TRX News Today: Scarcity and Fundamentals Fuel Crypto Consolidation, Boosting TRON, Mantle, and BlockDAG

The cryptocurrency market remains in a phase of consolidation, with projects like TRON (TRX), Mantle (MNT), and BlockDAG (BDAG) emerging as focal points of investor attention. While broader market volatility persists, these projects showcase distinct narratives of technical resilience, accumulation, and innovation, positioning them as potential catalysts for late-2025 and 2026 momentum.

TRON's ecosystem has shown signs of renewed strength amid a backdrop of cautious optimism. Rising reserve-to-borrow ratios within the Tron network, driven by increased deposits of jTRX and jUSDT tokens, signal improved liquidity and reduced overleveraging risks, according to a Coinotag analysis. This trend aligns with net accumulation of $11.21 million in TRX by spot investors since October 27, with the Accumulation/Distribution indicator reaching 122 billion tokens, as noted in the same Coinotag analysis. Despite a 1.24% daily pullback and an 11% monthly decline, technical indicators suggest a potential rebound. Analysts highlight that TRX's ability to hold above $0.32—its key support level—could trigger a rally toward $0.35 and $0.37, per TheCoinrise report.

However, bearish pressures linger. Recent on-chain data reveals declining retail demand, with Total Value Locked (TVL) in Tron DeFi dropping below $5 billion and derivatives open interest falling by 1.68%, as reported in an FXStreet forecast. A break below the $0.2764 support trendline could extend losses to $0.2397, FXStreet warns. Conversely, October's network activity surged, with DEX volume rising 174% to $3.04 billion and active addresses hitting 87.7 million, according to a Coinotag report. These metrics underscore Tron's role in facilitating low-cost, high-speed transactions, particularly for USDT, which handles 15–20 million weekly transfers, as another Coinotag piece noted.

Mantle (MNT) has become a bellwether for risk-on sentiment, with its price hovering near the $1.63 level—a key psychological threshold. The $1.40–$1.60 demand zone has historically acted as a base for major recoveries, and current technical indicators suggest improving sentiment. Flattening momentum and long candle wicks near this range indicate growing buying interest, as covered by TheCoinrise analysis mentioned above. Analysts project potential targets of $1.90 and $2.20 if support holds, though a drop below $1.40 could undermine the bullish setup.

BlockDAG (BDAG) has captured market imagination with its scarcity model and technical advancements. The project's presale has raised $435 million in Batch 32, with 4.5 billion coins remaining at $0.005 each, according to TheCoinrise coverage. This scarcity-driven approach contrasts with projects like Avalanche (AVAX) and Solana (SOL), which face volatility tied to speculative narratives and ETF-driven selloffs, as observed in a Coindoo analysis. BlockDAG's hybrid Proof-of-Work + DAG technology, demonstrated by its 15,000 TPS Awakening Testnet, positions it as a high-performance Layer-1 network, per TheCoinrise coverage of network performance. With EVM compatibility and partnerships like the BWT Alpine Formula 1® Team, BDAG's ecosystem expansion is accelerating, and analysts anticipate a listing price of $0.05 in February 2026—offering a potential 10x return for presale participants, according to a Crypto.News report.

As the crypto market navigates post-ETF corrections and regulatory uncertainty, projects with verifiable fundamentals and scarcity models are gaining traction. TRON's resilience in DeFi adoption, Mantle's defensive technical structure, and BlockDAG's disciplined presale strategy exemplify this shift. While short-term volatility remains a risk, these projects reflect broader themes of utility-driven growth and institutional-grade infrastructure. Investors are advised to monitor key resistance levels for TRX, the sustainability of MNT's support, and BlockDAG's final presale phase as critical inflection points.