Chainfeeds Summary:
This article attempts to analyze the effective path for future growth on Telegram/TON from the perspective of Telegram's recent development.
Source:
https://www.techflowpost.com/article/detail_21765.html
Author:
TechFlow
Viewpoint:
TechFlow: First of all, it is undeniable that Telegram's traffic is large. According to current data, by 2024, the global user base of Telegram will exceed 700 million, and it currently has 950 million monthly active users, making it the third largest traffic entry after Google and Facebook. However, from a commercialization perspective, Telegram has just started. First, Telegram has launched a paid subscription service, providing users with more advanced features and customization options. In addition, they also realize profitability through advertising placement in channels and groups, and these ads can be targeted based on user interests and behaviors, which is Telegram's current main business model. However, this commercialization process also faces some challenges, such as: due to the diversity and anonymity of its user base, it is difficult to establish accurate user profiles, which makes precise ad targeting complex. Telegram has always emphasized privacy and ad-free experience as its selling point, so how to commercialize without compromising the user experience is an important issue. Although Telegram Mini Apps were launched earlier, it was not until the launch of Telegram Wallet that the use and development of Mini Apps really exploded. Although there is no official data to support it, due to Wallet's more convenient payment and transaction functions, it will attract more users to use Mini Apps for shopping, payment and other activities. For example, just like the recent TOKEN 2049, the mini app launched by TON and TADA, which allows users to directly book rides through Telegram, currently showing over 2.8 million monthly active users. The number of Mini Apps is constantly increasing, and it is through the further popularization of Mini Apps that users can choose more types of applications, such as crypto games, ride-hailing applications, etc. This makes Telegram's user profile more diversified and clear. Through this rich application ecosystem, Telegram will be able to better understand user needs and label users. Once users can be labeled, Telegram's marketing potential will be unlocked. With the enrichment of Telegram user tags, Telegram will also generate more similar business development opportunities. Through accurate user profiles, Telegram can provide advertisers with more efficient advertising solutions and attract more brands and companies to cooperate. However, Telegram has not officially launched an advertising platform similar to Google Ads or Guangdiantong. At the same time, Telegram also has a natural special feature: since Telegram Wallet natively supports cryptocurrency payments, many mini apps actually allow users to directly interact with cryptocurrencies and Web3 applications. Therefore, we not only need to find a traditional third-party platform to support the construction of Telegram's advertising ecosystem, but also a platform that can be combined with Web3, in order to help advertisers effectively place ads on Telegram.
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