jakiro
Author: Dynamo Defi Source: Dynamodefi Translation: Shan Oba, Bitchain Vision Realm
If you want to select the most important application of the encryption industry, Telegram can definitely be ranked in the top five:
1. The business is on Telegram
2. Almost every new token will establish a Telegram group for its community
3. In -depth exploration of players on the chain, looking for inside information in the Telegram group chat
Although Telegram itself is not an encrypted application, it is crucial to the encryption economy.Recently, it has also begun to embrace this synergy.
In April, Telegram announced that the Telegram channel will be able to obtain advertising revenue sharing through TON, and all payments are performed on TON:
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Ton was originally a blockchain built by Telegram, which was later separated into an independent decentralized organization (see below for details), but it is still closely integrated with the Telegram platform.After understanding the Ton ecosystem, I think the network has huge potential.Many of the protocols I will introduce can be used directly in Telegram -through real mini applications -mobile interface is also a huge progress.
TON Ecosystem -Decentralization Exchange (DEX), sustainable contract transactions, lending, and games -can easily access and manage from mobile phones.Ton has technology, social coverage and interface, which can directly bring decentralized finance (DEFI) to 900 million monthly active users of Telegram.
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This article will introduce several airdropping opportunities. Many of the rapidly growing top projects on TON:
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This comprehensive in -depth analysis also covers Ton’s history, from the initial setbacks and supervision challenges to the current rejuvenation promoted by a professional development team.
Telegram’s huge distribution network
More than 10%of the world’s population will use Telegram at least once a month.The business is on Telegram.News spread quickly on Telegram, and it is a credible communication medium between parties.
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Telegram is currently using the fourth -ranking message application, between Facebook Messenger and Snapchat.
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This built -in distribution network gives Ton an advantage that other blockchain does not have.
Ton’s bumpy start
It is rumored that Telegram raised $ 1.7 billion for his blockchain (called “Gram” at the time) in 2018.Fund funds include Sequoia Capital, Speed Venture Capital and Russian oligopoly.The US Securities and Exchange Commission (SEC) accused the fundraising of unregistered digital tokens that violated the Federal Securities Law.Telegram’s punishment for violating securities law is to return US $ 1.22 billion in investors and pay $ 18.5 million in civil fines.Telegram is also required to notify the SEC staff before participating in any digital assets in the next three years.
By early 2021, Telegram had almost cleared investors and had new goals.In February, Telegram raised $ 1 billion through bond issuance.The Russian newspaper “Business News” reported that Telegram plans to conduct the first public shares (IPO) in 2023.
In the end, the idea was abandoned, and the Telegram team stopped Ton’s development.A small team composed of open source developers and community members restored Ton’s active development based on the original design details and continued to test network 2 (TestNet2).
After the test network 2 has been stable for a long time, it is renamed Mainnet, and the new Ton team renames Ton Foundation.
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What needs to be supplemented is that in 2022, 2023, and early this year, TON raised more than $ 500 million through more than 15 rounds of fundraising.
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All these recent funds showed that funds began to notice the success and potential of TON as a platform -this new firepower will help start the development of TON.Pantera is one of the top funds in this field and made new investments to TON almost a month ago.Pantera is known for its long -term vision. This is a encouraging fundraising. Especially considering Ton’s non -predatory token economics, we will introduce it in detail below.
Toncoin’s token economics
From June 6, 2020 to June 28, 2022, users use the Proof-OF-Works smart contract to minimize about 200,000 TON tokens per day.Since the end of June 2022, 98.55%of the Toncoin token has been circulating.1.45%of the supply distribution was given to developers and test network 2 users.
The TON blockchain is a bit special. It is a Proof-OF-Stake chain, but the tokens are proved to the contract fairly (similar to Ethereum) through the workload.This makes TON a fast and cheap POS chain, while providing decentralized startup through POW.Some people call this combination of initial workload proof (ipow).IPOW is unique, because all tokens are distributed without ICO or any token sales, similar to the organic growth of Bitcoin.
At present, about 0.6%of the total supply volume of Ton is created each year to reward the verificationrs who protect the TON chain.
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At present, Ton’s market value on Coingecko ranks 10th, surpassing Cardano.
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The market value of TON is about $ 17b and FDV is $ 36B.
