What is expected in the development of TON?
Toncoin’s development is moving forward with key milestones:
- TON Accelerator Mainnet Upgrade (Q4 2025) – Aims to boost transaction speeds to over 100,000 transactions per second (TPS).
- TON-EVM Workchains Integration (2026) – Will allow compatibility with Ethereum, expanding decentralized finance (DeFi) options.
- TON Storage Full Launch (2026) – A decentralized file storage system designed for widespread use.
- Global Treasury Initiative (Ongoing) – Over $400 million raised to support ecosystem growth.
Deep Dive
1. TON Accelerator Mainnet Upgrade (Q4 2025)
Overview:
This upgrade targets increasing transaction capacity to more than 100,000 TPS by improving how the network splits and processes data (called sharding). It builds on TON’s existing technology designed to handle Telegram’s massive user base of over 1 billion people.
What this means:
This is a positive development for Toncoin because higher transaction speeds make the network more attractive to developers and large organizations. However, technical challenges or delays could slow down adoption.
2. TON-EVM Workchains Integration (2026)
Overview:
TON plans to introduce workchains compatible with the Ethereum Virtual Machine (EVM), which means it can run Ethereum-based decentralized apps (dApps) and handle Ethereum assets smoothly. This fits with other cross-chain efforts like TON Teleport, which connects Bitcoin to TON.
What this means:
This is somewhat positive, as it could bring Ethereum developers to TON’s platform. But it also risks making TON less unique. Success depends on encouraging developers to switch over, for example through a $5 million DeFi rewards program.
3. TON Storage Full Launch (2026)
Overview:
TON Storage is a decentralized file-sharing service similar to Dropbox but built on blockchain technology. It uses a Proof-of-Stake system to ensure data is always available and works with TON Proxy to prevent censorship.
What this means:
This could be very positive if Telegram users adopt it for things like NFTs or decentralized apps. Key indicators to watch include the number of storage nodes and partnerships, such as the recent collaboration with Curve Finance for stablecoin swaps.
4. Global Treasury Initiative (Ongoing)
Overview:
The TON Foundation and Kingsway Capital are raising over $400 million to build a treasury for Toncoin, focusing on attracting institutional investors. This follows a $558 million private placement by Verb Technology, which holds TON as a reserve asset.
What this means:
This is a strong long-term positive because it reduces the number of coins in circulation and shows confidence from big investors. However, there could be short-term selling pressure if early investors decide to cash out.
Conclusion
Toncoin’s roadmap focuses on improving speed, compatibility, and attracting institutional support. The Accelerator Upgrade and EVM workchains could strengthen its technology, while treasury efforts aim to stabilize value over time. With Telegram’s huge user base driving growth, the big question is: will TON’s DeFi ecosystem outpace competitors like Solana in bringing mainstream users onboard? Keep an eye on daily active wallets (around 170,000 currently) and stablecoin trading volume (USDT on TON exceeded $1 billion in 2024).
What updates are there in the TON code base?
Toncoin’s software recently received three key updates aimed at making it faster, easier to use, and more practical.
- Jetton 2.0 Launch (September 10, 2025) – Transfers are now three times faster thanks to improved token standards.
- AWS Blockchain Integration (September 10, 2025) – TON is now part of Amazon Web Services’ public blockchain dataset.
- Golden Visa Incentives (August 12, 2025) – New staking and fee features cut Golden Visa application costs by 80%.
Deep Dive
1. Jetton 2.0 Launch (September 10, 2025)
Overview: Jetton 2.0 is the updated token standard for Toncoin. It speeds up transfers to under 2 seconds, down from 6 seconds before. This is especially important for decentralized apps (dApps) and memecoins, which make up most of TON’s $84.5 million in monthly trading volume—a 113% increase from last month.
Technical: The upgrade uses techniques like sharding (splitting the network into smaller parts) and asynchronous processing (handling transactions without waiting for each to finish), which reduces network slowdowns.
