TAC token surged over 220% in 7 days: How the AI execution layer narrative is reshaping Web3 computing network valuation

July 1, 2026, the crypto market saw an unexpected wave of rebound. TAC Protocol (TAC) surged rapidly from its lows over the past 7 days, with the price breaking through $0.06. The 7-day increase exceeded 220%, and its market capitalization climbed to $290 million. The backdrop to this price anomaly is quite subtle—just a week earlier, TAC was trading in a sideways consolidation range around $0.02.

This rebound in TAC is not an isolated market event. In the first half of 2026, the convergence track of AI and crypto underwent a structural shift—from concept hype to the deployment of real infrastructure. The total market capitalization of the AI crypto sector has already surpassed the $25 billion to $28 billion range. Despite adjustments, infrastructure projects with genuine real-world use cases are being repriced by the market. As an EVM execution network built for the Telegram and TON ecosystem, TAC’s price anomaly provides a real-time sample for observing the value logic of AI infrastructure crypto. From four dimensions—the AI + Web3 integration trend, the tokenization of computing resources, the expansion of the AI execution-layer ecosystem, and the financialization of AI infrastructure—combined with TAC’s latest on-chain data and market performance, we analyze the intrinsic logic and valuation framework behind the development of on-chain computing networks.

AI + Web3 Integration: A Paradigm Shift from Narrative to Infrastructure

In 2026, the integration of artificial intelligence and blockchain technology entered a critical phase for full-scale, end-to-end implementation. AI injects intelligent decision-making and automation capabilities into Web3, while blockchain provides trusted identity verification and privacy protection for AI. But this integration is not a simple technical overlay—it is actively reshaping the underlying operational logic of the digital world.

From the perspective of market structure, this trend is already reflected in capital flows. Although AI Agent tokens experienced a broad correction of 80% to 90% in Q1 2026, projects with actual usage rates remained stable or even rose. The market’s selection criteria have shifted from “brand effect” to “proof of usage”—capital flows toward agents that can execute operations, rather than chatbots that only generate content.

TAC’s positioning in this convergence trend is representative. As an EVM execution network built specifically for the Telegram and TON ecosystem, TAC’s core function is to enable TON users to directly access Ethereum applications through a cross-chain messaging mechanism. According to public information, the TON ecosystem already has more than 100 million wallets, and Telegram provides the foundation to directly reach billions of users. TAC is the first EVM-compatible blockchain built specifically for the TON ecosystem and Telegram. By combining EVM infrastructure, pre-deployed blue-chip DeFi applications, and bootstrapped liquidity from Ethereum and Bitcoin, it delivers complete DeFi functionality from day one.

From a more macro perspective, the integration of AI + Web3 is undergoing a migration from the “concept layer” to the “execution layer.” In 2026, public chains are fully shifting from monolithic architectures to modular designs, with decoupled layers for consensus, execution, data availability, and settlement. The core driver behind this shift is that AI applications impose entirely new performance requirements on blockchain infrastructure. AI agents no longer satisfy themselves with information processing and content generation—they begin taking over the execution layer of economic activities: calling paid APIs, executing on-chain transactions, purchasing computing resources, and settling data procurement. The EVM execution layer that TAC constructs is a concrete manifestation of this modular trend within the TON ecosystem.

Tokenization of Computing Resources: From GPU Hours to Programmable Assets

Computing power is the most critical means of production in the AI era, but the traditional computing power market has significant liquidity deficiencies. GPU computing power is rented in “hours,” supply-demand matching is inefficient, idle resources cannot effectively circulate, and small to mid-sized development teams struggle to obtain stable computing power supply.

Tokenizing computing resources is changing this landscape. By abstracting computing resources such as GPU compute, storage, and bandwidth into programmable tokenized assets, decentralized computing networks can achieve fragmented trading, dynamic pricing, and automated settlement of resources.

TAC’s contribution in this dimension is not directly providing a decentralized computing power marketplace, but building an execution environment in which computing resources can be efficiently called by on-chain applications. As the native asset of the TAC network, the TAC token serves multiple functions, including paying Gas, staking for verifying nodes, and participating in governance.

