Which Telegram wallet enabled TON stocks?
Telegram’s Wallet in Telegram now supports tokenized stock trading on TON. This in-app wallet, powered by The Open Platform, lets users trade selected U.S. stocks directly within Telegram using TON wallets. For more details, see the announcement on Wallet in Telegram.
- The new feature, called xStocks, allows Telegram users to buy and sell certain U.S. equities through their TON wallets, according to a recent market update.
- Wallet in Telegram operates with two wallet types: a custodial Crypto Wallet and a self-custodial TON Wallet, as explained in a project brief.
Deep Dive
1. Product Overview
Wallet in Telegram has introduced xStocks, enabling users to access tokenized versions of selected U.S. stocks right inside the Telegram app. This means you can buy and sell these tokenized stocks using your TON wallet without leaving Telegram. This move reflects a broader effort to bring real-world assets into the TON ecosystem, as noted in a market update.
In simple terms: If you use Telegram, you can now get exposure to certain U.S. stocks through tokenized shares without needing a separate trading platform. However, availability and trading conditions may vary depending on your location and the service provider.
2. How It Works and What to Watch Out For
Wallet in Telegram offers two wallet options:
- A custodial Crypto Wallet, where the platform holds your assets on your behalf.
- A self-custodial TON Wallet, where you control your private keys.
Tokenized stocks are generally handled through the custodial wallet. This setup means you rely on the platform to manage your assets, which introduces risks such as counterparty risk (the risk that the platform might fail), regional legal restrictions, and potential challenges when redeeming your tokenized stocks. This is different from fully on-chain assets, where you have direct control.
Recent reports also highlight TON’s growing focus on tokenized real-world assets through Telegram wallets, expanding the ecosystem’s capabilities, as covered in a market update.
In short: Tokenized stocks come with extra layers of complexity and risk. Before trading, review the issuer’s terms, understand custody arrangements, and check if your region allows access.
Conclusion
Telegram’s Wallet in Telegram is the platform enabling tokenized stock trading on TON through its xStocks feature. It offers a convenient way to trade tokenized U.S. equities directly inside Telegram, supported by a dual wallet system. While this adds ease of access, users should be aware of the custodial nature and regulatory considerations involved. Always review the terms and your local rules before using this service.
What could affect the price of TON?
Toncoin’s price is balancing between growth in Telegram’s ecosystem and volatility caused by large holders (“whales”).
- Telegram Integration – New features like tokenized U.S. stocks and a U.S. wallet rollout could increase usage.
- $400M Treasury Plan – Locking up tokens might reduce supply, potentially pushing prices up.
- Whale Dominance – Large wallets hold 68% of Toncoin, which could lead to sudden price swings if they sell.
Deep Dive
1. Telegram Ecosystem Expansion (Positive Outlook)
Overview: Telegram, with over 900 million users worldwide, now allows trading of tokenized U.S. stocks like Apple and Tesla through TON wallets, according to Yahoo Finance. The launch of a U.S. wallet serving 87 million users and integration with COCOON AI aims to combine decentralized finance (DeFi) with messaging.
What this means: These developments could attract both everyday users and institutions, increasing demand for Toncoin. Toncoin is used to pay transaction fees (“gas”) and as staking collateral, so more activity could boost its value. Similar growth in other blockchain ecosystems, like Binance Chain, has often led to price increases.
2. $400M Treasury & Supply Risks (Mixed Impact)
Overview: The TON Foundation and Kingsway Capital plan to lock about 5% of Toncoin’s total supply (around 250 million tokens) in a treasury fund, as reported by CoinMarketCap. This follows a $558 million private investment by Verb Technology to acquire Toncoin.
What this means: Locking tokens reduces the number available for trading, which can push prices higher if demand stays strong. However, since large holders control 68% of the supply, there’s a risk they could sell large amounts suddenly, causing price drops. Similar supply restrictions helped Bitcoin’s price rise in 2020-2021, but only when demand remained steady.
3. Market Sentiment & Federal Reserve Policy (Neutral to Negative)
Overview: Traders expect an 84% chance that the Federal Reserve will cut interest rates by December 2025, according to Bitcoin.com. Historically, rate cuts have boosted cryptocurrency prices. However, the current Fear & Greed Index is low (20/100), indicating cautious or negative market sentiment.
What this means: Toncoin’s price has dropped 41% over the past 60 days, reflecting broader weakness in alternative cryptocurrencies during risk-averse times. While a Fed rate cut could help, Toncoin’s recovery may lag behind major coins like Bitcoin and Ethereum until overall market liquidity improves.