What this means: Faster transactions improve the experience for Telegram’s over 1 billion users, encouraging more people to use TON for payments and gaming apps. This is a positive sign for TON’s growth. (Source)
2. AWS Blockchain Integration (September 10, 2025)
Overview: Amazon Web Services (AWS) now includes TON in its Public Blockchain Dataset. This lets developers access TON’s blockchain data directly through AWS tools.
Technical: This integration offers real-time data on TON’s 155 million accounts and 777 million staked TON tokens, making it easier to build and analyze dApps.
What this means: While this makes development easier, it doesn’t guarantee more users right away. Still, it could attract more businesses and institutions interested in using TON’s technology. (Source)
3. Golden Visa Incentives (August 12, 2025)
Overview: By staking TON tokens and paying fees, applicants can now reduce their Golden Visa application costs by 80%. This initiative is led by the TON Foundation.
Technical: Smart contracts automatically apply discounts based on how much TON is staked, and validator nodes prioritize these transactions.
What this means: This encourages people to hold TON longer and use it for real-world benefits, which could reduce the number of tokens available for trading. This is a positive development for TON’s value. (Source)
Conclusion
Toncoin’s latest updates focus on making the network faster (Jetton 2.0), easier for developers to work with (AWS integration), and more useful in everyday life (Golden Visa incentives). These steps support TON’s goal to be the Web3 foundation for Telegram. The big question is whether faster transactions will attract enough new apps to help TON overcome recent market declines (down 14.55% in the last 30 days).
Why did the price of TON fall?
Toncoin (TON) dropped 3.85% to $2.67 in the last 24 hours, underperforming the overall crypto market, which fell 1.94%. The main reasons for this decline are:
- Technical breakdown – TON’s price fell below a key support level at $2.80, triggering automatic sell orders.
- Whale dominance – Large holders control 68% of TON’s supply, increasing the risk of big price swings.
- Market-wide caution – The Crypto Fear & Greed Index is at 32 (“Fear”), and Bitcoin’s market share is rising, signaling investors are favoring Bitcoin over other coins.
Deep Dive
1. Technical Breakdown (Negative Impact)
Toncoin’s price fell below the important $2.80 support level that had been holding since July 2025 (CoinMarketCap Community). Now, the 200-day moving average at $3.17 acts as resistance, making it harder for the price to rise. The Relative Strength Index (RSI), a measure of how overbought or oversold a coin is, is at 21.73, which is close to oversold but doesn’t yet indicate a clear reversal.
What this means: Traders who use technical analysis likely sold their TON holdings after the price broke support, adding to the selling pressure. The next important support zone is between $2.50 and $2.65, which previously led to a 47% price increase in May 2025 (Community Analysis).
What to watch: If TON closes above $2.80 on a daily basis, it could signal that the downward trend is weakening.
2. Whale Concentration Risks (Mixed Impact)
More than 68% of Toncoin’s supply is held by large wallets, often called “whales” (CoinMarketCap Data). This concentration means that if these holders decide to sell large amounts, it could cause big price drops. Meanwhile, long-term holders make up less than 20% of the supply, offering limited price stability.
What this means: Although whales haven’t been selling aggressively lately, the possibility that they might sell large amounts keeps new buyers cautious. This factor contributed to TON’s 65% drop from its all-time high of $8.20.
3. Overall Crypto Market Sentiment (Negative Impact)
The total cryptocurrency market value fell 1.94%, while Bitcoin’s dominance increased slightly from 57.89% to 58.17%. At the same time, the total value of open derivatives contracts rose 9.14% to $1.13 trillion, which raises the risk of forced liquidations (automatic selling).
What this means: Toncoin’s decline fits the pattern of altcoins (cryptocurrencies other than Bitcoin) underperforming Bitcoin during times of market fear. The Altcoin Season Index dropped to 72, down 6.49% over the week, indicating investors are less willing to take risks on altcoins.
Conclusion
Toncoin’s recent price drop is driven by technical factors, the risk posed by large holders, and cautious market sentiment. While the coin is nearing oversold levels that could lead to a bounce around $2.50-$2.65, the dominance of whales and downward price trends suggest bearish momentum remains strong.
