Telegram's plan to ship a native, non-custodial Gram wallet to 1B+ users is a major distribution catalyst that can reduce onboarding friction and expand potential transfer activity. However, the news is optionality rather than proven adoption: durable impact depends on funded wallets, recurring usage, payments conversion, and exchange liquidity. High reported supply concentration (64.34% in whale-class addresses) increases sensitivity to large-holder flows during the launch window.
AI Insight · GRAMTON/USDTAI Insight
● Neutral
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Telegram plans a native, non-custodial Gram wallet this summer. Distribution potential is clear; activation, payments, and liquidity need proof.