Today, the market experienced a sharp and massive collapse of the TAC token. In less than 15 minutes, its value plummeted by over 90%. At the time of writing this analysis, the asset continues to trade on Binance Alpha and Binance Futures, indicating that liquidity is preserved, but under extremely volatile conditions.
Let me remind you that TAC is the native token of the TON Applications Chain (TAC) network, which is positioned as an EVM-compatible solution for the TON ecosystem. The project was announced back in 2023, and its listing on Binance took place in July 2025. Strategic investors include such prominent names as TON Ventures, Hack VC, Animoca Ventures, Symbolic Capital, and Spartan Group. Such a composition of backers is traditionally associated with a high level of trust and long-term support.
Reasons for the collapse: technical failure or panic?
Such a rapid decline over such a short period of time is a classic sign of either a sudden technical failure at the smart contract level or a massive sell-off by large holders (whales). Given that TAC was recently listed on Binance, it is likely that some early investors or participants in private sales decided to lock in profits, triggering a cascade of liquidations. However, the scale of the drop — 90% — goes beyond a typical correction and requires close attention from the project team.
My analysis and forecast
At this point, TAC is in a zone of extreme risk. No official statements have been released by the developers yet, but such events often lead to temporary trading suspensions or delistings on major exchanges. Investors should exercise maximum caution: it will be extremely difficult for the token to recover from such a drop, especially without a clear action plan from the team. Under current conditions, I recommend refraining from buying the dip until the situation becomes clearer.