Kate Smith's Rent
Фото:
We expect it to be TON DNS.
Why are we so confident?
1. This collection was created over three years ago, in August 2022. Gifts were created in late 2024, and six months later, their price was already 100-400x the initial price. TON DNS has many times more utilities than numbers, gifts, and usernames combined, so over three years of development, 100-400x is nothing to them. They will make thousands and tens of thousands of X's in the near future.
2. TON unlocks are ongoing. The ability to "freeze" TON from retailers and reduce potential pressure on the order book using NFTs is an excellent strategy. This is evidenced by Telegram unlocking many usernames and putting them up for auction (e.g., @devil).
3. The opportunity to sell a huge amount of TON on the hype. Imagine a situation where you can mint a 4L domain (0520.ton) for 100 TON ($220) now, but no one is interested. But when TON is $10, everyone will be interested in minting 100 TON ($1,000). Because that's human psychology 🤷♀️
4. Pavel Durov's post about a free internet, as well as the TON Foundation's coverage of the topic, clearly show that Web 3.0 has not been forgotten.
5. Domains must be renewed annually by sending a symbolic sum to the domain's smart contract address. Over the past three years, many domains have changed owners, some even several times. These assets have been redistributed from weak to strong hands, indicating that this market is ready to grow and move to the next level of maturity.
6. Marketing. TON DNS is similar to ENS Domains, with the difference being the ability to create products (TON wallet short name, Web 3.0 Website, TON Storage) for a billion-strong audience.
7. Regulators continue to block WEB 2.0 resources. In this regard, TON Browser should be a lifesaver.
UPD: This post was written before Pavel Durov's announcement of Cocoon. To avoid editing the information post-factum, we will stick to our thoughts and not deviate from them, even though AI was likely chosen as the next hype. Perhaps this is the essence of the lead-up to free Web 3.0 and TON DNS in particular. Only time will tell whether we are right or wrong.
#roadto10k
TON DNS Summer (Part 1)
As we predicted, the hype around TON DNS has begun. The hype began with Four-Digit domains (hereinafter referred to as 4N domains). People are "burning" their 100 TON on
the TON DNS smart contract and transferring this value to NFTs (
similar to Banksy's work).
On February 13, the last domain from the Club 100 (
0074.ton), was minted, on February 17, the thousandth domain (
5755.ton), and on February 28, the last domain from the 1k Club (
0863.ton).
The race is on, and people have already minted many beautiful numbers from various masks and special collections, although only 26% of the total supply has been minted.
On average, 117 4N domains are minted per day. At the current rate, 50% of the supply will be minted by March 22, 2026, 75% by April 12, 2026, and 100% by May 4, 2026.
Why 4N domains if there are already Telegram usernames?
1. Numbers are the international language of communication. They are simple and understandable for everyone around the world, unlike various alphabets (be it Latin, Cyrillic, Arabic, hieroglyphs, etc.).
2. There are
10^4 = 10,000 number combinations in 4N domains,
which is 45.7 times less than in alphabetic domains
26^4 = 456,976 combinations.
3. The price for the 4L username is fixed at 5,000 TON ($8,000). The price for the 4N domain on mint is approximately $130,
which is 61.54 times cheaper!
4. Only domains can consist of numbers, while usernames must contain at least one letter.
Therefore, 4N domains are beyond competition in the TON ecosystem.
5. The ability to associate attractive domain digits with a gift number.
An example is here. There are dozens of different collections of gifts with identical numbers, but only one 4N domain can be associated with them!
6. The TON ecosystem will have thousands of AI agents, and they will need a short digital domain for convenience.
7.
TON Browser and
TON Messenger are being developed, with user login via TON DNS.
8. Repeating the success of ENS, this time in the form of a utility — a shell in Telegram (because TON DNS renewal costs pennies, compared to
$160 per year for a 4-digit ENS).
UPD (June 19, 2026, 7:05 UTC): Added the hashtag #tondns to the post.
Continuation
#roadto10k #tondns
