TAC connects TON and Telegram users to EVM execution, while bridge verification and low fee activity remain the main sustainability variables.
Investment View
Investors should prioritize bridge trust recovery, real fee growth, and token utility conversion over the TON distribution thesis.
Humanity Protocol has 8.95M users and 9.3M credentials, but 5.32% verification conversion and 20 issuers limit maturity.
Investment View
Humanity's next test is not signups, but verified user growth, issuer decentralization, and real $H fee economy.