Pantera partner: Ton game status quo at a glance

Author: Paul Veradittakit, Pantera Capital Partner; Compilation: 0xjs@作作作作作

What is TON?

Ton (The Open Network) is a blockchain with Toncoin as its core cryptocurrency. It can handle more than 100,000 transactions per second and directly integrate into the message platform Telegram.

Ton allows developers to create applets and games that run directly in Telegram.These applications can be accessed by links or robots in the application. Just click on to open the application without downloading software.Among the 950 million monthly live Telegram users, more than 500 million people interact with applets per month.For example, TON wallets are also one of these small programs, so as to achieve seamless encryption wallet entry experience.

Play games on TON

The game is usually a tug -of -war between game developers and platforms.Developers want to use platforms that are easy to access, easy to distribute and low prices, and the platform tries to establish a moat around its ecosystem, so that users and developers stay in their closed communities and charge everyone at the same time.For example, Apple App Store charges 30%of all income.

However, with the TON blockchain, the incentive mechanism of game development can be reversed, because the common success of the platform and the game is to increase the use of cryptocurrencies like Toncoin.If more people play the game of integrated TON (such as new token, NFT, in -app purchases, airdrops), more players may buy Toncoin, which may increase their prices and benefit developers and platforms themselves.Therefore, the incentive mechanism is to share the game as much as possible by making the TON platform and the game as much as possible.

It does not require any costs to develop games on TON, which can receive positive development support, and the game is motivated to help each other.In fact, you only need to click on to start creating games, and Telegram has 950 million active users per month.

Current TON games

At present, many popular games on TON use the “click to make money” mode. Players can get token airdrops or NFT rewards through simple and addictive gameplay.The marketing purpose of many games is to obtain tokens.The most popular game currently includesCatizen, Notcoin and Hamster KombatEssence

These games are not innovative, but their popularity has exploded, similar to Web2 games.One of the first examples of these games is Cookie Clicker. This is a web2 game of Cookie clicked by users. The game reached the peak of 1.5 million players in 2013.Cats & amp; Soup is a game launched in 2022. Users can collect lovely cats by clicking over 50 million times last year, and earned $ 2.2 million in the fourth quarter of 2023.Recently, Farm Merge Valley is a game that combines farm animals into larger animals. It quickly became popular after launching the new embedded game platform of Discord.

These games have risen and declined rapidly due to the connection with fashion.Many games can only maintain a maximum 6 months of life, and then their “cool” or “cute” factors will disappear.TON is an excellent place for launching these games because it can easily access Telegram 950 million users per month, and the game can be continuously used through tokens.For example, Catizen has a $ CATI tokens, which is currently FDV & gt; 500 million US dollars, and has specified 34%of all $ CATI for airdrops to users.The top 15% has been distributed to early participants (150 million tokens, worth about 8290,000 US dollars) in September 2024, and the remaining 19% will be used for airdrops for users who play games in the future.See>hereEssence

The integration of Catizen and TON is very successful; the game shared in the group chat of Telegram. Users are motivated to continue playing games to continue to obtain airdrops. In addition to purchasing and advertising in the game, the team behind Catizen can also obtain total token supply volume20%.In fact, the average paid user’s lifelong value is about $ 35, which is equivalent to the successful Web2 game standard.

Catizen is also exploring new development methods, such as Launchpad, which is pledged $ CATI, income agriculture, airdrop cooperation projects, and Launchpad, which builds the game to add its ecosystem.

Using its popularity and existing user base, Catizen can promote cooperative games or promote other games in their own games, and also promote its own tokens.

Catizen has his ownGaming center, Allow the game to be released in Catizen’s own platform as a return on cooperation.For games in the game center, they provide their ownSDKUse their experience to simplify complex multi -language>TON stack, Make it suitable for game developers.

Next generation TON game

The TAP To Earn game is the first game launched on TON, and they must perform experiments.Now, developers on TON have more experience, better infrastructure, and better understanding of the best incentive mechanism.But one of these games is that they will lose their lives soon.For example, from August to November this year, Hamster Kombat lost 259 million players in less than 3 months, 86% of the user base.therefore,The next -generation game that supports and builds on TONEssence

Social game

Social games are games that integrate sharing as the core mechanism into the game, and make full use of Telegram as the basic message platform.This may include games that require sharing to improve.For example, “Candy Framented Legend” (Candy Crush Saga) It has achieved great success, because it is one of the first games that integrate the list and sharing into the core game experience.This feature can be integrated into other types of games.

Midcore Games

The game mechanism of Midcore Games is more complicated to the game mechanism, which is compared with hard core Hardcore games, and is more attractive to those players who want to be richer in the game experience.These games are suitable for players to play for a longer time, for specific people or regions, and have more flexible profitability.

Gatto is a typical example. It was originally a click to make money.EssenceGatto was originally a pet collection game, but later launched the PVE game mode, incorporating repeatedly playable functions into the game.

Gatto PVE game screenshot

DELABSIt is a gaming studio, which is specially released on Telegram and TON.Telegram Gaming Accelerator (founded by Helika and Notcoin) for the Telegram game also gives priority to the medium nuclear game.

DEFI game

Defi is the key to the defeat of the blockchain.With the natural development of the DEFI protocol on TON, some game studios may gamify the processization of DEFI, whether it is providing, exchanged, income farming or other aspects.

Call call

Now is the best time to develop games on TON.Many of the original Ton games faced obstacles to exist; now there are better documentation and technical support, the design of the airdrop plan has been improved, more data can be used to make decisions, and more investors and incubators can be used for use for it for used for it for used for it for used for being used for it for for being used for it.Support game developers who are eager to succeed.They have better plans to teach and integrate Web2 game developers to TON.

For example, the game now understands that they should pay attention to the retention rate and each user income indicator, and the method of using Telegram in different regions is very different.Interestingly, Indian users use a large number of group chats because the number of group chats of WhatsApp is limited to 1,024, while Telegram has no limit.

To start building your next TON game studio, check the resources at the bottom of the article.

Pantera’s Ton commitment:

Pantera made the largest investment in Ton in May.Pantera actively invests in the Telegram ecosystem.

The following is a list of investment portfolios in the field of Pantera in the Ton game:

Helika: Web3 game data analysis, marketing tools and game management infrastructure platform.They also launched Telegram Gaming Accelerator, which is a 10 -week plan to help game studios to improve their games before TON releases
Metathery: The game studio recently launched a leisure game GimMecat on TON.
Genopets: The popular Solana NFT game studio has created Genopets: Pixelton, a retro PVP battle game in collaboration with Genopets