開放網路 (TON) 正在成為潛在的動力來源

隨著加密貨幣市場從 2022 年至 2023 年的低迷中復甦，開放網路 (TON) 正在成為潛在的強大力量

Crypto Briefing attended TOKEN 2049 in Singapore, meeting with executives from Bitget, a leading crypto exchange, to discuss the latest trends in the crypto market.

Crypto Briefing 參加了在新加坡舉行的 TOKEN 2049，與領先的加密貨幣交易所 Bitget 的高管會面，討論加密貨幣市場的最新趨勢。

During the event, Bitget announced a $30 million investment in TON tokens, through its partnership with Foresight Ventures, a Web3 investment firm. This investment will support the growth of the TON ecosystem and the development of new projects on the network.

活動期間，Bitget 宣布透過與 Web3 投資公司 Foresight Ventures 的合作，對 TON 代幣投資 3,000 萬美元。這筆投資將支持 TON 生態系統的發展和網路上新項目的開發。

“We deeply believe in TON’s success and possibilities,” shares Vugar Usi Zade, Chief Operations Officer at Bitget, in an exclusive interview with Crypto Briefing.

Bitget 首席營運長 Vugar Usi Zade 在接受 Crypto Briefing 獨家採訪時表示：“我們堅信 TON 的成功和可能性。”

“TON has established a strong foothold among users in regions such as the CIS, South Asia, Southeast Asia, Brazil, and Nigeria,” Zade added, highlighting the growing adoption of the network in emerging markets.

Zade 補充說：「TON 在獨聯體、南亞、東南亞、巴西和奈及利亞等地區的用戶中建立了牢固的立足點。」他強調了該網路在新興市場的採用率不斷上升。

According to Bitget Research, the TON ecosystem now boasts over 1,100 decentralized applications (dApps), with leading projects emerging across sectors like decentralized finance (DeFi), GameFi, and utility tools.

據 Bitget Research 稱，TON 生態系統目前擁有超過 1,100 個去中心化應用程式 (dApp)，其中包括去中心化金融 (DeFi)、GameFi 和實用工具等領域的領先項目。

The TON blockchain recently crossed the 1 billion transactions mark, and a key factor driving this rapid growth has been the innovative user acquisition models, particularly in the gaming sector.

TON 區塊鏈最近突破了 10 億筆交易大關，推動這項快速成長的關鍵因素是創新的用戶獲取模式，尤其是在遊戲領域。

“Tap-to-Earn” games like Notcoin and Hamster Kombat have attracted millions of users, many interacting with blockchain technology for the first time, and with standards such as gasless transactions being introduced to such a wide user base.

Notcoin 和 Hamster Kombat 等「點擊賺錢」遊戲吸引了數百萬用戶，其中許多人是第一次與區塊鏈技術互動，並向如此廣泛的用戶群引入了無gas交易等標準。

“I love to call it the IKEA effect,” Usi Zade said with a chuckle, drawing a parallel to the furniture retailer. “When you buy something from IKEA, you bring it home, you build it, you think that you achieve something. Now with Tap-to-Earn games, you feel like you are earning or doing something.”

「我喜歡稱其為宜家效應，」烏西·扎德笑著說道，並與家具零售商進行了類比。 「當你從宜家購買東西時，你把它帶回家，你建造它，你認為你取得了一些成就。現在，透過點擊賺錢遊戲，你會感覺自己正在賺錢或正在做某事。

These games have proven remarkably effective at onboarding new users. Notcoin, for example, has seen over 30 million participants since its January 2024 launch, with 5 million daily active users at its peak.

事實證明，這些遊戲在吸引新用戶方面非常有效。例如，Notcoin 自 2024 年 1 月推出以來，已有超過 3,000 萬名參與者，高峰時每日活躍用戶達到 500 萬。

The Open Network (TON) is emerging as a potential powerhouse in the crypto market, leveraging its Telegram roots while also seeking independence. As the network gains traction and expands its ecosystem, industry experts are keeping a close eye on how this kind of ‘balancing act’ will propel TON to new heights or leave it vulnerable to regulatory scrutiny.

