
Author: Teddy Zheng Haosheng, Source: Author Twitter@Teddyac01
Notcoin’s circle summary: can only be used for reference and cannot be copied.
Products cannot be copied
1. User group cannot be copied
Notcoin is a user group that uses Telegram directly, and what it does is the deepening of user value.Telegram could increase the cost of hairy, and Probably Nothing could scare the studio at the time.The design of the Notcoin project serves these people who do not understand Web3, Ton’s early work makes Onboarding easier.If you do it on TON, do you spend money to buy old users?Now this track must be stared at, and the threshold for designing funds will not be emptied.
2. Do not copy the flywheel operation
Notcoin and TON are deeply bound, notcoin brings traffic to TON, and TON tilted operating resources to Notcoin.Notcoin invested, ton collected.This phenomenon is that from Solana this year, the pattern of all Meme: Meme has ecological positions.There is no Meme ecosystem on TON, and there are not so many differentiated users in other ecology.
3. The market environment cannot be copied
The god disk cannot be copied, which is determined by the market.
The web3 project is an extremely network -scale economy.Our market is a unified market, and the market segmentation is not so large.The imitation disk is the competition of the god disk, and it cannot win or lose.Winning the magic plate collapse with a collapse.The imitation disk does not reach the scale and cannot obtain traffic such as exchanges, media and other traffic.
Now that it has reached the middle and late stages of the bull market, the imitation disk should develop like Notcoin for half a year, without time.
Experience can inherit
For target groups, design product processes.
900 million Telegram monthly living users, notcoin brushed 35 million in half a year, and the remaining market is still huge.We need to use differentiated projects to Onboarding other users.Methods to consider the speed of onboarding and differentiation of product coverage.
At present, the fastest project is streaming, short videos and games.I pushed the short video here.
I think it can launch a decentralized blood -sucking attack on mainstream video products through tokens.First of all, then governance.
The recommended algorithm is the core.
Coordinate the interests of multi -party, reuse operating resources
From the perspective of Notcoin alone, its profit points are very backward.Users who need to activate sufficiently use airdrops, issue coins on large exchanges, and have liquidity to have the value of operation with Market Maker and the value of gambling dogs.According to the traditional market, the 60 % market, the second child of the market, the other markets of the other market.
This method of mining human mines with low thresholds is not high.Converting ordinary users into paid users requires additional screening and transformation
PEPE has 6.1 billion FDVs and 230,000 holdings; WIF has 3.3 billion FDV, 140,000 holding currency addresses; SLERF 61,000 currency holdings, 155 million FDV
With now notcoin has developed for more than half a year, the valuation of 1.2 billion, 35 million interaction accounts, and 1.59 million currency addresses.
To achieve the second place, 400 million estimates, at least 20 million interaction accounts and 900,000 holdings.
Notcoin is a project that uses the Telegram user community.Aside from some commonly used wealth effects, he still has some special advantages with the traditional online earning zero project:
1. Real users.Notcoin is a zero -loyal project developed based on the Telegram user community.The registration cost of Telegram users is not low. It requires binding of telephone and mailboxes, and there are traditional web2 anti -fraud titles.It is difficult for unofficial large households to form.Because it is MEME coin, the possibility of the airdrop mechanism is not so great.For those who are hairy, the time cost is very high.The true user is the reason why the exchange is willing to take over.
2. The PI network is also the same project, but there is a lack of value precipitation, and no one comes to pay.But Ton and Notcoin are fine.
Notcoin can use TON’s account system and wallet system to pay.Ton is built on Telegram’s social tools and has a dot -to -point encryption payment system with a smart contract system.Telegram is also developing mini apps such as mini -programs and games at the same time. The development payment is to further tap the value of 800 million users.Notcoin does not make money, and even loses money. As long as the user uses the habit of using encrypted assets, these data can be taken back in the traditional financial market.
https://finance.yahoo.com/news/telegram-founder-durov-says-061752014.html
3, anti -pushing NOTCOIN is very successful, but notcoin’s success can be accidental.Project operation costs are not high.First, the project activity is made with the Ton ecology. Diversion from TON has no money.Development is simple, the type of currency is Meme.Ordinary people will find it difficult to find resources, but if considering that this is part of the Telegram user conversion strategy, these costs can be ignored.Telegram and Ton can accept trial and error.
4, the threshold of Telegram increases the cost of hairy. The Meme attribute lowers user expectations. In addition to changing the time to change the currency, there will not be too many studios that can really invest in huge sums of money.In the absence of large households, making a better control of the city chamber of commerce, there is a big liquidity, so it is easier to talk to DWF.
5. Multiple ways of traffic monetization.Vote games, invest in content, and install stories.
experience:
Pressure cost: cost is divided into development costs, operating costs, market costs, and time costs.The last three are big heads.
The operating cost should be carried out in combination with the company’s own resources, and it is necessary to use leisure resources.It is necessary to accurately locate the target users of the project and reduce the new threshold for users.
By digging a lot of money, using Telegram’s account system to make most of the currency evenly distributed, and the market cost will be lower.
Observe the data at any time, the data is raised, and people do not want money.Find the way to reach the user Massive Aduption.(Massive AdoTion has been done by Wall Street, now everyone’s flow of people’s flow of Massive Adoption))
Increase income: Eating more fish is the core.Can tell better stories and sell higher prices.
Summarize:
If it is a single project operation, the cost will be higher.
For the zero project, it is the key to control the studio, and the focus and heat are more vulnerable to the studio’s sniper.
Control the transparency of data and tell the story of data.
The bureau itself is allocated.All the liquidity of the transaction must be traded. The blockchain infrastructure is rich and operating activities. What is required is active data, traffic, community traffic requires money, retail investors want hope.