TON trend, indicators, activities and data
We are inAttention economyWhen talking about measuring attention, TON occupies the dominant position:
Tonkeeper wallet is the number one financial application on Google Play.Higher than PayPal, Venmo, Binance
Tonstat.comA great data set is provided to monitor the TON tokens economy, user indicators, TVL, etc.Here are some highlights:
The accounts, daily transactions and activated wallets increased by 10 times or more last year:
Monthly active wallet (MAW) refers to a wallet that sends at least one transaction within the past 30 days.MAW has skyrocketed in May (note that there must be a space for mining in the chain, so not every wallet is the only user).
Telegram measures MAU (monthly active users, of which 900 million) activities, so MAW/MAU will become a particularly important indicator of TON.
At present, MAW/MAU is:
4.9 million / 900 million =0.5%
If the MAW/MAU ratio is 5%, then without any increase in MAU,The number of wallets will be close to 50 million.
If each Telegram Mau creates a wallet, the number of Ton wallets will be more than the sum of Bitcoin and Ethereum wallet.
TON ecosystem
Here are some large agreements -Please note the strong growth of 1 month.
Mobilization
Due to the low issuance rate of TON, TON’s pledged annual yield (APY) is not high.In most cases less than 3%.However, 3% is still better than 0%. Using some mobile pledge protocols can allow you to get additional rewards and prepare for potential airdrops.
Tonstakers
This is the largest mobile pledge agreement on TON.Total locking volume (TVL) increased from less than $ 1 million in mid -2023 to $ 237 million.
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Current annual yield: about 2.5%
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Lacque pledged token: TSTON
Tonstakers offers the liquidity of instant pledge, or you can wait until the verification wheel is over and then receive your pledged token (verifying the wheel for 18 hours).
bemo
Liquid pledge agreement.Although TVL has less than Tonstakers, it is still close to $ 80 million.
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Current annual yield: about 3.5%
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Vigree of mobile pledges: StTON
BEMO also provides the function of immediately solving the pledge of the STTON token (exchanges through the exchange, so you need to pay the transaction fee and may generate a slippery point), or you can choose a 68 -hour cooldown to solve the pledge.
BEMO is currently running a reward plan.Whenever you pledge, exchange, provide liquidity, or just hold the StTON token in a wallet, you can earn StxP.When reaching one of the milestones of the community, the STXP tokens earned will be converted into BEMO’s governance token BMO.
Decentralization Exchange (DEX)
Ston.fi
For a long time, it has ranked first in TON applications.TVL increased from $ 4 million in January to $ 240 million, an increase of 60 times.
STON.FI has multiple growth stages. The roadmap plan includes a price limit order book, margin transaction and no GAS exchange.
At present, in addition to exchanging almost any tokens in the TON ecosystem, you can also provide liquidity for nearly 400 different pools.You can also pledge the STON token to participate in governance, but the STON token must be locked for at least 3 months.
According to the duration of pledge, you will get a certain number of Arkenston tokens and Gemston tokens.Arkenston is a governance tokens awarded the right to voting, and appeared in the pledged wallet in the form of a soul binding NFT, so it cannot be transferred during the locking period.
Gemston tokens are more “free”. Ston.fi’s goal is to motivate Ston.fi Dao’s introduction mechanism, remove Gemston tokens from circulation and increase the demand for token.
Deedust
Dedust is a automatic market (AMM) DEX and liquidity pool.Its TVL increased three times in about 3 weeks.
If you hold TON tokens, Dedust provides a good Ton/USDT pool with an annual yield of 200%.You can “improve” the pool, which means that LP can get the tokens you choose extra choice.An interesting fact is that when you raise a pool, you can exclude a specific address to get rewards.You can pledge Dedust’s Scale token to share the platform costs. At present, 29% of the annual yield of 29% is distributed to the Scale pledgers every day.You can immediately unbutton to pledge Scale, and you need to pay a 5% fine, or wait for 72 hours to avoid fines.
Storm Trade
Storm Trade is a sustainable contract DEX, and users can trade through browsers or Telegram applications.I opened the Telegram application and tried in -application transactions, and the experience was quite smooth.Storm plans to provide markets other than cryptocurrencies, such as stocks, foreign exchange and commodities.
The Storm tokens is about to be launched and claims to have a variety of practicality and contraction mechanism.There will be an airdrop and IDO token issuance.At present, you can earn reward points (RP) by using a platform:
In addition, the liquidity supply on the platform currently has a generous annual interest rate.