開放網路 (TON) 正成為加密貨幣市場的潛在力量，利用其 Telegram 根源，同時也尋求獨立。隨著網路獲得牽引力並擴大其生態系統，行業專家正在密切關注這種「平衡行為」將如何推動 TON 達到新的高度，或使其容易受到監管審查。

After being acquired by Telegram in 2023, following a legal battle over the rights to the TON name and technology, a group of former TON developers decided to continue working on the project independently.

2023 年被 Telegram 收購後，經過一場關於 TON 名稱和技術權利的法律糾紛，一群前 TON 開發人員決定繼續獨立開發該專案。

This led to the launch of a community-driven version of TON in 2023, which has since seen rapid growth and adoption among crypto users, especially in emerging markets.

這導致社群驅動的 TON 版本於 2023 年推出，此後該版本在加密貨幣用戶中迅速成長和採用，尤其是在新興市場。

The original Telegram-backed version of TON is expected to launch later in 2025.

Telegram 支援的 TON 原始版本預計將於 2025 年稍後推出。

“The narrative around mass adoption has largely changed,” shares Usi Zade, reflecting on the shifting narrative in the crypto industry over the past few years.

「關於大規模採用的敘述已經發生了很大變化，」Usi Zade 分享道，反思了過去幾年加密行業不斷變化的敘述。

“Back in 2016, when I started working in crypto, the narrative was that this technology is ‘revolutionizing’ and that people will come to Web3. But after six or so years, we noticed that people don’t come to Web3, we have to go to the people,” Zade said, highlighting a crucial aspect that is also inherent in Telegram.

「早在 2016 年，當我開始從事加密行業時，人們就認為這項技術正在『革命性’，人們將會轉向 Web3。但大約六年後，我們注意到人們不再使用 Web3，我們必須去找人們，」Zade 說，強調了 Telegram 固有的關鍵方面。

With over a billion users and counting, Telegram represents the ‘realistic case’ of onboarding the next billion users, especially considering other attempts by Web2 giants to enter the Web3 space.

Telegram 擁有超過 10 億用戶並且還在不斷增加，它代表了吸引下一個 10 億用戶的“現實案例”，特別是考慮到 Web2 巨頭進入 Web3 領域的其他嘗試。

For instance, Facebook recently launched its Threads app, but despite having a huge user base, they could only onboard a small fraction of users to the new platform.

例如，Facebook 最近推出了 Threads 應用程序，但儘管擁有龐大的用戶群，但他們只能讓一小部分用戶使用新平台。

“They could onboard hundreds of millions of users to that platform because they already had a huge user base,” Zade observed, reflecting on the challenges of user acquisition in the crypto industry.

「他們可以讓數億用戶加入該平台，因為他們已經擁有龐大的用戶群，」扎德觀察到，這反映了加密行業用戶獲取的挑戰。

“I believe in leveraging these aspects so that people, users, could benefit from the projects, tools, and resources within TON’s ecosystem,” Zade added.

「我相信利用這些方面，使人們、用戶能夠從 TON 生態系統內的項目、工具和資源中受益，」Zade 補充道。

Zade sees practical utility and mass adoption as core challenges to how TON could reach retail users, a problem which he notes is also prevalent in the crypto industry, hence the prospects of chain abstraction and the push towards greater accessibility for crypto UX.

Zade 認為實際效用和大規模採用是 TON 如何接觸零售用戶的核心挑戰，他指出這個問題在加密行業中也很普遍，因此鏈抽象的前景和推動加密用戶體驗的可訪問性變得更大。

At this point, we asked Zade what he thinks about the term “de-Telegrammization” and what its lateral effects could be across the industry.

此時，我們詢問札德對「去電報化」一詞的看法以及它對整個產業可能產生的橫向影響。

According to Zade, there is a huge potential for Telegram to become a “core access point” for users, working as an acquisition channel, but not the only channel.

Zade 表示，Telegram 有巨大潛力成為用戶的“核心接入點”，作為獲取管道，但不是唯一管道。

“It doesn’t necessarily mean that users should, or would choose to always stay there,” Zade opined, noting that the need to build beyond the initial Telegram audience would become more apparent.

Zade 認為：「這不一定意味著用戶應該或會選擇永遠留在那裡。」他指出，擴大最初 Telegram 受眾範圍的必要性將變得更加明顯。