Platform Tracking - Arkham allows tracking of Telegram's official wallets and business metrics [1]

TRACK TELEGRAM ON ARKHAMDid you know that we have Telegram’s business wallets labeled on Arkham?Track TON transfers to and from Telegram’s wallets, to see how each of their lines of business are performing. ...

🇫🇷 NEWS: France has lifted its travel ban on Telegram founder Pavel Durov.Durov, was detained in Paris in 2024 and remains under formal investigation over allegations that Telegram was complicit in criminal activity. https://t.co/lKRxLnCgiX ...

Telegram billionaire CEO Pavel Durov’s travel ban has been fully lifted by French authorities investigating him over his messaging platform https://t.co/HcMH2maMSh ...

User Growth - The number of @ton_blockchain token holders reached an all-time high of 1394 million [1] - @ton_blockchain token holders increased by approximately 35x since January 2024 [1]

Telegram founder Pavel Durov unveiled Cocoon—a TON-powered network where GPU owners earn crypto for providing private AI compute. https://t.co/j5I65BBGwT ...

Decentralized AI Network - Telegram launches Cocoon, a decentralized AI network [1] - Cocoon pays GPU owners in cryptocurrency [1]

Project Announcement - Cocoon, a confidential compute open network built on TON and Telegram ecosystems, announced at Blockchain Life 2025 [1] - Public launch of Cocoon scheduled for November 2025 [1] Telegram Ecosystem - Third-party developers generated over $1 billion (十亿) in revenue from Telegram Mini Apps in the past year [1] - Telegram will play an active role in Cocoon's development [1]

Core Insights - AlphaTON Capital plans to invest significantly in GPU and data center resources to support the launch of Cocoon, a decentralized AI infrastructure announced by Telegram founder Pavel Durov [1][2][3] - Cocoon aims to provide secure and private AI inference through a distributed network, where developers will compensate GPU owners with TON cryptocurrency for processing requests [2][4] - The launch of Cocoon is seen as a pivotal moment in the integration of blockchain technology, data protection, and artificial intelligence [3][4] Company Strategy - AlphaTON Capital is committed to becoming a key contributor to the Cocoon ecosystem by deploying enterprise-grade GPU infrastructure to ensure sufficient computational capacity for major applications [3][4] - The company will utilize next-generation high-memory GPU models optimized for AI workloads across strategically located data centers, focusing on reliability and processing capacity [3][4] - AlphaTON Capital's participation highlights its strategic focus on the TON blockchain and Telegram-based AI applications, with the Cocoon network set to launch in November 2025 [4] Market Position - The Cocoon network is positioned to address a critical market need for privacy and security in AI, with AlphaTON Capital uniquely positioned as both a participant in the TON ecosystem and an infrastructure provider [4][6] - The company aims to provide institutional-grade exposure to the TON ecosystem and Telegram's extensive user base, leveraging its treasury strategy that includes direct token acquisition and strategic investments [6][7]

Decentralized AI - Telegram founder Pavel Durov unveils Cocoon, a decentralized network for private AI inference [1] - Cocoon is built on TON [1]