Telegram 创始人被捕，过半资金撤出，TON 生态会遭毁灭性打击吗？

比推2024-08-26 tarihinde yayınlandı2024-08-26 tarihinde güncellendi

TON 生态发展暂时无虞，Telegram 平台仍要看另一联创 Nikolai Durov 的表现。

撰文：Wenser

今天凌晨，法国电视台披露 Telegram 创始人及 CEO Pavel Durov 在法国机场被逮捕，并面临诈骗、洗钱、恐怖主义等多项罪行指控。消息一出，市场哗然，在 SBF 因 FTX 暴雷锒铛入狱、CZ 因洗钱罪名与美国当局和解之后，Pavel Durov 成为又一个「因言获罪」的范例。据俄罗斯安全互联网联盟负责人叶卡捷琳娜·米祖丽娜观点，Pavel Durov 此次被捕是美国方面的要求，是为了打击在 Telegram 上流通的超级货币 Toncoin（TON）以延续此前美国 SEC 的制裁政策。

如日中天的 TON 生态是否会因此遭遇「二次毁灭性打击」？TON 生态相关热门项目后续走向如何？Telegram 平台后续运行是否会因此发送动荡变革？Odaily 星球日报将于本文对以上问题进行简要分析。

TON 生态：来自去中心化社区，回到去中心化社区

截止撰稿时，据 Coingecko 数据显示，TON 代币价格下跌至 5.83 美元， 24 小时跌幅达 13.3% ，市值目前为 147.4 亿美元，仍位列加密货币代币市值排名第十的行列；DefiLlama 数据显示，TON 网络 TVL 已从 7 月 21 日的 7.7 亿美元下跌至如今的 3.04 亿美元左右，生态 TVL 减少超 50% ，市场避险情绪强烈。

TON 代币表现

而针对 Pavel Durov 被捕一事，TON 官方表示，「向所有人保证 TON 社区仍然强大且全面运作。作为一个致力于言论自由和权力下放的社区，在这个充满挑战的时刻，我们坚定地支持 Pavel Durov，他一直是这些价值观的忠实倡导者，我们相信他为促进开放和去中心化互联网所做的努力将继续激励数百万人。TON 社区仍然专注于我们的使命，我们将继续努力在全球维护这些原则。我们鼓励每个人保持冷静并团结一致，在共同应对这一局势时继续构建。感谢您一直以来的支持。」

正如《Telegram 创始人 Pavel Durov 被捕，万字回顾其传奇发家史》提到的那样，TON（The Open Network）的产生也堪称命途多舛：在 2018 年 1 月首次宣布亮相后，Telegram 通过 IC0 筹集了来自红杉资本、Benchmark、Kleiner Perkins 和 Lightspeed 等一线明星投资机构的 12 亿美元资金；2019 年 10 月，在 Telegram 发布 TON 实验源代码一个月后，美国 SEC 称确定 TON 代币融资行为构成了对不受监管证券的销售，其执法部门联合负责人 Stephanie Avakian 表示，「今天采取的紧急行动旨在防止 Telegram 向美国市场非法出售数字代币。」2020 年 5 月，Pavel Durov 宣布将放弃 TON，并在随后将 72% 的投资资金（总计 12 亿美元）返还给了 TON 投资者，此外，Telegram 还向美 SEC 支付了 1850 万美元的罚款，但并未「承认或否认相关指控」。

最终，Pavel Durov 将 TON 的控制权交给了「社区」，而得益于开源的代码，Toncoin（TON）最终脱颖而出，并在 2021 年底获得了 Pavel Durov 的认可。

TON TVL 表现

而现在，兜兜转转，曾经被 Pavel Durov 寄予厚望的去中心化社区并没有辜负他的期待。

Pavel Durov 在法被捕后， TON 生态的众多团队成员纷纷发声：

TON Foundation 主席 Steve Yun 发文引用了 Durov 于 2015 年接受 CNN 采访中提到的有关观点：「对于每个人来说，除了恐怖分子以外，不可能使消息技术安全。要么安全，要么不安全」，「所有这些活动都被用作监视公民和镇压异见者的借口」。堪称今日 Durov 遭遇的最佳注解。
TON Ventures 官方发文表示，「今天，我们比以往任何时候都更加看到言论自由和去中心化的必要性——这是 @durov 倡导的两个事业，也是 TON 精神的核心要义。我们相信 TON 和 TG 社区将因此变得更加强大。#FREEDUROV」该言论也得到了 TON Ventures 合伙人 Inal Kardan 的转发支持。

此外，TON 生态相关的投资人以及美、俄政商界的代表性人物纷纷对此表示愤慨，对 Durov 本人予以高度支持。

作为 TON 的投资机构之一的 Pantera Capital 合伙人 Franklin Bi 发文表示「#FreePavel」，并随后转发了 TON 官方发表的声明。

Elon Musk 发文表示，「这是在为美国宪法第一修正案做宣传。」并讽刺称，「设想一下，POV：2030 年，你在欧洲因点赞一个梗图而被处决。」

美国著名政论家与记者 Tucker Carlson 表示，「Pavel Durov 在俄罗斯政府试图控制其社交媒体公司 Telegram 时离开了俄罗斯。但最终不是普京因为允许公众行使言论自由而逮捕了他，而是一个西方国家（指法国），拜登政府的盟友和热心的北约成员，把他关起来。Pavel Durov 今晚坐在法国监狱里，对于任何拒绝根据政府和情报机构的要求审查真相的平台所有者都构成了一个活生生的警告。黑暗正在迅速降临到曾经自由的世界。」

