The Ton ecosystem is still in its early stages, but it has promising development prospects.
Ton Foundation initially established an ecosystem in a short period of time, demonstrating outstanding execution capabilities.
Ton adopts a strategy that combines centralization and decentralization. It adopts a centralized approach in key areas such as payment and wallets to ensure security and user experience. In other areas, it adopts a crypto-native decentralized approach.
The profit model of the Ton ecological project is more diversified, including web2 advertising, user monetization and other models, as well as new models such as web3 DeFi and NFT.
Ton is backed by Telegram's huge user base, but these users are mostly concentrated in low-value areas, so Ton may be more suitable for web2-style applications rather than financial tools such as DeFi.
As an HTML5 web2 company, Ton can utilize Telegram’s traffic. It does not necessarily have to build projects on the Ton chain. It can choose other public chains such as Polygon, Solana, etc.
Due to the small market value of Ton, the growth of its on-chain TVL is also limited. Financial innovations such as DeFi may be more suitable on mainstream public chains such as BTC and Ethereum.
The lack of regulation on Telegram could lead to the emergence of projects that are not subject to legal constraints, such as gambling.
Currently, projects on the Ton ecosystem are more suitable for operation rather than investment because the project life cycle is short and the ROI is quick.
Crowdsourcing projects may be more suitable for landing in the Ton ecosystem because Telegram has a large number of non-high-value user groups.
The Ton ecosystem is currently dominated by web2 scenarios such as games and social networking. It has advantages in payment, wallets and other fields, but its performance in financial innovations such as DeFi is average.
In general, the Ton ecosystem is exploring its own unique web3 path, which may be more suitable for web2 thinking in some aspects. Investors need to carefully evaluate its risk-return. #TON生态 #TON #币安7周年