Why did the price of TON go up?
Toncoin (TON) increased by 2.92% in the last 24 hours, slightly trailing the overall crypto market’s 4.08% gain. Here’s what’s driving the momentum:
- Launch of Cocoon Network – Telegram’s founder Pavel Durov introduced a decentralized AI network built on TON at Blockchain Life 2025, which is a positive sign for the coin.
- Formation of Payments Consortium – TON joined forces with Fireblocks and Polygon Labs in a new group focused on cross-chain stablecoin payments, strengthening its infrastructure.
- Technical Recovery – Toncoin’s price bounced back above a key level at $2.09, with technical indicators suggesting there’s room for further gains.
In-Depth Look
1. Cocoon AI Network Launch (Positive Outlook)
What happened: At the Blockchain Life 2025 event in Dubai, Pavel Durov announced Cocoon, a decentralized AI network integrated with TON. The event attracted over 16,700 attendees, boosting attention on TON’s ecosystem.
Why it matters:
- This project combines TON’s blockchain technology with artificial intelligence, appealing to developers and users interested in decentralized computing.
- It positions TON as a leader in Web3 innovation, leveraging Telegram’s massive user base of over 900 million people.
What to watch: How many developers and users start testing and building on Cocoon’s test network.
2. Blockchain Payments Consortium (Mixed Outlook)
What happened: TON Foundation joined a seven-member group including Fireblocks, Solana, and Polygon to create standards for cross-chain stablecoin payments. This was announced on November 7–8.
Why it matters:
- Positive: This partnership adds credibility and could increase the flow of stablecoins on TON’s network.
- Caution: The long-term benefits depend on how well the group executes its plans. Similar efforts in the past have caused short-term price swings.
What to watch: Progress on making different blockchains work together smoothly and how regulators respond.
3. Technical Rebound & Market Sentiment (Neutral to Positive)
What happened: Toncoin’s price rose above a key support level at $2.09 with a 22% increase in trading volume over 24 hours. The Relative Strength Index (RSI) is at 44, indicating the coin isn’t oversold and may have room to grow.
Why it matters:
- Traders are reacting to shifts in market emotions, currently leaning toward “fear” but showing signs of recovery.
- There’s resistance at $2.24, which could limit gains unless Bitcoin stays above $105,000.
What to watch: Whether Toncoin can maintain prices above $2.16 to confirm a stronger upward trend.
Conclusion
Toncoin’s recent price increase is driven by strategic moves like the Cocoon AI launch and joining the payments consortium, along with positive technical signals. However, a large portion of TON’s supply (68%) is controlled by a few holders, which could affect liquidity and price stability. The key levels to watch are a break above $2.24 for continued gains or a rejection there that might signal a pullback.
What could affect the price of TON?
Toncoin’s ecosystem is growing but faces risks from large holders who can influence the market.
- Institutional Treasury Strategy – $558 million raised to lock up TON supply, similar to how MicroStrategy manages Bitcoin (Bloomberg).
- Telegram’s 900 Million Users – Integration of TON Wallet in Telegram increases access, but actual user adoption is still limited.
- Whale Concentration – Large holders control 68% of TON, which can lead to big price swings.
Deep Dive
1. Institutional Treasury Strategy (Positive Outlook)
Overview:
Verb Technology raised $558 million to create TON Strategy Co., a company listed on Nasdaq that holds Toncoin as its main asset. The goal is to stake TON and reduce the amount available on the market, similar to MicroStrategy’s approach with Bitcoin.
What this means:
By locking up coins and attracting institutional investors, this could push prices higher over time. Past examples, like MicroStrategy’s stock rising over 3,400%, show this strategy can work, though the immediate price change was small (+0.8% after the announcement).
2. Telegram’s User Base (Mixed Outlook)
Overview:
TON is built into Telegram, which has over 900 million users worldwide. Recent updates let users make crypto payments and manage NFTs right in the app, but many users have yet to actively use these features.
What this means:
There’s big potential if more Telegram users start using TON, but actual adoption rates matter. For example, a game called Notcoin briefly doubled TON activity in early 2024 but interest quickly dropped. Long-term growth depends on more popular and useful apps beyond just trading.
3. Whale Concentration (Risk Factor)
Overview:
About 68% of Toncoin is held by a small number of large holders, known as whales, and less than 20% is held by long-term investors. This means big sales by whales can cause sharp price drops, like the 40% fall in June 2025 after some whales sold off.
What this means:
Expect high price volatility until more everyday users hold TON. The price support zone between $2.65 and $2.80 is important—if prices fall below this, it could trigger a wave of forced sales.
Conclusion
Toncoin’s future price depends on balancing growing institutional investment with the risks from large holders selling, as well as proving that Telegram’s huge user base can create steady demand. Keep an eye on TON Strategy’s staking moves and Telegram’s user engagement in the coming months: Will regular users buying TON offset whales selling?
What are people saying about TON?
