Toncoin has surgedsignificantly,backed by objectivemetrics,total value locked（TVL）growth,Telegram audiencegrowth,and prospects of goingpublic.
Points
- Toncoin’svaluehassurged3.5timesthisyear.
- TVLinTON’sDeFisectorincreased53timessinceJanuary.
- Telegram’saudiencegrowthdirectlyinfluencesTON’sturnoverandcapitalization.
- PavelDurovplanstotakethecompanypublicintheUS.
- GamingactivitiesonTelegramcontributetoTON’sgrowth.
Thisyear,Toncoin has surged3.5times to$8,overtaking Dogecoin and securing the eighth spot in the overall cryptocurrencyrankings.Unlike memecoins,which became thefastest-growinggroup in the first half of theyear,TON’sgrowth is backed by objectivemetrics.
TVLGrowth
The total value locked（TVL）inTON’sdecentralized finance sector has increased53times since January to$743million,with daily trading volumes sometimes exceeding$1billion.Incomparison,Ethereum’sTVL（thesectorleader）grew1.9times over the sameperiod,with daily turnover not exceeding$5billion.
Telegram’sAudienceGrowth
AfterSEC’sconcerns,Pavel Durov handed over the project to the cryptocommunity.However,the connection between Telegram and TON remains verystrong.Channel owners arerewarded,and advertising payments are made inTON.Therefore,the success of the messenger directly influences thecryptocurrency’sturnover andcapitalization.
Telegram’saudience grows by several hundred million active users each year and is expected to exceed1billion thisyear.The TON network has already surpassed Ethereum in networkactivity.
GoingPublic
In the next twoyears,Pavel Durov plans to take the company public in theUS.This event will draw significant attention to themessenger,which is still underrepresented in the GlobalNorth.Preliminary estimates by analytical companies value the social network at$30billion.However,successful advancement in the West along with the IPO could significantly increase itscapitalization.
GamingFrenzy
Thisyear,the messenger has been taken over by a gamingfrenzy.First,the game Notcoin attracted35million activeusers,and now Hamster Kombat surpasses it with150million.These games require noinvestments,and earningin-gamecurrency involves just clicking on thescreen.Beforelisting,the currency can only be exchanged for TON in thepre-market.Afterlisting,it can be converted to fiat on cryptoexchanges.
Game developers earn revenue fromads.Hamster Kombat has49million Telegramsubscribers,32million onYouTube,and11million onTwitter.Part of this revenue forms the basis of future userrewards.
Conclusion
Telegram shows strong results in both user base expansion andmonetization.It may achieveself-sustainabilitythisyear,and further expansion is likely to lead to profitgrowth.Due to the close connection between the messenger and thecryptocurrency,these positive trends will lead toTON’sgrowth in the longterm.
解説
- Toncoinhassurged3.5timesthisyear,highlightingsignificantgrowthandpotential.
- TVLinTON’sDeFisectorincreased53times,indicatingrobustfinancialactivity.
- Telegram’slargeandgrowingaudiencedirectlyimpactsTON’sturnoverandcapitalization.
- PavelDurov’splantotakethecompanypublicintheUScouldfurtherboostTON’svalue.
- ThepopularityofgameslikeHamsterKombatonTelegramcontributestoTON’secosystemgrowth.