📨 Pavel @Durov , I think Cocoon could become much bigger than a confidential GPU network.
Right now, Cocoon is the compute layer: GPU owners provide private AI inference, developers pay for workloads, node operators earn $TON, and Telegram itself could become the first major source of demand. That is already a strong start. But the missing piece is the data layer.
The model I would look at is @grass. Not as a token to copy, but as an architecture pattern: ordinary users share unused bandwidth, the network collects public web data, routers and validators verify the work, ZK proofs help establish provenance, and AI developers get fresh datasets.
The key point is that Grass is not just a viral DePIN app. It is trying to turn distributed bandwidth into a real data-infrastructure business. That is the part Telegram should care about: not only user rewards, but real enterprise revenue coming from AI data demand.
TON could potentially do this even better because Telegram already owns the distribution and onboarding layer.
Imagine Cocoon 2.0:
1) Compute Nodes: the current GPU nodes for confidential inference and AI workloads.
2) Data Nodes: lightweight nodes running through Telegram Desktop, a browser extension, a companion app, and eventually Android where background networking is feasible.
3) One TON settlement layer where developers pay for a combined data + compute package.
4) Automatic TON rewards split between bandwidth providers, GPU providers, routers, validators, and the protocol itself.
No new token. The asset is TON.
This matters for TON because it creates both real resource demand and a new revenue line. Grass has shown that idle bandwidth is not just a community-growth gimmick. It can become a B2B business where AI labs, data companies, search products, and enterprise customers pay for fresh, structured public web data.
For @telegram , this could be even more powerful. A Cocoon data layer could generate revenue from developers and AI companies that need both data and compute, while TON becomes the settlement asset underneath the whole system. Part of that revenue could be used to fund Telegram AI features, reward network participants, support TON ecosystem grants, deepen ecosystem liquidity, or even support a transparent TON buyback program if the structure makes sense legally and economically.
That is the real difference: not “users farm points and hope for a token,” but a circular economy where customers pay for useful AI infrastructure, users and hardware providers get rewarded in TON, Telegram gets a new infrastructure business, and the TON ecosystem captures more real economic activity.
This would close the loop:
public web data -> verified datasets -> confidential AI compute -> Telegram AI features -> TON payments -> rewards to real users and hardware providers
Telegram could also be the first major customer. Channel summaries, search, translation, content discovery, business bots, AI agents, and Mini App AI features could all benefit from a native data + compute stack that does not depend entirely on Big Tech cloud gatekeepers.
$Grass has shown that ordinary users are willing to participate in AI infrastructure if the product is simple enough. Cocoon has already shown that TON can serve as the payment and trust layer for confidential AI compute. Combining the two would make TON more than just a chain with apps. It would make TON the consumer distribution layer for decentralized AI.
The biggest unlock is not “another DePIN narrative.” The real unlock is that a billion-user app can turn idle internet, idle GPUs, and privacy-preserving AI into one economic loop.
If Cocoon remains only a compute network, it can still be useful. But if Cocoon adds a verified public data layer, TON could own one of the most important AI infrastructure categories: data plus private compute, with distribution already built in.
That would be very Telegram. Very TON. And honestly, very Durov.
☄️ The EYWA DAO is LIVE!
Mark today in your calendars as a very special day to rememebr! As of today, the EYWA DAO has officially launched. Here’s what it means for $EYWA token holders.
🚀 $EYWA is Trading NOW!
🔥 KuCoin https://t.co/SE8XcYiQK0
🔥 Gate https://t.co/lQbk5yCMRc
🔥 MEXC https://t.co/C1nlkzVnq4
Don’t miss your chance to be part of our ecosystem — start trading $EYWA today!
Another heavyweight, @KeneticCapital, joins EYWA strategic round!
Kenetic, which has backed the most promising crypto startups since 2016, including Ethereum, Solana, Algorand, Polkadot, TON @ton_blockchain, and many others, has invested in EYWA.
