「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

Odaily星球日报Published on 2025-06-11Last updated on 2025-06-11

Abstract

无人关注的TON,正在靠NFT翻身。

在「TON 小游戏」的那波热潮退去后,TON 生态也逐渐从市场的主要注意力中淡出。意想不到的是,这次 TON 生态再次成为市场瞩目的焦点,是因为另一个也已经失宠于市场已久的概念——NFT。

今年的 1 月 1 日,Telegram 发布了今年的第一次更新。在这次开年的更新中,以往在 Telegram 上所收到的「礼物」被正式升级为了「收藏品」。收藏品就是 NFT,既有了随机性和稀有度这些传统 NFT 的特性,也可以转让给其他 Telegram 用户或在 NFT 市场上进行交易。

从成交额上看,Telegram「礼物」大约是在 5 月中旬开始正式起势,并且在最近几天迎来了爆炸性增长。在 Twitter 上越来越多相关的讨论推文也从侧面反映出了 Telegram「礼物」在最近几天内的破圈效应。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

从 6 月 7 日至 6 月 9 日,Telegram「礼物」每日成交额几乎都在翻倍增长,从接近 300 万美元到突破 900 万美元

对比各链的 NFT 成交额,从 5 月中旬开始,TON 也开始牢牢压制 Solana,在各链的 NFT 成交额中稳居第二。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

在过去的几天,TON 甚至击败了以太坊,达到了单日成交额接近 1000 万美元、约 3 倍于以太坊的成绩

6 月 9 日,Telegram 创始人 Pavel Durov 亲自发推宣传 Telegram「礼物」,提及了多个在过去一个月大幅上涨的 Telegram「礼物」系列,并表示 TON 链因此在 NFT 日交易量上达成了单日超越以太坊的成就。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

NFT 交易市场的比拼中,目前最大的 TON NFT 交易市场 TONNEL 在过去 2 日内的日交易额均超越了 OpenSea。而其它的 TON NFT 交易市场如 Portals、Getgems,其成交额在过去 2 日内也与 Blur 和 Magic Eden 不相上下。考虑到 TON NFT 市场只有 TON 链而 OpenSea 等支持多链,完全可以说 TON 在 NFT 市场上一枝独秀。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

从下图链上市场 Getgems 的交易数据来看,目前 Telegram「礼物」只有一个绝对龙一 Plush Pepes,在保持 5100 TON(约 16800 美元)地板价的同时,在周交易量上也排在所有 Telegram「礼物」系列的第一名,堪称「越贵越抢手」。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

所有成交额上了周榜的 Telegram「礼物」系列,在上图中都是一片上涨。龙二的位置很难说,从成交额和地板价看目前是 Durov's Caps,但也不排除会有后来居上者。

TON NFT 行情,实际上是 Telegram「礼物」行情。那么这是怎么发展起来的?和我们熟悉的 NFT 有什么不同?像镭射猫 @BitCloutCat 这样的 NFT 鲸鱼又是怎么看的呢?

TON NFT 的发展

1 月 24 日,Telegram 正式支持了将「礼物」上 TON 链,用户可以在 Telegram 中把「礼物」发送到 TON 链上进行交易,礼物」从这时候开始正式成为 TON 生态重要的一部分。\

Telegram 还对升级为 NFT 的「礼物」再次进行了更新,使「礼物」具有了社交属性。在该次更新中,「礼物」像一个勋章一样可以佩戴以显示在 Telegram 用户的个人资料名称栏后。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

2 月 14 日,Telegram 又推出了 9 款新的限量「礼物」系列,几小时内售罄,销售额超过了 500 万美元。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

3 月 7 日,Telegram 再次强化了「礼物」的社交功能。在此次更新后,用户除了可以在名字后面佩戴一个「礼物」,更可以在个人资料的封面上佩戴 6 个「礼物」。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

5 月 8 日,Telegram 更新了自带的「礼物」交易功能,支持使用 Telegram 内的「星星」来交易「礼物」。

6 月 9 日,Telegram 创始人 Pavel Durov 亲自发推宣传 Telegram「礼物」,提及了多个在过去一个月大幅上涨的 Telegram「礼物」系列,并表示 TON 链因此在 NFT 日交易量上达成了单日超越以太坊的成就。

TON NFT 与传统 NFT 的区别

1. 主要项目类型不同

我们熟悉的 NFT 项目主要是 PFP、代币空投凭证、Pass 卡、链游道具等等。而在目前这波 TON NFT 行情中,绝对的主线就是 Telegram「礼物」。在 Web2 为「礼物」找定位更合适——QQ 秀。

