jakiro
author:Mario watch web3 source: x,@web3mario
In general, I found that Ton’s official ecological construction ideas and traditional execution -level projects, which are the so -called public chain.It seems to choose a traffic driver, not asset -driven.这就给开发者带来了一个全新的要求，如果希望获得官方的背书，或者更直白点成为官方更喜欢的项目，在冷启动阶段的核心运营指标需要从资产相关，例如TVL、市值、The number of currencies, etc., transition to traffic drivers, such as DAU, PV, UV, etc.
summary: Recently, I have been learning the related technologies for Ton DAPP development, and try to think about some product design logic.With the improvement of TON’s heat, some AMA and round table discussions have become more. I also participated in some and found some interesting things, hoping to share with the monarchs.Let’s talk about the conclusion. In general, I find that TON’s official ecological construction ideas and traditional execution projects, that is, the so -called public chain is not the same.It seems to choose a traffic driver, not asset -driven.这就给开发者带来了一个全新的要求，如果希望获得官方的背书，或者更直白点成为官方更喜欢的项目，在冷启动阶段的核心运营指标需要从资产相关，例如TVL、市值、The number of currencies, etc., transition to traffic drivers, such as DAU, PV, UV, etc.
Asset drives have always been the core of the development and operation of the web3 project
For a long time, the core judgment standard for the success of the public chain project is how many assets have been precipitated, and determine whether it is sustainable and core competitiveness based on the composition and distribution of assets.In general, how much TVL is a chain, what are the compositions of these TVLs, how much native assets account for, how much the proportion of blue chips and cottage coins, how much vouchers assets, and Matthew effect.So what conclusions do these issues correspond to? Let’s give us a few examples:
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Suppose that BTC, ETH and other blue chip coins in a chain account for a higher proportion of total value, and 10 % of the previous percent of people have 80 % of the assets, which roughly indicates that the chain is more friendly to traditional cryptocurrency whales.In other words, it has a strong attraction to the traditional cryptocurrency giant whale, and usually there may be endorsements like CEX and other projects behind it.
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Suppose that a primary asset in a chain is relatively high, the distribution is relatively average, and the user asset standard difference is small, which roughly shows that the chain team has a good operating ability, or related community resources, the community construction is better, and the developer ecology is relatively more ecological.Active, usually it may be driven by a community with a successful background and has a wide range of community support.
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Assuming that the voucher assets in a chain account for a relatively high account, it needs to be treated with caution, which roughly shows that its probability is still in the early stage of construction, and it has not effectively attracted the formation of core assets.It is not close or attractive, which makes the giant whale unwilling to directly transfer the core assets. The web3 project on this chain is easily harvested by the tidal whale tide.
Of course, there will be different interpretations according to different situations, but everyone will find that the asset is the key to judging. The reason why this situation is because the core value of the web3 is the digital asset. This topic is in my previous article“The popularity of Runes is the development of encryption technology, but it is also the best manifestation of the core value of the web3”There is already a complete discussion, and interested friends can discuss with me.Therefore, for a long time, web3 developers will focus on how to create and maintain the value of assets in the process of product design, cold launch plan, and economic model design.The priority will be different.
However, in the process of ecological construction, the TON team did not seem to choose to follow this idea. Instead, they chose the web2 project, or the conventional method of traditional Internet projects -traffic driving to guide or support products and build ecology.The reason why there are two reasons, first of all, there are already many articles for Ton ecological DAPP analysis. Presumably everyone should have a certain understanding of the current status of Ton ecology. At present, the most active APP category, the number of NOTCOIN traffic games.It is not even a DAPP that its technical architecture is not even regarded as a DAPP, because in general, web3 games have two remarkable features, asset props chain, and core algorithms are on the chain.Reduce the cost of trust in the game operation.Notcoin does not have this characteristic, but just maps the final reward points to a FT tokens on the Ton chain and issue an airdrop.Similar examples you can find a lot. The current situation is naturally inseparable from TON’s support. This shows that in the eyes of Ton’s official, some traditional web3 values are not important compared to traffic.Not a web3 project, but also official support.
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Secondly, in some public occasions, the official Ton officials also chose to actively guide the community to design product design in one direction. Last Friday, I participated in a Twitter Space about Ton ecology.The feeling is that there is a great GAP with the Ton ecology. The official personnel seem to like the Ton ecosystem’s WeChat mini -program ecology, try to guide users’ association between the two, and encourage traffic -driven products. However, web3VCs are more about digital asset considerations.This also shows that the official is likely to have a large difference in the traditional web3 model in the process of building an ecology.