Conclusion
Toncoin’s future depends largely on how well Telegram’s growing user base adopts the platform, which could offset price swings caused by large holders. The treasury plan and AI integrations offer promising long-term potential, but short-term risks remain, including low trading volume and Bitcoin’s strong market dominance at 58.6%. Key price levels to watch are $1.59 (support) and $1.65 (potential accumulation point). A drop below $1.59 might test $1.46, while holding above $1.65 could signal growing interest. Will Toncoin break free from cautious market trends as Telegram’s users become more engaged?
{{technical_analysis_coin_candle_chart}}
What are people saying about TON?
Toncoin’s connection with Telegram is generating excitement, but big holders and market ups and downs make traders cautious. Here’s what’s happening:
- Telegram’s 900 million users boost positive outlook 🚀
- Key price levels at $3.75 and $2.60 could determine next moves 📉
- Partnerships with Coinbase Ventures and AWS add credibility 🔥
In-Depth Look
1. @CobakOfficial: Telegram’s ecosystem integration looks promising
“Despite market drops, Toncoin jumped 24% in a month to $3.61. Recent developments point to a positive future.”
– CobakOfficial (59.9K followers · 1.48M impressions · August 2, 2025, 7:00 PM UTC)
View original post
What this means: This is good news for Toncoin because Telegram’s huge user base (over 900 million) offers a strong path for adoption in payments, decentralized finance (DeFi), and AI projects like COCOON.
2. @ali_charts: $3.39 support level is key for a breakout
“Toncoin is moving within a rising wedge pattern. Breaking above $3.70 could push prices to $4.30; failing that risks a drop to $2.60.”
– Ali (163.9K followers · 7.88K impressions · September 2, 2025, 7:58 AM UTC)
View original post
What this means: The short-term outlook is mixed to slightly negative. Traders are watching the $3.39 price closely. Low trading volume could cause bigger price swings.
3. @gabrelyanov: Institutional interest is growing
“Toncoin is now available on Gemini and Robinhood. AWS has added Toncoin to its blockchain data services. The $TONX fund holds $471 million in Toncoin and cash.”
– Ashot Gabrelyanov (94.6K followers · 3.89K impressions · September 10, 2025, 4:23 PM UTC)
View original post
What this means: This is positive for Toncoin’s growth. Being listed on major exchanges and supported by AWS shows growing trust from big players.
Conclusion
Overall, opinions on Toncoin are mixed but leaning positive. Telegram’s large user base and growing institutional support are strong factors, but big holders controlling 68% of the supply add risk of price swings. Keep an eye on the $3.24–$3.39 price range for signs of a breakout or breakdown, along with Telegram’s ongoing AI and payment projects. The big question: can Toncoin’s real-world uses overcome broader crypto market challenges?
What is the latest news about TON?
Toncoin is showing cautious optimism as its ecosystem grows, even though its market performance is a bit behind. Here are the key updates:
- Careful Optimism in Derivatives (Nov 27, 2025) – Toncoin hasn’t bounced back as strongly as Bitcoin but is seeing positive signs in trader sentiment and new features like tokenized stock trading through Telegram.
- Ecosystem Gains (Nov 24, 2025) – Toncoin jumped 8% thanks to new AI partnerships, the ability to trade tokenized stocks, and positive technical signals.
In-Depth Look
1. Careful Optimism in Derivatives (Nov 27, 2025)
Summary:
Toncoin was priced at $1.59, up 1.2% over the week, but still lagging behind Bitcoin’s 6.8% gain and Ethereum’s performance. Data from derivatives markets shows that funding rates for altcoins like Toncoin have turned positive, which means traders are starting to bet on prices going up after weeks of betting against them. However, trading volumes and open interest remain lower than before the market downturn, indicating less overall activity. Meanwhile, Telegram has introduced tokenized U.S. stock trading (like Apple and Tesla) through Toncoin wallets, adding real-world uses for the coin.
What this means:
Positive funding rates suggest traders are cautiously hopeful that Toncoin’s price has bottomed out. But low trading volumes and the fact that large holders control 68% of the supply limit how much the price can rise right now. Telegram’s new stock trading feature could attract more everyday users, but its success depends on how many people actually start using it. (Yahoo Finance)
2. Ecosystem Gains (Nov 24, 2025)
Summary:
Toncoin’s price jumped 8.33% to $1.60, driven by three main factors:
- COCOON Launch: A decentralized AI network created by Telegram’s founder, aiming to serve 900 million users with decentralized finance (DeFi) and AI tools.
