Authored by Joyce, BlockTalk
Amidst widespread market pessimism—particularly in altcoins—TON Ecosystem has demonstrated remarkable resilience. While most cryptocurrencies faced significant downturns, TON surged by 23% over the past 30 days, and its Total Value Locked (TVL) skyrocketed 6x since March 2024. Projects like Notcoin have seen exponential growth in both price and user adoption. Is TON’s summer approaching?
Telegram’s 9 Billion Users: TON’s Ultimate Advantage
TON’s unique edge lies in its integration with Telegram’s 900 million monthly active users (MAUs). Previously criticized as lacking tangible utility, TON’s narrative shifted dramatically in 2024 through three pivotal developments:
1. TON as Telegram Ads’ Exclusive Settlement Currency
- Key Change: Since March 2024, Telegram mandates all ad payments in TON, sharing 50% revenue with channel owners.
- Impact: This move directly ties Telegram’s ad economy (1 trillion+ monthly views) to TON, boosting demand and reducing circulating supply via locked team allocations.
- SEO Keywords: Telegram ads, TON blockchain, crypto ad payments
👉 Discover how TON’s ad integration is reshaping crypto economics
2. TON Space: A Gateway to Web3
- Feature: Launched in September 2023, TON Space is a non-custodial wallet within Telegram, enabling seamless access to DeFi, GameFi, and NFTs.
- User Growth: Simplified onboarding has driven adoption, with mini-apps like Notcoin attracting 40M+ users.
3. Mini-App Boom & Ecosystem Highlights
- Notcoin: A viral "tap-to-earn" game; surpassed 40M users despite its meme-coin label.
- Catizen: Leading GameFi platform with 2M+ users and 125K+ on-chain players.
- DeFi Powerhouses: DeDust ($320M TVL) and *Ston.fi* ($260M TVL) dominate TON’s DEX landscape.
| Project | Category | Users/TVL |
|---|---|---|
| Notcoin | GameFi | 40M+ |
| Hamster Kombat | Play-to-Earn | 150M+ (active) |
| Blum | DEX | 10M+ (pre-launch) |
Challenges Ahead
- Developer Shortage: Only 175 devs vs. Ethereum’s 7,864.
- Security Risks: Telegram’s phishing vulnerabilities could escalate with Web3 integration.
👉 Explore TON’s roadmap for overcoming these hurdles
FAQs
Q: Why is TON’s price rising amid a bear market?
A: Demand from Telegram’s ad system and ecosystem growth drive scarcity.
Q: How does TON Space differ from traditional wallets?
A: It’s embedded in Telegram, enabling one-click access to dApps—no separate installs.
Q: What’s next for TON?
A: Expect deeper Telegram integration, more mini-apps, and institutional interest.
Final Thought: TON’s user-first approach and Telegram’s infrastructure position it uniquely for mass adoption—despite short-term hurdles.