Jonnytoshi

@messaricrypto research by day, meme enthusiast by night

[TON 💎 @ton_blockchain]

https://t.co/K75kjaoX07

[Jonnytoshi @jonnytoshi]

(real)

[Zenith 🩶 @ZenithTON]

TON Community is one of the most underrated communities in the crypto space full stop.

[Jonnytoshi @jonnytoshi]

@BasedBiohacker Check out their mag acetyl-taurinate, might be better than threonate ngl

[Jonnytoshi @jonnytoshi]

Tell-GRAM szn

[DEGEN NEWS @DegenerateNews]

BREAKING: @ton_blockchain COMMUNITY VOTES FOR @telegram PROPOSAL TO RENAME NATIVE TOKEN FROM $TON/TONCOIN TO $GRAM

SOURCE: https://t.co/JsSU9NOmNL

[tonstrat @tonstrat]

Today, TON Strategy Company highlighted strong preliminary staking performance last month while continuing to support the recent key upgrades designed to strengthen The Open Network (TON).

These newly approved enhancements are intended to improve network performance, scalability, validation efficiency, and overall responsiveness as activity across the TON ecosystem continues to grow.

As one of the largest validators of Toncoin, TON Strategy voted in favor of these upgrades, which included:

➡️TVM 14 Upgrade
➡️Full Collated Data Generation & Validation Optimizations
➡️Block Sync Overlay
➡️Expanded Validation Capacity
➡️Validator Infrastructure Improvements
➡️Network Security & Resource Controls

Learn more about these upgrades and how they are helping scale the TON ecosystem below:

https://t.co/T0IaAbPZOe

$TONX #crypto #blockchain #toncoin

[Jonnytoshi @jonnytoshi]

@SimpleXBT 🙏

[Jonnytoshi @jonnytoshi]

@Bfax22 Tele-GRAM

[Jonnytoshi @jonnytoshi]

the-open-network:native captured 35% of cross-chain NFT volume in Q1'26, up from 15% in Q4, second only to ethereum:native.

Every other major chain's NFT volume fell at least 58%.
ethereum:native -63%, $SOL -58%, $Base -89%, $MATIC -73%.

[Jonnytoshi @jonnytoshi]

The bull case for $TON heading into Q2 is that Telegram products are generating recurring revenue and the network now operates under Telegram's direct stewardship, a structural setup few L1s have.

The bear case is that user growth hasn't materialized. Daily active addresses fell 9% QoQ in Q1.

Q2'26 is the test of whether the new infrastructure translates into measurable user growth.

Full report out now 👇

https://t.co/aeD77RTpO0

[Jonnytoshi @jonnytoshi]

the-open-network:native captured 35% of cross-chain NFT volume in Q1'26, up from 15% in Q4, second only to ethereum:native.

Every other major chain's NFT volume fell at least 58%.
ethereum:native -63%, $SOL -58%, $Base -89%, $MATIC -73%.

[Jonnytoshi @jonnytoshi]

TON Strategy Company (Nasdaq: TONX), the first publicly listed TON treasury vehicle, held over 220 million TON at quarter-end, equivalent to 8.9% of circulating supply.

The company actively stakes its position, providing a source of structural buyside demand against the speculative cycle.

TON's Nakamoto Coefficient of 77 means treasury vehicles can take positions of that size without compressing the network's decentralization profile.

[Jonnytoshi @jonnytoshi]

The bigger development for $TON happened post-quarter.

@durov launched MTONGA (Make TON Great Again), a seven-step performance and cost overhaul of the network, with three steps shipped so far.

In April 2026, Catchain 2.0 brought sub-second finality and 10x throughput and cut transaction fees by 6x.

In early May, @telegram itself became TON's largest single validator with 2.2M TON staked, shifting primary network stewardship from the TON Foundation to Telegram.

[Messari @MessariCrypto]

State of TON Q1 2026

Key Update: TON delivered Q1 data behind Telegram's distribution thesis (the conversion of Telegram's 950M+ MAU into TON users), with $88.5M in Fragment-settled Telegram-product revenue holding through a 26.4% spot price drop and cross-chain NFT share rising to 35.5% on Telegram-issued product demand.

@ton_blockchain @telegram

QoQ Metrics📊

-NFT cross-chain market share ↑ 130.4% to 35.5% as Telegram-issued Numbers, Usernames, and Gifts drove utility-based demand

-Fragment-settled Telegram-product revenue ↓ 20.3% to $88.5M, with recurring revenue (Premium + Ads) ↓ only 10.5% vs discretionary Stars ↓ 30.7%

-DeFi TVL ↓ 34.9% in USD vs only 11.6% in native TON-denominated terms

-USDT transfer volume ↓ 32.5% to $77.0M daily average, with transfer count holding flat at 73,600/day as P2P Telegram transfers and Mini App flows replaced higher-value DeFi routing

-Daily active addresses ↓ 8.8% to 90,790 daily average, signaling Q1 lacked a meaningful user-acquisition surge

Post-quarter, MTONGA (Make TON Great Again) shipped four of seven announced steps, bringing sub-second finality via Catchain 2.0, a 6x transaction fee reduction, and Telegram becoming TON's largest validator with 2.2M TON staked.

Despite the DAA decline, transactions per address rose from 19.2 to 21.0 QoQ, pointing to existing users engaging more intensively as Telegram's product economy converted.

Q2 will test whether MTONGA's post-period infrastructure converts Telegram's broader user base into TON activity at scale.

[Nathan Hughes @rallynate]

The “Hunter Biden is cool now” thing is a total psyop btw.

[Jonnytoshi @jonnytoshi]

Statistically impossible.

[Jack @jackunheard]

Let me get this straight...

Not a SINGLE vote that got counted late in California so far went to Spencer Pratt???

ZERO???

🚩🚩🚩 Red flags are waving.

I find that very strange and unlikely.

[Jonnytoshi @jonnytoshi]

>Forgot to go to the dentist for a year

>Also switched to fluoride free toothpaste

>Dentist said teeth never looked healthier

Lesson in that

[Jonnytoshi @jonnytoshi]

Looks like they need every last scrap of exit liquidity available for SpaceX to mark the top

[Kalshi @Kalshi]

JUST IN: SEC officially eliminates $25,000 minimum for day trading