TAC Protocol (TAC) Price Prediction

Deep Dive

1. Telegram Adoption & Network Activity (Bullish Impact)

Overview:
TAC’s EVM compatibility allows Ethereum dApps (Curve, Morpho) to run natively in Telegram, targeting its 1B+ users. Each transaction converts TON fees to $TAC via back-end logic, creating organic demand. Early metrics show a 1,800% surge in active wallets post-mainnet.

What this means:
If Telegram users adopt TAC-powered DeFi at scale, daily transactions could sustainably boost $TAC’s utility value. However, success depends on simplifying UX for non-crypto natives – a challenge given Telegram’s global reach but mixed technical literacy.

2. Token Unlocks & Inflation Dynamics (Mixed Impact)

Overview:
Investors (20%) and team (22.1%) tokens begin vesting in 2026, potentially adding 42.1% to circulating supply over 2–3 years. Meanwhile, staking burns 80% of rewards from locked tokens, capping net inflation at 2.1% annually.

What this means:
Near-term, low inflation (via burns) and 8–10% staking APY could attract holders. Long-term, concentrated unlocks from Q2 2026 onward may test price stability unless offset by proportional demand growth.

3. Regulatory Tailwinds/Risks (Neutral-Bullish)

Overview:
The U.S. GENIUS Act (Decrypt) and Digital Asset Clarity Act could legitimize stablecoins and DeFi – sectors central to TAC’s cross-chain model. However, TON’s ties to Telegram (historically scrutinized for privacy issues) adds compliance complexity.

What this means:
Clear regulations might accelerate institutional interest in TAC’s Telegram-native DeFi use cases. Conversely, stringent rules targeting cross-chain bridges (like TAC’s TON←→EVM layer) could impede growth.

Conclusion

TAC’s price will likely swing between Telegram’s adoption potential and vesting overhangs. The next 6–12 months are critical: watch for DAO governance decisions (e.g., EIP-1559 burns) and whether TVL holds above $500M post-incentives. Key question: Can TAC convert Telegram’s user base into active DeFi participants before major unlocks begin?