TON Insider

💎 TON is getting ready for real load TON update 2026.07 fixed what 2026.06 broke, and TON Core is already preparing the next move. On August 17, update 2026.08 is expected to split validator and collator functions, a change designed for the kind of load Telegram’s native Gram Wallet could bring. 🔝 What changed ⚫️ TON 2026.07 fixed the network issues caused by the previous update ⚫️ TON Core is preparing update 2026.08 for August 17 ⚫️ The next release will separate validator and collator functions ⚫️ The architecture has reportedly been in preparation for about a year ⚫️ The design is tied to the upcoming native Gram Wallet inside Telegram ⚫️ The main concern is simple: Telegram-scale wallet usage could sharply increase network load 🔝 Why it matters ⚫️ TON is moving from “fast chain” marketing into actual stress preparation ⚫️ Separating validators and collators should make the network architecture more scalable ⚫️ Gram Wallet inside Telegram may bring users who do not care about crypto, nodes or explorer charts ⚫️ That means TON has to survive normal people using it, which is usually where beautiful infrastructure stories go to die ⚫️ The timing shows TON Core understands the obvious: Telegram distribution is useless if the chain starts coughing under traffic TON is not just shipping another update. It is trying to prepare for the moment when Gram Wallet stops being a crypto feature and becomes a Telegram habit. That is when the network either proves the thesis, or gets slapped by its own distribution. 🤑 TON Insider 🤑

💎 Telegram launches its second challenge Telegram Messenger announced another challenge, this time for Mini Apps. Developers need to show their app, explain why it is useful, and attach a t.me link so people can actually open it. 🔝 What changed ⚫️ Telegram launched a second challenge after the IRL Moderation campaign ⚫️ This one is focused on Mini Apps ⚫️ Participants must be developers ⚫️ They need to explain what their Mini App does and why it is useful ⚫️ A t.me link to the app is required ⚫️ Three winners will receive 100 USDT each 🔝 Why it matters ⚫️ Telegram is pushing Mini Apps through simple public contests, not only official product updates ⚫️ The platform is giving developers a small but visible reason to show what they are building ⚫️ For TON, this is the important part: more Mini Apps means more possible wallet, payment and on-chain use cases inside Telegram ⚫️ The challenge format also trains users to see USDT rewards as a normal Telegram-native mechanic ⚫️ Telegram is slowly turning its own X account into a launchpad for community activity around the app ecosystem First they asked users to clean parks for USDT. Now they are asking developers to show Mini Apps. Telegram’s onboarding strategy is starting to look simple: make people do something useful, then pay them in crypto. 🤑 TON Insider 🤑

💎 Telegram wants users to moderate IRL Telegram Messenger launched an “IRL Moderation” challenge. The task is simple: do something useful in your neighborhood, like cleaning up a park, helping a neighbor with their lawn, or another small good deed, then post before-and-after photos. 🔝 What changed ⚫️ Telegram announced a new “IRL Moderation” challenge ⚫️ Participants need to do a real-world good deed in their area ⚫️ The result must be shown with before-and-after photos ⚫️ The deadline is 13:00 Moscow time on August 14 ⚫️ Four winners will receive 100 USDT each from the Intern Fund 🔝 Why it matters ⚫️ Telegram is turning moderation into a community meme, but offline ⚫️ The platform is again using small USDT rewards to make users generate content ⚫️ This keeps the Intern Fund format alive after earlier meme and challenge campaigns ⚫️ For TON, the interesting part is not the cleanup itself, but the habit Telegram is building around crypto rewards ⚫️ The more Telegram normalizes USDT prizes for simple public actions, the easier it becomes to push crypto mechanics into everyday behavior Telegram started with chat moderation and somehow ended up asking users to clean parks for USDT. Web3 onboarding, but with garbage bags. 🤑 TON Insider 🤑

