UXUY 创始人 Kevin:TON 的光环之外,Telegram 生态的隐秘机会……

链捕手Publicado em 2024-08-29Última atualização em 2024-08-29

作者:Kevin,UXUY 创始人

 

8 月 24 日晚,Telegram 创始人 Pavel Durov 在巴黎勒布尔热机场遭到法国警方拘留,引起了市场以及加密社区的广泛关注,“Privacy is not a crime” 的口号在网络上迅速传播。

然而,这并不妨碍 Telegram 及 TON 生态的持续繁荣,Telegram 生态项目 DOGS 顺利登陆币安等主流交易所,在经历了短暂的盘整后开始了上涨。作为当前最火热的公链,TON 正在开启加密市场的下一轮周期:TON 链上非零地址的数量已经从年初的 360 万增长至 3950 万,实现了 10x 的快速增长。

在 TON 的光环外,Telegram 是否还孕育着属于 Web3 Builder 的机会?今天我将试着通过 UXUY 的探索,为大家介绍 Telegram 生态的更多可能性。

UXUY 自托管多链钱包迎来上线

2024 年 8 月 23 日,在 Telegram Bot 用户达百万之际,我们通宵进行了一次重大升级:发布了全球首款基于 Telegram 的自托管多链钱包 — @UXUYbot,任意 Bot 无需许可,即可通过 UXUY Wallet Bot 连接到加密生态,包括EVM、Solana、TRON、TON 等,未来还将陆续引入更多公链和项目。这一次,UXUY 将不止步于 Telegram 上的 MetaMask,更要努力成为 Telegram 上最重要的 Web3 基建。

Telegram 作为全球领先的社交平台,凭借其 9 亿活跃用户,已经成长为 Web3 领域最大的流量入口。尽管目前加密用户在 Telegram 占比并不高,但是伴随着加密基础设施的完善,加密世界的 Mass Adoption 将得以实现。Telegram 抗审查的特性,以及“言论自由”的使命,与区块链所推崇的去中心化精神高度一致,大量的 Web3 用户也正在疯狂涌入 Telegram。

本轮价格牛市得益于 ETF 的通过,但本质还是存量市场的博弈,甚至是撸毛市场的竞争。应用场景的落地,创新的诞生急需开辟增量市场的,Telegram 凭借着开放性,隐私保护的优势极好地承接了这一切。DOGS、NOT 纷纷上架各大交易所,恰好证明了这一点。

一时间,Telegram 成为了 Web3 创业者的热土:一个月前我们上线了基于 Telegram 的闪电网络钱包,用户可通过 @UXUYbot 在极短的时间内,零 TX 费在闪电网络上收发比特币,现在已经有超过一百万用户通过 UXUY 使用比特币闪电网络!

Telegram 生态的 MetaMask

在研发阶段,我便一直和团队强调,@UXUYbot 要成为 Telegram 生态的基建项目,成为承接 Web3 领域下一个十亿级用户的流量入口!

我们欢迎基于 Telegram 上的加密开发者、项目方通过 UXUY Connect 接入自托管多链钱包 @UXUYbot,我们将为 Telegram 原生应用、游戏及 Bot 架起与多链生态之间的桥梁。UXUY 自托管多链钱包将努力成为 tApp(Telegram App) 的默认用户接入工具,让非 Web3 用户也可以轻松体验 DeFi、链游等加密生态的乐趣。

加密项目在 Telegram 生态加速崛起

几个月前,基于 Telegram 的点击类小游戏 NotCoin 爆火,其发布的代币 $NOT 快速上线了各大交易所并迎来了暴涨,出圈,带动了大批加密项目涌入 Telegram 平台。在财富效应的驱使下,大批的 Web 3 玩家,撸毛党进入 Telegram 生态,探寻着下一个 NOT 的诞生。

除此之外,由于 Telegram Bot 的特性,大量交易类机器人开始出现:跟单交易,链上分析,空投刷量、新盘狙击,发 MEV,一键跟单等。对于所有的 Web3 从业者来说,这样的成绩单足够亮眼,加密行业在 Telegram 中迎来了繁荣。

正如 Telegram 首席执行官 Pavel Durov 表示:

2024 年将作为数亿人熟悉区块链的一年,而载入史册。我们为 Telegram 处于这场社会变革的中心而感到自豪。

大规模采用的号角已经吹响,来不及质疑。目前,加密巨头也正在加速涌入 Telegram,涌入 TON。数据显示,TON 链上 USDT 总发行量已达 $619 M,TON 目前已经成为 USDT 发行量第五大区块链,仅次于 Tron、以太坊、Avalanche 和 Solana。

链游的沃土

在 Telegram 和加密市场的结合下,链游正在迎来更大的空间。 TON 区块链游戏负责人 Inal Kardan 表示,目前大约 20% 的 Telegram 用户在玩游戏,可是在去年 12 月,这个数字只有 1 %。

在传统的 Web3 行业中,要把握好游戏激励、代币及 NFT 资产的平衡并非易事,很多的链游由于代币激励过多、发行方收益与游戏公平性被破坏导致抛压过重,代币下跌甚至归零,游戏信仰者蒙受损失。

链游与 Telegram 的结合很好地解决了这一问题,Telegram 爆火游戏 Catizen 的投资人 Scarlett 透露,通过游戏道具付费购买模块,Catizen 已实现了超过 1600 万美元的收入,付费客户超过 50 万,玩家愿意为游戏中的虚拟物品和增值服务付费,充值渠道的引入更好地促进链游生态的良性循环。

Build Next Summer

我坚信:上一次 Defi Summer 是在 Chrome+Metamask 上发生, 这一次必须在 Telegram+UXUY 上发生。

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