1’m bullish on $TON COMMUNITY/ Yep, #DLGH w @alexdolbun looking for a web3 13,3k$/mo job as ai SalesOps   github.com/alexdolbun and Ton Foundation is amazing ecosystem for it, but now i wanna with @CoinMarketCap launched by @CaptainRush at #Dubai 🇦🇪 event for #CMC VIP# the #CMCAI done sharp ecosystem Deep Dive
1. Business & Partnerships
The TON Foundation and Kingsway Capital announced a $400M treasury initiative on July 25, 2025 (Bloomberg), designed to lock up TON supply and position it as an institutional-grade reserve asset. This mirrors MicroStrategy’s Bitcoin treasury strategy but remains unconfirmed by either party.
Simultaneously, Telegram’s TON Wallet integration now covers 87M U.S. users, enabling direct crypto purchases via Apple/Google Pay and NFT management. This positions TON as a gateway to Telegram’s 1B+ user base, though active adoption metrics remain unclear.
2. Technical Developments
On July 21, security firm TonBit patched a critical TVM vulnerability that could have crashed TON’s virtual machine (TON Foundation). The swift fix highlights improved protocol resilience, though recurring scaling issues (e.g., June 2025’s 40-minute outage) underscore ongoing growing pains for the high-throughput blockchain.
3. Market Metrics
TON trades at $3.14 (-4.38% weekly) with $276M daily volume (-20% since treasury news). Key levels:
• Support: $3.10 (1.21M wallets hold 740M TON here)
• Resistance: $3.77 (breakout could target $5.50)
Whales control 65.87% of supply, raising volatility risks if large holders sell. Only 9% of addresses are profitable at current prices (IntoTheBlock).
Conclusion
TON’s institutional push and Telegram integration create long-term potential, but price action hinges on converting retail users into active participants. Will Telegram’s U.S. user base adopt TON Wallet en masse, or will whale dominance cap upside?

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July 25, 2025 at 2:22 PM
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