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What is needed to make Tonovsky's tapalki fly for real?
A reminder for those who are thinking of joining TON projects.
What is there now: The exhausted CIS market, Europe. The dead not, hamster kombat, NFT relaunch as a sticker store. Monetization of channels inside Telegram (stars). Selling crypto inside the messenger.
1. Attracting new markets:
American market. Listing on American exchanges.
Main problems: transparency, regulation (For example: The owners of Hamster Combat, the largest!!! TON project, raise questions)
Applicability: all we have at the moment are projects to attract users to other projects, "gamification" of advertising (hello, Internet of the 1910s, when there were sites where you paid pennies for viewing ads). How can such projects interest a new user?
What is currently happening: possible listing on Kraken. No large-scale PR campaigns have been noticed for this market.
Asian market. Everything is the same as the American one.
There is a small, steady increase in Chinese holders, which inspires cautious optimism; no significant movements in this direction have been published.
2. Attracting large investors
At the moment, there are publications about new records of Telegram profits, there is a link between Telegram income and the success of the TON blockchain. There is news about plans to bring the Telegram company to public auction. Perhaps some of the Telegram shares will be sold in the future of several years
3. New ways to use tone network
There are timid steps in this direction. Some winners of the TON Open League (sponsorship from Telegram to new developers in their network) offer solutions like platforms for collaboration between bloggers and stores. Since these projects are currently at the very start (fame at the level of several hundred subscribers, no finished projects), this card may take off much later. At the moment, there are no real cases of adequate use of hyped TON projects.
What follows from this?
The logic of current events suggests that there are grounds for the acceleration of the network's main token. There is room to grow, there is reason to grow, there are reasons to stimulate this growth. I expect that in the year's perspective there will remain two types of conditional "tapalki":
notcoin, or a project that will replace it (the main candidate is Build), as the main token of the network, legally unrelated to Telegram, and as the main project for attracting. According to it, the price expectation looks like this: natural growth, growth against the background of TON growth. plus pumping from mm, which will decrease over time.
any other tapalki that will continue to artificially manipulate the price. Such ones will not survive for long. Here we will only see irregular, short pumps with shaving, and PR against the background of the growth of the main TON token.
Perhaps Telegram will repeat the path of the crypto market in miniature - 90% of projects within the network will die, 10 percent will show from insignificant growth to cosmic X.
At the moment, most projects on Telegram either interfere with one of the fundamental conditions for the growth of the entire network, or do not fit into any of the conditions. It seems that they have fulfilled their task: they attracted attention. Now it is time to get rid of them, until the activities of their creators have already created questions for the creators of Telegrams.
As always, just my opinion. DYOR.