Почему упала цена токена Toncoin. Есть ли перспектива у TON в 2025 году

cryptonews.ruPublicado em 2023-09-08Última atualização em 2025-04-08

Бывший руководитель Ton Foundation рассказал о проблемах продвижения блокчейна TON и перспективах проекта на 2025 год

«РБК-Крипто» не дает инвестиционных советов, материал опубликован исключительно в ознакомительных целях. Криптовалюта — это волатильный актив, который может привести к финансовым убыткам.

Популярность блокчейн-проекта The Open Network (TON), интегрированного c популярным мессенджером Telegram, остается на значительно более низком уровне по сравнению с 2024 годом. Активность в самой сети, как и котировки нативной криптовалюты TON, падает уже больше полугода.

Однако бывший президент и нынешний член совета директоров стоящей за разработкой проекта организации TON Foundation Стив Юн уверен в устойчивости TON, несмотря на текущие трудности. Об этом он сообщил The Block в ходе интервью на конференции BUIDL 2025 в Гонконге.

rbc.group

«Основное падение произошло, когда Павла [Дурова] арестовали во Франции… Рынок воспринял это как фактор, способный повлиять на TON. Но при этом сеть не обнулилась. Это доказывает, что TON сам по себе признан как независимая, самодостаточная, развивающаяся экосистема — хотя бы в какой-то степени», — сказал Юн.

Котировки Toncoin достигли своего исторического пика в июне 2024 года на уровне около $8,3. С того времени актив потерял более 72% стоимости — до $3,13, по данным Coinmarketcap на 8 апреля. TON занимает 12-ю строчку в рейтинге крупнейших по капитализации криптовалют с показателем $7,75 млрд. По данным Token Terminal, ежемесячные активные пользовательские адреса TON снизились от пиков в сентябре 2024 года на 83%, до 2,3 млн, к 8 апреля.

Юн отметил, что ажиотаж вокруг мини-игр в Telegram, который пришелся на период его руководства фондом, оказался с «очень ограниченным» эффектом.

Капитализация одного только токена Notcoin на пике в марте 2024 года находилась на уровне $2,5 млрд, что вчетверо превышает капитализацию всех таких проектов на 8 апреля 2025 года, согласно данным Coinmarketcap.

«Несмотря на это, в TON происходит множество новых экспериментов, и мы не потеряли социальный импульс», — сказал Юн, добавив, что TON работает над созданием двух новых языков программирования — Tolk и Tact, чтобы сделать сеть более привлекательной для разработчиков.

Перспективы

Эксперт отметил важную роль в развитии TON встроенного в мессенджер криптокошелька Wallet, который анонсировал интеграцию для пользователей из США во втором квартале 2025 года. А также то, что TON будет делать акцент на развитии платежных решений и расширении экосистемы мини-приложений.

Отдельно Юн добавил о перспективах монетизации рекламы в Telegram посредством передачи части от доходов мессенджера напрямую пользователям за просмотр таргетированной рекламы:

«Telegram не хочет быть навязчивым, они хотят уважать конфиденциальность людей. Но мы должны найти правильный баланс. Взамен вы получаете доход в Toncoin… Если я могу заработать пассивный доход в размере $500, просто просматривая релевантную мне рекламу. В то время как в Google и YouTube вы не получаете ничего, это может стать мощным подходом».

Несмотря на глубокое падение цен на существующие токены мини-приложений типа Notcoin, Юн считает, что именно p2p-платежи и уникальность концепции мини-приложений в Telegram являются сильной стороной блокчейна TON.

«Что касается экспансии в США, нам, конечно, нужен листинг на крупных биржах и хотя бы один значимый стейблкоин, размещенный в сети TON», — сказал Юн. Между тем в сети с апреля 2024 года уже запущен USDT от компании Tether, являющийся крупнейшим стейблкоином на рынке.

Юн покинул пост президента TON Foundation в начале года, вместо него назначен Мануэль Штокц, основатель Kingsway Capital, как пишет The Block, с целью более активного продвижения в США.

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