jakiro
introduction
Recently, Telegram (TG) and TON networks have frequently become hot topics.On August 28, due to the surge in the transaction volume of $ DOGS, the TON network had congestion, which led to overloading the garbage recovery function, and many verification nodes temporarily lost consensus.In order to restore the normal operation of the network, the verification node needs to be restarted at about 12 noon.
So what are the applications on the TON network?Who is its user group?Let’s discuss it together.
1. The current situation of TON ecology
Ton ecology relies on TG’s 1 billion users. After half a year of rapid development, the number of active wallets on the Ton chain has reached 14 million, but the penetration rate is only 1.4%.
In contrast, the penetration rate of WeChat payment in 2023 is about 80%.From this perspective, the Ton ecology has a huge potential user market.
Ton officially set a goal in a recent meeting: attracted 500 million users to enter Web3 in the next 4 years.
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When it comes to Ton ecology, the most striking is Ton game.Just like the Axie Infinity of that year, the game that was widely discussed on TON was Catizen recently.
With the launch of DOGS, the hotspots quickly transferred.In the recent KWB activities, people have discussed who the next phenomenon -level game will be and what stories it will bring.
Developers who have more contact with Ton Foundation will know that Ton Foundation has not supported the project for a long time.
In addition to changes in supply and demand relationships, the simple CLICKER Game has occupied a large number of users, and users are exhausted about such fascinating gun games.
At present, there are only two paths for the commercialization of Clicker Game:
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Upper
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Destination for other projects
However, there are very few projects that can be available, and users may participate in many games but eventually find nothing.
For users, for users, they will only get a bunch of boring and many tasks.
In the long run, if the inferior coins are expelled from good coins, users will gradually lose interest in TG games and lose trust in the TG ecology.When the activity is reduced, the developer will leave.
Because of the simple goals, these Clicker Game often does not require “chain”. The game logic can be completed in a centralized manner, but it consumes Ton’s resources instead of serving Ton.
In the face of this situation, how will Ton official be guided?
In the traditional Internet, “people, goods, and fields” are an important concept, and Ton official also realizes this and promotes ecological development by hosting various developer activities.
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People: Refers to users.In the TON ecosystem, users are the core.Just like the WeChat ecology from “jumping and jumping” to “a sheep with a sheep” to the evolution of “finding a thousand”, users need to train and educate through high -quality games and applications.TON officials are trying to attract more users into their ecosystems and provide them with interesting and valuable experiences.
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Cargo: Refers to content and services.In the TON ecology, games and applications are “goods”.These contents need to be attractive and innovative to meet the needs of users.TON officially encourages developers to create excellent games and applications to enrich the ecological content and encourage innovation through various activities and support plans.
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Field: refers to the platform and the environment.The TON network itself is a “field” that provides a decentralized platform for users and developers.Ton officials can unite some potential partners who can help breaking the circle, such as Web3 Native companies and traditional game companies to enrich the ecological content.Through these cooperation, TON can not only provide developers with wider resources and support, but also attract more users to participate and promote the prosperity of the entire ecosystem.
So the author started from the “field” and saw many traditional wallet giants holding Ton’s Campaign event, such as Bitget Ton Carnival, OKX Cryptopedia, SafePal Ton Fest, etc.
This time, the game of the recent Safety Ton Fest event list was selected for analysis.
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2,Crazy Like Game: Ton Heroes
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A word that domestic developers often say are: “Move the game on the WeChat Mini Program.”
In the project list, the author found a “crazy” game, which highlights the word “cool”.
Players no longer need to continue to increase the level by constantly defeating the miscellaneous soldiers, nor do they need to fight for equipment in the game’s copy.
In the game, the treasure chest is placed in front of you, equipment, experience, gold coins are in it, you can open it.
The types of weapons that players can drive are:
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The scarcity of weapons is divided into 9 categories, as shown in the figure below:
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After reading these, do you think of a very hot project at a glance at a glance: LOOT.
The narrative of universal assets described by LOOT is accepted by many people, but because it only solves the problem of production, there is no highly playable application, and the use value is lost.
Ton Heroes has landed the production and use of props.
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Users can obtain higher quality and better advanced attributes by continuously opening the box.When opening the treasure chest, players need to make decisions in advanced attributes and basic attributes to try to allow heroes to gain stronger combat effectiveness in the battle.
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Players can get additional resources and treasure chests through PVE battle. At the same time, they can challenge other players. PVP gets combat rewards and higher rankings.
“Crazy” game users are as high as 60 minutes online, active ARPU is 9.8, the payment rate is 7.7%, and the paid ARPU has reached 126.
This kind of verified category is cash cow after the number of users, plus the narrative of LOOT and the use of general game assets. This game has very great potential.
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At the same time, the author discovered Ton Heroes on Tonkeeper’s official recommendation and OKX, which shows the team background and strength.
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Before the press release, this game appeared at the latest recommendation of the official AppScenter.
3. Multi -end social collection game: noknok
The above Ton Heroes is the representative of the “cargo” in the “cargo field”, and the representative of “people” belongs to this Meme game with fan plus social.
Noknok has established a fan economy from the perspective of “people”.
Players can “play” to each character by hitting hot characters such as Trump, Musk, and Harris, and showing the number of times each character was hit in the form of rankings.
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Hammer NFT
Players can get hammer coins through the behavior in the game.At the same time, you can get various hammer skin through a treasure chest every day.
According to the official social media, they will soon launch the NFT system, allowing players to cast their hammer skin to cause NFT.
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The author found that this is similar to Banana, which burst into fire on Steam.
Although there are similar Banana projects on TG, it is not developed by the same manufacturer, and the data must not be opened. However, Noknok released its own game on the PC side on Steam. It is the first Ton game that is opened by multi -end.
This is also an important reason why the author analyzes him first.
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Multi -end mining
Different from the existing major Clicker Game, Noknok highlights a “light gameplay”, and players can get benefits through hang -up.
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Reward system
Like Banana, NOKNOK officially launched a event with a limited skin to get rewards. After the player opens a limited hammer, you can directly get the reward from the official and anchor the value directly for the props.
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In the task list, I saw two familiar LOGOs, one is Binance, and SafePal is the earliest incubation project of Binance. It is as affirmative of cooperation with Safepal to have a certain connection with Binance.
The core of the DOGS breaking circle is to bring TG users to CEX, so has NOKNOK’s narrative on many end has attracted the attention of Binance?
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Another task is iOSG. As an investment and research institution focusing on blockchain technology, iOSG is a web3 field that cannot be ignored.
Although the author has not found relevant information from the open channels, this part is left for everyone to explore and study.
In this issue, we will analyze these two games first, followed by everyone’s needs (can submit the goals of the author’s research in the background). We can analyze some games with new gameplay and new narrative games on Ton.
Reference materials:
1. Tonkeeper: https://x.com/tonkeeper
2. TON HEROES: https://t.me/tonnokbot/game?startApp=Wechat
3. Ton Heroes White Paper: https: //tonheroes.gitbook.io/tonheroes
4, noknok: https://t.me/tonHeroesbot/game?startApp=wecher
