TAC Protocol (TAC) Price Prediction

Deep Dive

1. Telegram User Onboarding (Bullish Impact)

Overview:
TAC enables Ethereum dApps to operate within Telegram via TON blockchain integration. With 15+ DeFi protocols live at launch and a built-in audience of 1B+ Telegram users, network activity could directly translate to $TAC demand through gas fees and staking.

What this means:
Every Telegram-native transaction converts partial fees to $TAC via backend logic (TAC Docs), creating organic buy pressure. If Telegram’s Web3 adoption accelerates, $TAC could mirror early ETH growth tied to dApp usage.

2. Token Supply Dynamics (Bearish Risk)

Overview:
Only 18% of TAC’s 10B supply is circulating. Early contributors (22.1%) and investors (20%) face 12-24 month cliffs starting July 2026. The Foundation holds 14.8% for operational costs.

What this means:
While locked staking rewards reduce inflation (effective annual supply growth: 2.1%), post-2026 unlocks could flood the market if demand doesn’t scale proportionally. Historical precedents like Avalanche’s 2021 unlock sell-offs highlight this risk.

3. DeFi Liquidity & Competition (Mixed Impact)

Overview:
TAC launched with $800M TVL via its Summoning Campaign and partnerships with Turtle Club. However, it competes with TON’s native ecosystem and other EVM chains for developer attention.

What this means:
High initial TVL suggests strong institutional interest, but sustaining it requires outperforming rivals in user experience. The 8-10% staking APY may attract holders if TAC’s Telegram integration proves sticky versus alternatives like Solana Mobile.

Conclusion

TAC’s short-term upside depends on converting Telegram’s user base into active DeFi participants, while long-term stability hinges on managing supply unlocks and maintaining TVL. With RSI at 46.5 and MACD signaling neutral momentum, watch for breakout above $0.005 if Telegram MiniApp usage spikes. Can TAC’s DAO effectively deploy its 12% treasury to incentivize adoption before 2026 unlocks?