TON 生态是下一个游戏风口吗？

链捕手Publicado a 2024-07-18Actualizado a 2024-07-18

作者：吴天一， DeThings

7 月14日， Telegram 游戏项目 Notcoin 在推特宣布将进行 700 万美元的空投，其中 500 万美元将分配给质押者和持有不同等级者，200 万美元将在未来三个月内分发给参与活动的用户。作为一款基于 Ton 的游戏，游戏的核心玩法是“ Tap to earn ”，得益于 TON 生态的优势，在过去几个月中吸引了数百万玩家的关注。

这只是 TON 生态目前的一个缩影，作为近期热门生态， TON 近期收入突破 1000 万美元，链上用户已突破 100 万，总用户群达到 1700 万，每日活跃用户突破 350 万。 TON 生态 MEME 项目 DOGS 也表示，目前为止，使用 Telegram Stars 购买 DOGS 积分的数量已超过 1000 万。

根据 CryptoQuant 的最新分析， TON 已成为 2024 年表现最佳的第 1 层区块链之一。自今年年初以来， TON 的表现比比特币高出 118%，与其他难以获得发展动力的流行 Layer 1 链形成了鲜明对比。

cmDeFi Founder 陈默向 DeThings 表示， TON 弥补了本轮牛市应用层面的缺口，同时发挥了手机端的优势给了很多出圈的可能性。

社交媒体成功试水 Web3

2023 年 9 月，Telegram 认可了 TON，称该区块链和相关代币将成为其“官方 Web3 基础设施”。本月早些时候，TON 表示，Tether 代币也可以在其区块链上发行，允许 Telegram 用户在应用程序内相互发送稳定币。

fastcompany 称，长期以来，将支付和购物与社交媒体或消息服务结合起来的“超级应用”或“万能应用”的前景一直是投资者的梦想，他们从中国的微信中寻找灵感。 IGD DAO Founder KVC 告诉 DeThings ， Telegram 作为一个全球性应用、国际化工具，类似 TON 生态的其实没有几家，是一个历史性的机会，目前其已经开始类似“ web3 微信”。

将加密支付引入社交媒体的努力尚未取得大规模成功。 Facebook （现为 Meta ）在全球监管机构的强烈反对下结束了其“ Libra ”加密货币项目，监管机构担心该项目可能损害金融稳定并削弱对货币政策的控制。

PitchBook 高级分析师 Robert Le 表示：“最近通过 Telegram 进军加密支付领域为该应用引入了新的用例，但其接受和采用仍处于起步阶段。”他表示，风险投资对 SocialFi 的兴趣有所增加。

“主要的挑战是改变非亚洲市场的用户观念，在这些市场，消息应用程序主要被视为纯粹的通讯工具，而不是多功能平台。”

华威商学院教授 Ram Gopal 表示，这种整合带来了“监管、技术和安全挑战”。

“ Tap to earn ”已经超越“ Play to earn ”？

CoinDesk 表示，虽然传统的 P2E 模型通常需要复杂的游戏玩法和大量时间投入，但所谓的“点击赚钱”游戏提供了一种更容易获得和更有吸引力的方法。通过利用 Telegram 等存在于消费者手中的社交层并利用（无意双关）人们已经花时间的地方，无论是有意还是无意，大规模采用的窗口已经打开。

病毒式 Telegram 游戏的秘诀是游戏玩法简单（例如，点击并完成简单的任务）和有趣的游戏进程（例如，找到新的每日卡片组合或 Hamster Kombat 中的密码）是 Tap - to - Earn 在如此短的时间内实现惊人增长的主要原因。

社区空投的承诺是这类游戏的另一个成功点。与 DeFi 协议或以太坊 L2 不同，点击器应用不需要任何复杂的链上操作，Notcoin 提供了这方面的说明性证据。据 Notcoin 团队称，大约 90% 的代币供应流向了社区，每个钱包的平均奖励达到 200 美元。Catizen 承诺空投未来 $CATI 的 42%，而上述其他应用程序尚未透露其代币经济学。

成功的另一个重要因素是利用社交层并鼓励玩家邀请好友并组队竞争以获得更高的奖励。所有这些病毒式应用都选择了 TON 的区块链，这可以通过加入 Telegram 的便利性、其 9.5 亿的全球用户群、该链的技术优势以及 Notcoin 最近在顶级中心化交易所的成功来解释。

