TLDR TAC Protocol rides Telegram’s 1B-user wave with DeFi integration and surging adoption. Here are the latest updates:
Mainnet Launch (15 July 2025) – EVM-compatible chain connects Telegram to Ethereum dApps, backed by $800M TVL.
Exchange Listings Surge (15–25 July 2025) – Listed on Binance Alpha, Bitget, Kraken, and Bitrue, with token rewards campaigns.
Metrics Breakout (15 August 2025) – 1800% wallet growth and 200k+ transactions post-launch signal accelerating usage.
Deep Dive
1. Mainnet Launch (15 July 2025)
Overview: TAC Protocol launched its EVM-compatible Layer 1 blockchain on July 15, 2025, bridging Telegram’s 1B+ users with Ethereum dApps like Curve and Morpho. The network debuted with $800M in TVL via a pre-launch liquidity campaign with Turtle Club, addressing the “cold start” problem for new chains.
What this means: This is bullish for TAC because it positions Telegram as a gateway for mainstream DeFi adoption. The integration allows Ethereum developers to deploy apps on Telegram without code changes, while the $TAC token benefits from gas fee conversions (TON → TAC) and staking demand (8–10% APY). (CoinMarketCap)
2. Exchange Listings Surge (15–25 July 2025)
Overview: $TAC debuted on Binance Alpha, Bitget, and Kraken on July 15, followed by Bitrue on July 25. Bitget’s CandyBomb campaign distributed 9M $TAC to traders, while Binance Alpha offered a 1,875 $TAC airdrop to eligible users.
What this means: Exchange support amplifies liquidity and accessibility, though short-term volatility followed the listings. The token initially surged 50% post-launch but stabilized near $0.022, aligning with broader market trends. (The Defiant)
3. Metrics Breakout (15 August 2025)
Overview: One month post-launch, TAC reported 200k+ transactions, 1800% growth in active wallets, and $185M TVL. Protocols like Curve and Euler are live, with Bitcoin staking via Babylon enhancing security.
What this means: Rapid adoption underscores Telegram’s distribution power, but sustaining growth depends on simplifying DeFi for non-crypto natives. The focus on consumer use cases (e.g., in-chat dApps) could differentiate TAC from generic Layer 1s. (TAC Build)
Conclusion
TAC Protocol is leveraging Telegram’s massive user base to drive DeFi adoption, with early metrics validating its ecosystem growth. While exchange listings and liquidity incentives fueled initial momentum, long-term success hinges on translating technical infrastructure into tangible user experiences. Can TAC convert Telegram’s casual users into active DeFi participants?
What are people saying about TAC?
TLDR TAC Protocol rides Telegram's billion-user wave, but can it sustain DeFi Summer hype? Here’s what’s trending:
Mainnet launch sparks DeFi integration optimism
Exchange listings fuel trading frenzy with 9M TAC rewards
Price swings (-11% weekly) test conviction amid staking promises
Deep Dive
1. @TacBuild: Mainnet Goes Live With $800M TVL – Bullish
"TAC mainnet launched with Morpho/Curve deployed and 8-10% staking APY – Telegram’s 1B users now have EVM access." – @TacBuild (82K followers · 2.1M impressions · 2025-07-15 10:21 UTC) View original post What this means: This is bullish for TAC because instant DeFi protocol integration positions it as TON’s liquidity hub, while staking mechanics create token sink dynamics.
"Trade TAC/XRP to split 9M tokens – Bitget’s latest Ton ecosystem play after DOGS/Blum successes." – Bitget Announcement (3.2K engagements · 2025-07-17 20:48 UTC) View original post What this means: This is neutral – while exchange incentives boost short-term volume, 74% of the reward pool focuses on TAC/XRP pairs, potentially creating sell pressure post-campaign.
"TAC/USDT surged 99% to $0.0199 at launch, now consolidates at $0.0128 (-35%) with weak bids at $0.0191." – CMC Trader Analysis (1.4K votes · 2025-07-15 14:10 UTC) View original post What this means: This is bearish short-term – the failed retest of $0.02 suggests weak momentum, though Babylon’s Bitcoin staking integration (live August 2025) could renew interest.
Conclusion
The consensus on TAC is cautiously bullish, balancing Telegram’s massive distribution potential against post-listing volatility. While the EVM-TON bridge concept resonates (evidenced by $185M TVL at 1-month milestone), watch whether daily active Telegram wallets transacting on TAC sustain their 116% weekly growth. The chain’s success now hinges on converting speculative trading into actual dApp usage.
What is next on TAC’s roadmap?
TLDR
TAC Protocol’s roadmap focuses on scaling DeFi adoption through Telegram’s ecosystem.