💎 GRAM lost 59% of validators in 24 hours GRAM’s validator count dropped by 59% over the last 24 hours. For a network that keeps pushing reliability, decentralization and Telegram-scale infrastructure, that is not exactly the kind of chart you want people to screenshot. 🔝 What changed ⚫️ GRAM lost 59% of its validators in one day ⚫️ The validator set shrank sharply over a very short period ⚫️ This immediately raises questions around network stability and decentralization ⚫️ The timing looks especially awkward after recent TON Core updates and rollback discussions ⚫️ The market now has another reason to watch validator dynamics, not only price candles 🔝 Why it matters ⚫️ Validators are not a decorative metric for a PoS network ⚫️ Fewer validators means weaker decentralization optics, even if the chain keeps running ⚫️ For GRAM, this hits the exact narrative TON has been trying to sell: fast, scalable and resilient ⚫️ A 59% drop in 24 hours looks less like normal rotation and more like a network health warning ⚫️ If the ecosystem wants to be taken seriously at Telegram scale, validator stability cannot look this fragile GRAM wanted to be the native fuel of Telegram’s crypto layer. Losing more than half of validators in a day is a weird way to audition for global infrastructure. 🤑 TON Insider 🤑

💎 TON’s new network layer didn’t quite land After the 2026.06 update on July 22, some TON validators started slowing down. Block production dropped from 2.47 to 2.30 blocks per second, while network delays increased. 🔝 What changed ⚫️ Part of the validator set saw performance issues after update 2026.06 ⚫️ Block speed fell from 2.47 to 2.30 blocks per second ⚫️ Network latency increased ⚫️ TON Core, led by Anatolii Makosov, decided to bring back the old broadcast mechanism ⚫️ The rollback will happen in TON 2026.07 ⚫️ The new network layer will be refined using real network metrics instead of theory 🔝 Why it matters ⚫️ TON is testing infrastructure in production, not on pretty slides ⚫️ The new mechanism did not perform equally well across validators ⚫️ Bringing back the old broadcast layer looks more like pragmatism than panic ⚫️ For a chain built around speed and reliability, these metrics matter more than announcements ⚫️ The good part: TON Core is publicly admitting the issue and rolling back the weak part before it becomes a bigger problem TON wanted a new network layer and got a reminder that blockchains do not run on optimism. Sometimes the smartest upgrade is a rollback with receipts. 🤑 TON Insider 🤑

💎 Durov added to Rosfinmonitoring list Pavel Durov has been added to Russia’s list of terrorists and extremists. This follows the case around the Telegram dating bot “Daivinchik”, which had already led Russian authorities to place Telegram’s founder on the international wanted list. For Telegram, this is no longer just a moderation dispute, but personal pressure on Durov. For TON, it is not a direct hit formally, but the market will still read it through the figure of the main person around the ecosystem. Daivinchik started as a dating bot and somehow became part of a story where Telegram is once again facing Russian registries, criminal charges and very nervous politics. 🤑 TON Insider 🤑

🚨 FSB put Durov on the international wanted list Russia’s FSB said that Pavel Durov has been charged with aiding terrorist activity. The case is linked to the Telegram dating bot “Daivinchik”, which, according to the agency, was used by Ukrainian intelligence services to recruit young Russians. 🔝 What changed ⚫️ Durov was charged under Part 1.1 of Article 205.1 of the Russian Criminal Code ⚫️ The FSB declared him internationally wanted ⚫️ The agency links the case to the “Daivinchik/Leo” dating bot ⚫️ According to the FSB, young Russians were pushed through the bot into arson attacks, assaults and other crimes ⚫️ Since July 2025, the agency says 46 people aged 12 to 22 have been detained ⚫️ In December, “Daivinchik” was added to Russia’s banned-sites registry ⚫️ According to the FSB, Telegram still did not remove the bot 🔝 Why it matters ⚫️ Pressure on Telegram in Russia has moved from fines and blocking threats to a criminal charge against Durov ⚫️ Formally this is not about TON, but it hits the main infrastructure around the ecosystem ⚫️ For Telegram, this is a new level of conflict with Russian authorities ⚫️ For TON, any major legal risk around Durov immediately becomes a market factor ⚫️ The core defense line is obvious: a platform is not the same as user activity, but the FSB is clearly trying to challenge exactly that Telegram is once again in a story where moderation turns into a criminal case. Daivinchik started as a dating bot and somehow ended up as an argument for putting Durov on an international wanted list. 🤑 TON Insider 🤑

