1. tg is not ton: As the ton ecosystem becomes more and more popular, many people who previously seized the opportunity of the sol meme will pay attention to the ton meme, but they ended up being disappointed. The core reason is that at the current stage, ton’s strategic focus has not yet come here.
2. Strategic layout: TON's advantage is TG's 800 million monthly active users, so its positioning is to take over TG's large amount of traffic to build its own web3 ecosystem. Its strategic layout is basically a two-step process. The first stage is to build a bridge between TG and TON, and then launch ecological incentives worth hundreds of millions of dollars to build a good platform to encourage a large number of entrepreneurs to do projects on TG.
3. After attracting hundreds of millions of tg users to the TON chain through a large number of projects in the first stage, the second stage is to truly put DeFi, NFT, and meme, a set of mature gameplays, into play. Therefore, the current strategic focus must still be on the first stage. If you play meme, you probably won’t have a chance, but there will be a chance in the second stage.
4. So it can also be confirmed that a large number of projects on tg are brainless and fool-proof games. It is not suitable for any 3A masterpieces, because the core is to maximize the conversion of tg users to the chain. For example, notcoin fired the first shot a while ago, and catizen, hamster and other tges are likely to continue to heat up this ecosystem in the next period of time.
5. Native users are abandoned: During this period, I have a very intuitive feeling that the project team on TON does not care about the ideas of native users at all. In the past, everyone expected hundreds or thousands of U for airdrops on other chains. Now, a large number of Russian and Southeast Asian users are pouring in. These web2 users will be very happy if you give them an airdrop of 10 or 20 U. The key point is that the scale is large enough.
6. Opportunities for profiteers: Because the number of users of popular projects on ton is very large, often in the tens of millions, which means that the profit of a single number is definitely not high, and it is basically 0. Therefore, the more popular strategy on the market is to invest in a batch of tg numbers. This batch of numbers selects some promising projects and participates in them at the same time to lower the marginal cost. As long as one project comes out, all costs can be covered.
7. Opportunities for project parties: If the project parties want to do the above projects well, the product positioning must not be a 3A masterpiece, but a low entry threshold, a fool-proof fission game, and then guide these users to the chain through airdrops. The core is your traffic acquisition cost, that is, the ability to invest, and secondly, you must strive to obtain resource support from the ton foundation. In fact, many project parties come here to start a business with the logic of making money. If you can make a product at a very low cost and attract a large number of users from tg's very low drainage cost, then you basically win. At present, entrepreneurs in the ton ecosystem are concentrated in Russia or some college students, and those from Tencent have also started fomo, so a large number of ton ecosystem projects have appeared recently.
8. Opportunities for exchanges: In fact, many exchanges have come to their senses now. The so-called public chains and gamefi have no users at all. Even the portal named by He a while ago has only a pitiful single-digit daily active users. They feel cheated, so the blockgame and well3 under their system are not installed at all, and the opening price is broken. What the exchange needs most is to bring it new user growth, so they will definitely embrace the ton ecosystem. This is a game process. Whoever controls the traffic has the pricing power. This morning, I saw that Hamster is going to issue coins on the ton chain. The foundation still hopes that users will go to the chain first, and does not want to guide too many users to the exchange. It seems that the exchange's listing fee needs to be adjusted. It is 20 to 30 percent at a time, and only those projects with false data will be willing to do so!
