TON in 2026 has finally established itself as the infrastructure of the Telegram economy, not just L1. The main driver is not DeFi, but widespread Mini Apps and integrated payments.
⚙️ Key changes Telegram has effectively integrated TON as a base layer for Mini Apps TON Pay and built-in wallets have made payments native UX has become Web2-level (fast transactions, low friction) growth is driven by users, not crypto speculation DeFi remains a secondary segment
🌍 Essence of the narrative TON is a bet on the monetization of the Telegram audience, not on traditional blockchain infrastructure. The main risk is dependency on Telegram and the sustainability of user activity.
Conclusion: TON is one of the few L1s where growth does not directly depend on the crypto market, but rather on whether Telegram can turn its attention into a full-fledged on-chain economy.
SUI is currently transitioning from "hype-L1" to an infrastructure asset. The price depends more on real adoption (TVL, users, dApps) rather than news, while the market remains in a cautious and risk-off mode. Fundamentals: The ecosystem continues to develop (DeFi, gaming, stablecoins), but the market is not pricing in aggressive growth yet. SUI remains a high-beta L1 with strong technology, but sensitive to liquidity. Macro impact: — BTC and global liquidity = main driver — risk-off (rates, geopolitics) pressures altcoins — when liquidity returns, SUI typically rises faster than the market as a high-beta L1 📊 Forecast levels (2026 scenarios) Bear case: $0.65 – $0.85 (weak market / liquidity pressure / lack of momentum) Base case: $1.00 – $2.00 (gradual market recovery + ecosystem growth) Bull case: $3.00 – $5.00 (alt season + strong growth in DeFi/gaming + influx of liquidity) Extreme bull run: $5+ (only with full macro risk-on and a new hype cycle) $SUI
📊 1. What is happening with BTC right now Current situation: Price: ~$71–72K After the peak: ATH ~$126K (October 2025) currently –40–45% from the high 👉 The market has been in correction for six months 📉 Current trend: range: $68K – $74K market = flat + weak downward pressure below key averages → bearish structure 📌 Important point:
📊 1. Current state of SOL (right now) Price: ~$82–84 Range: $77–96 for several months now Trend: weak/downward since autumn 2025 👉 Key: 6 months of consecutive decline Price below all important moving averages → market under the control of sellers Currently the zone $80–85 = “decision zone” (accumulation or sell-off)