1’m bullish on $GRAM as always your truly @alexdolbun in #TON ecosystem, here to discover the latest projects# of Pavel owns 100% of Telegram equity. No Series A, no board, no VC. Nikolai built MTProto, TON, and Cocoon confidential compute. Capital: VK-sale cash + 2018 $1.7B Gram pre-sale (SEC blocked, ~$1.2B refunded) + convertibles — 2021 $1B (Mubadala/Abu Dhabi Catalyst), 2025 $1.7B at 9% (BlackRock, Citadel), convert-to-equity if IPO. Court-doc names: Abramovich, Kleiner Perkins (~$30M), Ribbit/Malka, Qiwi’s Solonin. June 2026: ticker flipped back to $GRAM (81.22% vote). Telegram now largest validator. Gram Wallet rolling to 1B users. $2.22M awards this month. $GRAM ~$1.42 / ~$4B MC, −83% from $8.25 ATH. Chat-graph distribution, not equity dilution $STON (~$26M DEX TVL, ~80% swap flow, Omniston, STORM/GRAM + tSTON/GRAM pools), DeDust (FunC AMM, thinner-pair router, GRAM pairs), Tonstakers (~$184M staked, tsTON/tSTON yield backbone), Hipo/Stakee/UTONIC/bemo/KTON (LS stack), EVAA (~$10M lending, $1.4B+ vol), Storm Trade (TG perps, ~$5M TVL), Affluent, Ethena tsUSDe, USDT+XAUT stables (~$766M), Fragment/Stars, Tonkeeper + self-custodial Gram Wallet seeding pre-1B rollout — contracts, LPs, balances intact after June 15 1:1 flip; no swap, no migration tax. Cocoon GPU compute and Telegram validators sit on that rail. DeFi is a fraction of mid-2024 ~$778M TVL peak; asset is distribution, not AMM depth. Q4 2026–Q4 2027: Wallet saturation turns Stars, ads, P2P into GRAM/USDT velocity; Cocoon + Mini Apps convert chat DAU into paid confidential inference; STON/DeDust/EVAA/Storm re-rate only if flow parks in LP/perps vs CEX exit; TON Strategy (~220M GRAM) and Pantera-style holders are institutional bid; Sep 22 unlock (~1.3% circ) is supply test. Base: payments + staking + AI compute, not a Solana-style DeFi blow-off, unless MTONGA steps 5–7 attach fee capture to the messenger.
#GRAM #TON #Telegram