jakiro
Source: MIIX Capital
introduction
Notcoin is a GAMEFI game based on Telegram, which has attracted tens of millions of users and attention. The daily live data is up to 6 million. It will be launched on May 16th.It may be an opportunity to trigger the gamefi trend.
A simple design and amazing past data in Gamefi
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Although there are gamified and interesting designs, the basic gameplay of notcoin is to repeat click and make mining to obtain token benefits by repeating clicks.It is also such a simple mechanism design that made him quickly become popular. One week after launching, it attracted more than 5 million players. As of the early April, the game suspension (preparation for issuing coins) has attracted 35 million players worldwide, daily active users daily usersThe number reached 6 million, far exceeding other encrypted games.
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In early March, Notcoin allowed elite players to convert a large number of in -game currencies into NFT vouchers. These vouchers can be traded before its tokens were officially issued.Data show that NOTCOIN NFT has about 500,000 in circulation, with a value of 10m = 9ton (calculated by 5U), a market value of about 22.5 million US dollars, a total transaction volume of 2 million TON, and a transaction value of about 10 million.The highest transaction price appeared at 10m = 66ton on 3.13 days, and the lowest price appeared at 10m = 3.7ton at 3.20 days.
Notcoin’s popularity highlights the huge potential of the game for attracting users and by allowing users to benefit users in the game.Compared with many GameFi projects, although Notcoin also has many value -added design and gameplay (teamwork, integral league, energy management and recommendation rewards, etc.), its simple and clear path and task design is more likely to accept and addicted users.
Meme characteristics are obvious, so that Play and Earn is perfectly presented
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Notcoin has been laughed at the community because of its blank white paper. Although it is marked as a white paper, the file is basically blank except the title and date, although it has caused people to suspect the project’s long -term feasibility and its developers’ seriousness.But it makes Notcoin’s community more energetic, and it seems that the curiosity and speculation enthusiasm of the family entertainment and encryption world.Overlay its simple Play and Earn mode mechanism makes Notcoin a perfect combination of Gamefi and Meme.
Ton ecological key project, the ability to break the circle is generally optimistic
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At present, Notcoin has been supported by Ton’s official explicit card and has a huge user base. Notcoin has effectively promoted various projects in TON ecosystems through game tasks, such as STON.FI and Fragment, which is more like Ton ecology’s ecological.A key layout exists as an entrance to the extensive ecosystem, not just entertainment projects.
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In the days when NOT is about to go online, the TVL of TON Network) has risen significantly. As of May 10, TVL was 4116 million TON, an increase of about 35%in May, and 7 times from 2024At the same time, it also proves the effect of not to the Ton ecology.
The Ton ecology is currently in the earlier stage, and it is undoubtedly the huge number of users of Telegram.With Solana and Base, by empowering the Memecoin ecosystem and realizing the precedent of raising TVL, notcoin is regarded as a key item that can help TON achieve breaking expansion.Compared with the development of ecological project TVL, Meme drives the heat improvement into a short -term and easier way to achieve.
But the risk is that NOTCOIN, as a logo product of novelty and speculation, is more promoted by the community’s participation and hype, rather than substantial technological innovation.The circulation may have a large throwing pressure when NOT is launched, but based on the current fundamental performance and DEX’s transaction data, the Not still has great potential after the launch.
Pantera Capital founder Dan Morehead mentioned in social media that Pantera recently invested the largest investment in the history of the TELEGRAM Ton blockchain project, which increased Ton’s ecological attention.If project financing and product launch support can be implemented in time, the prosperity of Ton ecology will come faster.
The binance is about to be launched, and the market heat is soaring rapidly
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The news shows that the upcoming trading platforms that NOT will be launched include Binance, Bybit, OKX, Bitget, etc., and will be launched on the LaunchPool of Binance on May 13, accounting for 3%of the total circulation.In addition, OKX also plans to issue approximately 1.28 billion NOT tokens to users via JumpStart, accounting for 1.25%of the total supply of NOT token.
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With the favorable stimulus of NOT online Binance and other platforms, AEVO launched NOT trading on May 9th on May 9, and the price rose from $ 0.0056 to $ 0.01183.The popularity of the NOT market, especially the outbreak of relevant information in X, has preheated for the major trading platforms.It also makes Ton ecology the market focus in people’s eyes again.
Notcoin may become a new way to open Gamefi
Beginning in 2021, the encrypted market set off a GAMEFI boom, and hundreds of thousands of Gamefi projects were born. There were successively Axie Infinity, DECENTRALAND, the Sandbox, and Stepn became the focus of the moment.However, as the upsurge retreats, the state of Gamefi has been presented that the circuit’s popularity is often there, but it is not enough to become a star project with the track pillar.
However, GameFi has a huge potential market, and practitioners and users have never forgotten it.Looking back at the investment and financing records of the industry, the proportion of the GameFi project has always been in TOP3, second only to infrastructure and DEFI.And people have evolved from “Play to Earn” to “Play and EARN” for the GameFi track and project. The GameFi project that anchor traditional games has always been difficult to satisfy the stock and incremental users.
Notcoin relies on the outbreak of Ton ecology and Telegram. Although it is suddenly reasonable, NOTCOIN looks more direct than other “Play and EARN” projects, and it is more suitable for user preferences and user characteristics in the current stock market. This is veryIt may be a new way to open Gamefi, and the launch of Not may also be an opportunity for the retracement of the gamefi trend. Let us wait and see!
