Deep Dive
1. Telegram Ecosystem Growth (Bullish Impact)
Overview:
Major enables Telegram Stars (virtual currency for in-app purchases) and Premium subscriptions via $MAJOR, with exclusive Business Card verification. Telegram founder Pavel Durov’s public endorsement and 10-year token lockup (1M $MAJOR) signal long-term alignment.
What this means:
Increased Telegram user adoption (900M+ MAUs) could directly translate to $MAJOR demand for payments and status features. Historical precedent: TON’s 2024 rally correlated with Telegram bot token hype (CoinMarketCap).
2. Liquidity Catalysts vs Market Sentiment (Mixed Impact)
Overview:
$MAJOR gained exposure via Biconomy’s November 2025 listing and a 38% APR staking campaign. However, TOTAL2 (altcoin market cap) tests critical support amid Bitcoin’s dominance surge to 59.36% – highest since June 2025.
What this means:
While exchange inflows ($1.64M 24h volume) suggest trader interest, the Fear & Greed Index at 22 (Extreme Fear) indicates risk-off conditions favoring BTC over alts. MAJOR’s -34% 90d return aligns with sector-wide underperformance.
3. Regulatory Tailwinds for SocialFi (Bullish Impact)
Overview:
Australia’s December 2025 regulatory relief for digital assets (ASIC) and U.S. trust bank charters for crypto firms (OCC) reduce operational risks for Telegram-based projects.
What this means:
Clearer rules for tokenized services could accelerate Major’s enterprise adoption. However, MAJOR’s 0.105 price sits below the 200-day EMA ($0.1548), needing sustained volume to overcome technical resistance.
Conclusion
MAJOR’s price trajectory hinges on executing within Telegram’s booming ecosystem while navigating a risk-averse crypto market. The key litmus test: Can protocol upgrades (like NFT rental expansions) offset Bitcoin’s gravitational pull? Watch the $0.1077 Fibonacci retracement level – a breakout here could signal altcoin momentum returning.