TON's AI-Powered Future: How Decentralized Computing Could Revive the Telegram Blockchain

Source: CryptoNewsNet Original Title: Why Anthony Scaramucci Thinks TON Still Has a Future Inside Telegram Original Link:

The Toncoin Narrative

Telegram and its TON cryptocurrency have faced significant headwinds despite the platform’s billion-user base. According to CoinGecko, TON’s price has declined 67% over the past year, with the blockchain losing nearly $700 million in TVL since its 2024 peak of over $8.

However, recent developments suggest momentum is building. In July 2025, Telegram Wallet became accessible to Americans, and TON was listed on a major compliance-focused exchange in November 2025, recognizing the messaging app’s approximately 100 million U.S. users.

Digital Asset Treasuries and AI Integration

The TON ecosystem now hosts several Digital Asset Treasuries (DATs), with notable examples including TON Strategy and AlphaTON, which rebranded from Portage Biotech in September 2025.

At the core of this evolution is Cocoon AI, a decentralized protocol announced by Telegram CEO Pavel Durov in late 2025. AlphaTON is scaling this network through a $46 million infrastructure deal for GPU computing resources to compete with centralized AI providers.

The economic model mirrors Bittensor’s approach: developers building Cocoon AI-based applications within Telegram must pay for services in TON, creating direct demand for the token. GPU providers earn TON by supplying decentralized computing power.

Building Value Through Utility

As major AI models integrate into existing platforms—Google’s Gemini in Search, xAI powering X’s Grok, Meta AI across Facebook and Instagram—Telegram is positioning Cocoon AI as a native AI layer within its “superapp” ecosystem.

AlphaTON’s strategy involves multiple revenue streams: purchasing and staking TON treasury, earning returns through GPU provision, and reinvesting those revenues back into TON staking. This creates compounding demand for the token.

With the AI industry projected to exceed $900 billion by 2026, the convergence of decentralized computing and Telegram’s 200 million wallet users represents a significant opportunity for autonomous agents that execute financial transactions within the app.

The Longer-Term View

For investors adopting a multi-year perspective, the narrative centers on revenue generation and ecosystem diversification. Strategic backers view the current market conditions as a foundation-building phase, with the expectation of robust growth over the next 24-36 months as adoption accelerates and utility deepens.