Decentralized AI Network on TON? Price Analysis & Outlook

The official launch of Cocoon, a decentralized confidential-compute AI network built on the Open Network (TON) blockchain, was a large step forward for the TON ecosystem. Telegram co-founder Pavel Durov Cocoon, which lets people with GPUs rent out their computing resources to run private AI tasks and get Toncoin (TON) in return. 

This decentralized AI infrastructure aims to compete with centralized cloud providers like Amazon and Microsoft by offering privacy-protecting, low-cost AI compute options. Cocoon has gotten people interested in TON’s price action again, in addition to its technological effects.

This essay examines TON’s recent performance, how Cocoon could affect pricing sentiment, and what the future holds, depending on market changes and ecosystem growth.

What Is Cocoon, and Why Is It significant?

Theis a decentralized marketplace for AI computing resources that officially launched on November 30, 2025. Cocoon doesn’t depend on centralized cloud providers. Instead, it connects GPU owners with developers and apps that need AI inference processing. People who provide computing power get TON tokens, and developers pay TON to use the network’s resources. 

Privacy is the main asset that Durov offers. Cocoon employs private computing technology to keep the content it processes secure from everybody except the . This addresses many people’s concerns about data exposure in centralized systems.

Durov said that this was a step toward “digital freedom” and that centralized AI operators are “expensive middlemen that raise prices and lower privacy.”

Telegram wants to be Cocoon’s first large customer. It will add the network to its worldwide messaging system to enable private user interactions. This built-in demand engine sets TON and Cocoon apart from the competition and positions them within Telegram’s broader plan. 

Recent Performance of the TON Price

The price of the TON token has been rising as the ecosystem has grown. Market data from late 2025 shows that TON rose about 8.33% to around $1.60, outpacing broader crypto market trends. Analysts say that this surge is due to the ecosystem reaching new milestones, such as the introduction of the AI network and the growth of tokenized assets and decentralized finance apps on the TON chain. 

This price movement fits into a largeger story: investors view signals of practical use and adoption, including decentralized AI compute capacity and on-chain activity, as possible reasons for long-term value growth.

Some price changes are just short-term reactions to news, while others indicate that market participants are beginning to factor in the likelihood of higher demand for TON tokens as their usefulness grows.

What Makes TON’s Price Outlook Change

These are the key reasons TON’s price is expected to rise. These four things are the main reasons why TON’s price estimate is what it is.

Utility Demand from AI and Compute Incentives

incentive structure puts pressure on the demand for TON tokens. GPU suppliers must collect TON in order to get paid, and developers must pay in TON to use computational services. This circular utility model can strengthen demand dynamics that assist keep prices stable or even raise them. 

In marketplaces where the usefulness of tokens is linked to their use, positive feedback loops may arise, especially if the demand for computing power grows beyond what Telegram needs.

People who study niche communities say that Cocoon might shift unused processing power into useful on-chain activity, turning hardware capacity into economic participation for TON. 

Telegram’s Massive User Base as an Adoption Engine

Telegram has hundreds of millions of users worldwide, a built-in audience that could drive real adoption of Cocoon-powered features. People have said that adding AI features to the Telegram app will let people who don’t know much about blockchain access without having to learn a lot about it. 

If even a small number of these users use Cocoon-enabled services such as secure AI assistants, content creation, or encrypted summarization, this may greatly boost economic activity on TON and strengthen the token’s use case.

Ecosystem Growth Beyond AI

Recent changes, including tokenized stocks, , and DeFi products, have expanded TON’s application cases beyond AI. The natural demand for TON is growing as more people use decentralized applications, on-chain activities, and user wallets.

Cocoon is a major aspect of the ecosystem’s growth, but it’s not the only one. This growth can assist minimize reliance on a single story and give price discovery more stable, long-term support.

Market Mood and Speculative Activity

Cryptocurrency markets are highly susceptible to mood and speculation, even when fundamentals are strong. When new integrations and protocol launches are announced, prices often rise for a short time until people take their profits or the market settles.

In TON’s case, price changes around the debut of Cocoon may be due to both real adoption expectations and speculative trading. It’s typical for prices to rise later than large news, but it’s significant to distinguish between short-lived excitement and long-lasting traction when making predictions. 

Price Outlook: Scenarios for 2026–2027

Based on current patterns, there are a few possible price scenarios for TON in the near future:

Bullish Situation

If Cocoon becomes a real, decentralized compute network with a steady stream of developers and, TON’s utility fundamentals could improve significantly. This might lead to higher token velocity and demand, pushing values to multi-year highs, especially if the broader crypto market enters a new growth phase.

A Neutral Situation

It is also feasible that Cocoon’s adoption grows sluggishly but steadily. In this medium ground, TON might keep trading ranges with small price increases linked to network consumption and sluggish ecosystem expansion, without large price drops.

Bearish Scenario

If decentralized AI compute adoption remains delayed, or the market as a whole worsens, TON could view transitory drops or sideways trading. In this instance, there may be short-term adjustments before clearer signs of the network’s usefulness emerge.

Risks and Considerations

Even while the outlook is excellent, there are still risks:

1. Centralized AI providers that still control the infrastructure are a threat.
2. Execution risk for decentralized compute marketplaces, such as bringing on GPU providers and developers.
3. Market volatility can make it hard to view the basics of how crypto prices move.
4. There may be delays in delivering features or integrating schedules.

People in the market should consider these factors and remember that utility realization typically occurs over quarters rather than days in decentralized networks.

The Price of TON as Decentralized AI Grows on Telegram

The introduction of the Cocoon decentralized AI network on TON is a smart way to enhance the TON ecosystem.

Cocoon creates new demand for TON tokens by making a marketplace for private AI computing and harmonizing the economic interests of GPU providers and developers. There is a strong case for long-term adoption given Telegram’s massive user base and the growth of its ecosystem.

But the price will only go up if real use grows beyond the announcement optics, there is long-term demand for tokenized services, and the market as a whole changes. Investors and analysts need to keep a tight eye on , developer engagement, and usage statistics to distinguish between long-term growth and short-term conjecture.