Analyst Puts $5,000 Into Toncoin (TON) – Here’s Why He Thinks Telegram Billion Users Are Crucial

The Toncoin price is trading near $1.71, down about 2% in one day. But a few things have kept investors interested in the ecosystem. On June 9, the TON community voted to rename Toncoin to Gram. The vote passed with 81.22% support. 

The change takes effect on June 15, and token holders do not need to do anything. The goal is to bring back the project’s original identity tied to Telegram, which goes back to the 2018 white paper. It also aims to clear up confusion around the name.

At the same time, futures trading jumped. Short-term inflows climbed as much as 660%, and 30-minute flows hit nearly $468,000. Even with the TON price under pressure, these moves have people talking about the network’s growth down the road.

Why One Analyst Is Betting on TON’s Telegram Connection

Crypto analyst Karamata says he has invested more than $5,000 into TON and closely follows developments across the ecosystem. His main argument centers on Telegram’s user base, which is closing in on 1 billion users. Few blockchain networks have direct access to such a large audience through an application that people already use every day.

One area he sees expanding is NFTs. TON’s NFT ecosystem is moving beyond collectibles into practical use cases. NFT 2.0 introduces features such as automatic royalties, stronger ownership verification, and Collectible Gifts that can be bought, sent, and displayed directly inside Telegram. The analyst believes future growth could come from gaming assets, loyalty programs, event tickets, and membership products integrated into Telegram’s ecosystem.

Payments are another big part of the story. TON Pay already lets people send and receive crypto inside Telegram chats and mini-apps. TON Pay 2.0 is expected later in 2026, and it could add even more features. Transaction fees are dirt cheap, about 0.00039 TON. That makes the network a good fit for tiny payments, person-to-person transfers, remittances, and online shopping. Telegram Stars also makes it easier for new people to jump in.

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The analyst also points to network activity as proof that adoption is growing. TON has activated hundreds of millions of wallets. Daily active addresses have hit hundreds of thousands and even came close to one million at times. The network processed over 1.5 billion transactions in the first three months of 2026. Total value locked in DeFi has also grown to about $1.2 billion.

Future updates are still a big focus. The roadmap includes TON Pay 2.0, an expanded AppKit, Builders Portal 3.0, new consensus upgrades, a Bitcoin Bridge to bring BTC money into the ecosystem, AgenticKit tools for developers, and plans for Telegram to become the network’s largest validator. For people who believe in the project, these updates make the case stronger that TON could become one of the biggest blockchains built for everyday users.

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TON Price Outlook: Can Telegram’s User Base Drive Adoption?

There is a strong case that Telegram gives TON something most blockchain projects do not have. Access to nearly 1 billion users creates a way to reach people that other networks can only dream of. 

Features built right into messaging, payments, digital collectibles, and mini-apps could help bring blockchain services to normal people without making them leave a familiar app.

But having users does not automatically mean they will use the network. The Toncoin price will still depend on how many transactions happen, how active developers are, how much people use the ecosystem, and how the wider market looks. 

The recent pump in futures activity and network growth are good signs. But investors will probably want to see more wallets, more payments, more DeFi activity, and more apps being used, before deciding what TON is really worth long term.

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Rene Peters
Rene Peters

Rene Peters is editor-in-chief of CaptainAltcoin and is responsible for editorial planning and business development. After his training as an accountant, he studied diplomacy and economics and held various positions in one of the management consultancies and in couple of digital marketing agencies. He is particularly interested in the long-term implications of blockchain technology for politics, society and the economy.

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