From a broader industry viewpoint, the tokenization of computing resources is giving rise to a new category of assets. The trend of tokenized AI services is accelerating. NVIDIA has proposed shifting from “GPU per hour” infrastructure to “Token-metric” AI services. This transformation means that the unit used to measure the value of computing power is moving from time to output—and tokens are the best carrier for that measurement unit.

TAC’s uniqueness lies in its ability to reach users. TAC does not need to bootstrap users. Telegram’s billion-user base and TON’s 100 million+ wallets already form a ready-made user pool. This means the demand side for computing resources on the TAC network naturally benefits from network effects. The token’s economic model can operate driven by real user behavior rather than relying on speculative demand.

AI Execution-Layer Ecosystem Expansion: From Cross-Chain Bridges to Intelligent Execution Networks

The AI execution layer (AI execution protocol) is one of the infrastructure directions with the highest growth potential in the 2026 crypto industry. The execution layer’s core function is to enable AI agents to complete a full operational closed loop on-chain: perceiving the environment, inferring and making decisions, planning paths, executing transactions, and observing results.

TAC’s architecture design reflects the typical path of execution-layer ecosystem expansion. TAC’s core role is to bring EVM applications into the TON ecosystem, paving the way for Ethereum dApps to launch on Telegram. TAC’s operating mechanism is a cross-chain execution process that strings together TON users and EVM contracts.

From the evolution of execution-layer functionality, several noteworthy technological breakthroughs emerged in 2026. Wallet standards such as EIP-7702 and Base’s AgentKit grant transactions permissions within a proxy session, allowing AI agents to sign and hold assets without exposing private keys—an important technological breakthrough for turning “chatbots” into “executors.” Together, these developments point to a trend: the execution layer is evolving from “infrastructure” into the “operating system of the intelligent economy.”

TAC’s core asset for ecosystem expansion is its deep integration with Telegram. Telegram’s 1 billion monthly active users form one of the largest Web3 entry points globally, and as Telegram’s exclusive EVM execution layer, TAC naturally occupies the execution-layer position at this entry point.

However, execution-layer ecosystem expansion also faces real-world challenges. According to public data, TAC currently has about 2,860 addresses holding the token. The activity of on-chain applications and the accumulation of funds are still in the early stages. The ultimate value of the execution layer depends on real usage volume—including how frequently AI agents are called, the scale of cross-chain transactions, and the richness of the developer ecosystem.

Financialization Trend of AI Infrastructure: Token Economy and Value Capture

The financialization of AI infrastructure is one of the most worth-watching trends in 2026. Traditional infrastructure investment is characterized by heavy assets, long return cycles, and poor liquidity, while tokenization mechanisms are changing this situation.

TAC’s token economy model provides a concrete example for observing the financialization of AI infrastructure. According to the latest market data as of July 1, 2026:

• Price: approximately $0.062
• Market cap: approximately $291 million
• 24-hour trading volume: approximately $38 million
• Total supply: approximately 10.26 billion TAC
• Circulating supply: approximately 4.66 billion TAC
• FDV: approximately $641 million

The TAC token is the primary settlement asset of the TAC EVM execution layer. It acts as the economic bridge between Telegram users, TON assets, and EVM contract execution. Its value capture mechanisms mainly include: consumption of Gas fees (driven by usage demand), locked staking by validating nodes (driven by security demand), governance participation (driven by ecosystem decision-making demand), and incremental demand created by ecosystem growth.

From the supply-demand perspective, the core variable in TAC’s token model is whether “real network usage can offset the supply increase caused by continuous unlocks.” TAC’s FDV is approximately $641 million, while the current market cap is approximately $291 million, meaning a large amount of supply remains locked or not yet released. According to TAC’s token unlock schedule, on July 15, 2026, approximately 200 million TAC will be unlocked. This gap is both a risk and an opportunity for long-term holders—the key is whether the growth rate of network usage can outpace the token release pace.

TAC’s price performance on July 1, 2026 provides another observation dimension. It surged from around $0.02 to above $0.06, with a 7-day increase exceeding 220%. This rise came with a significant expansion in trading volume, indicating heightened market attention and increased capital participation. However, the large volatility in price also means that short-term pricing is dominated by market sentiment rather than being driven purely by fundamentals.

Another important dimension of the financialization of AI infrastructure is the tokenization of computing power assets. In June 2026, AI cloud service provider CoreWeave sought to raise up to $3.5 billion in senior notes to fund GPU expansion. This traditional financing case stands in sharp contrast to on-chain tokenization—tokenization mechanisms can provide more liquid and globally accessible funding channels for building computing power infrastructure.