💎 The RSquad complaint has reached Swiss supervision The Swiss foundation regulator ESA has accepted the evidence package from the investigation into $4.66M in payments to RSquad. This is not a verdict yet, but the story has moved beyond Telegram threads into a place where TON Foundation may be asked for official explanations. 🔝 What changed ⚫️ ESA confirmed receiving all eight PDF reports related to the RSquad case ⚫️ The materials were passed to a specialized lawyer ⚫️ The regulator will conduct its own review under foundation law ⚫️ Supervisory measures may follow depending on the result ⚫️ The Open Network Stiftung will likely be notified about the complaint ⚫️ TON Foundation may receive an anonymized summary of the evidence and be asked to provide explanations 🔝 Why it matters ⚫️ The RSquad payment story no longer looks like just another community dispute ⚫️ The question is now not only about contractor performance, but also about Swiss foundation governance ⚫️ For TON Foundation, this may become the first formal regulatory test after the investigation ⚫️ If the regulator asks for explanations, ignoring the topic becomes much harder ⚫️ For the ecosystem, this is an uncomfortable moment: $4.66M, frozen projects and deleted documentation are now not only in posts, but also on a supervisor’s desk TON Foundation may have wanted the RSquad story to stay in the “well, development is hard” category. ESA seems ready to at least open the folder and check what exactly was so difficult about those $4.66M. 🤑 TON Insider 🤑

💎 A Notcoiner buried TON memecoins Sasha SquarePants posted his diagnosis for TON memecoins on X: almost all of them are dead, while the remaining ones survive on fake volume and pump-and-dump schemes. A strong take, especially from someone whose own TON experience was built on very similar market math. 🔝 What changed ⚫️ Sasha said that almost all meme tokens on TON are dead ⚫️ The remaining ones, according to him, are kept alive by artificial volume ⚫️ He also called out pump-and-dump schemes draining the last liquidity from users ⚫️ After that, people brought up Notcap and the stickers ⚫️ When asked whether the stickers were “over” because he left the Notcap chat, he said he left because he was “tagged without respect” 🔝 Why it matters ⚫️ TON memecoins are clearly past their first hype wave ⚫️ Liquidity is thinner, and artificial volume is easier to notice ⚫️ But when this comes from someone in the Notcoin orbit, the irony gets loud ⚫️ A lot of TON projects grew on memes, farming, expectations and liquidity rotation ⚫️ Now some of the market’s old heroes suddenly want to become its conscience TON memecoins may be dead. But the genre of “first monetize the hype, then moralize about the hype” is doing perfectly fine. 🤑 TON Insider 🤑

💎 Telegram is preparing the Gram Wallet launch Pavel Durov said that a native non-custodial Gram Wallet will appear in every Telegram app this summer. According to him, this should become the largest non-custodial crypto wallet rollout in history. 🔝 What changed ⚫️ Telegram is preparing to roll out Gram Wallet across all its apps ⚫️ The wallet will be non-custodial ⚫️ Durov promises instant crypto transactions with no fees ⚫️ wallet.ton.org has already been updated and lets users create a TON wallet ⚫️ The site uses Gram Wallet code developed by the My Wallet team ⚫️ My Wallet is the former MyTonWallet, which has already grown beyond TON alone 🔝 Why it matters ⚫️ Telegram is again pushing crypto through the main user flow, not a separate app ⚫️ The non-custodial format answers part of the old concern around built-in wallets and control over funds ⚫️ For TON/GRAM, this is an attempt to turn a wallet from a crypto tool into a mass Telegram feature ⚫️ If the rollout really reaches every app, entering the ecosystem becomes much easier ⚫️ The main question now is not whether users can create a wallet, but why they will use it every day Telegram is pulling Gram out of the old drawer again and acting like this was the plan all along. Only now it is not an investor deck — it is a wallet inside the app. 🤑 TON Insider 🤑

