Chainfeeds Introduction:
Binance has launched five TON ecosystem tokens in a row, which has attracted widespread attention from the market. Colin, founder of Wu Blockchain, and @WuliGy discussed in depth the recent development of the TON ecosystem, the characteristics of the tokens currently launched, why exchanges love the TON ecosystem so much, and the projects and trends with great prospects in the future.
Source:
https://mp.weixin.qq.com/s/R-dWBPEKnbj8maqblW4Iwg
Article author:
Wu Blockchain about blockchain
Viewpoint:
wuliGy: WuliGy: I think the entire TON ecosystem has been greatly promoted since Notcoin. TON is backed by Telegram and has a very large user base, and Notcoin has set off a craze for Telegram mini apps. Many users, especially "money-making" users, have flocked to the TON ecosystem. For exchanges, what they value is to attract new users through these tokens and drive business growth. It is also a long-term strategy. The ecosystem behind these tokens has huge development potential, especially in the "third world" where encryption or credit card payments are not widely used. As these regions gradually accept Web3 and encrypted payments, their future development potential is huge. In fact, TON has been promoting ecological development since the end of March this year, announcing TON ecological incentives with a total value of more than 100 million US dollars. The launch of Notcoin is more like a blockbuster, igniting the entire Telegram mini apps track. Notcoin has attracted a large number of users to actively participate in mini apps through its powerful wealth effect, which has subsequently led to the development of projects such as Dogs, YEScoin, and TapSwap. As for Dogs, it is special in that it is Telegram's Meme coin. We all know that the core of the public chain is the issuance of assets and accounting, and Dogs is the first project to issue points through the Telegram platform, which is equivalent to distributing tokens through Telegram. This model quickly detonated the entire Crypto traffic after its launch. As for Catizen, it feels a bit like "cloud cat raising" to me, and combines some of Pinduoduo's gameplay. It has a turntable function that encourages users to attract new users, which is a bit like Pinduoduo's "cut a knife" mode. In this way, tokens are obtained, boxes are opened, etc., and a flywheel of business increment is quickly formed; finally, Hamster Kombat is a project that appeared very early. It emphasizes more on your role as CEO and operating the project by completing daily tasks. They are backed by strong CIS regional resources to promote the development of the project. Hamster Kombat is probably the project with the largest number of users among Telegram mini apps. The difference between these four projects lies in their operating models and user growth paths. I think if projects like Catizen and Hamster can operate smoothly, their effects may be reflected through the performance of exchanges. Some Tier 2 or Tier 3 projects may attract 50,000 to 100,000 new users, but as these high-traffic and high-heat Telegram mini apps are launched, the effect of attracting new users will gradually decrease. For example, Dogs has 40 to 50 million points users, which may be converted into about 10 million exchange users, and then only 3 to 4 million users can actually be imported to Binance. When projects like Catizen or Hamster are launched, the proportion of new users will further decrease, and the interest of exchanges in such projects may gradually weaken. I think after Catizen and Hamster are launched, exchanges may be less willing to list similar projects.
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