Apps

Messenger first. Wallet second. Everything else after.

DeFi on TON is small. The consumer layer is not. Judge TON by TVL and it looks like a mid-tier L1. Judge it by where the users already sit — the only chain inside a super-app.

Useful desk

What you actually open. Not what farms MAU.

Tracked TMA MAU is ~21.3M and the Foundation’s 100M+ is sessions, not wallets. The list below is the desk: pay, trade, publish, look up a contract. Games and airdrop bots are further down.

Surfaces

Where a user meets TON without the word “blockchain”.

Wallets

Four doors into one network.

DeFi

Small, concentrated, honest.

Liquid staking is larger than “classic” DeFi TVL because DefiLlama often counts LSTs separately. Tonstakers takes the lion’s share. Hipo currently prints the highest liquid APY — open the staking board to compare rates, then click a protocol to check TVL yourself.

Games, 2024

Notcoin proved distribution. Hamster proved an airdrop is not a product.

TON accounts went from ~4M to 128M in a year. After token claims, on-chain metrics collapsed. Open the bots if you want to see what is left.