- Tokenized Stocks: Users can now trade shares of companies like Apple and Tesla directly through Telegram wallets.
- Technical Breakout: Chart patterns and indicators show signs of a price rebound, according to CoinDesk Research.
What this means:
This price increase shows growing confidence in Toncoin’s integration with Telegram’s platform. However, for this momentum to last, more Telegram users need to actively use Toncoin. Technical analysis points to support around $1.59, but low liquidity means the price could still be volatile. (Yahoo Finance)
Conclusion
Toncoin’s price is balancing between the positive effects of Telegram’s expanding ecosystem and the challenges of low trading activity common to many altcoins. While derivatives data and technical charts suggest some stability and cautious optimism, Toncoin’s future depends on turning Telegram’s large user base into active Toncoin users. The new tokenized stock trading and AI projects could spark the next price increase, but thin liquidity might keep the price range-bound for now.
What is expected in the development of TON?
Toncoin’s roadmap is focused on growing its ecosystem, upgrading technology, and strengthening its connection with Telegram.
- Stable Swap Launch (Q4 2025) – Introducing cross-chain stablecoin swaps through a partnership with Curve Finance.
- TON Teleport Mainnet (Early 2026) – A native bridge to move Bitcoin onto TON by creating tgBTC (wrapped Bitcoin).
- TON Wallet 2.0 (2026) – Improved Telegram wallet features including support for multiple accounts.
- TON Proxy & Decentralized Web (2026) – Tools for censorship-resistant browsing and decentralized storage.
Deep Dive
1. Stable Swap Launch (Q4 2025)
Overview: TON Foundation is teaming up with Curve Finance to launch a system that makes swapping stablecoins (cryptocurrencies pegged to stable assets like the US dollar) easier and less costly on the TON network. This system, called a Constant Function Market Maker (CFMM), helps reduce price swings and trading costs for assets like USDT-TON. There’s also a $5 million incentive program to encourage liquidity providers, focusing on decentralized finance (DeFi) projects like STON.fi and DeDust.
What this means: This is a positive step for TON’s DeFi growth, potentially attracting more users and making trading smoother. However, it faces competition from established stablecoin pools on networks like Ethereum and Solana, which could impact its success.
2. TON Teleport Mainnet (Early 2026)
Overview: After testing in late 2025, TON Teleport will allow users to convert Bitcoin into tgBTC, a version of Bitcoin that works natively on the TON blockchain. This is supported by a decentralized oracle network, which helps verify transactions securely. This move supports TON’s vision to connect multiple blockchains (KoinSaati).
What this means: This feature could increase TON’s usefulness by linking it directly with Bitcoin, the largest cryptocurrency. Its success depends on how easy and secure the process is for users.
3. TON Wallet 2.0 (2026)
Overview: With over 100 million wallets created through Telegram, TON plans to upgrade its wallet to support multiple accounts, allow easy purchases with Apple Pay and Google Pay, and offer rewards for staking USDe (a decentralized version of the US dollar). The $400 million raised in 2025 will help build compliance systems for U.S. and European markets.
What this means: These improvements could make it much easier for everyday users to join and use TON, leveraging Telegram’s massive user base to boost activity on the network.
4. TON Proxy & Decentralized Web (2026)
Overview: TON Proxy (already 90% complete according to the TON primer) and TON Sites aim to create a decentralized internet experience. This includes hosting websites and managing domain names without central control, using TON Storage to keep content safe from censorship. This effort ties into recent moves to integrate blockchain data with services like AWS.
What this means: This is an ambitious project with big potential but also significant challenges, including technical scalability and regulatory concerns about decentralized services.
Conclusion
Toncoin’s roadmap highlights key areas like increasing DeFi liquidity, enabling cross-chain connections, and deepening its integration with Telegram. While innovations like TON Teleport and TON Proxy could greatly expand TON’s capabilities, there are risks related to execution and market fluctuations. The big question remains: Will TON’s close link with Telegram’s huge user base lead to steady, real-world use beyond just trading speculation?
What updates are there in the TON code base?
Toncoin’s latest updates focus on improving tools for developers and making transactions faster and more efficient.
- Documentation Overhaul (November 19, 2025) – AI-powered guides and reorganized content make it easier to find information.
- Jetton 2.0 Upgrade (September 10, 2025) – Token transfers are now three times faster thanks to smarter smart contracts.
