🚀 TON 2040 Outlook: Is it a value pit leading to $26, or a long road ahead?
Currently, Toncoin (TON) is fluctuating around $1.34, in a phase of consolidation. Although it has fallen about 65% from the peak in 2025, the ecological ambitions behind it are becoming increasingly apparent. As Telegram's 'favorite child', can TON achieve a twentyfold or even higher growth by 2040?
📊 Current Core Situation: Integration and Accumulation
Although the price performance is low-key, institutional funds are still entering the market. Telegram has raised $1.7 billion through convertible bonds, with Sequoia and Benchmark injecting $400 million, along with the launch of Coinbase at the end of 2025, the underlying support for TON remains robust.
💎 Why are we optimistic about $26-36? (Bull Market Scenario)
The key to TON's success lies in the conversion rate of Telegram users.
Currently: The wallet penetration rate is only 3.5% (about 35 million active accounts). Target: If we can bring 20%-30% of Telegram users into the blockchain ecosystem, the target price of $26 will have a very high certainty.
📅 Key Time Nodes 2026-2027:
1️⃣ Q1 2026: TON Storage officially goes live, completing the decentralized storage landscape.
2️⃣ Mid-2026: Bitcoin cross-chain bridge (Teleport Bridge) opens, achieving interoperability with BTC.
3️⃣ July 2027: New Russian regulatory rules officially take effect, and TON is classified as 'liquid cryptocurrency', which will unleash significant retail investment potential.
⚠️ Risk Reminder: Challenges in the DeFi Ecosystem
The current pain point is that DeFi TVL has plummeted from $760 million to $140 million. Many Mini Apps rely on rewards to attract users but struggle to retain them. TON needs to prove that its ecosystem can not only attract 'wool party' participants but also retain real funds.
🔮 2040 Price Prediction:
🔥 Bullish: $26 - $36
📈 Neutral: $11.33
🐢 Conservative: $6.63 (4x growth in 14 years)
💬 Interactive Moment:
Do you think TON is the ultimate gateway to Web3, or merely relying on Telegram's traffic dream? Feel free to leave your thoughts in the comments! 👇
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