In-depth Analysis of the Future Development of the TON Ecosystem

Recently, the future development of the TON ecosystem has attracted widespread attention. As an advisor to The Open Platform (TOP), the first unicorn company in the TON and Telegram ecosystem valued at 1 billion USD, Kirill Malev shared his deep insights on the future development of the TON ecosystem.

Sustainable Development Model of the TON Ecosystem

Kirill believes that the sustainable development of the TON ecosystem needs to focus on several key areas:

1. Simple Yield Scenarios
2. Tokenization of Real Assets ( RWA )
3. Viral Spread Mechanism

The core of RWA is to connect the capital market with real-world applications that can generate returns, and to distribute these returns to capital providers. Such projects are expected to leverage both Telegram's powerful distribution capabilities and the vast capital of the Web3 world.

Payments are also a highly promising application scenario. The high TPS of TON makes it very suitable for handling payment business. Currently, the issuance of USDT on TON has rapidly increased to 1.4 billion dollars, demonstrating great development potential.

Kirill predicts that in the next year or two, the technology of TON will continue to develop rapidly, with various innovative business models emerging in payment, RWA, and trading infrastructure.

Web3 Venture Capital Trends

The Web3 venture capital industry is undergoing significant changes. Many venture capital firms are no longer limited to mere financial investments; instead, they are beginning to play the role of "risk builders." They not only provide funding but also directly participate in product development and project initiation.

This transformation reflects the deep understanding of market demand by industry participants. Modern VCs often wear multiple hats, acting as liquidity providers, fund managers, and potentially product developers. Their core objective is to seek the best investment and profit opportunities for investors and limited partners.

The Future of Asset Tokenization and Regulatory Challenges

Asset tokenization is considered an irreversible trend. Although there are still many fraud issues in the current Web3 space, this trend is expected to accelerate with the improvement of regulations and laws. Kirill even stated that if effective anti-fraud protocols can emerge in the future, the scale of the asset tokenization market could exceed that of the traditional stock market.

Future Prospects of TON

Looking ahead to 2026, Kirill is most looking forward to seeing more MiniApps that integrate social scenarios and address daily needs. Currently, the TON ecosystem has thousands of MiniApps, with daily active users continuously increasing. This trend is expected to further accelerate, as the TON ecosystem is still in its early stages of development.

Suggestions for TON Developers

For TON developers, Kirill made the following suggestions:

1. What are the reasons for choosing TON? Is it based on its technology, community, or market?
2. Identify the target user group. If the goal is to serve millions of non-crypto users, TON/Telegram is the ideal choice.
3. Stay patient and don't give up easily.
4. Face your product positioning honestly, continuously examine market demands, and adjust strategies in a timely manner.

Kirill emphasized that large-scale user adoption has already begun. He expects to see TON rank in the top three on CoinMarketCap within the next 12 months, which will mark the success of TON.

Finally, Kirill revealed that he and his team are developing a "truly useful project". Although he cannot disclose the details at the moment, he is very much looking forward to it and invites everyone to stay tuned.