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Public chain positioning
As the cornerstone of the encrypted ecosystem, the public chain has always been the focus of core narrative.Whether it is the first or two -layer chain, while pursuing high performance, it is more important to have real active users and rich application scenarios.
Ton (The Open Network), as the only public chain supported by Telegram, rely on Telegram’s huge 900 million monthly active users to create unique narratives from various aspects such as payment, social and applet.
No need to increase the cost of user migration. Using the existing social network of Telegram, TON can reconstruct the business model of Web2 in a web3 way.
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Although Telegram is an important base for encrypted users, the popularity of Ton chain in these users is still insufficient.
Many Alpha Telegram groups need NFT as tickets, but these NFTs are not based on TON’s Jetton; trading robots such as Unibot and Banana Gun make the applications of Telegram more deeper among encrypted users, but a large number of transactions actually occur on Base or solana instead of TON.Essence
(Note: Jetton is a tokens on Ton Blockchain. It can be analogy to ERC-20 token on Ethereum. For details, please refer to the official document: https: //docs.org/develop/Dapps/asSET- Processing/Jettons)
The TON team and the TON Foundation are actively working to break the existing obstacles and make Ton’s potential fully release.
Let a large number of real users directly have encrypted wallets. Users can easily perform encryption and transfer as they send WeChat red envelopes. Coupled with the MINI APP similar to WeChat mini -programs, TON is expected to bring a sacred grail of the real Mass Aduption to the encryption industry.
Ecological status
According to DEFILLAMA data, Ton’s TVL is currently 310 million US dollars, ranking 25th in all public chains.
Due to the common and coordinated efforts of the TON Foundation, Telegram and its partners, the ecological activity on the chain has exploded in the past two months.
At the end of March, the TON Foundation announced that it would distribute 30 million $ TON for liquidity incentives within one month. In April, Tether announced that USDT was integrated directly in TON, allowing casting and redemption.
The continuous stimulus has increased the Ton chain’s TVL rapidly, from 22 million US dollars in early March to now 300 million US dollars. In less than three months, TVL has achieved nearly 15 times the growth, and there is further maintenance.
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(Source: https://defillama.com/chain/ton?price=true.
The blockchain activity that follows has achieved a significant increase in various indicators:
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The daily transaction volume has increased by more than 50 times: Since March 2024, the transaction volume has increased to 4 million to 9 million per day per day
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Daily active wallet increased 8 times: from 60,000 days in March 2024 to nearly 500,000 now
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The number of active wallets on the chain has increased by 4 times: increased from 1.5 million addresses to 6.2 million
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Ton’s daily expenses averaged $ 100,000: Ton’s cost is half burned
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(Source: https://app.rtemis.xyz/project/ton.
According to data from Ton.Apps, TON ecosystem currently has a total of 787 APPs, including development tools, games, NFT, Social, Launchpad, group and other categories.
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(Source: https://ton.app/.
Interaction
In terms of Ton ecological interaction, it can be mainly from two perspectives:
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First, it is a project that has become a scale DEFI, which can get additional rewards for the foundation liquidity incentives;
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The second is the game with strong communication and MEME projects, such as the Notcoin -like mini -game based on Telegram, it is easy to get a large number of real users.
Here are some interactive opportunities.
wallet
The first step in participating in the TON ecosystem is to use wallets. At present, a total of 43 wallets support the TON chain.
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(Source: https://ton.app/.
Wallet
Wallet is the native centralized custody wallet of Telegram. It is a bit similar to the WeChat wallet in the WeChat built -in settings. Users can use Wallet to exchange tokens directly.Wallet supports users to enter the gold by P2P or bank card.
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(Wallet and Ton Space.
Ton Space
Ton Space is a TELEGRAM self -custody wallet based on Ton Foundation. It is also embedded in Telegram. It opens through the Ton Space in Wallet. Users can use Ton Space to connect directly from TON -based DAPP.