许多人对 Tap-to-Earn 趋势的可持续性以及所吸引流量的质量提出了合理的质疑。团队如何设法教育和留住用户并提供长期价值仍是一个悬而未决的问题。而 Notcoin 匿名创始人 Sasha 曾在接受 The Block 采访时坦言：“我不认为 Notcoin 会永远存在下去，我不认为它会有任何可持续性。从我的角度来看，只有拥有可持续模式的游戏才能生存下来。”因此，关于 Notcoin 本身，Sasha 表示他希望摆脱 Tap-to-Earn 叙事，未来四年计划通过构建可持续、高效的子系统，让该项目独立于团队。

Notcoin 之后还有哪些潜力项目？

E2M Research 研究员 Steve 向 DeThings 表示， TON 自身基础设施逐渐完善，生态也已经补全。并且在主流资产震荡的情况下走了一部分独立的行情。

除了 Notcoin，Hamster Kombat 也值得关注，作为一款以仓鼠为主题的 Tap to earn 游戏，其于 2024 年 3 月 25 日在 Telegram 上线，用户只需点击屏幕即可收集硬币。每次点击都可以获得虚拟硬币，您可以通过游戏计划的原生代币 HMSTR 领取这些硬币。开发团队预计代币发布日期将在 2024 年 6 月的某个时候。此外，还计划开放网络(TON)上进行 Hamster Kombat 空投。目前其市值 4,57 万美元，24 小时交易量 190 万美元，

Hamster Kombat 的创始人是匿名的，但他们声称拥有超过 2 亿用户；他们在 Twitter / X 上有 1100 万粉丝，他们的 YouTube 帐户有 3100 万订阅者。据 The Block 报道，宣传拥有超过 2.5 亿用户的 TON 生态游戏 Hamster Kombat （仓鼠快打）匿名创始人透露，继本月第一次空投之后，他们已经在计划第二次空投。他表示： “游戏将继续进行，未来两年内将有第二季和第二次空投。我们认为，这些代币将属于全球数百万用户，其本身就具有巨大的价值。”

另一款与之齐名的小游戏则是 tapswap，作为一款流行的 Telegram 小程序，您可以通过参与各种游戏内活动来赚取其原生代币 TAPS。截至 2024 年 7 月初，该游戏拥有超过 6000 万玩家和 400 万 YouTube 订阅者。

此外，还有 Catizen 值得关注，Catizen 是一款 TON 生态上挂机养猫链游，由 Pluto Studio 团队打造，是其 GameFi 平台的首款游戏。在休闲游戏和突破性创新的交汇点上，Catizen 推出了“PLAY-TO-AIRDROP” 模式。短短 2 个月注册量接近 2000 万，活跃用户 125 万。

Lecturas Relacionadas

Ethereum down 45% YTD – So why do SharpLink and whales keep buying?

Despite Ethereum (ETH) being down 20-45% year-to-date amid broader crypto weakness, institutional and whale buying activity suggests growing long-term conviction. SharpLink, after an eight-month pause, purchased 5,000 ETH and later added $45.54 million in LSETH, increasing its total holdings significantly despite substantial unrealized losses. Similarly, a new whale wallet accumulated over 18,000 ETH worth $28.9 million in nine days, indicating strategic positioning for future price movements rather than short-term trading. However, this accumulation contrasts with spot Ethereum ETFs, which saw net outflows of $12.85 million recently, highlighting a divergence between direct treasury/whale buyers and ETF investors. While the persistent buying from these large holders may gradually ease selling pressure, a sustained recovery for Ethereum still depends on a reversal in ETF flows and a broader improvement in network demand and market sentiment.

ambcryptoHace 4 min(s)

Ethereum down 45% YTD – So why do SharpLink and whales keep buying?

ambcryptoHace 4 min(s)

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

DeepSeek has updated its DeepSeek V4 model with the DSpark speculative decoding framework, achieving a significant 60-85% speedup in generation for Flash models and 57-78% for Pro models while maintaining the same overall throughput. This engineering-focused update, rather than a core architectural change, introduces DSpark to address latency and throughput bottlenecks in high-concurrency production environments. DSpark combines high-throughput parallel generation with adaptive load-aware verification. Its key innovations include a semi-autoregressive generation architecture to model dependencies within token blocks and a hardware-aware confidence-scheduled verification system. This system uses a confidence head to predict token acceptance probabilities, allowing it to dynamically optimize verification length per request and allocate compute only to tokens with the highest expected payoff. The asynchronous scheduler is designed for real-world deployment, ensuring zero-overhead scheduling and continuous CUDA graph replay while preserving the target model's output distribution. In tests across mathematical reasoning, code generation, and daily dialogue, DSpark outperformed state-of-the-art models like Eagle3 and DFlash, increasing average acceptance length by 26.7%-30.9% and 16.3%-18.4% respectively on Qwen3 target models. DeepSeek also open-sourced DeepSpec, a full-stack codebase for training and evaluating speculative decoding draft models, providing a standardized toolkit that includes data preparation tools, model implementations, training code, and evaluation scripts.

