AgenticKit and Teleport: Detailed Look at MTONGA Steps 5–7

Of the 7 MTONGA steps from Pavel Durov, the first 4 are shipped (Catchain 2.0, fee cuts, Telegram validator, Gram rebrand). The remaining 3 are officially undisclosed, but the public TON Foundation 2026 roadmap names two concrete projects that probably land in steps 5–7: AgenticKit and Teleport.

This piece is a technical deep dive into both, based on public TON Foundation documents, Telegram patents, and dev-team interviews.

AgenticKit: a framework for AI agents on TON

What AgenticKit is

AgenticKit is an SDK + framework for building autonomous AI agents with their own TON wallets. Each agent:

• Has a unique TON address and private key
• Decides based on on-chain and off-chain data
• Executes Gram transactions (send, swap, stake)
• Interacts with other agents (agent-to-agent payments)
• Plugs into Telegram Mini Apps for the UI layer

Tech stack

From public commits and docs:

• Core: TypeScript/Python SDK
• Wallet layer: TON Connect 2.0 for wallet binding
• Execution: agent loop with access to an LLM API (OpenAI/Anthropic/local)
• Memory: long-term + episodic memory (RAG-based)
• Tools: predefined adapters for STON.fi, DeDust, EVAA, Tonkeeper, Telegram-API

Potential use cases

1. AI trading agents — automated DEX algotrading on TON
2. AI content moderation — channel moderation via AI with Gram payments for work
3. AI customer service — autonomous agents accepting Gram payments
4. AI NFT artists — generate NFTs, sell on Fragment, distribute profit in Gram
5. AI financial advisors — personal AI finance helpers
6. AI game NPCs — TON-game NPCs with their own economy

Competition

• Eliza-OS (Solana/Ethereum/Base) — most mature, $1B+ market cap
• Virtuals Protocol (Base) — $400M market cap at 2024 peak
• Olas Network (Gnosis/multi-chain) — $200M market cap
• AgenticKit for TON — under development; potential advantage: 1B Telegram-user distribution

What AgenticKit gives Gram

If AgenticKit takes off:

• Permanent micro-transactions between agents in Gram (Catchain 2.0 sub-second finality makes it feasible)
• Demand for Gram from agent developers (Gram tokens to pay for operations)
• Mainstream crypto onboarding via Telegram Mini Apps with AI

Risks

• AI-agent space is highly speculative with no proven product-market fit as of 2026
• Eliza-OS already captured significant market share; TON may lose first-mover advantage
• Technical complexity (LLM cost, key management for agents, security)
• Regulatory risk (AI-agent-managed money is a novel category for regulators)

Teleport: trust-less Bitcoin bridge

Why Teleport matters

Bitcoin is the largest crypto by market cap (~$1.5T), but BTC holders don’t have an easy way to use BTC in other L1s’ DeFi. Existing solutions:

• WBTC — centralized custodian (BitGo), $5B+ TVL
• tBTC — multi-party custodian, risks at small validator sets
• renBTC — shut down in 2022 after the Alameda collapse
• Native BTC bridges — on specific L1s (Stacks, Liquid Network)

All existing solutions require trust in someone: custodian, federation, multi-sig. Teleport promises a trust-less approach.

How a trust-less BTC bridge works (in theory)

Building blocks:

1. BTC light client in TON validators — each TON validator verifies BTC block headers (via partial Merkle proofs)
2. ZK proofs — proof that a BTC transaction occurred, without keeping full BTC state in TON
3. MPC (multi-party computation) for signing BTC transactions — distributed control of BTC funds with no single point of failure
4. Threshold signatures — TON validators collectively sign a BTC withdrawal (2/3+ votes required)

BTC → TON flow

1. User sends BTC to a multi-party-controlled address (controlled by TON validators via MPC)
2. A ZK proof of the BTC transaction is submitted to TON
3. After confirmation, a bridged-BTC jetton mints on TON (e.g., bBTC)
4. User uses bBTC in DeFi (lending, swapping, perps)

TON → BTC flow

1. User burns the bBTC jetton on TON
2. TON validators collectively sign a BTC transaction (via MPC)
3. BTC is sent to the user’s Bitcoin address
4. Confirmation in the Bitcoin blockchain

What Teleport gives the TON ecosystem

• Liquidity influx: the $2T BTC ecosystem can push hundreds of millions in BTC deposits into TON DeFi
• New asset classes: BTC perps on Storm Trade, BTC lending on EVAA, BTC LP pools on STON.fi
• Brand positioning: TON becomes one of the few ‘real’ BTC bridges, alongside Stacks, RSK
• Regulatory edge: trust-less = less regulatory risk (no custodian to sue)

Technical risks

• MPC complexity: coordinating 300+ TON validators on BTC signing is challenging
• BTC fee economics: Teleport ops on the BTC side may be expensive during high-fee periods
• Latency: BTC confirmations need ~30–60 minutes for finality
• Smart-contract risk: bridge bugs historically = the biggest hacks in crypto (Ronin $625M, Wormhole $325M, Nomad $190M)

Competition

• tBTC v2 (Threshold) — diminished, ~$200M TVL
• Babylon Chain — BTC restaking for the security of other chains
• Bitcoin Layer 2s: Stacks, RSK, Liquid Network
• Spiderchain — claims trust-less BTC finality

If Teleport is actually trust-less and works, it can lead, because TON has Telegram distribution.

Possible timeline (our estimate)

Base case: both products folded into MTONGA, with shifted timing:

Alternatively, MTONGA may include only product steps (Premium, Stars conversion, ad payments), and AgenticKit/Teleport become separate TON Foundation projects without formal MTONGA tag.

What it means for Gram holders

If AgenticKit takes off

• Demand for Gram from agent developers (to pay for operations)
• Transaction velocity rises
• Possible announcement pump of 30–50%

If Teleport ships

• BTC capital starts flowing into TON DeFi
• TON TVL could grow 2–3× within 6 months after launch
• TON brand shifts from “messenger blockchain” to “settlement layer for BTC”
• Very bullish — but requires successful execution and avoiding bridge exploits

What could go wrong

• AgenticKit may not gain traction (Eliza-OS already captured the market)
• Teleport may slip or face security bugs (history of bridge hacks)
• MTONGA may shift focus to other priorities (Telegram product integration over DeFi innovation)

Sources

• TON Foundation 2026 roadmap (ton.org/roadmap)
• TON Foundation blog posts (April–May 2026)
• Telegram patents filed at USPTO 2025–2026
• TON Connect 2.0 documentation
• Pavel Durov public statements 2024–2026

Further reading:

• Main Toncoin → Gram explainer
• MTONGA steps 5–7 forecast
• TON roadmap 2026–2027: 7 MTONGA steps + Teleport
• AI agents on TON: outlook and reality
• MTONGA: full 7-step breakdown