While it's good enough right now to take over SOL, that is not only because TON is great, but also because the yare already close to SOL anyway, not like there is a huge gap between them. What people look into with these coins is the fact that they are both top ten coins right now, meaning that they really got some attention.
However, SOL has something more serious, which is the chain being strong itself, you can make any kind of token with that chain, it was used for memecoins for the time being but that's not the only thing it can do, it can do a lot more. Whereas TON got a lot of attention because of notcoin, while "not" word has a meaning, it's also reverse of TON as well, so it is basically a marketing thing.
It paid out a lot to many people so a lot of people look for similar projects and there are a lot of devs which are trying to make something similar, many shitty stuff happened as well and many people already lost money. So, this isn't really a sustainable growth for TON, if they really want to grow over SOL, then they need to be something other than just a "telegram tap tap game coin" type of thing, because that is all it is right now and it has to be something a lot more to grow.
Yep, maybe TON will evolve and we will see more projects with bigger use cases, so to speak, but for the time being, it's NOT all over the place,and that's fine, a trend is a trend