Traffic level analysis
In the current fiercely competitive Telegram ecosystem, traffic layout and consumption are crucial. Compared with WeChat, Telegram's ecosystem is more open, but this also means more intense competition. The traffic window period and traffic dividend are both short-lived, and opportunities must be quickly seized for expansion and fission.
Key strategies:
Rapidly deploy traffic: Traffic dividends will not last long, and the current return on investment (ROI) will not remain constant. Being profitable now does not mean that you will still be profitable in the next few months. Therefore, you need to boldly carry out traffic fission and occupy the market as soon as possible.
Emphasis on user retention: It is not enough to rely solely on the product itself to ensure user retention. It is necessary to retain users through private domain traffic during the explosive stage and establish a strong private domain operation system. The role of customer service is not only to solve problems, but also to increase user stickiness through interaction and chatting.
Construction of private traffic: In the Telegram ecosystem, private traffic is your base. With stable private traffic, you can continuously fission and launch new products to maintain user activity and engagement.
Asset level analysis
At the asset level, the total locked value (TVL) of the Telegram ecosystem is still relatively low, and the core asset scenarios are mainly concentrated on U (USDT). If the Web2 revenue model is adopted and U is relied on, operations can be maintained relatively stably. However, if it relies on TON's on-chain assets, small teams will face huge trial and error costs and uncertainties.
Key strategies:
Application of Web 2.5 model: Telegram traffic pool is naturally suitable for Web 2.5 model. It provides content and services that users just need and bring satisfaction, and directly generates income by charging U. This model can not only meet short-term income needs, but also lay the foundation for long-term development.
Incentives of on-chain assets: Use on-chain assets to incentivize users to lock in and retain, and build a private domain for member points. This can not only enhance user participation, but also achieve asset appreciation in the long run.
Asset appreciation strategy: Although the ROI of collecting U will gradually decline, the appreciation of on-chain assets is the biggest lever for asset appreciation. To achieve this, conditions need to be met to achieve listing and valuation growth.
Future Outlook
Faced with the fierce competition in the Telegram ecosystem, investors need to flexibly use traffic and asset strategies. In terms of traffic, it is necessary to quickly deploy and make full use of private domain traffic; in terms of assets, it is necessary to use the current Web2 model to achieve stable income and achieve long-term development through the appreciation of on-chain assets. Only through such a dual strategy can we stand out in the fierce market competition.
Investor advice
Actively expand traffic: Don’t miss the window period, and conduct traffic fission and market occupation as soon as possible.
Build private traffic: Use private traffic to keep users active and engaged.
Diversified income model: Combining the Web 2.5 model and on-chain asset appreciation to achieve a balance between short-term and long-term benefits.
Focus on asset appreciation: In the long run, the appreciation and listing of on-chain assets are the biggest levers for achieving asset appreciation.
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