After asking around, I found that there are indeed very few European and American institutions that invest in the Ton ecosystem. Many of them are out of compliance considerations, and Ton’s positions are not enough, so they can’t move over. But everyone knows that Telegram traffic cannot be ignored. Asian institutions also see more but do less. Our fund began to layout and be optimistic about the $Ton ecosystem last year, and there are more than 6 investment portfolios, but last year many projects were limited by the Ton chain infrastructure, and there were not many. The project party made TG Bot very quickly, but it is not closely related to the Ton public chain. The advice I can give entrepreneurs is to pay attention to Telegram traffic. The cost of obtaining natural traffic here is still relatively easy and cheap, but the quality of users needs to be further screened. The cost of traffic coming in later will definitely increase.
Regarding investment, I mapped a circle of ecological projects. Many European and Asian teams, Chinese entrepreneurs have naturally experienced the gameplay of Web2 WeChat ecological traffic fission, so it is easy to come to Ton to develop Mini App games to obtain traffic for growth. If the game can earn income from traffic itself, the monetization ability can be realized without relying on VC. At present, I am more interested in some Defi, Trading, and payment related projects on Ton. Welcome to communicate. It is foreseeable that more Meme assets of Ton ecological games will be launched. #Notcion