💎 How the TON ecosystem legalized 531M TON Rivol released its second major investigation this week — this time about the TON Ecosystem Reserve. At the center of the story are 531M TON, presented in 2022 as a “community donation”, while almost the entire reserve allegedly came from linked early-miner wallets connected to Telegram’s orbit. 🔝 What changed ⚫️ In April 2022, TON Foundation announced a $1B raise for the TON Ecosystem Reserve ⚫️ Publicly, it was framed as whales contributing TON without asking for anything in return ⚫️ According to the investigation, 99.99% of the funds came from 37 linked early-miner wallets ⚫️ Some wallets transferred literally their entire balance into the Reserve ⚫️ In November 2023, control over 531M TON moved from a multisig to a single wallet ⚫️ Since July 2025, 77% of withdrawn funds allegedly went to Telegram ⚫️ Part of the flow is possibly linked to the TON Strategy deal 🔝 Why it matters ⚫️ The Foundation still has not clearly disclosed where the Reserve funds went ⚫️ Promised programs — grants, integrations and community growth — allegedly received nothing from the Reserve before control changed ⚫️ TON Stiftung, which was supposed to be the legal recipient of donations, was registered only in May 2023 ⚫️ That was roughly a year after the original reserve raise ⚫️ The “community donation” now looks like a way to turn early-mined TON into a legal liquid asset ⚫️ For the ecosystem, this raises an uncomfortable question: who really controlled the reserve and why were hundreds of millions of TON explained only after the fact TON got a clean story about generous whales and ecosystem growth. Rivol is now showing a different version: early miners, a single wallet, Telegram and 531M TON that spent too long being called a “community reserve”. 🤑 TON Insider 🤑

💎 TON Strategy got rid of the extra baggage TON Strategy has completed the wind-down of its legacy businesses MARKET.live and LyveCom. The company is now fully focused on managing its GRAM reserve, without social commerce and the old operating drag. 🔝 What changed ⚫️ TON Strategy shut down the legacy MARKET.live and LyveCom operations ⚫️ The company is now focused on managing its GRAM reserve ⚫️ The wind-down is expected to cut operating expenses by about $4M per year ⚫️ The effect should start showing in Q2 2026 results ⚫️ TON Strategy holds 230.5M GRAM on its balance sheet ⚫️ Expected GRAM staking yield is around 16% annually 🔝 Why it matters ⚫️ TON Strategy is becoming a cleaner treasury story around GRAM ⚫️ Exiting MARKET.live and LyveCom removes businesses that no longer fit the company’s new narrative ⚫️ Lower expenses make staking yield more visible for investors ⚫️ With 230.5M GRAM on the balance sheet, even a few percentage points of yield matter for the financial model ⚫️ For TON, this is another example of public companies trying to package GRAM into a market-friendly listed product TON Strategy removed social commerce, kept GRAM and called it optimization. Sometimes the best business plan is just throwing out everything that gets in the way of one clean treasury story. 🤑 TON Insider 🤑

💎 TON Foundation sent at least $4.66M to RSquad Researcher Rivol broke down how TON Foundation transferred at least $4.66M to RSquad between January 2025 and June 2026. According to the investigation, the pattern repeated three times: a project failed or froze, and the same team received the next contract. 🔝 What changed ⚫️ TON BTC Teleport never made it out of testnet ⚫️ After that, TON Pay appeared ⚫️ TON Pay stopped receiving updates ⚫️ Then Rust Node appeared ⚫️ After the final $2.02M transfer, Rust Node v0.9.0 was released ⚫️ Five days later, TON removed all Rust Node pages from the official documentation ⚫️ In total, RSquad allegedly received at least $4.66M from TON Foundation 🔝 Why it matters ⚫️ This does not look like one failed contract, but like a repeating cycle ⚫️ All public TON developer support programs in 2026 allocated only $69K combined ⚫️ RSquad received 37x more during the Rust Node development period alone ⚫️ A 6-minute project trailer with 1,311 views allegedly cost $40–50K ⚫️ For the ecosystem, this is an uncomfortable question: why do some teams get millions after frozen projects, while public developer support looks like spare change TON Foundation wanted Rust Node, TON Pay and BTC Teleport. What the network got instead was deleted documentation, strange accounting and another reason to ask: is this ecosystem funding or a budget-burning series? 🤑 TON Insider 🤑

