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Gram (prev. Toncoin)GRAMRaro
78/100STRICT
Raro
#32cap. de mercado16 de out. de 2026

Gram (prev. Toncoin)

GRAM
Layer 1, pesos de protocolo de redeRanking de cap. de mercado 32, CoinGecko 8 de nov. de 2026
Fundamentos, não preço
PilarAvaliaçãoPosição na escala de 0 a 100PesoContribuição
Sustentabilidade80×0,2016,00
Transparência74×0,1410,36
Receita68×0,106,80
Inovação85×0,2420,40
Comunidade84×0,1815,12
Tokenomics68×0,149,52
Soma ponderada, total de pesos 1,0078,20Arredonda para a pontuação publicada78
Analisado
16 de out. de 2026
Motor
v5.2.0
Calculado
2026-10-16 05:34 UTC
Hash de entradas
640bf03cc0a2

O Lite desbloqueia Gram (prev. Toncoin) por completo. Variação, cenário, sinal, fatores de risco, catalisadores.

Ver planos

Pesquisa, não constitui aconselhamento financeiro. Leia os termos.

Evidências dos pilares

Conjunto de dados 16 de out. de 2026. 13 fontes, 17 citações.
Cada arco é a avaliação de um pilar, desenhada em escala de 0 a 100.

Em inglês

Sustentabilidade80

Este projeto consegue continuar operando e se financiando por anos?

The Open Network operates a live sharded proof-of-stake blockchain with active validator tooling, Champion Grants, and Telegram payment integrations. Long-term durability depends on converting social distribution into retained economic usage.123

Transparência74

Pessoas de fora conseguem ver e verificar o que a equipe e o protocolo fazem?

TON publishes open-source node software, network status dashboards, and validator governance procedures. However, the June 2026 transition from Toncoin to Gram remains uneven across official docs and exchange tickers.4567

Receita68

O protocolo gera taxas reais ou receita com o uso?

Network transactions pay fees in GRAM with protocol rules burning 50% of transaction fees while rewarding validators. DeFiLlama still tracks modest chain fee revenue relative to multi-billion-dollar capitalization.891

Inovação85

A tecnologia está sendo desenvolvida e lançada, e ela realmente importa?

TON combines dynamic sharded PoS consensus with Telegram-native consumer infrastructure. The February 2026 AppKit alpha and September 2026 Gram Wallet rollout streamline embedded wallets, gas sponsorship, and Mini App payments.110

Comunidade84

Quem usa, desenvolve e detém a moeda, e quão durável é essa base?

Telegram Mini Apps and the Gram Wallet rollout give TON direct access to a billion-user messaging funnel. However, roughly $63.5M in DeFiLlama TVL shows shallow retained liquidity compared with top Layer 1 peers.68

Tokenomics68

O fornecimento, a emissão e os desbloqueios protegem os detentores contra a diluição?

CoinGecko reports 2.74B GRAM circulating out of 5.22B total supply (52.5%, applying the -1.5 moderate dilution penalty from an 8.3 base). Validator staking rewards add roughly 2.0% annual issuance.111213

Fontes

Sobre Gram (prev. Toncoin)

Análise de 16 de out. de 2026

Em inglês Tradução pendente: esta análise é apresentada em inglês.

Gram (GRAM) is the native asset of The Open Network (TON), a sharded proof-of-stake Layer 1 blockchain integrated with Telegram Mini Apps, payments, and embedded wallets. In June 2026, the community approved rebranding the token from Toncoin back to its original Gram identity, followed by the September 2026 Gram Wallet rollout for Telegram users.

Visão geral completaMostrar menos

CoinGecko reports roughly 2.74 billion GRAM circulating out of a 5.22 billion total supply (52.5%), with ~2.0% annual validator issuance. While Telegram provides unmatched consumer reach and AppKit simplifies builder onboarding, DeFiLlama tracks only about $63.5 million in TON DeFi TVL as of October 2026.

Tese de investimento

GRAM offers a unique consumer-distribution thesis centered on embedding Web3 payments and Mini Apps directly inside Telegram's billion-user messaging platform. Technical execution in 2026 includes the February AppKit alpha, which bundles embedded wallets, gas sponsorship, and payment rails for developers, and the September 2026 Gram Wallet rollout.

Tese completaMostrar menos

However, fundamental scoring at 7.8/10 reflects a wide gap between social reach and retained on-chain capital. DeFiLlama records roughly $63.5 million in TON DeFi TVL and modest chain fee revenue relative to a multi-billion-dollar capitalization.

Furthermore, only 52.5% of the 5.22 billion total GRAM supply circulates, and official TON documentation has deprecated early native bridges. ACCUMULATE balances Telegram's distribution moat against 47.5% non-circulating supply and shallow DeFi liquidity.

Pontos fortes
  • Telegram distribution moat. Native integration with Telegram Mini Apps and the September 2026 Gram Wallet rollout gives TON direct consumer onboarding.
  • Sharded PoS architecture. Dynamic sharding and proof-of-stake validation support high-throughput messaging-native transfers and validator staking.
  • AppKit builder stack. The February 2026 AppKit alpha packages embedded wallets, gas sponsorship, and payment APIs for consumer dApp developers.
  • Targeted ecosystem grants. TON Foundation Champion Grants focus funding on consumer payments, in-app economies, and simplified DeFi.
Riscos
  • Uneven Gram rebrand. Reverting from Toncoin to GRAM since June 2026 leaves mixed ticker naming across exchanges, wallets, and developer docs.
  • Legacy bridge closure. Official TON documentation classifies early native bridges as legacy and directs users to migrate funds before interface shutdown.
  • Low retained DeFi TVL. Roughly $63.5M in DeFiLlama TVL shows that viral Mini App user counts have not yet produced deep on-chain capital.
  • Dilution and staking inflation. About 47.5% of the 5.22B total supply remains non-circulating alongside ~2.0% annual validator reward issuance.
  • Platform concentration. Regulatory or corporate changes affecting Telegram directly impact TON wallet distribution and merchant payment flows.
Posição competitiva

The Open Network competes against Solana, Base, SUI, and BNB Chain for consumer crypto applications. While Ethereum Layer 2 networks and Solana hold orders-of-magnitude deeper DeFi liquidity and institutional capital, TON enjoys a privileged distribution funnel inside Telegram via Gram Wallet and Mini Apps.

Posição completaMostrar menos

Line's Kaia chain pursues a similar messaging-app playbook in Asia, but at a smaller user scale. To close the valuation-to-TVL gap against Solana and Base, TON must convert low-value social interactions into durable DeFi liquidity and fee revenue.

Conclusão

Gram (GRAM) pairs unmatched Telegram consumer distribution and the September 2026 Gram Wallet rollout with a 7.8/10 STRICT score. However, only 52.5% of the 5.22 billion total supply circulates, DeFi TVL stands near a modest $63.5 million, and legacy bridge deprecation plus ticker rebranding create near-term friction.

Conclusão completaMostrar menos

ACCUMULATE remains appropriate for investors backing Telegram payment adoption while monitoring on-chain liquidity retention.