TAC Protocol (TAC) Price Prediction

Deep Dive

1. Mainnet Adoption & Telegram Integration (Bullish Impact)

Overview:
TAC’s mainnet launched on 15 July 2025 with $800M pre-committed TVL and 15+ Ethereum-native DeFi protocols like Curve and Morpho. The chain enables Telegram’s 1B+ users to access EVM dApps without leaving the app, creating a unique demand funnel.

What this means:
Every transaction on TAC converts TON fees into $TAC buy-pressure via backend logic (TAC docs). If Telegram’s mini-app ecosystem gains traction, sustained network usage could offset inflation (max 2.1% annual supply growth).

2. Vesting Schedule & Supply Dynamics (Bearish Risk)

Overview:
Only 18% of the 10B token supply was circulating at launch. Team (22.1%) and investor (20%) tokens unlock starting July 2026, with linear vesting over 24-36 months.

What this means:
Post-2026, ~42% of supply could hit markets unless staked. Historically, large unlocks correlate with price corrections – e.g., similar L1s saw 20-40% dips during major vesting cliffs.

3. Regulatory & Macro Risks (Mixed Impact)

Overview:
The U.S. GENIUS Act (voting July 2025) aims to regulate stablecoins and DeFi. TAC’s reliance on cross-chain liquidity (ETH/BTC → TON) could face compliance hurdles if laws restrict interoperability.

What this means:
Positive regulation might boost institutional inflows into TAC’s DeFi ecosystem. Conversely, restrictive policies could limit growth, especially if Telegram’s U.S. user base is impacted.

Conclusion

TAC’s price hinges on balancing Telegram-driven adoption against vesting-related sell pressure. Short-term momentum may depend on exchange listings (Binance Alpha, Bitget) and the ongoing 9M $TAC CandyBomb rewards program. Watch the 30-day staking rate – if it stays above 60%, inflation remains capped at 2.1%, creating a favorable supply-demand equilibrium. Will TAC’s DeFi TVL sustain growth as vesting unlocks loom?