从 Getgems 的周成交额排行榜看,在 Telegram「礼物」外,排在第 1 名的「Anonymous Telegram Number」和排在第 3 名的「Telegram Usernames」虽然不是 Telegram「礼物」,但依然是「QQ 逻辑」——前者是无需绑定手机号的 Telegram 账号,后者是和 Twitter handle 一样具有唯一性的用户名。一个靓号,一个靓名。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

无论是 Telegram「礼物」还是靓号和靓名,均来自 Telegram 官方,均可以在 Telegram 内发挥实际的功效。而来自社区的、TON 链上的 PFP 等暂时并无起色。

2. 交易模式不同

从一级打新的交易看,Telegram「礼物」是官方发行,不定时以突袭的形式发布新系列,并且以 Telegram 中内购的「星星」作为打新货币,这和我们熟悉的在链上进行铸造有着很大的区别。

这里还值得一提的是,新「礼物」系列的开图模式也比较独特,并且有着较长的锁定期。首先,如果成功打新「礼物」系列,此时的「礼物」处于「非 NFT 的盲盒」状态。只有等到 Telegram 官方开放升级功能的时候,持有者才可以选择升级,升级就相当于把开图+变成 NFT 的过程。在升级完成后,还需要等待 21 天才能交易(为了防止。

从二级买卖的交易看,交易市场自身的实现模式也分为链上和链下。链下的代表是 TONNEL,它的实现模式是有交易中介机器人来进行 Telegram「礼物」的收发,市场以 Mini App 的形式内置在 Telegram 中。链上的代表是 Getgems,只要是 TON 链上的 NFT 在 Getgems 上都能找到,可能也更符合 NFT 老玩家的操作习惯。

目前来说,链下交易市场的成交额远远大于链上的。也许这可以部分反映出 Telegram「礼物」热潮有相当大的来自 Telegram 原生用户的支持。

「QQ秀」重生:Telegram「礼物」NFT引爆TON生态

很长一段时间内,链下成交额相比链上都占据了压倒性的优势,往往会接近 10 倍。但在最近几日,链上市场的交易额也开始增长,差距有所缩小,这可能是加密用户开始更多进入的标志之一

3. 使用方式不同

如果用的是链上的交易市场,拿到手的「礼物」是 NFT(链上)状态,需要自己提到 Telegram 中才可以进行佩戴。这也是为什么链下的交易市场会更受欢迎一些的另一个原因,交易机器人可以直接以链下状态转赠到你的账号里直接佩戴,省去一个步骤。

NFT 鲸鱼的看法

镭射猫 @BitCloutCat 接受了来自我们律动 BlockBeats 的采访。他表示,第一次注意到 Telegram「礼物」是在 3 月份,当时的 Plush Pepe(目前 Telegram「礼物」地板价最高的龙头)价格大约是 1000 U,但因为当时没有注意到「礼物」已经可以穿戴具有社交属性导致了错过。

热度起来后,他再次进行了深入的研究——有社交场景、能炫耀,这不就是「QQ 秀」吗?一级市场抢购打新用「星星」和 Q 币也很像。而且,这一次包括 Snoop Dogg 的官方 Telegram 号、Telegram 创始人、胖企鹅创始人 Luca Netz 这些圈内圈外的名人都用上了,潜在的受众人群挺广的。

因为冷却期的存在,链上和链下的交易市场会出现一些价差,链上可以随买随卖会贵一点,链下可以使用但是会锁一段时间才能恢复交易。

根据镭射猫的观察,现在玩的主力好像是俄罗斯人和一些玩 NFT 的玩家,挺多讨论组都是俄文。虽然华语圈已经有一些讨论出现,但仍然不算多,因此也没有办法说现在是早期还是晚期。但他认为,如果做得好是很有潜力的,有着破圈的机会能够直接吸引到 Web2 的人,因为是「礼物」是可以直接在 Telegram 内赠送给好友的,不需要对方一开始就有加密钱包。目前二级市场上,总量相对少、外观相对好看的系列基本上都普涨了。如果之后能放开创作者生态,热度可能还会更高。

结语

这次的 Telegram「礼物」,以及不久前的冒险岛链游,两者都以实际的应用让 NFT 重新受到了市场的关注。离 NFT 火热的那个夏天已经马上要过去 4 年了,NFT 这个词不再是炒作的金字招牌,但却默默地承担起了更多的实际应用,在更大的平台上展现其作用。希望像 Telegram「礼物」这样的 NFT 应用能越来越多,为市场注入更多活水。

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