💎 AlphaTON became Alpha Compute Alpha Compute Corp, formerly AlphaTON Capital Corp, is fully moving away from the TON asset accumulation model. The company has closed its old token-treasury format and now positions itself as an AI compute infrastructure player. 🔝 What changed ⚫️ Alpha Compute completed the wind-down of its legacy digital asset treasury ⚫️ The final TON/GRAM tranche worth around $6M was returned to companies linked to Animoca Brands ⚫️ Around $200K in TON/GRAM remains to be returned to one legacy shareholder ⚫️ The company no longer holds digital assets as a treasury position ⚫️ GRAM will now be used only as payment for compute delivered to Cocoon AI ⚫️ The focus shifts from TON accumulation to GPU-as-a-Service and confidential compute 🔝 Why it matters ⚫️ For TON, this removes one public treasury narrative ⚫️ Alpha Compute is basically closing the “hold tokens on the balance sheet” chapter ⚫️ The company is not leaving the Telegram ecosystem, but its role is changing: less asset investor, more infrastructure provider ⚫️ GRAM becomes not a price bet, but a payment unit for delivered work ⚫️ This shows where part of the market is moving now: away from shiny token treasury stories and toward AI compute plus actual revenue AlphaTON started as a TON-on-the-balance-sheet story. Now it ends in a much trendier way: GPUs, Cocoon AI and “we are not a treasury anymore, we are infrastructure”. 🤑 TON Insider 🤑

💎 Telegram had a day without t.me Yesterday evening, Telegram faced an unpleasant incident: the t.me domain stopped opening for users around the world. The issue was not with the messenger itself, but with the domain, which suddenly disappeared from the .me DNS zone. 🔝 What changed ⚫️ t.me stopped opening in browsers worldwide ⚫️ The domain became unavailable at the DNS level ⚫️ Telegram channels, posts, bots, profiles and public links usually open through t.me ⚫️ At some point, Durov himself stepped in and publicly asked the .me operator what happened ⚫️ t.me has now been restored and is working again 🔝 Why it matters ⚫️ Telegram did not go down, but one of the main entry points into the ecosystem disappeared for a while ⚫️ The incident showed how important a normal domain still is, even for a giant messenger ⚫️ For Telegram, this was an unpleasant reminder: infrastructure can be strong, but DNS still holds the door ⚫️ For users, it looked simple — links did not open, so “Telegram was broken” ⚫️ For the TON and Telegram ecosystem, such failures are especially painful because t.me has long been part of external traffic Telegram survived a day without t.me. The messenger kept working, but the internet reminded everyone again: sometimes all of Web3 still depends on one good old DNS record. 🤑 TON Insider 🤑

💎 TON slowed down a bit TON is currently seeing slower block production. Between 8 and 9 AM UTC, more than 866,557 messages were sent to the blockchain instead of the usual ≈128,000 per hour, and the network started processing the load less smoothly. 🔝 What changed ⚫️ More than 866,557 messages were sent to TON in one hour ⚫️ The usual level is around ≈128,000 messages per hour ⚫️ The spike pushed the network from 1 shard to 14 shards ⚫️ Transaction processing temporarily slowed down ⚫️ A TON validator software update was scheduled almost right after that ⚫️ The update is aimed at improving network performance under load 🔝 Why it matters ⚫️ TON just got another real-time stress test ⚫️ Sharding worked, but users still saw the slowdown ⚫️ For a network that sells speed as a key advantage, these moments stand out ⚫️ Growing activity means infrastructure has to keep catching up ⚫️ The validator update looks very timely, almost too timely TON got almost a 7x message spike and paused for a second. The network did not go down, but it reminded everyone that even fast blockchains sometimes need coffee and a fresh update. 🤑 TON Insider 🤑