Toncoin’s community swings between excitement fueled by Telegram and concerns caused by large holders (whales). Here’s the latest:
- Optimistic price goals above $5, linked to Telegram’s growing ecosystem
- Whale control of 68% of the supply raises worries about price swings
- Technical analysis highlights key support between $2.50 and $2.80 and potential for a breakout
Deep Dive
1. @CobakOfficial: Positive Ecosystem Growth
"Even as the market dips, Toncoin has jumped 24% this month to $3.61"
– @CobakOfficial (61K followers · 3.4M impressions · 2025-08-02 19:00 UTC)
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What this means: Toncoin’s strong performance is tied to its connection with Telegram’s massive user base of over 1 billion people and new listings on popular exchanges like Gemini and Robinhood. While the overall crypto market dropped 4% in the last 30 days, Toncoin’s 24% gain shows it’s holding up well.
2. @ali_charts: Key Price Levels to Watch
"Toncoin is trading within a triangle pattern, waiting for a big move of about 50%!"
– @ali_charts (162K followers · 7.6M impressions · 2025-09-02 07:58 UTC)
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What this means: The price is at a critical point. If Toncoin breaks above $3.70, it could start a strong upward trend. But if it falls below $2.80, it might test the June low near $2.50 again. Since its all-time high, Toncoin has dropped about 65%, so traders remain cautious.
3. Whale Watch: Risks of Concentrated Ownership
"68% of Toncoin supply is held by whales, with less than 20% owned by long-term holders" (CoinMarketCap)
What this means: This concentration means that a few large holders control most of the coins, which could lead to big price swings if they decide to sell. This is a risk even though Toncoin’s trading volume in memecoins has grown 113% month-over-month (@gabrelyanov).
Conclusion
Opinions on Toncoin are mixed. On one hand, its integration with Telegram offers strong growth potential. On the other, the dominance of whales creates volatility risks. The price range between $2.80 and $3.70 will be important to watch for short-term trends. Keep an eye on whale wallet activity using the TON Blockchain Explorer and watch how Toncoin moves in relation to Bitcoin for clues on where it might head next.
What is the latest news about TON?
Toncoin is gaining momentum by integrating crypto payments into Telegram and joining a major blockchain consortium. Here’s the latest:
- Telegram Crypto Payments Go Live (November 10, 2025) – Over 900 million Telegram users can now send and receive crypto directly within the app using TON.
- Cocoon AI Network Launch (November 8, 2025) – TON powers a new decentralized AI platform created by Telegram founder Pavel Durov.
- Payments Consortium Formed (November 8, 2025) – TON teams up with Polygon, Stellar, and others to create standards for cross-chain payments.
In-Depth Look
1. Telegram Crypto Payments Go Live (November 10, 2025)
What’s happening:
Toncoin now lets Telegram users send and receive cryptocurrency right inside their chats. This update connects social messaging with financial transactions, tapping into Telegram’s huge user base of over 900 million people. Experts expect this to speed up the use of TON in decentralized finance (DeFi) and gaming apps.
Why it matters:
This is a positive development for TON because easy in-app payments could increase activity on the TON network and boost demand for the token. However, the key challenge is getting everyday Telegram users—who may not be familiar with crypto—to actively use these features. (Cryptonewsland)
2. Cocoon AI Network Launch (November 8, 2025)
What’s happening:
At the Blockchain Life 2025 event in Dubai, Telegram’s founder Pavel Durov introduced Cocoon, a decentralized AI network built on TON. This platform aims to combine artificial intelligence with blockchain technology to help with tasks like moderating content and analyzing data within Telegram.
Why it matters:
This move expands TON’s capabilities in the Web3 space by adding AI-powered features. While promising, there are still technical challenges to overcome. The announcement gave TON’s price a short-term boost of about 4%, but broader market conditions limited further gains. (Coingape)
3. Payments Consortium Formed (November 8, 2025)
What’s happening:
TON joined forces with Fireblocks, Polygon, Stellar, and others to create the Blockchain Payments Consortium (BPC). This group aims to develop common standards for transferring stablecoins across different blockchains, addressing issues that slow down adoption by large institutions.
Why it matters:
This development is somewhat positive for TON because shared standards could increase its role in global payments. However, it might also reduce TON’s competitive edge if compliance rules favor bigger networks. The market reacted mildly, with TON’s price dropping about 0.8% after the news. (Bitcoinist)
Conclusion
Toncoin is making significant progress by integrating crypto payments into Telegram and helping build payment infrastructure standards. This positions TON as a key link between everyday apps and blockchain technology. The big question is whether TON can turn Telegram’s massive user base into active blockchain users. Will Cocoon’s AI tools and the new payment standards attract more institutional investors, or will TON remain overshadowed by Telegram itself?
What is expected in the development of TON?
Toncoin’s roadmap is centered on growing its ecosystem, advancing decentralized finance (DeFi) features, and improving connections between different blockchains.
- DeFi Liquidity Boost (2025–2026) – A $5 million rewards program to encourage use of USDT-TON trading pairs.
- TON Teleport BTC Integration (2026) – Launching a test network for moving Bitcoin across blockchains.
