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⭐️ Adoption & Marketcap

Valuation = fair value + imagination.

That’s why OpenAI, Nvidia, even Apple often look “overpriced.”

But here’s the insight: Xero has grown for 10 years straight by serving 4.4m small businesses. Marketcap? $27B — almost a Top-15 crypto project.

👉 Lesson: solving SME problems globally builds huge value.

Now, back to Telegram: the Mini App framework is at an inflection point. To scale, it needs to help SMEs and indie devs build faster:

❓Examples?
* Quick demos / products inside Telegram
* Monetize via Stars
* Manage clients via Telegram accounts
* Add Gifts as a plus

In short: Social + Finance + Assets.

That’s how Telegram — and all of us — win in the post-AI era: lower costs, higher revenue.

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Roxman(@borz) just bought another 3 rare Heart Lockets for a total of 30k TON.

I don't know, is this how people show off? This guy is really wealthy.

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# of new traders on Hyperliquid:

I think beyond with Telegram Gifts — how to onboard HyperLiquid liquidity to Telegram ecosystem is important.

Should be:
- Leverage on Hyperliquid Backend (liquidity)
- Leverage on mini-app on @Telegram and @TON_Blockchain as settlement layer
- Would be great if leverage on Telegram Gifts and Profile.

#HyperLiquid

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🌈😎💫✨🚀😭 — The Gifts communities are the best!

https://t.me/giftinsider/219

What are the guidelines for physical items and Telegram gifts from a collector's perspective?

Telegram Gifts is making waves with a market cap exceeding $160 million, challenging giants like "Move To Earn" and "Inscription" on @CoinMarketCap.

Too early to call, or is growth potential clearly on the horizon?

With compelling stories and booming user adoption, these categories can't overshadow the brilliance of @Telegram Gifts.

Time to dream big, folks.

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🚀 The Gifts market is rising.

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Rarity Alone Doesn't Guarantee Price - Consensus Does
Scarcity is not an absolute price guarantee; consensus is what drives value.

There are 3 types of consensus driving value in the Telegram Gifts ecosystem:

✅a) Dragon 1 / Market Leader Consensus
Example: Plush Pepe 🎁

- Measured by market cap (or market share within total gift market)
- Becomes the "blue chip" that everyone recognizes and wants
- Price driven by status and recognition rather than just supply

✅ b) Long-tail Market Consensus
Big supply collections with accessible pricing
Example: Snoop Dog 🎁 / Lolipop 🎁

- Large max supply with cheap price per gift
- People willing to buy and "try it out" (嚐鮮)
- Volume-driven consensus through widespread adoption
- Democratized access creates broader market participation

✅ c) Cultural Significance Consensus
Low supply + novelty/special meaning
Example: Durov Cap/Sunglasses 🎁/🎁

- Combines scarcity with cultural relevance
- Note: Durov Cap maintains second-biggest market cap possibly because a small number of people control - most of the supply, creating artificial scarcity on top of cultural significance

🎁 Key insight:
Market consensus forms around different value propositions - some collections win through status recognition, others through accessibility and experimentation, and others through cultural moments. Supply is just one factor; the story and adoption pattern matter more.

(Or just Gem Signet is undervalue collection? 😁

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🤣 — @lucha / @luchathoughts


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Astonishingly, over $875k has been traded on #PlushPepe today, and the ecosystem is still on the rise.

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🚀 A new whale is driving the market to an all-time high—either by dumping or acting recklessly. Six market buy orders are flooding in at a high premium for Pepe.

He bought the Cozy Pepe with 48,000 TON(over $166k) lmao! 🐸

At least he's taken the first step, offering something to the market.

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🐸 One of the top 27 "2% Plush Pepe with Black backdrop" is on sale — it's the highest item, the Pink Galaxy.

The buyer purchased it at @Portals on June 19th — with 25,000 TON there. And currently, he's looking to sell it for a reduced price of 15,565 TON only(a 38% lost).

I think it's a reasonable price to buy, what do you think?

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✍🏾 Howard’s Channel pinned a photo

Happy to share that I joined TVM Ventures as Partner for Collectibles.

The motivation is simple: I want to achieve the goal of onboarding billions of users into #Crypto, and @Telegram's social network is the key to unlocking this chapter. 🚀

Here is why: https://x.com/0xHoward_Peng/status/1956027799661355209

🎁 Some updates about @Telegram Gifts ecosystem:

1/ @SnoopDogg Collections remain stable in the Top 15 collections in the ecosystem.

2/ Surprisingly, the 'Snoop Dogg', as the most affordable collection at a total of 4, has the highest market cap. (700k TON, around $2.1m+ Marketcap, wow!)

🚀 It seems the conclusion from Point 2 is clear: People love the IP! People on @Telegram are willing to accept a low-floor price to try this new social profile and support what they like.

Despite Telegram Gifts leading the charge as the premier new wave in NFT tech and emerging as fresh social assets, @coingecko and @CoinMarketCap have yet to recognize them in the NFT market cap.

With a stunning $150 million FDV ecosystem in just six months, the potential for growth is crystal clear.

🚀 Joining forces on Telegram and @TON_Blockchain are giants like: @snoopdogg, @OfficialBAYC, @MoonbirdsTG, @doodleverse, @PudgyPenguins, @azukihq, @taprootwizards, @SappySealsTG

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