Biworld News reports that CoinShares Head of Research James Butterfill has released an institutional research report on The Open Network (TON). The report points out that TON demonstrates industry-leading distribution capabilities thanks to Telegram's approximately 1 billion monthly active users, but the conversion rate is about 0.12% and the token value capture ratio is below 0.3%. Although the Catchain 2.0 upgrade in April 2026 significantly improved network performance and pushed staking annualized yields to around 16.7%, due to substantial fee reductions, the TON token currently more reflects an option on future monetization policies. The report also warns of TON token unlock pressure before 2029, as well as risks such as single reliance on the Telegram platform and regulatory vulnerabilities.

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GateUser-e4fd4e45
· 1h ago
Awesome hahahahaha awesome awesome awesome
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XXX888
· 3h ago
Distribution ability at ceiling level, value capture at floor level — TON's cute contrast is something.
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TheClarityAfterLiquidating
· 7h ago
The report is quite straightforward: TON is now a call option, betting on whether Telegram can successfully execute its business model in the future.
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YieldBento
· 7h ago
Distribution capability at ceiling level, value capture at floor level, TON has this cute contrast.
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NonceNinja
· 7h ago
The 0.12% conversion rate is indeed a bit heartbreaking. With a pool of one billion users, TON still needs to figure out how to truly turn traffic into on-chain activity.
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