Key point to watch: Can Toncoin hold above the $2.65 support level? If it falls below this, losses could accelerate toward $2.30.
What could affect the price of TON?
Toncoin’s price is currently caught between growing interest from big investors and unpredictable moves by large holders, known as whales.
- Big Investors Jump In – Verb Technology raised $558 million to build a corporate treasury focused on Toncoin (Verb Technology).
- Telegram’s Growing Network – Over 1 billion users connected through Telegram, with gaming and payment apps like TON Station gaining traction.
- Whale Influence – Large holders control 68% of Toncoin, which can cause big price swings.
Deep Dive
1. Institutional Treasury Adoption (Positive for Price)
What’s Happening:
Verb Technology, a company listed on Nasdaq, changed its name to TON Strategy Co. after raising $558 million to buy Toncoin as part of its corporate treasury. This strategy is similar to what MicroStrategy did with Bitcoin. By buying and holding Toncoin, they reduce the number of coins available for trading, which can push the price up.
Why It Matters:
When companies buy and hold Toncoin, it lowers the supply available to everyday traders (currently about 2.55 billion Toncoin in circulation). Plus, Toncoin holders earn a small annual return of 0.6% just by staking their coins. If this trend continues, Toncoin could become a trusted asset for big investors.
2. Telegram’s Web3 Integration (Mixed Effects)
What’s Happening:
Toncoin is the backbone of Telegram’s ecosystem, which has over 1 billion users. It supports payments, gaming apps like TON Station, and transactions using USDT (a stablecoin). However, the number of daily active users interacting with Toncoin has stayed flat since June 2025.
Why It Matters:
Telegram’s huge user base could drive more demand for Toncoin. But interest in “tap-to-earn” apps, where users earn rewards by interacting with apps, is fading. Keep an eye on new app launches and the volume of USDT-Toncoin trades, which recently hit $84.5 million monthly—up 113% from the previous month.
3. Whale Dynamics & Technical Signals (Potential Risks)
What’s Happening:
Large holders, or whales, control 68% of Toncoin’s supply. The Relative Strength Index (RSI), a tool that measures if an asset is overbought or oversold, is very low at 21.73, suggesting Toncoin might be oversold. The price is facing resistance at $3.12 and has support at $2.65.
Why It Matters:
Because whales hold so much Toncoin, if they decide to sell, it could cause the price to drop sharply, especially if it falls below $2.65. On the other hand, the low RSI suggests the price could bounce back soon, especially if Bitcoin’s price stabilizes.
Conclusion
Toncoin’s price outlook depends on how well big investors keep buying, whether whales hold or sell, and if Telegram can boost user engagement again. The price range between $2.65 and $3.12 is key—breaking above $3.12 could push the price toward $3.46, while falling below $2.65 might lead to a drop toward $2.42.
The big question: Will TON Strategy Co.’s buying power be enough to overcome a lack of retail interest in the last quarter of 2025?
What are people saying about TON?
The Toncoin community is feeling a mix of cautious hope and concern due to large holders influencing the market. Here’s the latest:
- Traders are watching the $2.50–$2.80 price range closely—this zone could decide if Toncoin starts going up again.
- Whales (large holders) own 68% of Toncoin’s supply, which raises worries about sudden price swings, even as Telegram’s ecosystem keeps growing.
- A symmetrical triangle chart pattern suggests the price could move up or down by about 50%, but it’s unclear which way yet.
Deep Dive
1. @gabrelyanov: Positive News Boosts Confidence
"TON is now available on Gemini and Robinhood […] AWS has added TON to its Public Blockchain Data […] $TON & $TONX are the biggest crypto opportunities of 2026."
– @gabrelyanov (12.3K followers · 84K impressions · 2025-09-10 16:23 UTC)
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What this means: This is good news for Toncoin. Being listed on popular exchanges like Gemini and Robinhood makes it easier for more people to buy and sell Toncoin. Plus, Amazon Web Services (AWS) supporting Toncoin data shows growing infrastructure. The 113% monthly increase in memecoin trading volume also points to rising interest from everyday investors.