TAC’s role in this financialization trend is as an infrastructure provider for the execution layer. As more AI applications are deployed and run on the TAC network, Gas consumption will continuously generate demand for TAC tokens. At the same time, as the EVM execution layer of the Telegram ecosystem, TAC’s network effects may lead to growth in cross-chain transaction volume and DeFi activity, further driving the token’s economic flywheel.

That said, it is important to note that the financialization of AI infrastructure still faces significant uncertainty. Computing power asset valuations lack standardized frameworks; there may be a disconnect between token utility and actual usage; and changes in the macro market environment may also affect the overall valuation of risk assets. When evaluating AI infrastructure tokens, investors need to distinguish between the “real usage value of infrastructure” and the “narrative-driven speculative premium.”

Conclusion

On July 1, 2026, the TAC token rose from $0.02 to above $0.06 within 7 days, reaching a market cap of $291 million. This price anomaly is a signal of value reassessment for the AI infrastructure token sector after undergoing a deep adjustment, and it also reflects the market’s concentrated response to the “AI execution layer” narrative.

From an industry trend perspective, the construction of decentralized AI networks is progressing through a step-by-step penetration from the “computing layer” to the “execution layer,” and then to the “application layer.” The EVM execution-layer position that TAC occupies is a critical interface between users and on-chain applications. TAC is the first EVM-compatible blockchain built specifically for the TON ecosystem and Telegram. Whether it succeeds ultimately depends on two key variables: first, the conversion efficiency of Telegram’s billion users into the on-chain execution layer; and second, the actual deployment and calling scale of AI agents on the TAC network.

The long-term value of AI infrastructure tokens does not depend on short-term price fluctuations, but on whether they can truly reduce the on-chain execution costs of AI applications, improve the efficiency of computing resource allocation, and provide sustainable economic incentives for developers. The gap between TAC’s current roughly 2,860 holders and its $291 million market cap reflects the market’s pricing of future growth expectations. Whether this expectation can be realized will depend on how fast TAC’s execution-layer ecosystem expands over the next few quarters.

FAQ

Q1: How is TAC different from traditional Layer 1 blockchains?

TAC is an EVM execution network built specifically for the Telegram and TON ecosystem. Its core difference is that it does not need to onboard users—it directly targets TON’s 100 million+ wallets and Telegram’s billion monthly active users. Traditional Layer 1 networks need to build their user ecosystem from scratch, while TAC lets TON users directly access Ethereum applications through a cross-chain messaging mechanism, expanding the ecosystem without changing the user experience.

Q2: What is the main use of the TAC token?

The TAC token is the primary settlement asset of the TAC EVM execution layer, serving three functions: paying network Gas fees, staking validating nodes, and ecosystem governance voting. The core of its economic model is whether real network usage (Gas consumption, cross-chain transactions, DeFi activity) can offset the supply increase caused by the token’s continuous unlocks. As of July 1, 2026, TAC’s circulating supply is 4.66 billion tokens, and its FDV is approximately $641 million.

Q3: How did TAC perform in the market on July 1, 2026?

In 7 days, TAC rose from about $0.02 to above $0.062, for a 7-day gain of over 220%. Its market cap reached approximately $291 million, indicating strong market attention.

Q4: What is the investment logic for the AI infrastructure token sector?

The core logic lies in capturing the value of computing power as the primary means of production in the AI era. The traditional computing power market has poor liquidity and unclear pricing. Tokenization can turn resources such as GPU computing power into programmable and tradable assets. In 2026, global AI spending is expected to reach $2.59 trillion, while the total market cap of the AI crypto sector is about $25 billion to $28 billion. There is a huge penetration space between the two.

Q5: Why has the AI execution layer become a key track in 2026?

AI agents are shifting from “information processing” to “executing economic activities”—calling APIs, executing on-chain transactions, and purchasing computing resources. The execution layer provides standardized on-chain infrastructure for these operations. Technological breakthroughs in 2026, such as EIP-7702 and Base’s AgentKit, enable AI agents to complete on-chain operations without exposing private keys. As a result, the execution layer becomes the new operating system for the AI economy.