The strategy of TON's founder after being released from prison is actually pretty much what I expected—after coming out, it's all about desperately building, attracting resources, and promoting the TON ecosystem. Logically, this is a classic "bad news fully digested turns into good news" script, but today I officially declare: I’m done with it, I won’t play along anymore.

The core reason is simple: Elon Musk's killer chat software is here.
Don’t get caught up in who writes better underlying code; in today’s internet and crypto circles, Musk’s marketing ability is definitely a game-changer. The new chat software Musk developed, I dare to guarantee, won’t be long before it stands shoulder to shoulder with the current Telegram (the plane). In the era of traffic, whoever has Musk wins the world, and he’s got this nailed down tight.
But what truly made me decide to completely blacklist TON isn’t Musk’s strength, but Telegram’s “bad manners” that I find extremely repulsive. Just after Musk’s side announced the launch of their chat software, Telegram immediately hurriedly rolled out a “Chinese version.” This purely reactive “stress response” defense looks way too uncomfortable to watch.
A super app that should embody geek spirit now looks like a soulless follower. Why didn’t you do this earlier? Do you really have to wait until the big troops are pressing in and a sword is at your neck before you start trying to please Chinese users? This ingrained arrogance, once broken, makes the project look really pathetic.
Looking at TON’s own crypto ecosystem, its situation is also very awkward. It not only has to compete with Musk at the application level but also needs to conquer the TRX (Tron) market at the financial payment level. Trying to snatch Tron’s market share? That probably means TON will fall into that low-threshold, high-involution mud pit of fierce competition, instantly dragging the project’s prestige down several levels.
So, even if TON can bring out tenfold or hundredfold gains in the future, even if it skyrockets to the sky, I will absolutely not invest even a single dollar. My withdrawal isn’t due to concerns about financial returns or pessimism; it’s purely because of “disgust.”
In investing, besides looking at fundamentals and narratives, a lot of times you also need to consider chemistry and integrity. A project that passively takes hits, only moves when provoked by others, and still has to fight TRX for market share in the sinking markets isn’t worth me wasting a penny of effort or emotion. Goodbye, TON. $TRX ‌$TON ‌