The ton of the ecosystem suffered last week, with a significant drop in user involvement and increased sales pressure. The number of new users fell by stunning 95% since the performance in July of the network.
These negative indicators are a decrease in investors’ trust and raise questions about whether the ecosystem loses its long -term appeal.
Data in the chain draw a gloomy picture for a ton
According to Defillama, in mid -July, Open Network (Ton) reached the peak of the total cost (TVL), reaching $ 773 million.
Since then, its value was a constant decrease. Today, the ecosystem TVL is $ 215 million, which is more than 72% since its record maximum.
This decrease is also reflected in the alarming fall of new daily users. According to Dun, September 30, the tone reached a record maximum of 724,465, but as of February 5, this number decreased to 33,852.
The decline by more than 95% caused concern about the current and future attractiveness of the blockchain.
Investors in Ton projects reported financial losses, which led to the expression of discontent on the platforms of social networks.
“Never in my life I never thought that I would see notcoin at $ 0.0033 and Toncoin at $ 4.2,” one of the users on X.
In addition, the data indicate that most of the owners of tunes of tons, approximately 96%representing more than 108 million addresses, are currently experiencing investment losses.
Conversely, only a small share, about 4% or just over 4.2 million addresses, make a profit. These data suggest a prevailing negative mood among Ton investors, which can help increase the activity sold by tokens.
The roadmap is ahead
Ton is a blockchain infrastructure based on a telegram that relied on TAP-to-Eenern and other GameFi applications to stimulate the adoption and stimulate involvement.
Less than two weeks ago, the Ton Core team published its own development map during the first half of 2025. This layout describes the planned updates, including improving the main functions and the study of potential future income flows.
The tone expansion strategy is a reaction to its income fall, mainly due to a decrease in the popularity and profitability of the Tap-to ENERN games and other GameFi applications, which were previously important streams of income for the company.
Although Telegram initially broke off the ton connections in 2020 regarding the regulatory pressure, the network recently rewrote the message exchange application within the new control environment of Trump.
This decision caused a debate among users tone. Some doubt the devotion of Telegram to decentralized principles, while others expressed concern about the potential impact on the liquidity and stability of the market.
The long -term success of the newly released road map has yet to be determined, since current data during the chain suggest potential problems in the near future.