2. CoinMarketCap Community: Large Holders Could Cause Trouble
"68% of TON supply is held by whales […] Less than 20% is held long-term […] Price dropped 65% from its all-time high to $2.84."
– CoinMarketCap Community (2025-06-27 01:43 UTC)
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What this means: This is a warning sign. When a few big holders control most of the coins, they can sell large amounts suddenly, causing price drops. Also, fewer users are actively using Toncoin after the initial excitement faded, which can hurt its value.
3. @ali_charts: Price Could Swing Big Soon
"TON is trading within a triangle pattern, signaling a possible 50% price move!"
– @ali_charts (482K followers · 2.1M impressions · 2025-09-02 07:58 UTC)
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What this means: The price is currently stable but could break out soon. If Toncoin closes above $3.55, it might jump to $5.30. But if it falls below $2.80, it could drop further to $2.20. For more details, see the OKX analysis.
Conclusion
Opinions on Toncoin are mixed. The technical charts show potential for big moves, but the fact that whales hold most of the supply and user activity is slowing down makes some investors cautious. Keep an eye on the $2.50–$2.80 support zone—if Toncoin falls below this range for a while, it could confirm a downward trend. On the other hand, bouncing back here might support the idea that Toncoin and Telegram together could become a major force in Web3. You can track whale wallet activity and supply changes in real time at TonViewer.
What is the latest news about TON?
Toncoin is leveraging Telegram’s popular gamification features while attracting institutions and developers. Here are the latest highlights:
- Daily Combo Quest Growth (September 19, 2025) – TON Station’s game-like rewards boost user participation.
- Ecosystem Enhancements (September 12, 2025) – Support from Coinbase Ventures, new listings on major exchanges, and integration with Amazon Web Services (AWS).
- FunC Programming Language Update (September 12, 2025) – Simplified smart contract coding to draw more developers.
In-Depth Look
1. Daily Combo Quest Growth (September 19, 2025)
What’s happening:
TON Station offers a Daily Combo challenge where users solve a 4-card puzzle inside Telegram to earn SOON Points, which can be exchanged for $SOON tokens. This combines decentralized finance (DeFi) rewards with Telegram’s massive user base of over 1 billion people. In September alone, more than 1.2 million combos were completed, according to Bitrue.
Why it matters:
This is a positive sign for Toncoin because it keeps users engaged and introduces cryptocurrency rewards to everyday Telegram users. However, there is a risk that if puzzle answers are shared too early within the community, it could lead to centralization, reducing fairness. (Bitrue)
2. Ecosystem Enhancements (September 12, 2025)
What’s happening:
Coinbase Ventures has become a Toncoin holder, and Toncoin is now listed on popular trading platforms Gemini and Robinhood. Additionally, AWS has included Toncoin in its Public Blockchain Dataset program, making it easier for developers to analyze blockchain data. Trading of memecoins on Toncoin’s network reached $84.5 million, a 113% increase month-over-month.
Why it matters:
Institutional backing and availability on major exchanges can improve Toncoin’s market stability and liquidity. AWS’s involvement points to growing enterprise-level infrastructure support. However, the rise in memecoin trading might distract from Toncoin’s core use cases. (Gabrelyanov on X)
3. FunC Programming Language Update (September 12, 2025)
What’s happening:
Toncoin updated its FunC smart contract language to make coding easier, especially for developers familiar with Ethereum and Solana. The update reduces repetitive coding tasks and adds AI-powered debugging tools.
Why it matters:
This change could encourage more developers to build decentralized applications (dApps) on Toncoin, potentially speeding up ecosystem growth. Still, success depends on whether Toncoin’s technical improvements can compete with Ethereum’s large developer community. (OwnershipCoin on X)
Conclusion
Toncoin’s combination of engaging gamified features, growing institutional support, and improved developer tools highlights its focus on both broad adoption and ecosystem development. With Telegram’s massive reach, Toncoin aims to turn its current memecoin popularity into lasting Web3 utility.