After the frenzy of NotCoin and Hamster Kombat, the TON ecosystem is standing at a critical juncture. As of June 2025, TON has over 40 million active wallets and processes over 2 million transactions per day, which is enough to make any public chain envious. But the problem is that the user retention rate and payment conversion of click mining games are always a problem, and TON needs to find new growth drivers. At this moment, the emergence of TAC Blockchain is just right. Do you remember how Polygon started back then? At first, it attracted a large wave of DeFi farmers with low gas fees, and then with its compatibility with Ethereum, it enabled developers to seamlessly migrate dApps. TAC is currently following this path. The core concept of TAC is to bring EVM dApps to Telegram. The native development threshold for TON is not low, and the ecological applications are relatively single. However, if mature DeFi protocols on Ethereum can be deployed to TON with just one click, the situation will be completely different. Financing data will not lie. TAC has completed a seed round financing of a total of $11.5 million, including an initial round of $6.5 million and a subsequent $5 million additional financing led by Hack VC. In the current financing environment, it is not easy to obtain this amount, indicating that the institution sees the feasibility and growth potential of TAC solutions. What's even more impressive is that The Summoning event has brought TAC to over $700 million in TVL, which is quite impressive within the TON ecosystem. You should know that TON supports over 650 dApps, but there are only a few projects that can achieve such a scale of capital locking. In terms of community data, TAC has 39100 followers on X, and Discord server has 25200 members, which is quite active in the TON ecosystem. The TAC Pillar program allocates up to 3% of TAC supply to the most active community members, which is quite generous. Taking a broader perspective, the significance of TAC may extend beyond the project itself. When Solana achieves PMF in the "long tail asset liquidity capture" scenario with meme coins and high-frequency trading, TON needs to find its differentiated positioning. The combination of Telegram's social attributes, EVM compatibility, and relatively low gas fees may be TON's trump card to challenge Solana. The role played by TAC in it is similar to that of Base to Ethereum, serving as both a scaling solution and a weapon for ecological expansion. On June 16, 2025, Affluent launched a DeFi mini application based on TON, providing interest accounts, loans, and "strategy vaults". Similar applications are constantly emerging, but most of them are still native development with long development cycles and high costs. If TAC can solve this problem, its value is not just a project, but the infrastructure of the entire TON ecosystem. conclusion Overall, TAC represents an important evolutionary attempt for the TON ecosystem. From click mining games to DeFi infrastructure, from native development to EVM compatibility, these changes all point in one direction: TON is seeking its unique value proposition in a multi chain world. The goal is to serve over 1 billion users, which may sound grand, but considering Telegram's user base and TAC's technological roadmap, it is not entirely a castle in the air. above.