Pantera合伙人：我们为什么投资TON网络

加密百科 · 2024-05-08T14:12:58.000Z

前言 Pantera Capital很高兴地宣布对TON的最新投资。TON是一个最初由 Telegram 设计并由开源社区继续开发的 1 层区块链网络。我们相信 TON 有能力向大众引入加密货币，因为它在 Telegram 网络中得到了广泛使用。 Telegram 面向未来、快速且安全的消息传递平台拥有超过 9 亿月活跃用户，该平台用于个人和团队通信、大规模社区建设、内容共享等。通过利用 Telegram 庞大的用户群和无缝用户体验以及 TON 新兴生态系统的活力，我们相信 TON 有潜力成为最大的加密网络之一。币安binance交易所-世界上最大的比特币交易所，注册领取20%手续费返佣。币安：点击币安注册链接，推荐码 XSGEK3VL 币安注册：https://www.binance.com/zh-CN/join?ref=XSGEK3VL（20%手续费返佣）或参考币安注册教程。现货合约都是20%每个小时自动返还。将 Web3 精神与大规模分发相结合在世界领先的通讯工具中，Telegram 脱颖而出，因为它的平台不仅体现了加密货币的大部分精神，而且拥有重要的分发。 Telegram 的每月下载量经常超过其最接近的替代品 Signal 10 倍，2024年 1 月份其下载量超过 3670 万次。 Telegram 与 Signal：2024 年 1 月每月下载量那么其他通讯软件呢？ Telegram是唯一一个不受监管障碍、可以将Web3纳入开放区块链网络的主要平台。虽然Facebook的Messenger曾试图将加密支付与 Libra 结合起来，但他们最终面临来自美国的监管障碍，导致完全关闭。微信曾尝试整合数字人民币的CBDC支付，但该系统范围有限，开发者没有能力创建无需许可的应用程序。我们相信，由于 Telegram具有与加密世界共享的Web3精神和广泛的分发，Telegram处于将加密货币带入主流世界的有利位置。为数亿人打造的可扩展平台 TON是由 Telegram 开发的区块链计划，旨在利用消息应用程序的广泛用户群来创建一个能够支持各种应用程序的去中心化网络。 TON 具有多组件生态系统，其中包括 TON 区块链、TON 存储、TON DNS 和 TON 服务，所有这些都集成在一起以无缝地运行。该系统的骨干TON区块链专为高性能和可扩展性而构建，凭借其动态分片机制可以快速处理交易。这种架构确保网络每秒可以处理数百万笔交易，并随着用户数量的增长而有效扩展，使其成为旨在为数亿用户启动应用程序而不影响速度或安全性的开发人员的理想选择。 TON 的动态分片为数百万用户提供了可扩展的网络轻松进入加密世界让用户使用加密应用程序通常很困难。新用户需要写下24 字的密钥并将其存储在安全的地方。但如果忘记密码怎么办？如何向其他用户汇款或收款？复制并粘贴公钥可能不是最佳体验。 Telegram通过Telegram 中的Top.co钱包（即Telegram Wallet）简化了许多复杂性，使用户能够无缝连接到小程序。用户可以在一个界面中轻松购买、出售或管理代币和 NFT，并可直接通过Telegram设置和个人聊天进行访问。 Telegram中的钱包具有基于TON的托管和自我托管管理功能，让所有用户都能享受轻松的入门体验，同时让经验丰富的用户可以选择完全控制自己的密钥。使用TON的自托管钱包，用户无需记住助记词；相反，他们可以简单地使用Telegram和电子邮件作为备份。 Top.co的 Telegram 钱包拥有 1500 万用户，并且还在不断增加加密小程序时代 TON蓬勃发展的生态系统利用了 Telegram 的创新设计和庞大的用户基础。每月有超过 3.6 亿用户使用 Telegram 所说的“小程序”，其中包括聊天机器人和小游戏。通过 TON，我们预计将加密技术集成到这些“小程序”中将显著增强数亿用户的用户体验。 TON 上有 300 多个项目，其中大多数在 Telegram 上构建了小程序，可通过 Telegram 应用程序中心访问。今年早些时候，我们观察到像 BonkBot 这样的 meme币交易工具如何通过 Telegram 的用户界面产生数千万美元的收入。基于 TON 的应用程序（例如 StormTrade）现在允许用户使用相同的界面交易永续合约、加密货币、股票和股票。 StormTrade 每天的交易量超过 1000 万美元，我们相信类似的 TON 原生 Telegram 机器人将成为许多交易者的首选用户体验。 Telegram 是病毒式社交和游戏应用程序的基础。Pixels和 Fanzee Battles等早期实验性 Telegram 游戏在几天之内就吸引了数百万用户，展示了该平台在用户参与方面的巨大潜力。 Catizen 是一个基于 TON 构建的以猫为主题的小游戏平台，目前拥有超过 400 万用户，其中每天有超过 70 万用户在玩。 Notcoin 是一款基于 TON 构建的社交应用程序，用户可以在其中竞相挖掘数字货币Notcoin，已迅速吸引了超过 3000 万用户，这是有史以来最快的加密货币采用事件之一。 TON 基金会最近宣布了他们的激励计划，该计划将奖励成功 TON 应用程序的开发。我们相信这将促进令人兴奋的新加密货币小程序的创建，这些应用程序有可能吸引大众。解锁新的赚钱方式 TON 正在为 Telegram 社区提供多种货币化、分享和发展业务的方式。作为 TON 网络上的去中心化市场，Fragment 提供了一个平台，用户可以在其中交易虚拟电话号码和自定义 Telegram 用户名等收藏品。 Fragment 已经促成了超过 3.5 亿美元的自定义用户名和虚拟电话号码销售额。这只是开始。在不久的将来，已发送 7300 亿张的 Telegram 贴纸可能会转化为 NFT。然后，这些 NFT 将可以通过 TON 区块链进行购买和销售。 Telegram 通过其基于 TON 区块链的 Fragment 平台，将收入分享与内容创作者和频道所有者整合在一起，向前迈出了重要的一步。此举标志着传统社交媒体模式的转变，直接允许这些创作者从其频道上的广告收入中赚取收入。这种方法不仅奖励内容创作者，还促进平台与其用户之间更紧密的关系，促进数字生态系统内更公平的经济利益分配。原生稳定币支付 2024 年 4 月 19 日，Tether 宣布在 TON 区块链和 Telegram 钱包中部署其稳定币 USDt。这一发展代表了加密行业的重大进步，因为它允许数亿用户通过 Telegram 平台无缝发送和接收稳定币，使支付像使用 Venmo 或 Apple Cash 一样简单。 