๐๐๐๐๐๐ฒ๐ป๐ฑ ๐๐๐ข ๐๐ผ๐บ๐ฝ๐น๐ฒ๐๐ฒ๐ $๐ฎ๐ญ๐ ๐ฅ๐ฒ๐๐ฒ๐ป๐๐ฒ-๐๐ฎ๐ฐ๐ธ๐ฒ๐ฑ ๐๐ฆ๐ง ๐๐๐๐ฏ๐ฎ๐ฐ๐ธ ๐ฎ๐ป๐ฑ ๐๐๐ฟ๐ป, ๐ฃ๐ฒ๐ฟ๐บ๐ฎ๐ป๐ฒ๐ป๐๐น๐ ๐ฅ๐ฒ๐บ๐ผ๐๐ถ๐ป๐ด ๐ฑ๐ฎ๐ฑ๐ ๐ง๐ผ๐ธ๐ฒ๐ป๐ ๐ข๐ป-๐๐ต๐ฎ๐ถ๐ป
Dear JustLend DAO community members and $JST holders,
The second $JST Buyback & Burn has now been fully completed by JustLend DAO, marking another verifiable step in the DAOโs long-term value distribution framework and reinforcing a model built on real protocol performance rather than narrative promises.
This process originates from the community-approved proposal passed on October 21, 2025 (SGT).
Under this mandate, all net income generated by JustLend DAO, together with any USDD multichain ecosystem revenue exceeding $10 million, is systematically allocated to repurchasing JST from the open market and permanently removing it from circulation.
Every stage of this process is executed on-chain, ensuring full transparency, auditability, and enforcement without discretionary intervention.
For the second execution cycle, the buyback and burn were carried out on January 15, 2026 (SGT), funded entirely by protocol-generated revenue:
โ 2025 Q4 net income: $10,192,875
โ Carried-over income from previous periods: $10,340,249
โ Total capital deployed directly into buyback and burn
As a result:
โ Total JST burned in Phase 2: 525,000,000 JST
โ Estimated burn value: approximately $21 million
โ Tokens transferred directly to the designated burn address and permanently destroyed
โ On-chain transaction hash:
5c7cd68483f1d32aebe1084b3dc9a6b742092bde1153db72b79a866617c14314
This single execution removed 5.3% of the total JST supply. Cumulatively, as of January 15, 2026:
โ Total JST burned: 1,084,890,753
โ Percentage of total supply removed: 10.96%
The logic behind this second buyback and burn is deliberately simple and non-speculative. Instead of accumulating idle treasury balances or relying on token emissions, JustLend DAO converts protocol usage directly into supply reduction.
Lending interest, borrowing activity, staking-related revenue, and ecosystem services generate income, which is then recycled into buying JST and burning it.
This creates a closed economic loop where usage feeds value accrual without introducing inflationary pressure.
When compared with other leading DeFi protocols such as UNI, the distinction becomes structural rather than numerical.
While many governance tokens rely on indirect value capture, fee toggles, or future governance expectations, JST is already operating under an enforced revenue-to-burn framework.
The burn intensity relative to circulating supply is aggressive, but more importantly, it is repeatable and rule-based, not dependent on market cycles or discretionary governance votes.
Following the first burn round, which established credibility and market confidence, this second execution reinforces rhythm and predictability.
The market is no longer reacting to a one-time event; it is observing a process with cadence. Quarterly execution, published disclosures, and live on-chain records reduce uncertainty and improve visibility for both long-term holders and ecosystem participants.
From a market structure perspective, recent price behavior and K-line patterns reflect tightening supply conditions rather than speculative spikes.
Reduced circulating supply combined with consistent revenue conversion alters liquidity dynamics over time, encouraging longer holding horizons and reducing reliance on short-term incentive flows.
Beyond the token itself, the burn program highlights the underlying strengths of the JustLend DAO platform:
โ Deep liquidity and sustained usage across lending and borrowing markets
โ Integration with USDD-related flows that contribute real, measurable revenue
โ A mature governance framework capable of enforcing long-term economic rules
โ Transparent financial reporting through a public DAO transparency dashboard
These product and ecosystem advantages are what make the buyback and burn sustainable. Without real usage and revenue, deflation is temporary. With them, it becomes structural.
Across all ramifications, the broader impact is clear:
โก Governance power becomes scarcer as supply contracts
โก Revenue alignment strengthens trust between users, holders, and the DAO
โก Capital efficiency improves by eliminating idle treasury risk
โก Transparency reduces governance and execution uncertainty
โก The TRON DeFi ecosystem gains a reference model for mature protocol economics
This is not positioned as a terminal event, but as a continuing cycle. The JustLend Grants DAO will keep executing the Buyback & Burn plan on a quarterly basis, accompanied by regular financial disclosures and verifiable on-chain records.
For full documentation and execution details: support.justlend.org/hc/en-us/articโฆ
To track DAO revenue, buyback allocations, and burn history in real time: justlend.org/transparency?lโฆ
This approach does not rely on assumptions. It relies on numbers, execution, and visibility.
