Deep Dive
1. Mainnet Launch and DeFi Integration (Bullish Impact)
Overview: TAC’s mainnet launched on July 15 with pre-deployed DeFi protocols like Curve, Morpho, and Euler, backed by an $800M liquidity campaign (TAC Summoning Campaign). This addressed the “cold-start” problem, ensuring immediate utility.
What this means: The live mainnet validates TAC’s technical roadmap, attracting developers and liquidity. TVL acts as a trust signal, while Ethereum-compatible dApps on Telegram’s ecosystem create a unique use case. The 24h price rise coincides with post-launch trading activity and staking incentives (8–10% APY).
What to look out for: Sustained TVL growth and user adoption metrics on TAC-hosted dApps.
2. Telegram’s 1B+ User Gateway (Mixed Impact)
Overview: TAC enables Telegram’s mini-apps to interact with Ethereum dApps, simplifying access for its 1B+ users. However, TON blockchain’s non-EVM design previously limited DeFi interoperability.
What this means: By abstracting gas fees into TON and offering EVM tools, TAC reduces friction for Telegram’s mainstream audience. This narrative drove a 50% price surge post-launch (The Defiant), though profit-taking contributed to later volatility.
What to look out for: User growth metrics from Telegram-based dApps and developer migration rates.
3. Exchange Listings and Liquidity Surge (Bullish Impact)
Overview: $TAC debuted on Binance Alpha, Bitget, and Kraken on July 15, accompanied by a 9M $TAC CandyBomb rewards campaign to incentivize trading.
What this means: Listings on tier-1 exchanges improved liquidity (24h volume: $5.6M) and reduced entry barriers. However, the 22.48% volume spike suggests speculative trading, as technical indicators like RSI (51.9) and MACD (–0.0000247) show neutral momentum.
What to look out for: Sustained volume post-campaign and exchange-driven staking adoption.
Conclusion
TAC’s 24h gain reflects a blend of mainnet optimism, Telegram’s distribution potential, and exchange-driven liquidity. While bullish, the token faces near-term resistance at the 7-day SMA ($0.0143) and must prove real user adoption to stabilize gains.
Key watch: Can TAC’s TVL hold above $500M as liquidity unlocks, or will profit-taking reverse gains?