TON 网络的可扩展性允许两个用户之间的交易收取约 0.10 美元的固定费用，这比其他加密支付平台便宜 66%。此外，还提供内置的入金通道和出金通道，包括银行转账和兑换，以进一步方便访问和使用。 TON 上的稳定币支付我们认为，Telegram 钱包上的稳定币支付对于发展中国家的个人尤其重要，他们往往无法获得银行服务，被迫使用复杂的加密用户界面来存储和转移资金。随着稳定币部署在 TON 网络上，加密货币正在朝着实现可编程点对点货币和全球可访问的去中心化金融系统的愿景迈出重大飞跃。结论我们相信 TON 网络仍处于早期阶段，我们很高兴见证 Telegram 用户群采用其生态系统和新功能。 Telegram 的核心体现了加密货币的精神：一个所有人都可以访问的开放、免费的网络。借助 TON，Telegram 实现了一种共生关系，其中可扩展的智能合约功能和强大的支付网络实现了 Web2 环境中无法实现的突破性功能。鉴于其庞大的用户群、可扩展的基础设施、蓬勃发展的小程序生态系统以及原生稳定币交易，TON 充分挖掘了拥有 9 亿活跃用户的网络的潜力。

PrefacePantera Capital is pleased to announce its latest investment in TON, a layer 1 blockchain network originally designed by Telegram and continued to be developed by the open source community. We believe TON has the power to introduce cryptocurrency to the masses as it is widely used on the Telegram network. Telegram's future-proof, fast, and secure messaging platform has over 900 million monthly active users for personal and team communications, mass community building, content sharing, and more.
By leveraging Telegram’s massive user base and seamless user experience, as well as the vibrancy of the emerging TON ecosystem, we believe TON has the potential to become one of the largest crypto networks.
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Combining the spirit of Web3 with mass distributionAmong the world’s leading messengers, Telegram stands out as a platform that not only embodies much of the ethos of cryptocurrency, but also has significant distribution. Telegram’s monthly downloads regularly exceed its closest alternative, Signal, by 10x, with over 36.7 million downloads in January 2024.
Telegram vs Signal: Monthly Downloads, January 2024
What about other messaging apps? Telegram is the only major platform that faces no regulatory barriers to incorporating Web3 into open blockchain networks. While Facebook’s Messenger previously attempted to integrate crypto payments with Libra, they ultimately faced regulatory hurdles from the United States, leading to a complete shutdown. WeChat previously attempted to integrate the digital yuan’s CBDC payments, but the system was limited in scope and developers did not have the ability to create permissionless apps.
We believe Telegram is well-positioned to bring cryptocurrency into the mainstream world due to its shared Web3 ethos and wide distribution with the crypto world.
A scalable platform built for hundreds of millions of peopleTON is a blockchain initiative developed by Telegram that aims to leverage the messaging app's extensive user base to create a decentralized network capable of supporting a variety of applications. TON has a multi-component ecosystem that includes the TON Blockchain, TON Storage, TON DNS, and TON Services, all of which are integrated together to operate seamlessly.