- Scalable Cross-Chain Solutions (2026) – Partnering with LayerZero and Stargate to make cross-chain transfers faster and cheaper.
- TON Proxy & TON Sites (2026) – Developing decentralized VPN services and censorship-resistant websites.
Deep Dive
1. DeFi Liquidity Boost (2025–2026)
Overview: The TON Foundation is offering $5 million in Toncoin rewards through partnerships with platforms like @ston_fi and @dedust_io. The goal is to increase liquidity for USDT-TON trading pairs, which helps reduce price swings during trades. This follows the integration of Curve Finance’s “Stable Swap” in 2025, a popular tool for stablecoin trading.
What this means: This is a positive sign for Toncoin, as better DeFi features can attract more users and investment. However, success depends on how well the program is adopted.
2. TON Teleport BTC Integration (2026)
Overview: TON Teleport will launch a testnet allowing users to create tgBTC, a wrapped version of Bitcoin on the TON blockchain. This expands TON’s ability to work with other blockchains, supporting its vision of a connected blockchain ecosystem.
What this means: This development is cautiously optimistic. If the cross-chain transfers work smoothly, it could boost Toncoin’s appeal. However, such bridges often face security challenges and regulatory concerns.
3. Scalable Cross-Chain Solutions (2026)
Overview: After shutting down its previous bridge in May 2025, TON is focusing on partnerships with LayerZero and Symbiosis. These collaborations aim to offer faster and cheaper transfers between blockchains like Ethereum and Binance Smart Chain (BSC).
What this means: If successful, this could make Toncoin more accessible to users on major blockchains. Still, TON faces competition from other projects like Polkadot that also focus on cross-chain solutions.
4. TON Proxy & TON Sites (2026)
Overview: TON is developing TON Proxy, a decentralized VPN, and TON Sites, which are websites that can’t be censored. Both will use TON Storage for hosting data securely and privately.
What this means: These tools could attract users who value privacy and freedom online. However, regulatory hurdles might slow down their full launch.
Conclusion
Toncoin’s roadmap combines technical improvements in cross-chain compatibility and DeFi with efforts to grow its ecosystem through privacy tools and Telegram integration. While a large portion of Toncoin is held by a few wallets (68%), and regulatory risks remain, the project’s partnerships and infrastructure upgrades position it well for wider use. The key question is whether TON’s focus on scalable interoperability will help it keep pace with competitors like Solana.
What updates are there in the TON code base?
Toncoin’s latest updates focus on making the network faster, safer, and easier for developers to use.
- FunC Language Upgrade (September 12, 2025) – Simplifies smart contract coding to attract more developers.
- Jetton 2.0 Protocol (September 10, 2025) – Triples the speed of token transfers.
- TVM Vulnerability Patch (July 21, 2025) – Fixes a critical security issue to prevent network crashes.
Deep Dive
1. FunC Language Upgrade (September 12, 2025)
Overview:
TON improved its FunC programming language, which is used to write smart contracts—these are self-executing contracts that run on the blockchain.
The upgrade makes FunC easier to use by simplifying the code structure and cutting down on repetitive coding tasks. Compared to other popular blockchain languages like Ethereum’s Solidity or Solana’s Rust, FunC now requires fewer lines of code for complex tasks. This lowers the learning curve for new developers.
What this means:
This is a positive development for TON because it can attract more developers to build apps on the network. Easier coding means faster development of decentralized apps (dApps) in areas like decentralized finance (DeFi), gaming, and tools integrated with Telegram. (Source)
2. Jetton 2.0 Protocol (September 10, 2025)
Overview:
Jetton 2.0 is TON’s updated token standard, which governs how tokens are created and transferred on the network.
This update speeds up token transfers by three times by using improved methods to process transactions simultaneously and by reducing the time it takes to confirm blocks on the blockchain. This helps prevent slowdowns during busy trading periods, like when meme coins saw $84.5 million in trading volume in August 2025.
What this means:
This is a neutral update for TON. While faster transactions improve the user experience, the overall impact depends on how many people and projects start using the network. Still, it makes TON more competitive as a Layer 1 blockchain for fast-paced activities like payments and gaming. (Source)
3. TVM Vulnerability Patch (July 21, 2025)
Overview:
A serious security flaw was found and fixed in TON’s Virtual Machine (TVM), which runs smart contracts.
The flaw could have allowed attackers to send false information to smart contracts, potentially causing the network to crash or become unavailable. TonBit, a security partner, discovered and fixed the issue before it could be exploited.
What this means:
This is a strong positive for TON because it shows the team is actively protecting the network’s security. This is especially important for building trust among big companies and users. The fix helps keep Telegram’s massive user base of over 1 billion people safe from disruptions. (Source)
Conclusion
These updates show TON’s commitment to making its platform developer-friendly, faster, and more secure. While these technical improvements strengthen TON’s foundation as a Layer 1 blockchain, its long-term success will depend on turning Telegram’s large user base into active users of the network. The key question remains: how will TON balance growing its network’s speed and capacity while keeping it decentralized and secure?