Jupiter 联创 Meow 甚至直接引用中文「借刀杀人」，称 Durov 被捕是活生生的例子，并在随后发文表示「世界迫切需要去中心化的权力基础，请停止向中心化金融权力献媚」。

前美国中央情报局分析师 Larry Johnson 表示：「法国当局将以恐怖主义罪名起诉 Pavel Durov，因为他拒绝审查某些团体。Telegram 是少数几个真正允许批评西方政策的信息继续传播的渠道之一。我认为这才是问题的根源。」

俄罗斯国家杜马副主席达万科夫呼吁俄罗斯外交部设法解救 Telegram 创始人及 CEO Pavel Durov，他表示已经向俄罗斯外交部长拉夫罗夫发出了相应的请求。俄罗斯外交部表示，俄罗斯驻法国大使馆已经采取了必要措施，以了解 Pavel Durov 的有关情况。

看得出来，Durov 在法被捕一事出乎所有人的意料，但 TON 生态作为「社区自治力量支撑的系统」暂未受到除价格、市值以外的影响。

TON 生态项目：支持 Pavel Durov，自身运营不受影响

针对 Pavel Durov 在法被捕一事，TON 生态的诸多项目纷纷予以声援，并表示自身运营不受任何影响。

以 Pavel Durov 喜爱的黑白狗为形象符号的 TON 生态 Meme 币项目 DOGS 社区在官方 Telegram 频道发文表示：「我们支持 Pavel Durov，隐私和真相，这在当下尤为重要。」

Durov 手持黑白狗照片

此前登录币安等一众主流交易所，并曾捐赠 10 亿余枚 NOT 代币给 Pavel Durov 和 Telegram 平台的 TON 生态标杆性项目 NOTCOIN 官方发文表示，「无罪，#freedurov。」

Telegram Wallet 在官方频道发文表示：「我们正在密切关注最近关于 Telegram 创始人 Pavel Durov 的消息，但这些事件在任何方面都不会影响 Wallet 的运营。」

Ton Society 社区增长负责人 Viktor 发文表示，「矩阵是真实的…现在他们攻击 Telegram 和 TON，因为 Pavel Durov 拒绝放弃人们的隐私权。法国应该为自己感到羞愧。法国人应该为他们的言论自由而战。我请求每个人在这个充满挑战的时刻支持 Pavel。#FREEDUROV」。

TON Takeover 援引 Durov 此前的一场采访提到的观点称，「隐私不是犯罪」。

TON 生态知名项目 Hamster Network 官方账号也发文呼吁马斯克介入：「这是一个紧急情况，但至少有一个人 X 可以尝试对其产生影响。亲爱的 @elonmusk，请发文以保护言论自由支持者 #FREEDUROV。」

马斯克发文表态

随后，马斯克果然不含糊，直接引用 Pavel 的采访视频，发文呼吁「FreePavel」。

作为 TON 生态众多项目生存的「土壤」，Pavel Durov 及 Telegram 平台得到了这个休戚与共的群体的一致支持，毕竟，「皮之不存，毛将焉附」。

Telegram 平台：前途未卜，但仍有另一联创 Nicolia 支撑

最后，对于 Telegram 平台来说，除了已经被捕的创始人 Pavel Durov 以外，还有 Telegram 开放网络共识机制 Catchain 提出者、另一联创 Nikolai Durov 可以支撑该平台后续发展。

尽管从 X 平台账号 (https://x.com/Kolja_Durov)（Odaily 注：搜索结果，暂不确定是否为本人账号）来看，Nikolai 对外发声并不多，因而值此前途未卜之际，我们很难确定 Telegram 平台后续走向。但从这个发端于 2013 年的社交通讯平台过往的发展历程来看，其月活近 10 亿的用户体量已经是互联网世界的一大生态，短时间内并不会走向万劫不复的局面。

TON 生态以及 Telegram 平台虽然短时间内或将陷入「群龙无首」的状态，但作为「技术支柱」的联合创始人 Nikolai Durov 的存在会为这一生态系统提供支持作用。

小结：TON 生态遭遇波折，但实际发展并不受过多影响

根据此前「TON 基金会任命 Andrew Rogozov 为创始成员并由其监督区块链项目的产品工作」一事来看，TON 生态与 Telegram 的集成说明二者之间是两个主体，并且不排除可以进行「切割」或者「集成拆分」的可能。

退一万步讲，Telegram 平台受创始人被捕消息影响或许将面临平台用户量减少等情况，但对 TON 生态来说并不会「伤筋动骨」。而在言论自由越发珍贵的今天，此事或将进一步推动包括 TON 生态在内的一众去中心化区块链网络的发展，让更多人认识到加密通信以及去中心化金融、去中心化社会的重要性。

原文链接:https://mp.weixin.qq.com/s?__biz=MzU5MDU2MzIzOQ==&mid=2247505032&idx=1&sn=b8bb...

说明: 比推所有文章只代表作者观点，不构成投资建议

CZDAIHTPavel DurovTelegramTON美国

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