Toncoin/Tether
Long

Global Market Overview. Part 4.3: TON

283

TON Coin: The Undervalued Giant with Telegram’s DNA
(Previous article:https://www.tradingview.com/chart/SOLUSDT/jTlYUXRz-Global-Market-Overview-Part-4-2-SOLANA/)

It’s time to talk about an asset that I rank alongside Solana, Ethereum, and Bitcoin — despite its relatively modest market cap.
I’m talking, of course, about TON Coin.
And here’s why I fully believe in its potential — why TON isn’t just another altcoin, but a project with vision, architecture, and a mission that most assets on the market sorely lack.

A Project Born from Telegram’s Philosophy
TON is not a speculative startup. It’s a continuation of Pavel Durov’s vision — a man who’s already proven he can build digital ecosystems with hundreds of millions of users, and do it without bowing to outside pressure.

Yes, the road was rough:

During its ICO in 2018–2019, TON faced lawsuits in the U.S. totaling over $100 million

American regulators effectively delayed the launch, fearing the uncontrollable rise of a blockchain funded by U.S. citizens

The project had to abandon its original launch plan — but it didn’t disappear. It simply rebooted in a new form: as a public blockchain network

Today, Toncoin exists as part of Telegram’s Web3 infrastructure, and its tokenomics are already integrated into the app.
This is not some "future roadmap" — it’s already live:

Payments in TON inside Telegram

Web3 tools for creators

Bots, wallets, NFTs, and mini-apps running on TON

All within the world’s most popular messaging platform

Telegram Isn’t Just an App — It’s a Movement
Here’s the key: Telegram is no longer just a messenger. It’s a new type of global media platform.

In 2024, Telegram topped download charts worldwide — including in the U.S., Latin America, Europe, and the Middle East

After Pavel Durov was detained in France at the request of intelligence agencies — following Telegram’s refusal to cooperate with authorities and hand over user data — the app became a symbol of digital freedom

It wasn’t a scandal — it was a marketing triumph. App installs surged, and interest in TON soared

TON isn’t just a token — it’s Telegram’s payment layer.
And that will matter enormously in the long run.

Weak Hands Are Gone. Strong Hands Are Entering.
TON didn’t go parabolic like Solana or Doge did in their early days.
And that’s a good thing.

The speculators looking for quick flips are gone

The builders and long-term thinkers — the ones who recognize real-world utility and deep integration — are quietly accumulating now

In my view, the current price zone is one of the best accumulation opportunities in the entire market:

Market cap is low by mainstream crypto standards

The tech is live and working

The ecosystem is growing

Telegram is expanding rapidly in the U.S.

Early-stage discussions about ETF approval for TON are already happening (informally — but significantly)

My Strategy for TON
I’m buying TON for the long haul.
Not for a week. Not for a month.
But for at least 12–18 months.

Because:

A 3x–5x return is absolutely realistic

The product is integrated into an ecosystem used by hundreds of millions daily

Pavel Durov isn’t some anonymous dev — he’s a visionary who’s already built a global-scale digital tool

Even without major news, TON has a base case target of $3–3.50.
If we get ETF approvals or deeper integration into Telegram Premium, the upside could be far greater.

For Futures Traders
Even if you're not a long-term holder, there are clear opportunities here:

The current $1.80–2.00 zone is ideal for tactical entries

$3.50 is technically reachable even without a big news catalyst

Moderate leverage and defined risk can work well — especially if you're not chasing tops

A Critical Reminder
Fundamental analysis isn’t about timing RSI.
It’s about understanding what an asset means in the broader context of economy, media, politics, and tech.

Right now, the market is noisy and turbulent:

Tariff war tensions

China’s retaliatory measures

Elevated volatility

Media hysteria

Political manipulation

But in all this noise, it’s easy to miss the signal:
Crypto is maturing.
And the U.S. wants control — not through brute force, but through smart moves: by capturing infrastructure and acquiring strategic assets.

Until they tighten the noose with heavy-handed regulation — we have a first-mover advantage.

Final Thought
TON Coin is not a hype play. It’s a strategic asset of the next crypto economy.

It’s tied to Telegram

It doesn’t rely on memes

It’s integrated into a real, living audience

It’s supported by a team that’s proven itself

If you want to argue — drop your thoughts in the comments.
If this article resonated — show some love.

As always, I don’t offer investment advice. I just share what I’m doing.
And TON is in my portfolio.
Right now. And for the future.


Disclaimer

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