc., please refer to:
https://tronscan.org/#/address/TEySEZLJf6rs2mCujGpDEsgoMVWKLAk9mT

With the largest TRX holdings of any publicly traded company, Tron Inc. continues to differentiate itself as a public vehicle for institutional exposure to the TRON ecosystem, while maintaining a disciplined approach to capital allocation and shareholder value creation.

About Tron Inc.

Tron Inc. is a publicly traded company pioneering blockchain-integrated treasury strategies. As the public company with the largest TRON (TRX) tokens holdings, Tron Inc. is committed to transparency, and the adoption of decentralized finance for long-term value creation. In addition, through its wholly owned subsidiary, the Company designs, develops, and manufactures custom merchandise which includes toys and souvenirs for the world’s largest theme parks and other entertainment venues. Many of the Company’s products are based on award winning multi-billion-dollar entertainment franchises that are featured in popular movies and books. The products are distributed worldwide at Walt Disney Parks and Resorts, Universal Parks and Destinations, United Parks and Resorts – SeaWorld, Six Flags and other attractions.

Caution Regarding Forward-Looking Statements

Certain statements in this announcement are forward-looking statements. Investors can identify these forward-looking statements by words or phrases such as “may,” “will,” “expect,” “anticipate,” “aim,” “estimate,” “intend,” “plan,” “believe,” “is/are likely to,” “potential,” “continue” or other similar expressions. These statements include, but are not limited to, statements regarding the Company’s continued expansion into blockchain-powered treasury holdings and long-term vision to build shareholder value through innovation and strategic leadership. These statements are subject to uncertainties and risks including, but not limited to, the risk factors discussed in the Risk Factors and in Management’s Discussion and Analysis of Financial Condition and Results of Operations sections of our Forms 10-K, 10-Q and other reports filed with the SEC and available at www.sec.gov. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results in the Company’s registration statement and other filings with the SEC. Additional factors are discussed in the Company’s filings with the SEC, which are available for review at www.sec.gov. The Company undertakes no obligation to update or revise publicly any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations that arise after the date hereof, except as may be required by law.

For additional details, follow on X:
https://x.com/TRON_INC

Media and Investor Relations
Info@SRMentertainment.com
(407)-230-8100

FAQ

How many TRX tokens does Tron Inc. (TRON) hold after the February 12, 2026 update?

Tron Inc. holds more than 681.2 million TRX tokens total. According to the company, that figure reflects cumulative purchases including ~3,656,868 TRX added since January 22.

What did Tron Inc. (TRON) purchase on February 11, 2026 and at what price?

On February 11, 2026 Tron Inc. bought approximately 181,346 TRX at an average price of about $0.28. According to the company, this purchase is part of its ongoing accumulation strategy.

What is Tron Inc.'s (TRON) planned purchase program for growing its TRX treasury?

Tron Inc. intends disciplined daily purchases of roughly $50,000 worth of TRX for 360 consecutive days. According to the company, this plan is designed to steadily grow treasury holdings over the stated period.

What does the TRX treasury expansion mean for TRON shareholders and investors?

The expansion signals the company's long-term conviction in TRON network adoption and positions it as a public vehicle for TRX exposure. According to the company, the strategy aligns the balance sheet with network growth.

Where can investors view Tron Inc.'s on-chain TRX treasury wallet activity (TRON)?

Investors can view live updates on the designated on-chain TRX treasury wallet via the public block explorer link provided by the company. According to the company, the wallet address is available on the TRON block explorer.