It is similar to using Ton Space and other non -host EVM wallets. You can import existing accounts from other non -hosting wallets such as Tonkeeper. The difference is that in addition to the private key of the wallet, you can also recover through emails and Telegram accounts.
Defi
Although the Ton chain’s TVL has grown explosive in the past two months, although the asynchronous call design of the Ton chain has improved performance and scalability, it also increases the difficulty of developer development and maintenance.
Therefore, the Ton chain is not like Ethereum Layer2 that can see the migration of large -scale leading projects, and the diversity of Defi ecology still has a lot of room for rise.
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(Source: https://defillama.com/chain/ton.
Tonup
TONUP is a ton chain -based Launchpad, helping Ton’s potential project party on asset issuance and financing, promoting the development of Ton ecology.
Early supported projects such as the game TAP FANTASY and have obtained more than 730,000 users.Tonup received official support from Ton Foundation and Toncoin.fund, and received financing from well -known investment institutions such as ForeSight X.
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(Source: https://tonup.io/.
Ston.fi
STON.FI is the largest DEX on TON, which provides almost zero -cost, low -slip trading services, and is integrated directly with TON wallet.
According to DEFILLAMA data, except for the LSD project that is not included in the public chain TVL, STON.FI ranks first with Tonl ecosystem with a tvl of $ 222 million, accounting for 71.4%of the total TVL. It is the biggest beneficiary of the TON liquidity incentive planTVL has increased by 20 times within 2 months.
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(Source: https://app.ston.fi.
Ston.fi has the most complete transaction pair. Before the end of June liquidity incentive activity, it can obtain additional income at the designated transaction pool transaction or provide liquidity. APY exceeds 200%.
At the same time, STON.Fi provides 10,000 $ STON tokens, depositing $ STON to get a maximum of 10%of the existence of 10%of the airdrop.
Tonstakers
TON is a POS blockchain. Tonstakers is the first LSD liquid pledged platform in the Ton ecosystem. It is developed by TOP LABS and built -in Tonkeeper.Similar to Lido users, you can pledge $ TON to get $ stton. After the pledge cycle is over, you can exchange it back to $ TON.
At present, more than 50,000 users have pledged $ TON worth 220 million US dollars. Although APY is only 2.76%, it is still a good financial management choice for long -term optimistic coins users who are optimistic about $ TON.
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(Source: https://tonstakers.com/.
Game
Compared to the relatively scarce DEFI ecology, TON is very strong on the game track.Based on Telegram’s Mini App naturally fits a small game with social attributes. Simple and relaxed games and one -click forwarding of Telegram can spread the game with the most effective channels.
The $ notcoin that recently launched in Launchpool, Binance, is a mini game on TON. Players can dig $ notcoin by clicking coins in Telegram.
Simple gameplay, team mechanism and real income make their virus -like transmission, obtaining more than 35 million users, and 5 million daily lives.
Notcoin not only uses the mass foundation of Telegram’s huge encryption users, but also allows many people to experience digital currencies for the first time in a simple way, which fully shows the application potential of the TON chain.
Catizen
Catizen is the second Telegram Bot product owned by Pluto Studio.As an early development team and co -owner of the ecology, the Pluto team received multiple support from the TON Foundation in economic and resources.
In August 2023, the team launched its first small game Tap Fantasy based on Telegram Bot in the Ton ecosystem, which currently has 730,000 users worldwide.
Catizen is a cat -themed game, which combines Gamefi, AI and Yuan universe to bring users a highly immersive interactive experience.
In just two months, the number of Catizen players has exceeded 10 million, bringing 695,000 users to the TON chain.
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(Source: https://x.com/catizenai/status/179505958146605532.
Catizen players can participate in the game by developing cat characters and get token rewards through activities in the game.
The game provides a mining mechanism that allows players to earn the $ WCATI tokens presented in the form of cat claws by completing tasks and activities.
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In addition to the game itself, Catizen also played for Launchpool. The first round of Launchpool, which had just ended at the beginning of the month, distributed 840 million $ WCATI, more than 24,000 users participated, and the pledge amount exceeded 39 million US dollars.
