DWF Ventures 揭秘：2024 年亚洲区块链大会中的 TON 生态与台湾加密风云

coinvoicePublicado em 2024-08-14Última atualização em 2024-08-14

原文标题：Summary for Taipei @aba_summit and The Open Summit by TON

原文作者：DWF Ventures

编译：Alvis，火星财经

TON

图源X：DWF Ventures

2024 年亚洲区块链大会（ABS 2024）和 TON Open Summit 在台北召开后，DWF Labs 旗下的 DWF Ventures 从市场情绪、加密流动性、VC 共识、TON 生态系统和台湾加密社区的角度分享了一些观点。以下由火星财经编译，供读者参考。

市场情绪变化

叙事变化：过去三个季度中的主要叙事（如再质押、并行 EVM、AI、BTC L2 等）热度已逐渐下降，尤其是在山寨币市场尚未完全复苏的情况下。

回归基本面：当市场变得冷清时，社区转向更基础的工作，如协议设计改进、产品建设及现实世界的应用推广。

加密货币流动性

新的流动性：市场期待下一次大规模流动性注入推动行业发展，特别是在比特币和以太坊 ETF 获批后，未能带来预期的新资本注入的情况下。

山寨币供应：尽管整体流动性增加，但仍无法跟上山寨币供应的增长。

下一个流动性催化剂：接下来的关键影响因素是美联储降息和美国大选。

VC 共识

VC 布局：大部分 VC 已放慢资本投入速度，但 DWF Ventures 仍积极寻找优质且估值合理的投资机会。

对 TON 的兴趣：风险投资公司（包括美国风投公司）对 TON 生态系统及项目表现出兴趣，但大多数还在评估值得投资的领域和项目。

TON 生态系统

币安上币：Open Summit 期间，币安上架了 TON 代币，对 TON 生态系统构成利好。（币安Launchpool和Super Earn将上线Ton）

开发者增长：过去两个季度中，TON 上的开发者数量迅速增加，中国开发者尤其显著。中国开发者在用户吸引力方面富有创新性，如 Catizen 的链上签到机制和 TikTok 风格的短视频营销。TONX 社区也在努力扩大开发者网络。

关于小程序：TON 通过小程序和 Telegram 渠道最大化影响力。近期宣布与 Cocos Engine 和腾讯云建立战略合作关系，同时推出了 Citizen Game Center 提供超过 200 个小游戏。

Tap-to-Earn 之外的垂直领域：除了 Tap-to-Earn 游戏（如 Notcoin 和 Hamster Kombat），TON 的其他垂直领域也值得关注，包括微信风格小游戏、短视频流媒体和社交平台（如约会平台）。

DeFi：TON 上的 DeFi 正在发展中，TVL 增长和 USDT 集成有助于提升采用率。

台湾加密社区

建设者驱动：台湾的加密建设者数量超过 VC 和加密机构，大多数参与 Solana 和 Sui 等生态系统，致力于扩大社区。

KOL 社区：KOL 文化在台湾特别受欢迎，社区中经常能看到 𝕏 和 Youtube 上的 KOL。

声明：本内容为作者独立观点，不代表 CoinVoice 立场，且不构成投资建议，请谨慎对待，如需报道或加入交流群，请联系微信：VOICE-V。

来源：火星财经

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