💎 My Wallet keeps moving deeper into multichain My Wallet rolled out its July update and added more than 100 new trading pairs. The wallet keeps moving beyond TON: WalletConnect support is now live, stock and fund trading appeared, and spam hiding was added too. 🔝 What changed ⚫️ My Wallet added more than 100 new trading pairs ⚫️ WalletConnect support is now available ⚫️ Stock and fund trading has been added ⚫️ Spam tokens and unwanted activity can now be hidden ⚫️ The product keeps expanding beyond TON and adding more networks around it 🔝 Why it matters ⚫️ My Wallet looks less like just a TON wallet now ⚫️ WalletConnect gives users access to more dApps ⚫️ Stock and fund trading pushes the wallet closer to a full financial app, not only crypto storage ⚫️ Spam hiding is a small feature, but a very real quality-of-life upgrade ⚫️ For TON, this is a plus: one of the ecosystem’s familiar wallets is becoming broader and can pull users into more use cases My Wallet started as a TON story, and now it is collecting everything around it. Crypto, stocks, funds, spam filters — next step is probably ordering coffee inside the wallet. 🤑 TON Insider 🤑

💎 Decentralization is now part of TON’s showcase While the market was digesting the third and fourth MTONGA steps, Durov reminded everyone that TON is one of the most decentralized blockchains. The message quickly moved through crypto influencers, and the updated ton.org even briefly showed TON’s second place in decentralization. 🔝 What changed ⚫️ Durov directly highlighted TON’s decentralization ⚫️ The narrative quickly spread through crypto influencers on X ⚫️ ton.org started using decentralization as part of TON’s public showcase ⚫️ The main argument is the Nakamoto coefficient ⚫️ For PoS networks, it shows how many validators are needed to gain critical control over stake 🔝 Why it matters ⚫️ TON is no longer selling itself only through speed, fees and Telegram access ⚫️ Decentralization is becoming a separate part of the network’s public positioning ⚫️ A high Nakamoto coefficient is a clean answer to the “TON is too centralized” narrative ⚫️ For bigger players, this matters more than memes: the network must be fast, but also hard to control ⚫️ For TON, the timing is useful — while everyone argues about MTONGA, the website puts more serious numbers on display TON realized that speed alone is not enough anymore. Now the showcase says not only “fast and cheap”, but also “good luck centralizing this”. 🤑 TON Insider 🤑

💎 Regulators are reaching DeFi The effects of MiCA are becoming more visible inside the TON ecosystem. Major TON DeFi interfaces are already showing Terms of Service, legal warnings and access restrictions for users from certain jurisdictions. 🔝 What changed ⚫️ Legal warnings started appearing across TON DeFi interfaces ⚫️ Users are asked to accept Terms of Service before using some services ⚫️ Access may be restricted for users from certain jurisdictions ⚫️ MiCA now works as a single EU regulatory regime for crypto services ⚫️ Coinbase, Kraken and OKX have already received European licenses ⚫️ Binance failed to complete authorization in time and had to restrict services for EU users 🔝 Why it matters ⚫️ Regulators are no longer looking only at centralized exchanges ⚫️ Even if a protocol is decentralized, the interface can still face legal pressure ⚫️ For TON users, this means more warnings, blocks and country-based restrictions ⚫️ For projects, the game has changed: “we are DeFi” is no longer enough, compliance now matters ⚫️ For the TON ecosystem, this is an unpleasant but mature stage — growth gets noticed not only by users, but also by regulators DeFi wanted to be borderless. Europe brought Terms of Service and asked: “where are the papers?” 🤑 TON Insider 🤑