Whether it's Axie Infinity in the early days or Friend Tech in the recent past, we all know that it's a Ponzi, and sooner or later there will be a death spiral, basically, a project that can peak for literally 3 months to half a year is already outstanding. There are no evergreens like Uniswap (DEX) or Tether (stablecoin) in these areas. In Socialfi, NFT, Gamef and other Dapp can not be like Defi, entropy reduction, TON from the design concept on the concept of more "Intent", may have the opportunity to break through the existing shackles, for Web3.0 to bring the real Mass Adoption.
In addition, at present, the token empowerment is more diversified in advertisement, cell phone number, domain name, and membership service, so the valuation should be separated and valued one by one, and the valuation should be carried out after the ecology is stabilized. TON can't be completely analogous to traditional public chains in terms of analogical valuation, and we can consider comparing TG with Meta and WeChat in terms of active users and market value.
Development Trend:
Telegram is similar to Discord in terms of Mass Adoption - a modular approach. In other words, it is the App Store of Ios system, which gives you an Apple device (Telegram), and then different user groups go to the App Store (Telegram Apps) to choose the Apps you need, such as trading Crypto, downloading Jieyin, playing games, playing NFT and other pattern needs to be downloaded, so as to realize the Mass Adoption of the cross-track. Mass Adoption.
TON is a bit like the development of WeChat, and TON Space is WeChat Small Program + WeChat Wallet.
At the moment, the way of attracting traffic in November is very important: the visiting Gamefi project said that part of the way of attracting traffic is to subsidize TON through the use of DApps, and if the data is good, it will continue to subsidize it. Let's see how to promote Telegram+TON ecosystem in November, and how much traffic TON Space can bring.
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