The system's backbone, the TON blockchain, is built for high performance and scalability, processing transactions quickly thanks to its dynamic sharding mechanism. This architecture ensures that the network can process millions of transactions per second and scale efficiently as the number of users grows, making it an ideal choice for developers aiming to launch applications for hundreds of millions of users without compromising speed or security.
TON’s dynamic sharding enables a scalable network for millions of users
Easy entry into the world of cryptoGetting users to use crypto applications is often difficult. New users need to write down a 24-word secret key and store it in a safe place. But what if they forget their password? How do they send or receive money from other users? Copying and pasting a public key might not be the best experience.
Telegram has simplified many of the complexities through the Top.co wallet in Telegram (i.e. Telegram Wallet), allowing users to seamlessly connect to mini-programs. Users can easily buy, sell or manage tokens and NFTs in one interface and access them directly from Telegram settings and personal chats.
The wallet in Telegram features both escrow and self-custody management based on TON, allowing all users to enjoy an easy onboarding experience while giving experienced users the option to fully control their own keys. With TON's self-custody wallet, users do not need to remember mnemonics; instead, they can simply use Telegram and email as a backup.
Top.co’s Telegram Wallet Has 15 Million Users and Counting
The era of encrypted mini programsTON’s thriving ecosystem leverages Telegram’s innovative design and large user base. More than 360 million users each month use what Telegram calls "mini programs," which include chatbots and mini-games. With TON, we expect that integrating cryptography into these “mini-programs” will significantly enhance the user experience for hundreds of millions of users. There are over 300 projects on TON, most of which have built applets on Telegram, accessible through the Telegram App Center.
Earlier this year, we observed how memecoin trading tools like BonkBot were generating tens of millions of dollars in revenue through Telegram’s user interface. TON-based applications such as StormTrade now allow users to trade perpetual contracts, cryptocurrencies, stocks, and shares using the same interface. StormTrade is trading over $10 million per day, and we believe similar TON-native Telegram bots will become the preferred user experience for many traders.
Telegram is home to viral social and gaming apps. Early experimental Telegram games like Pixels and Fanzee Battles attracted millions of users in a matter of days, demonstrating the platform’s huge potential for user engagement.  Catizen, a cat-themed mini-game platform built on TON, currently has over 4 million users, with over 700,000 playing daily.  Notcoin, a social app built on TON where users compete to mine the digital currency Notcoin, has quickly attracted over 30 million users in one of the fastest cryptocurrency adoption events ever.
The TON Foundation recently announced their incentive program which will reward the development of successful TON applications. We believe this will foster the creation of exciting new crypto-apps that have the potential to appeal to the masses.
Unlock new ways to make moneyTON is providing the Telegram community with multiple ways to monetize, share, and grow their businesses. As a decentralized marketplace on the TON network, Fragment provides a platform where users can trade collectibles like virtual phone numbers and custom Telegram usernames. Fragment has already facilitated over $350 million in sales of custom usernames and virtual phone numbers. And this is just the beginning. In the near future, the 730 billion Telegram stickers that have been sent may be converted into NFTs. These NFTs will then be available for purchase and sale through the TON blockchain.
Telegram has taken a significant step forward by integrating revenue sharing with content creators and channel owners through its TON blockchain-based Fragment platform. The move marks a shift away from the traditional social media model by directly allowing these creators to earn income from advertising revenue on their channels. This approach not only rewards content creators, but also fosters a closer relationship between the platform and its users, promoting a fairer distribution of economic benefits within the digital ecosystem.
Native stablecoin payment
On April 19, 2024, Tether announced the deployment of its stablecoin USDt on the TON blockchain and Telegram wallet. This development represents a major advancement for the crypto industry as it allows hundreds of millions of users to seamlessly send and receive stablecoins through the Telegram platform, making payments as easy as using Venmo or Apple Cash.
The scalability of the TON network allows for a flat fee of approximately $0.10 per transaction between two users, which is 66% cheaper than other crypto payment platforms. In addition, built-in deposit and withdrawal channels are provided, including bank transfers and exchanges, to further facilitate access and use.
Stablecoin payments on TON
We believe that stablecoin payments on Telegram wallets will be particularly important for individuals in developing countries who often lack access to banking services and are forced to use complex crypto user interfaces to store and transfer funds. With stablecoins deployed on the TON network, cryptocurrency is taking a major leap towards the vision of programmable peer-to-peer money and a globally accessible decentralized financial system.
in conclusionWe believe the TON network is still in its early stages and we are excited to witness the adoption of its ecosystem and new features by the Telegram user base.
At its core, Telegram embodies the spirit of cryptocurrency: an open, free network accessible to all. With TON, Telegram has achieved a symbiotic relationship where scalable smart contract functionality and a powerful payment network enable groundbreaking capabilities not possible in a Web2 environment.
Given its massive user base, scalable infrastructure, thriving mini-app ecosystem, and native stablecoin trading, TON fully taps into the potential of a network with 900 million active users.