"TON’s Crypto Adoption Potential via Telegram
User Base Advantage:
Direct access to 700M+ Telegram users (40% in EM like Nigeria/India), where crypto adoption outpaces banking access.
Seamless onboarding: In-app wallets (TON Space) require zero seed phrases—critical for first-time users.
Early Traction:
8M+ TON wallets created in 2024, but only 15% are active (vs. MetaMask’s 50%+ retention).
Payment use cases (e.g., P2P transfers, bot payments) drive 90% of transactions—speculative activity remains low.
Challenges:
Regulatory risks: Telegram’s past SEC clashes may resurface if TON gains DeFi traction.
Competition: WhatsApp/Signal could replicate the model.
Verdict: TON is crypto’s best shot at mass adoption—if it converts casual users into active holders."