So why does TON officially make such a choice? This involves the core narrative logic of Ton ecological construction, that is, the ability to break the lap, not the ability to precipitate assets.
Core narrative logic of TON ecological construction: breaking the potential instead of precipitating asset capacity
How to understand this sentence? We know that the core narrative logic of most public chain projects is mainly the competition for digital assets, that is, on the basis of ensuring that the core values of the web3 core, such as the premise of decentralization,, Greatly improve the amount of network throughput, reduce the cost of use, and improve the efficiency of use.Its core value lies in the precipitation ability of digital assets. A cheaper, faster public chain will obviously attract more digital assets, and more digital assets are the value support of the business model of these public chain project partiesBecause higher adoption rate means more demand for official tokens as a handling fee, which will help support the value of a large number of tokens in the hands of the project party.
However, the narrative that TON wants to create is not here, but because of its breaking potential. You can easily find such a soft text or such view on the Internet: Telegram has the highest communication application users in the world, up to 800 million people, as high as 800 million peopleAnd Ton’s back to this large user base will have unparalleled breaking advantages.Breaking the circle is the core narrative logic of Ton’s ecological construction.
So why is there such a difference? This core involves two questions:
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TON’s core business logic;
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The relationship between TON and Telegram;
First of all, the core business logic of the TON team is actually similar to most public chain projects. They are based on the maintenance of the value of TON token.It is the advertising system of Telegram.We know that since the beginning of this year, one more important use of TON tokens is the settlement tokens in the advertising commission system of Telegram. Advertisers paid the cost of buying traffic through TON tokens. This part of the fee will be paid to the corresponding channelAs a commission, Telegram officials will draw a certain percentage of costs from it.
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This means that in addition to the use fee as a chain, there is a second option for how to support the value of Ton token, that is, the cake of the big Telegram advertising system.And this is actually the common traffic driving mode of the web2 project, but the settlement tokens have switched from fiat currency to cryptocurrencies.In order to optimize the efficiency of the advertising system for Telegram, it will involve two aspects to create more value advertising spaces and label the Telegram users. The Ton team discovers that one of these two effects of these two effects is the mini app.First of all, as long as the Mini APP is used at high frequency, it can become a high -quality advertising space after introducing the advertising commission system.
Secondly, we know that Telegram, as an application that emphasizes privacy protection, is a very difficult and very sensitive thing to label users to label to give precision marketing for advertisers. ThereforeFor example, the directed advertisement for Indian users who like desserts, which affects Telegram’s ability to commercialize.However, in the Mini APP, because the user’s participation subject is not Telegram, but this third -party application, Telegram is just a carrier, which brings conditions for users to label. In the process of participating in the MINI APP, users’s users’sInformation such as habit preferences will be tagged, and the entire process is not easy to cause user dislike and smoother.
The above two aspects also explain the phenomenon above. In terms of the choice of project support, TON is not fancy for some traditional web3 values. As long as there is traffic, you can get official support.
Then a little friend may be puzzled. Shouldn’t the process of this construction be higher by Telegram. Ton is a public chain. In order to build a cohesive community, it should still follow some traditional web3 values.This involves the second question, the relationship between TON and Telegram,In my previous article, the relationship between TON and Telegram has been introducedIn general, from the phenomenon point of view, TON’s status is actually more like a subsidiary supported by Telegram. The subsidiary has made a certain legal isolation, so that when dealing with certain risk business, it can be operated through the subsidiary.To reduce its own risks, for the apps of Telegram, which is so high in adoption and emphasizing privacy protection, it is naturally “focusing on” by government departments of various countries.I chose to replace fiat currency with cryptocurrencies as an advertising settlement object.It is easy to draw a conclusion that the two are essentially the main relationship between the two. Therefore, in order to get the official support of TON when making the application design, it is recommended that the Telegram standard should be considered instead of the Ton public chain.It will be better.
Finally, in summary, in general, Ton’s ecological construction path is selected in the short term instead of asset -driven instead of asset -driven.这就给开发者带来了一个全新的要求，如果希望获得官方的背书，或者更直白点成为官方更喜欢的项目，在冷启动阶段的核心运营指标需要从资产相关，例如TVL、市值、The number of currencies, etc., transition to traffic drivers, such as DAU, PV, UV, etc.
