Chainfeeds Introduction:
With 900 million users, Telegram has made TON the fastest growing blockchain this year. Sign began exploring the TON ecosystem at the end of 2022 and has launched mini-programs and incubators on TON. Web3Brand invited Sign's co-founder YanXin to share how to look at TON more comprehensively in this podcast. In addition, the second half of the podcast also discussed a lot about globalization and Network State.
Source:
https://x.com/starzqeth/status/1825324141748367693
Article author:
starzq.eth
Viewpoint:
starzq.eth: Some interesting insights: TON- ETH, Solana, these chains are all in the same category, and they all belong to the chain of Web3 business, and the user liquidity in them is actually highly consistent. But TON is a completely different thing, the people it covers are very different from the Web3 circle, and there are also a large number of real users on it. - Which social platform really has the most people doing Crypto? I think the number of people on Telegram should be more than Twitter, because some people, such as the Korean community, don’t watch Twitter because they don’t speak English, but the Korean community is all in the community in Telegram. - The key players in the TON ecosystem are divided into three categories: foundation, developer communities such as the open platform, open builders (also the developer of NotCoin), Taiwan’s TONX, key projects such as catizen, hamster- The lending platform on TON is the closest to doing Yu’ebao in WeChat and Alipay. The users and funds you can reach are huge. TON has USDT, Bitcoin, and TON, and these three things can all generate interest. If a lending platform can maximize one of these three, and then allow ordinary Telegram users to deposit money into it through USDT payment, I think this will be very, very bullish, which means that your upper limit is the bank deposit service for 1 billion people, which is very awesome. - A healthy ecosystem should allow everyone to bring their own abilities and various fun things to the chain to assetize. For example, you can do WeChat reading, knowledge payment, and emoticons, which is a fun thing. Network State- No matter how many political factors or other factors are against globalization, globalization itself is a technological trend. For example, the flight time from China to the United States is getting shorter and shorter, right? Today I also saw Elon Musk say that its Starship will develop a national express delivery business. Then the first application that can globalize any simple function has very great value. For example, Bitcoin is the first global currency. Payment networks like Visa, including Crypto and Ethereum, as payment networks, also have a lot of value from the fact that they can be used worldwide. So Telegram is actually working hard to expand its globalization (becoming the first chat tool that can make global payments) based on a chat tool. - I think we may see the first digital country within this decade, and it should be directly placed on the chain. - Sometimes we say that China's digital payment is advanced, in fact, it is because we skipped credit cards and went directly to mobile payment. In fact, for many small countries, it may be more concise and efficient to skip the SaaS system and go directly to the Web3 system. - There are two directions to achieve Network State: directly package this set of chain SaaS into a set of applications and sell it to small countries; the second direction is like Zuzalu or Solana's SuperTeam, which first establishes its own base in each place. As long as you enter this building, you can find that they are all like-minded people. We have a similar set of values and use our own special currency (Solana, ETH). This is another way to play. - It is the habit of migratory birds to live in different places. They just have to migrate every year. I think if there is a peaceful world in the future, it must be because there are enough people traveling internationally.
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