Kingfisher
@nevertheless
$TON is forming an uptrend right now while the whole market is going down. I didn't find any significant growth metrics on the fundamental side, but one thing we should all consider is that TON has over 41M onchain wallets, and they are growing that wallet base every day. Around 130K wallets are active daily, and these numbers will likely grow further as users find more reasons to make money on Telegram. TON is building an incentive layer for people to spend time on social media through various activities and earn money. You have a couple of games in the ecosystem that incentivize gamers in TON, along with an entire marketplace for usernames and numbers, which has driven major secondary volumes on its NFT marketplaces.
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Kingfisher
@nevertheless
Now, they are planning to launch trading for stickers, which could again create more interest among the community. The way I see TON is that they are incentivizing participation by tokenizing different features that were generally free. Now, they have added an exclusivity element to them, creating new liquid markets to trade these features as assets—something to own and flex. Since they have billions of users on the Telegram app, they have a large TAM (Total Addressable Market) to tap into within their ecosystem. This gives them a better probability of reaching 100M active users than any other blockchain in the world right now—making $TON a great speculative investment in L1 category.
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