Kenetic joins @CurveFinance founder @newmichwill as co-lead investors in our strategic round along with support from @1inch founder, @k06a. We are privileged to have the top visionaries in #DeFi infrastructure and investment support EYWA’s mission to make DeFi faster, safer, and more connected.
🔥 4 days until the $EYWA listing!
Did you manage to grab $EYWA before it hits CEX? We hope so, because the big day is set — December 20, 2024!
Mark your calendar — this could be the best Christmas gift yet! Which exchange will list $EYWA first?
🔔Turn ON notifications now!
🚀 EYWA TGE is Live!
The long-awaited date, no doubt circled in your calendar, has finally arrived – $EYWA TGE!
✔️ To avoid scammers, only use the official claim portal link here: https://t.co/EstBFzlEyB
It marks the technical launch of the token and is a significant milestone that includes deploying all smart contracts required for the token's functionality and distribution.
What does this mean for you? Starting today, you will gain access to our official claim portal to activate your vesting safes with tokens.
💡 Having trouble? Check out our guide 👉🏻 https://t.co/SGZxwYWxfJ
Please keep in mind: The NFT Manager and Vesting pages for participants of the Early Farming Program will go live next week.
Later, on the exchange listing day (to be announced separately), you’ll be able to claim your available tokens and start using them.
Note: Token withdrawals and transfers will only be possible on the listing day. This measure is necessary to prevent the creation of unofficial pools on DEXs before the token's official listing on the exchange.
🔥 EYWA TGE marks the beginning of a new chapter for our project and community. This milestone not only concludes extensive preparatory work but also opens up a world of new opportunities within our ecosystem.
Stay tuned! Make sure to follow us here on X to catch the listing date and all major updates. The best is yet to come! 🚀
🚀 Over $500,000 raised in the first 24 hours!
While users not on our whitelist are awaiting their turn, $EYWA closed Community Round is in full swing — with more participants joining every day!
Check if you’re on the whitelist and don’t miss out:
👉🏻 https://t.co/PjB4oVtJI9
🔥 Black Friday Deal of a Lifetime: EYWA Community Round on @AlphaMind_labs#EYWA is raising the bar with an offer you can’t refuse. The crypto market is hot, and we’re about to make it even hotter with our mega-sale on November 25th!
Last 3 days to jump into the Swap Challenge!
The countdown is on — only 3 days left to take part in our Halloween Swap Challenge and earn up to 6,000 points! Whether you’re a newbie or a pro, there’s still time to climb the leaderboard and grab some awesome rewards. 100 winners, hundreds of swaps, thousands of points up for grabs, and just three days to do it — so let’s go! 👇
⚡️ “Remember, Remember, the 5th of December!”
Remember the date: December 5th 2024. Why? It’s a day you — and your crypto wallet — will remember for ages. 👇
New Alpha Alert: AlphaMind expert review of @EYWAprotocol 🔔
#Eywa is a fundamentally new bridge security and liquidity fragmentation solution backed by the founder of Curve and a number of VCs.
Dive in to learn more about the first potential IDO on AlphaMind and participate in the Alpha Quest to earn karma points! 👇
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Product and $EYWA token Roadmap: 2024 - Q1 2025
We’re honored to lift the curtain on the much-anticipated #EYWA roadmap covering key milestones anticipated in the near future. Ready? 🏁
🔥 Start of Season 2 of the #EYWA Airdrop: An Epic Sequel!
“Terminator 2”. “Mad Max: Fury Road”. “The Dark Night”. All of these sequels surpassed the original. But the second season of our Airdrop program — “EYWA Adventure Quest 2” will be more epic than all of them! How so? Find out below 👇
📌 Quick Reminder: Daily activities to keep your reward hunt healthy
Our community programs are like fitness: there are many activities to choose from, and each is very beneficial for your crypto-health. There’s something for every day: 💪🏋