⭐️ The team @torch_ton and @fiva_protocol have been working hard for the last couple of months.

I just deposit $10k USDT for 20% APY on @ton_blockchain with lowest risk.

This is how it goes: Leveraging on @TorchTon / @tgusd_official, plus the @FivaProtocol that yields on YT/PT tokens.

"Challenging times build the most resilient teams."

*These two teams are also backed by @tvmventures

➡️More Details: https://x.com/0xHoward_Peng/status/1937919573367656593

🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🎁🍨🍧🍦

These are all the gifts that haven't received upgrades yet! 🐸

Which one are you looking forward to the most? 🔥

1/ @Telegram Gifts is set to become a significant asset class, capturing a portion of TON's market cap. It's the straightforward way to leverage the growth potential of the @TON_Blockchain beta.

2/ The attention economy is king. Look at how Labubu or PopMart have capitalized on it. Now, imagine @Telegram Gift doing it even better.

3/ Picture @Telegram as the oracle, verifying asset existence. I've discussed this before, but it's a game-changer for digital items and distribution. It's the off-chain asset that's easy to use on Web2 flow (on Telegram) and also the on-chain assets on TON!

4/ This is the most disruptive innovation in history: having liquid assets on-chain within a messenger app—not WeChat, not Facebook Messenger. It's @telegram taking the first step to embrace digital assets natively in-app.

5/ Currently, it's a small ecosystem, with less than $200 million FDV. However, with upcoming products based on Gift Marketplace, CeDeFi, asset management, Yields products, and on-chain reputation projects, there will be plenty of opportunities.

☀️ Dune Dashboard
📱 Original Post
❤ I Buy Gifts on Portals

⭐️ Don't tell me the narrative of "StarFi" expanding to "Gfits" isn't true — Split.tg contributed at least $12m net purchase for Telegram Stars!

@Telegram / @TON_Blockchain

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❤️ I buy/sell Gifts on Portals

#StarFi #TelegramGift

I had an idea today: to capture the entire growth of the Gift market, it's best to buy each according to its market cap proportion.

Currently, Pepe's market cap is about 16% — with one being around 4,000 TON, approximately 12k USD.

Based on this proportion, you would need about 75,000 USD!

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❤ I buy/sell Gifts on Portals

🎁 Started Gifts Giveaway!

Details:
🎁 Subscribe: @ton_blockchain
🎁 Deadline: 06.07.2025 17:11 UTC
🎁 Rewards: Lol Pop #186672, Desk Calendar #198948
🎁 Only Premium Users
🎁 Only Boosters

Participants can now join this giveaway. Good luck 🎁

🎉 Giveaway Finished!

Winners received the following gifts:
🎁 Rewards: Lol Pop #186672, Desk Calendar #198948

Just made a quick video to teach you how to use Marketplace (@Portals) to get your first Telegram Gifts!

The video shows:
- Introduction to Telegram Gifts
- How to use the Portals marketplace to find the Gifts you like
- How to find premium and rare Gifts
- How to buy a Gift

❤ I buy/sell Gifts on Portals
👍 Dashboard: https://dune.com/Howard_Peng/telegram-gifts
😋 Gift I bought: https://www.tgoop.com/nft/LolPop-306138

Fact: New accounts in the Gifts ecosystem are still not showing significant growth (whether in deposits on Portals or Tonnel).

My arguments:
1/ The July 4 Collection release did not bring any incremental new users. The reason is obvious—it was instantly swept up, leaving no chance for new users to participate. Essentially, it’s a zero-sum game among existing players.

2/ This means it’s a negative-sum game—since the only remaining unbanned bots control the majority of new gift allocations.

There’s no wealth effect, no network effect to drive awareness, no incentive for organic promotion, and thus no new capital inflow.

My action:
1/ I believe Plush Pepe(@plushpepe)—the market leader will remain the most value-preserving asset. Other mid-to-low-tier assets will continue to decline.

The current gift market lacks new users—it’s purely existing players competing for scraps.

2/ For these existing players, high-net-worth individuals and Plush Pepe (the top-tier asset) serve as status symbols.

https://dune.com/Howard_Peng/telegram-gifts

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❤ I buy/sell Gifts on Portals