#TON反弹 After news emerged that Telegram founder Pavel Durov's passport was revoked by French authorities, Toncoin surged over 20%. The TON Association views this news as a victory for freedom of speech, online privacy, and innovation, reinforcing the mission of the project.
This rebound is a sign of TON's long-term momentum, or is it just a short-term reaction? Here is my analysis:
Regarding the surge in Toncoin (TON) following the return of Telegram founder Pavel Durov's passport, it is essential to analyze it in the context of the event, market sentiment, and the fundamentals of the TON ecosystem.
Let's start with the conclusion: short-term optimism coexists with long-term caution.
Short-term: The event-driven rebound may continue, but be wary of the risk of a pullback after emotional highs, especially since regulatory trends are not yet fully clear.
Long-term: The core opportunity for TON lies in the conversion efficiency of Telegram users to the crypto ecosystem and whether it can build irreplaceable application scenarios. If ecosystem developers continue to flow in and regulation does not deliver a fatal blow, long-term momentum can be expected; conversely, it may become a volatile asset dominated by narratives.
Investors are advised to pay attention to:
① Interaction data between Telegram users and TON;
② Judicial progress of the Durov case;
③ The actual activity of applications on the TON chain (such as transaction volume, number of unique addresses)
Bullish on 10x