Borrow
EVAA protocol
EVAA is the primary borrowing platform in the TON ecosystem.Similar to other decentralized applications, you can use web applications or use it through Telegram applications.This is the market that you can earn EVAA XP (displayed as green), which is a reward incentive plan, which will eventually lead to EVAA airdrops.The plan started at the end of March, and the tokens generation event (TGE) has not yet been announced.To earn income in your assets and get EVAA XP, just provide and borrow assets with a green circle!
game
If TON performed well in a certain field, it is the game.Look at some games on TON:
Web3 games have already promised, but they usually fail to meet expectations. Tokens are sometimes launched a few months or years before the game launch.Ton games have gained some substantial progress, and as Telegram as a powerful distribution platform, more games are continuously launched.The following are some outstanding performance games:
Notcoin
Notcoin has been launched on TON and has more than 10 million players.This is a simple “click to make money” game. You can minimize NOT by clicking the button.Its tokens ranked among the top 100 in the ranking of Coingecko, which is the highest -ranked tokens except TON, and the transaction volume is huge.
Hamster Kombat
That’s right, you read it right, Hamster Kombat.6.4m follower.The Youtube channel has 19 million subscribers.
Although it is unable to confirm it by itself, HAMSTER Kombat claims to have 100 million users, which is absolutely amazing.I think most of these duplicate accounts created by farmers of airdrops, but the actual number is at least millions, or even tens of millions.The theme of the game is to successfully operate a cryptocurrency exchange and improve your hamster in the process.This game caused a sensation on the Internet.
This is a complete rule and gameplay.
According to them: “At the end of the season, it will be released and distributed to the players.” The detailed information of the airdrop has not been announced, but it is expected to be released in July.This process will be very interesting.
Fanzee
Fanzee is a sports and entertainment and leisure game on Telegram, claiming to be the largest forecast market in this super application.
His idea is to make prediction games with friends:
Catizen
Another game on Telegram, Catizen allows users to adopt virtual cats and is an active airdrop farm.They claim to have more than 20 million users (maybe many of them are false accounts) and 500,000 paid users.
Ton social network
There are already several social -related applications on TON.They naturally use Telegram’s existing distribution and social maps.
Community
Telegram’s native community and Telegram group tool set
Moons Social
The decentralized social network allows Telegram users to find and connect to the community
Tonsoffriends
Telegram application, help you discover the community and contact others
Ton Memes
Check the following ton memes.
DEFI strategy on TON
Due to various income and airdrop farms on TON, there are several good farm strategies on the chain.
Storm Trade
Provide TON in the Vaults part to earn benefits and points.
Evaa
Pure TON on BEMO as STTON and borrow it on Evaa to earn BEMO and Evaa points.
Tonstakers pledged Ton as TSTON and borrowed on Evaa to earn EVAA points.
Deedust
Provide liquidity between TON and USDT to obtain 94% of the annual return.
in conclusion
Open network (TON) is expected to make the public contact cryptocurrencies.
By using Telegram’s huge user base, Ton has made significant progress in the visits of democratic cryptocurrencies and Web3 ecosystems.Despite the challenges of turbulent starting and regulatory compliance, TON has become a powerful and innovative blockchain platform.Various DEFI protocols (DEX, lending, games, and a large number of mini application creation tool support) are directly integrated in Telegram applications, making blockchain technology easier to access and user -friendly.This method reduces the entry threshold of millions of users and abstracts the complex process related to digital ownership.The growth of the TON ecosystem is reflected through its continuous improvement user indicators, a large number of new agreements, and breakthrough investment and partnerships.Its unique equity certificate and initial workload certificate ensure the decentralization and efficiency of the network. Although the market value of TON token is quite large, token economics is beneficial to ordinary people.
Of course, there are still challenges in the future.The Ton ecosystem is relatively new, inevitably attracting a large number of scams, false accounts and complete fraud.The security of mobile wallets, especially the previous Telegram trading applications, usually not than classic hardware wallets in protecting user funds.
The integration of TON and Telegram makes it expected to promote the widespread adoption of blockchain technology and enhance the participation of users in the digital economy.With the growth of so far, TON may become the first blockchain to launch a killer application.In fact, it may already exist …
