TON overview by TON Asia DevRel lead

The author, identified as TON Asia DevRel lead, argues that TON is still early and has established a flywheel effect and network moat, with payments, mini-apps and a growing user base. The piece points to Telegram's 900 million users and Tap-to-Earn channels such as Hamster, which reached 48 million subscribers by June 30, as evidence of a compounding effect. It also argues that Asia is undervalued, citing developer talent in the mini-app framework, while noting that local investors remain few and that the smart contract language FunC is hard to learn.