- TVM v12 Integration (October 15, 2025) – An upgraded virtual machine that runs contracts more efficiently and lowers fees.
Deep Dive
1. Documentation Overhaul (November 19, 2025)
What happened: TON revamped its developer portal using AI to create interactive Q&A and simplified navigation. The update also includes contributions from blockchain experts and converts Dr. Nikolai Durov’s original whitepapers into easy-to-read web formats. This helps new developers get started faster and makes troubleshooting smoother.
Why it matters: Easier-to-use documentation encourages more developers to build apps on TON, which can speed up the growth of the entire ecosystem. (Source)
2. Jetton 2.0 Upgrade (September 10, 2025)
What happened: Jetton 2.0, TON’s token standard, now processes transfers three times faster by optimizing how smart contracts handle transactions and grouping them in batches. This cuts the average transfer time from about 2.1 seconds to 0.7 seconds.
Why it matters: Faster token transfers improve the user experience, but decentralized apps (dApps) need to update to the new standard to benefit. This makes the impact neutral overall for TON right now. (Source)
3. TVM v12 Integration (October 15, 2025)
What happened: The TON Virtual Machine (TVM) version 12 added new commands that allow for more complex contract logic and reduced transaction fees by roughly 18%. This update is required for network validators and improves overall network stability.
Why it matters: Lower fees and more powerful smart contracts can attract more developers and users, which is a positive sign for TON’s future. (Source)
Conclusion
TON’s recent improvements focus on making it easier for developers to build on the platform and speeding up transactions. While Jetton 2.0 and TVM v12 strengthen the technical foundation, the real test will be how smoothly existing projects transition to these upgrades. The question remains: how quickly will TON’s ecosystem grow by welcoming the next generation of users?
Why did the price of TON fall?
Toncoin (TON) dropped 2.44% over the last 24 hours, falling to $1.59. This performance lagged behind Bitcoin, which rose 0.35%, and Ethereum, which gained 1.8%, during a period when investors were avoiding riskier altcoins. Here are the main reasons:
- Weak Technical Signals – Price is below important moving averages, and the momentum indicator (RSI) is close to oversold levels.
- Whale Influence – Large holders control 68% of TON’s supply, increasing volatility.
- Cautious Market Sentiment – Despite some positive signs in funding rates, overall interest in TON derivatives is low.
In-Depth Analysis
1. Technical Overview (Bearish Outlook)
Toncoin is trading below its 30-day and 200-day simple moving averages (SMAs), which are $1.89 and $2.83 respectively. This suggests ongoing downward pressure. The Relative Strength Index (RSI) over 14 days is at 37.54, nearing oversold territory but not yet signaling a clear rebound.
Using Fibonacci retracement levels, immediate support is at $1.65, which matches the current price. If TON falls below this, it could test its June 2025 low of $1.46.
The MACD indicator shows a slight positive shift, but the overall signal remains weak, indicating limited buying strength.
2. Whale Supply Risks (Mixed Effects)
Large holders, or “whales,” control more than 68% of Toncoin’s supply (CoinMarketCap). This concentration can lead to uneven selling pressure, especially if whales decide to sell.
Data also shows that fewer than 20% of holders are long-term investors, meaning most are short-term traders who might sell quickly during market drops. This has historically made TON’s price swings more severe. Despite growth in Telegram’s ecosystem, TON is still 75% below its all-time high in 2024.
3. Altcoin Market Sentiment (Bearish Influence)
The overall crypto market is experiencing “Extreme Fear,” with the Fear & Greed Index at 20 out of 100. Altcoins like TON are feeling this pressure more than major coins.
Toncoin’s trading volume increased 10% to $101 million in the past day, but derivatives open interest remains 58% below its peak in October. This suggests that institutional investors are not heavily involved right now.
Although perpetual funding rates are slightly positive (+0.001%), indicating some optimism, the lack of strong buying activity shows traders are cautious about betting on TON’s recovery amid broader market uncertainty.
Conclusion
Toncoin’s recent decline is driven by weak technical indicators, the influence of large holders, and a general market shift away from altcoins. While Telegram’s developments, like tokenized stock trading and wallet integrations, provide long-term value, short-term sentiment is still closely tied to Bitcoin’s market dominance (currently 58.6%).
What to watch: Will TON maintain support between $1.59 and $1.65 ahead of the Federal Reserve’s December meeting? There’s an 84% chance of a rate cut, which could boost risk appetite and help TON recover.