TON pivots toward AI economy as investors bet on long-term recovery
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The TON ecosystem is increasingly tying its future to artificial intelligence, with new players betting that decentralized AI could reignite demand for the token.
Public digital asset treasury firms like AlphaTON and TON Strategy have emerged, with AlphaTON backing Cocoon AI — a decentralized AI network announced by Telegram CEO Pavel Durov. Developers accessing Cocoon AI must pay in TON, creating direct token demand similar to other crypto-AI models.
AlphaTON has secured GPU infrastructure deals and is staking TON to generate yield, while SkyBridge Capital founder Anthony Scaramucci has joined as a strategic advisor. Supporters argue that embedding AI services directly inside Telegram’s superapp could unlock a self-sustaining economy. Critics note that the bet depends on execution — and whether AI adoption can offset TON’s prolonged price slump.