Staking Reward Activation (Q3 2025) – Incentivize network security via 8–10% APY for validators and delegators.
Governance Framework Launch (Q3–Q4 2025) – Introduce on-chain voting for protocol upgrades and treasury management.
TON-Adapter Optimization (Q4 2025) – Boost transaction speed and cross-chain stability for Ethereum-TON interoperability.
DeFi Expansion via Telegram Mini Apps (2026) – Scale consumer-facing dApps within Telegram’s 1B+ user base.
Deep Dive
1. Staking Reward Activation (Q3 2025)
Overview: TAC’s Delegated Proof-of-Stake (DPoS) system will activate staking rewards, requiring validators to bond $TAC and allowing token holders to delegate for estimated 8–10% annualized returns. This follows the mainnet launch on July 15, 2025 (TAC Blog).
What this means: This is bullish for $TAC because staking locks supply and incentivizes long-term holding, potentially reducing sell pressure. However, adoption depends on validator participation and stable yields amid fluctuating network activity.
2. Governance Framework Launch (Q3–Q4 2025)
Overview: A decentralized governance system will let stakers propose and vote on protocol upgrades, incentive programs, and treasury allocations (e.g., $11.5M strategic fund led by Hack VC).
What this means: This is neutral-to-bullish, as governance empowers stakeholders but risks low voter turnout or contentious proposals. Success hinges on aligning incentives for developers and users within TON’s ecosystem.
3. TON-Adapter Optimization (Q4 2025)
Overview: Upgrades to TAC’s cross-chain layer aim to improve transaction finality (currently ~2 seconds) and stability, critical for Ethereum dApps like Curve and Morpho operating on Telegram (RedStone).
What this means: This is bullish if executed well, as smoother interoperability could attract more developers. Risks include technical delays or competition from other TON-aligned EVM chains.
4. DeFi Expansion via Telegram Mini Apps (2026)
Overview: TAC plans to onboard consumer apps on Telegram to embed EVM DeFi primitives, leveraging pre-deployed liquidity ($800M TVL at launch) and partnerships with LayerZero and Interport.
What this means: This is high-risk, high-reward. Mainstream adoption depends on simplifying UX for Telegram’s non-crypto-native users. Metrics to watch: Mini App user growth and TON-to-EVM bridge volume.
Conclusion
TAC’s roadmap balances technical upgrades (staking, cross-chain efficiency) with ecosystem growth (governance, Telegram integrations). While near-term milestones could tighten tokenomics, long-term success hinges on converting Telegram’s user base into active DeFi participants. Will TAC’s EVM compatibility unlock sustainable demand, or will scaling challenges dilute its early momentum?
What is the latest update in TAC’s codebase?
TLDR TAC Protocol's SDK has seen focused updates improving cross-chain transactions and developer tooling.
Batch Cross-Chain Transactions (June 2025) – Added bulk transaction support and error handling.
Lite Sequencer Integration (May 2025) – Streamlined fee calculations for TON-bound transfers.
Overview: Developers can now bundle multiple cross-chain transactions into a single request, reducing gas costs and network congestion.
The v0.6.3 SDK introduced sendCrossChainTransactions, allowing batch processing of transfers between TAC and chains like TON. Error handling was enhanced to flag issues per transaction instead of failing entire batches.
What this means: This is bullish for TAC because it lowers costs for decentralized apps bridging assets to Telegram’s ecosystem. Developers can build more complex cross-chain workflows without worrying about partial failures. (Source)
2. Lite Sequencer Integration (May 2025)
Overview: Fee estimation for TAC→TON transactions now uses a lightweight sequencer, improving accuracy.
The v0.6.2 update integrated a lite sequencer to dynamically calculate tvmExecutorFee – critical for transfers to TON. This replaced static fees, aligning costs with real-time network conditions.
What this means: Neutral short-term but bullish long-term. Users pay fairer fees, but validators must adapt to new calculation logic. Over time, this could reduce failed transactions. (Source)
3. Address Standardization (June 2025)
Overview: All addresses now follow the “spb(chain)” format, reducing errors in cross-chain interactions.
The v0.6.4 update enforced standardized addresses (e.g., spb(ton)EQ... for TON), replacing chain-specific formats. The SDK automatically normalizes legacy addresses to this format.
What this means: Bullish for adoption. Wallet integrations become simpler, reducing user friction when moving assets between TAC and Telegram’s native TON ecosystem. (Source)
Conclusion
TAC’s SDK updates signal a maturation of its cross-chain infrastructure, prioritizing developer efficiency and interoperability with TON. With batch transactions and adaptive fee mechanisms, the protocol is positioning itself as the default bridge for Telegram’s billion-user ecosystem. How will these improvements impact developer migration from Ethereum Virtual Machine (EVM) chains?