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The TON ecosystem welcomes the New Year: Durov regains freedom, triggering a surge in on-chain activity.
The TON ecosystem welcomes a turning point: the founder regains freedom, bringing new prospects.
Recently, Telegram founder Pavel Durov was finally granted permission to leave France and is returning to Dubai. This news brings new hope and vitality to the TON ecosystem. This article will analyze the impact of Durov's return on the TON ecosystem from multiple perspectives.
Event Review
Analysis of TON Ecosystem Impact
1. Total Locked Amount ( TVL ) Change
After the announcement of Durov's return, TON's TVL saw a significant increase, with a daily increase of approximately 18 million USD, far exceeding the average level of other public chains. Among them, major protocols like STON.fi and EVAA Protocol contributed about 5 million USD to the growth.
2. On-chain activity
3. Performance of Ecological Tokens
3.1 Overall Performance
In the past 24 hours, the prices of 52 tokens increased by more than 10%. Notable performers include resistance-dog, paper-plane, mittens-2, and gentleman.
3.2 Market Capitalization Group Analysis
3.3 Category Group Analysis
DeFi and Meme tokens performed the best, with a 15-30% increase in both 24 hours and 7 days.
Summary
Durov's return undoubtedly injects new vitality into the TON ecosystem. The significant growth in TVL indicates that the market is responding positively. However, the increase in on-chain activity is relatively modest, primarily returning to previous stable levels. This may be partly influenced by the recent BSC market conditions.
In terms of ecological tokens, although there has been a significant rebound in the short term, there is still a gap compared to the highs from three months ago. This indicates that while the boost from Durov's return is evident, it still requires time to further ferment.
Overall, Durov's regained freedom has had a positive impact on the TON ecosystem, but the long-term healthy development of the ecosystem requires continuous effort and innovation. Market participants should closely monitor subsequent developments to seize potential opportunities.