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Author: Alex felix Source: Coinfund Insights Translation: Shan Ouba, Bit Chain Vision Realm
TON became the mainstream ecosystem for encrypted applications.
The blockchain industry has established a wide range of Web3 infrastructure, promising to bring a dynamic decentralized application garden.The core of this vision is the promise of “killer application” -that mysterious global product will reach a state of worship, and magical transforming the most doubtful technical users into Web 2.0 users.However, although many applications have achieved moderate success among thousands of or millions of users, the annual breakthrough moment that has won people is still out of reach.However, a key consumer behavior change is quietly emerging on The Open Network (TON). Ton and Telegram’s applications are closely integrated, which is expected to innovate existing landscapes.Telegram is an application that has supported the adoption, education and coordination of cryptocurrencies globally since its early days, and now it is flattened at full speed.It has always accompanied us … We believe that Telegram will now help solve the listing and user experience problems of cryptocurrencies. At the same time, it will promote transparent trading behaviors by settlement on open blockchain.
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Although most investors analyze the absolute scale and potential of 900 million users in Telegram, people ignore the activation mechanism of Telegram, which is a key link to transform these users into income and growth momentum.Our beliefs come from Telegram’s elegant and slightly retro way, guide real users to web3, and at the same time provide developers and content creators with a stronger business model.
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The TON ecosystem is solving some of the key vulnerabilities of Web3 today.First of all, we should not work too much to transform the next million users who are not an ecosystem -related. We need to be in line with the mainstream, which means that we must move towards the user.Secondly, consumer services are too split, making it difficult for them to discover.Finally, every time the user interacts with the new experience or contract, consumers cryptocurrencies must ensure safe transactions.With the support of these amendments, Telegram’s promotion policies and the release of MINI-APPS further support this packaging method.Try to merge web3 and extended applications is often failed due to immature or existing regulatory challenges, such as Kik and Facebook; from many aspects, this is the first to have professional knowledge in the field of consumer technology fields in the field of consumer technologyThe web3 of Web3 designed with a large technology company with successful experience.
Correction for WEB3 error: Telegram becomes the first large -scale user container
The early Internet was a lighthouse for content exploration. At first, it was only conservative, but finally evolved into an intuitive and controlled landscape led by several large platforms.Similarly, web3 also needs a clear roadmap to guide users to understand its complexity.Telegram combines WEB3 features in the familiar user experience marks a major change in creating user containers.Prior to this, decentralized applications were largely obscure, and they could be discovered mainly through non -mainstream platforms.Telegram’s acceptance of open source blockchain technology is changing this status quo, showing the design of user -friendly design and how the developer’s freedom to promote innovation and extensive adoption.
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The way the encrypted industry requires new users to get on the car, just like navigation in strange cities without road signs.The industry is still exploring the simplest issues: “What can I read quickly to get started?” On the contrary, people understand cryptocurrencies through friends and rely on them for a period of time, or when they find that GAS costs and transactions fail, or they do not knowWhen using other DAPPS, it exited completely.75%of Americans are not confident in the security or reliability of cryptocurrencies, and we have not taken any measures to convince them.In a modern culture that emphasizes exploration and independence, and depending on time as money, consumers hate that they are told “to do it by themselves.”Think about all web 2.0 companies focusing on the online checkout experience and conversion, let alone hundreds of experiences of world information every day: in the menu, on the screen of the mobile phone, on the index of the book, and on the Apple TVEssencePeople need a guidance.
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In Web3, wallets are the entrance to decentralization.However, the real innovation is that users can seamlessly traverse the landscape of Web3.Imagine that a unified portal reminds people of AOL in the early days, seamlessly connect users to the preferred NFT market, DEX, game platform and governance forum.We are witnessing the emergence of the seed level of this new method. Independent companies TOP LABS is building infrastructure to support early applications, including incubation STON.FI, which is one of our recent investment.As the liquidity layer of Telegram, Ston.fi supports the exchange in the application, and can easily link directly from other applications, allowing mini-APP to fill in according to transaction needs.MINI-APPS is better than the robots we have seen so far, because they can provide more complex and visually attractive interfaces, similar to full-featured web applications, rather than mainly through messages, commands and robots on the chat interface.Interactive.The ecosystem is in progress and gets the script of other Layer 1 chains.Recently, Notcoin became Tons’s first successful Web3 consumption application and became the focus of the community’s consciousness and adoption.The token was listed two weeks ago, with a market value of 920 million US dollars, a supply of 100%, and 35 million players.
Powerful and customized business model with web3 security railing
TON has a significant distribution advantage that will attract developers and content creators.The builder can not only generate income for their services through the transaction activities on the blockchain, but also through traditional advertising -based revenue.The former is familiar with the builders of web3, and the addition of attention -based strategies increases opportunities.The highlights so far:
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50%of the advertising income will be shared with the channel owner.
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95%of stickers’ income will be shared with creators. As of this month, 730 billion stickers have been shared.
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Telegram is creating hundreds of millions of revenue in advertising, and its market development is still in the initial stage.
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Telegram is also monetizing it and selling phone numbers. The two have generated $ 350 million in revenue through the front -end service Fragment.
As one of the world’s largest communication applications, Telegram has deep domain experience in preventing online fishing and spam.The growth of the user base and the continuous feasibility of the platform depend on this.Only by ensuring that it can be directly connected with customers and is not affected by the overwhelming interference of popular services on the Internet and more active on the Internet, creators will take these opportunities and bring their business to Telegram.In this field, Telegram is a leader -when you need to manage daily communication for 900 million users, you must do this.
It is very important to set up a communication tool with Web3 from the strong position of consumer security.We need Telegram as a citizen of our ecosystem, and also helps users avoid losing funds in non -hosting wallets.Mainstream users will not enthusiastically accept a wrong click to empty the future of your wallet.Ensuring safe use of cryptocurrencies and blockchains has always been the key focus of our ecosystem and global regulators.Even basic protection measures can help accelerate growth.Web3 should eliminate the hexadecimal address, continue to work hard to reduce network fishing and spam, improve the KYC process using mobile phone number verification, and improve the security of online accounts.
Similarly, regulators will want to be transparent to trading activities on the platform.By using an open blockchain such as TON for transaction liquidation to gradually reveal the black boxes of the traditional platform, it will establish a particularly high operating transparency.
in conclusion
As one of the earliest investors to invest in a company on the platform, we are excited about Telegram and TON’s potential for the future of Web3.Our recent investment, such as STON.FI, which has attracted $ 130 million liquidity, reflects our confidence in this integrated transformation.As we continue to contact all innovative projects in this ecosystem, we have more announcements to be released soon.The future of cryptocurrencies lies in integrated applications, and Telegram is a pioneer.