marsbitHace 1 hora(s)

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

marsbitHace 1 hora(s)

Can Aavenomics 3.0 sustain AAVE’s recovery rally amid Kraken buyout talks?

Aave Labs CEO Stani Kulechov has dismissed reports of a potential stake sale to Kraken, clarifying that Aave would not sell at a significant discount. He highlighted Aave's substantial annualized revenue and its focus on a broad financial market. Kulechov also announced plans for Aavenomics 3.0, featuring a new automated buyback mechanism. Following these updates, the AAVE token price surged 12%, extending its June recovery rally to over 50% from its recent lows. The rally is partly attributed to reduced selling pressure and positive sentiment from the announced tokenomics plan, despite the token remaining significantly below its all-time high.

ambcryptoHace 2 hora(s)

Can Aavenomics 3.0 sustain AAVE’s recovery rally amid Kraken buyout talks?

ambcryptoHace 2 hora(s)

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

The Bitcoin mining industry is undergoing its most complex structural adjustment since inception. Despite Bitcoin's price holding near $61,000 and the network hash rate approaching a record 1 ZH/s, miner profitability is deteriorating. The industry is operating close to its breakeven point, with the 2028 halving expected to accelerate consolidation. The challenges extend beyond the halving's subsidy reduction; the industry's revenue model has yet to successfully transition towards a fee-driven structure. Increasingly, mining companies are evolving from simple Bitcoin producers into infrastructure and energy operators, including providers of AI/HPC computing power. Competition is shifting from pure hash rate expansion to business model upgrades. Economic pressure is evident. The theoretical daily mining revenue at current prices is around $78 million, yet the actual figure is only about $33 million—a 136% gap. Transaction fees remain low at roughly $220k daily, far below historical implied levels. With a current estimated industry-wide breakeven price near $65,000, mining alone is struggling to generate ideal profits. The 2028 halving is projected to push the fundamental production cost floor to approximately $93,289. This will likely accelerate a shift towards consolidation among larger, well-capitalized miners with diversified revenue streams. Competitive advantage will belong to institutionalized players with access to low-cost energy, AI/HPC hosting operations, and stronger balance sheets. In essence, Bitcoin mining is transitioning from a "mining business" to an "infrastructure business." Future profitability and resilience will depend less on block rewards and more on diversified income sources like energy management and computational infrastructure services. For investors, the key question is not the halving itself, but which miners can successfully navigate this business model transformation.

marsbitHace 2 hora(s)

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

marsbitHace 2 hora(s)

This is How God Karpathy Uses Claude?

Andrej Karpathy, a prominent figure in AI, has reportedly joined Anthropic, leading to a noticeable decrease in his open-source contributions and social media activity. A document claiming to be his personal "CLAUDE.md" file—a set of instructions for the Claude AI to follow within a specific codebase—has been circulating online. While its authenticity is unverified, the content aligns closely with Karpathy's publicly shared principles on effective AI-assisted programming. The document outlines key rules for AI coding assistants, emphasizing the importance of reading existing code thoroughly before writing new code to maintain consistency. It advises against over-engineering, advocating for simple, surgical modifications that match the project's existing style. Other guidelines include clarifying assumptions upfront, writing meaningful tests, thoughtful debugging, and carefully considering dependencies. The core message is that these principles help prevent common AI coding failures, such as introducing unnecessary abstractions, style drift, or making invisible architectural decisions. The community has noted that even experts like Karpathy require detailed instructions to guide AI effectively, akin to managing a junior developer. A related GitHub repository, "andrej-karpathy-skills," which encapsulates these ideas, is reported to significantly reduce Claude's code error rate. Ultimately, the advice stresses that the best CLAUDE.md is tailored to one's own tech stack and coding practices.

marsbitHace 2 hora(s)

marsbitHace 2 hora(s)

Trading

Spot