In the next stage, Catizen will be transformed into a Telegram game platform. At present, a contract has been signed with 18 popular WeChat mini games. It will use the valuable chain reform experience of the team and rich experience in Ton ecological deployment.These games are launching Launchpool.
Considering Catizen’s unique positioning, experienced teams and chain performances, it is worthy of long -term tracking and participation.
Hyper
Hyper is the first Yuan universe project that simulates the real character scene. The type is similar to notcoin but the gameplay is upgraded. The pure clicter cannot replace the real person to play games.
By clicking the BOT to start the game, drag the character to receive gold coins according to the guidelines, you can get high scores by buying BOX, and replenish the battery power to receive gold coins.
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The game also invites the communication strategy of friends to get gold coins. With the proofing of notcoin, more exquisite pictures and improved gaming experiences, this upgraded version of Notcoin also has a lot of potential.
The Open League (TOL)
TOL is the Ton ecosystem project and user competition. It aims to increase user participation of the entire ecosystem, help the project expand the user base, and develop a large number of audiences on Telegram.Get award because of participation.
Therefore, when participating in TON ecological interaction, the TOL list is a good guidance.
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(Source: https://blog.ton.org/these-dhe-best-bst-pro-tol-season-1.
In the first season of the first quarter, it distributed more than 3 million US dollars $ TON, the first STON.FI and Dedust of the DEFI class are now the top two DEX on tvl.Tonstakers’s TVL is now even surpassed Ston.fi.
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(Source: https://blog.ton.org/tol- 2- results-just-landed.
In the second season, Catizen ranks first, and the NFT trading platform GetgetMS ranks second. The pre -airdrop market provided by Getgets is the main trading market of the previous Notcoin points.
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(Source: https://ton.org/en/open-ileterby=Forprojects.
At present, the third quarter is ongoing, and it is expected to issue $ TON worth one million US dollars. The top projects are the key interaction objects.
Yescoin
In addition to the number one Catizen, the second place Yescoin is the fastest growing game recently.It is very similar to notcoin. Collecting Coin to add tasks, the mobile phone sliding screen can collect tokens.
Such simple and brainless games are actually addictive, and there will be many sought after high -quality imitation disks.
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Tonano
Tonano is the inscription project of the TON chain. During the casting process of the first TON20 inscription $ Nano, the participating users and triggered network transactions brought huge traffic and transaction loads to the TON network, resulting in a short delay and blockage of the network.Essence
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(Source: https://tonano.io/.
Tonano’s Marketplace has a transaction volume of more than one million US dollars, providing the necessary liquidity for Ton20.
Cross -agreement asset bridges can realize the interchange between the assets between the TON20 and other inscription protocols and the Jetton token, making the broader inscription ecosystem possible.
Fanton
Fanton is based on Ton -like football managers. Star cards are released on the TON chain in the form of NFT.
At present, it has more than 400,000 registered users and has received investment in Toncoin.fund, First Stage Labs and Tonstarter. Considering the European Cup immediately coming, it is likely to become the next hot spot.
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(Source: Fanton Twitter)
Squid
Squid is a inscription game built in TON. Users can buy squid eggs containing $ TON in the market, hatch squid from squid eggs, produce more squid eggs and sell profit.
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Summarize
The ecology of the TON chain is still in the early days, especially the DEFI projects are relatively thin, but Ton’s gold content cannot be simply measured with TVL. The real user group relying on the Telegram platform is a natural advantage that other public chains cannot compare.
The MINI APP mini game that focuses on the mobile end is particularly easy to spread and make people FOMO. Refer to the WeChat game sheep a sheep.
At the same time, for non -encrypted users using Telegram, TON can largely reduce the learning costs of users, and it is easier to open up the barrier of Web2 and Web3.
Driven by the Ton Foundation, Ton’s ecology has a good development momentum, and it is worthy of long -term attention and participation.
