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TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang
Fundamentals
TON Valuation Breakdown
Assuming Telegram has 1.5 billion monthly active users (MAUs) and TUN captures one-third of that, it could reach approximately 500 million MAUs. With a potential average revenue per user (ARPU) of $10, this translates to an annual revenue of $5 billion. Given that these payment settlement networks operate with high margins, often nearing 100%, applying a revenue multiple of 30 suggests a potential market capitalization of $150 billion. With around 5 billion shares in circulation, the token could be valued at approximately $30 each, reflecting a optimistic yet plausible scenario for TUN's future growth and monetization strategy.
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