Toncoin jump 32% as Telegram become top TON validator and fees near zero
Toncoin (TON) jump about 32% reach around $2.89 inside 24 hours, dey continue fast rally after Telegram founder Pavel Durov talk say Telegram go replace TON Foundation as main driver for the ecosystem. The move include validation control: Telegram dey expected to become the biggest validator, and new developer tools plus performance upgrades dey planned for the next weeks. Durov also yan about big economics update, wey cut TON transaction fees sixfold near zero, pushing the network toward fee‑less model — important for Telegram‑native payments like tips, bot transfers, mini‑app transactions and collectibles. Analysts call the announcement “regime change,” targeting the market bear argument before say Telegram and TON network no dey aligned. After trading around $2.45–$2.50, TON make second push higher, hit highest level since Oct 7, 2025. The rally boost TON market cap to about $7.6B, briefly enter top 20 and flip LINK. Regulatory and token‑supply dynamics come into the story too: the article mention possible “Clarity Act” as tailwind and suggest 20%+ staking APR fit encourage more token lockups. Despite the surge, earlier context warn TON fundamentals dey lag in areas like DeFi activity and fees, so this move fit be near term more narrative/positioning‑led than fundamentals‑driven.
Bullish
TON jump dey directly connected to concrete network/economic changes (fee dem cut near zero) and one major control shift (Telegram as top validator). For traders, this combination fit quick re-rate TON short-term utility for Telegram-native payments and encourage demand through higher staking yields and possible token lock-ups. The “regime change” framing also target previous bearish thesis, which usually support momentum.
But both summaries note say TON fundamentals fit don lag versus earlier 2024 levels (e.g., DeFi and on-chain activity). That add volatility risk: once the initial narrative push cool down, price fit revert if usage metrics no follow. Overall, the immediate catalyst profile strong enough to justify a bullish short- to medium-term bias for TON itself.