New tap games are sprouting like mushrooms. Their ads are now seen in top Telegram channels.
As I mentioned before, the success of these apps is due to the seamless entry process - one click in a Telegram bot, and you're in the game.
Not downloads, no registration, nothing else needed. This is bolstered by the success of Notcoin - many earned $300-600 just by logging into the app daily for a short time.
Currently, Hamster is showing some insane growth figures:
- 45 million subscribers on the Telegram channel ๐
- 29 million subscribers on the YouTube channel ๐บ
- 200 million players in the app ๐ฎ
- Millions more on other social networks that don't interest us
In fact, they've surpassed MrBeast on YouTube and become the #1 Telegram channel overall. ๐
Big Audience = Big Responsibility ๐ข
Essentially, Hamster users don't spend any money; they pay with their attention by logging in daily.
Naturally, everyone plays the game to earn money. But the question is - HOW MUCH money needs to be distributed to keep people happy and prevent them from accusing the project of being a scam? And where will this money come from?
Let's calculate Hamster's finances. Why not?
1. Assume out of 200 million players, 100 million are bots, and the project team will find a way to cut out all these farms.
2. That leaves 100 million! Even if everyone is given $1, that's already $100 MILLION. But for such an amount, players will just hate and bury the project. I think the founders want to extract money from such a huge audience for at least a year.
3. Suppose everyone is given $100 - that's $10 BILLION. This is the valuation of many fintech companies and even banks.
4. And we must not forget that to send payments to players' TON wallets, Hamster owners need to pay a $0.25 transaction fee - that's another $25 million. Well, let's assume Telegram sponsors this and it costs $10 million.
The Main Question - Where Will the Money Come From? ๐ธ
At the moment - there's no source! Because users aren't paying the app anything, and there's no money in it. Not even the most desperate venture capitalist would fund such a project.
So, most likely, users will be made to "earn it themselves." How?
- Subscribing to various Telegram channels that pay for such integration in Hamster Kombat
- Subscribing to YouTube channels
- Launching other apps/tap games
- And of course, transitioning to casinos, sports betting, or any other scam
It's important to note that the audience is "hungry" and "greedy" for money and will do anything for it.
Integration in Hamster can easily cost $500k. So, 10 integrations already make $5 million. ๐ฐ
Conclusion: Soon, this entire army of "Hamsters" will likely be registering in some scam. ๐
Blum - another tap game similar to MiniApp. They are launching their own crypto exchange in Telegram, so it's clear where the money might come from.
In fact, Blum has already started monetizing their audience as I described earlier:
1. Tasks have appeared to register and pass verification on crypto exchanges Binance, OKX, and BitGet. Obviously, the exchanges bought these registrations rather than getting them for free. If 2 million users register at $10 each, that's $20 million for development.
2. Users had to subscribe to a certain crypto channel on Telegram.
3. BINGO! Open an online casino app in Telegram ๐.
4. Tasks to launch other partner games in Telegram.
This is actually a smart move - immediately earn money through partnerships, so there will be something to distribute later.
The project team can also collect analytics to understand whether users are willing to go somewhere and complete tasks. This is crucial for understanding what to do with this audience later.
Blum appears more restrained and business-like, and it is led by recognizable, public business figures like Vladimir Smerkis, ex-CEO of Binance Russia.
It's fascinating to see how such powerful trends take off and ecosystems with huge audiences emerge. So, keep an eye out, test new apps, but don't hold too much hope for money falling from the sky. ๐