jakiro
Author: Little Character Source: X,@MEtahunter168
Recently, I have been swiped by the screen, and every day, the screen has increased.The project itself is just a TG robot click a mini -game, and even the project’s white paper looks a bit perfunctory, only 9 pages of standard “white skin”.But this does not affect more people’s opportunities to focus on the Ton public chain ecosystem.
Why do I think the Ton public chain ecology will burst?Let’s talk about the conclusion first
1. There will be more project parties to join the Ton public chain ecology to build
True gold and silver rewards: The TON Foundation will take out $ 150 million as an incentive plan to support start -up high -quality projects.
Perfect infrastructure: Telegram social products based on 1.3 billion users, embedded native wallets and DEX trading markets, a closed -loop encrypted ecology can be completed directly in the TG community.Coupled with the high -efficiency sharding technology of the public chain, the flexible smart contract platform, the powerful cross -chain interoperability, and the rich development tools and application ecosystems.
Natural user traffic pool: With the breaking circle of Notcoin, the project party will pay more attention to Telegram’s huge user base.Compared with other social platforms, Telegram users are more active, and many are loyal users of cryptocurrencies.
2. VC institutions are more willing to invest: Compared with traditional high -valuation projects, the TON public chain ecological project has actual active users and cash flow income, instead of blindly you flickering me, I am flickering your chain.VC institutions not only pay attention to the potential of the project, but also their market acceptance and user base.
3. The exchange is more willing to go to the currency: Why does not be served by the four major places at the same time at the same time?Why is NOT obvious upside down after the opening of Binance and Ouyi?Obviously to grab users!IntersectionIntersectionThink about the problem from the perspective of currency on the exchange. What project do they like best?High financing?Do you have technology?The team background is strong?NO!These factors are not so sexy in front of traffic.The most fundamental starting point of the exchange on the exchange is traffic.In the face of Ton Ecological high -quality projects, not only web3 encryption users, but also a large number of web2 precious traffic.No matter which exchange is placed in front of which exchanges, high -quality projects will grab currency.
On the other hand, the current status of the industry:
1. False prosperity of public chain data: The real users on the chain of some public chains may not be able to withstand fan data (except for brushing) of some large V.This is the biggest pain point in the current public chain ecology.Take the Strk as an example. The former star two -story chain, including the golden key of luxury capital and Niubi project team. After the coin was issued, the daily life on the chain plummeted to only thousands of days.If it was not for the ecological project to launch a series of pledge activities after STRK issued, it is likely that the daily data on the chain is terrible.
2. Low circulation, high FDV leeks prevail: High FDV is not only easy to make market popularity, but also is likely to cover up actual risks.Especially in new projects with low circulation supply, retail investors often ignore the dilution risks brought by the lock plan.Similarly, the funds in the market are seriously sucking the project with high control, and the entire market is like a large group of friends PVP.The project party only cuts it, and it is not important to La La Pan.Retail investors have long been cut by high FDV projects.
Where will it be?Answer: Where the traffic is broken, we should not cover up the most basic logical truth by the tall technical term.Whether it is web3 or web2, the traffic is Wangcai’s unchanged truth.
Data explain everything:
1. Telegram social killer: TG has 800 million monthly active users, with registered users with more than 1.3 billion, and more than millions of new users register every day.This data is 1.4 times of Twitter, 61%of WeChat, and 86%of Facebook.The Ton public chain and Telegram have an inseparable strategic relationship.
2. Active chain data: According to statistics from the Tonstat data website, the number of daily transactions of the TON public chain is as high as 6 million, the daily chain activates the wallet as high as 170,000, and the monthly active wallet is more than 4 million.This data is almost all real user data, killing the false prosperity of many other chains.
3. Speed -growing TVL data: As of press time, the total locking value (TVL) on the chain of TON was more than 370 million US dollars.The monthly increase rate is 85%.The public chain ranking will soon be among the top 20.Ton public chain ecological segmentation track inventory: 13 pledge projects of TON public chain ecology, 43 wallet categories, 8 cross -chain bridges, 114 tools and BOT classes, 98 NFT class, social category 21, gambling category53, 16 DEX classes, 97 game categories, 10 developer tools, 12 e -commerce categories, and 10 to look at these segments in a closer look at these segments. You can see that the TON public chain has a wealth of ecological foundation.
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TON Ecological Subtraction Circuit has a representative project summary form)
Personally think that the track that is most likely to run out -Gamefi
1. Low development costs: carefully study the Ton public chain ecological game track, you will find that almost all small games are mainly.The cost of this entrepreneurial model is low, light assets, and easy to copy.Compared to the long -level 3A -level encryption game with a long period of time and a huge investment cost, the project party will prefer this feeling of light -fitting.
2. Back to Telegram’s social killer: The unique advantage of Telegram in the field of cryptocurrency is its privacy and open API, allowing developers to create various robots and applications.This openness makes Telegram an ideal platform for the promotion of encryption game projects and user interaction.And Telegram has mastered the huge traffic pool.An encrypted mini-game project only needs to eat 1-5%of the user market share, which is very amazing data and interests.
3. The user’s fission is fast: With the Telegram traffic pool, the project party designed the game mechanism, combined with the gameplay to make fission.Don’t blindly copy and copy, the gameplay is innovative and novel.To do a good job of airdrop operation, the growth of 0-1 projects and later growth flywheels can quickly fission and break the circle.
4. Telegram Mini App can naturally combine with game products: This is a small program embedded in the Telegram application, which can be compared with WeChat mini -programs.Its rich expansion function can seamlessly support data storage, interactive games and transaction payment.The GameFi project can use these features to provide diverse gameplay and economic models, such as the NFT market, token trading, game tasks, etc.In this set of processes, users do not need to download and install additional applications.At present, some bad experiences are that there is a stuttering phenomenon in terms of transaction speed and network stability, and the user experience is not good.There is also regulatory pressure and decentralization.
Thinking and summary: Whether it is a project party, VC agencies, exchanges, or retail investors, it is king to catch traffic.Where is the future opportunity for traffic?Whether it is web2 or web3, you can master the future.The story of the Ton chain may be just the beginning.
