開放網路 (TON) 是 2024 年成長最快的主要第 1 層鏈

儘管在整個熊市中很少受到關注，但 Telegram 整合的區塊鏈開放網路 (TON) 是 2024 年成長最快的主要第 1 層鏈。

Despite gathering little attention throughout the bear market, Telegram-integrated blockchain, The Open Network (TON), is the fastest growing major Layer 1 chain in 2024.

儘管在整個熊市中很少受到關注，但 Telegram 整合的區塊鏈開放網路 (TON) 是 2024 年成長最快的主要第 1 層鏈。

TON’s total value locked (TVL) has increased 27 times to $386 million from $14 million this year, outpacing all competing Layer 1s and Ethereum Layer 2s on a percentage basis. The network’s native token, Toncoin, has surged too, boasting the 5th largest year-to-date gain among the top 50 tokens per CoinMarketCap, displacing competing Layer 1 Cardano from the top 10.

TON 的總鎖定價值 (TVL) 從今年的 1400 萬美元增長了 27 倍，達到 3.86 億美元，按百分比計算超過了所有競爭的 Layer 1 和以太坊 Layer 2。該網絡的原生代幣 Toncoin 也大幅上漲，在 CoinMarketCap 排名前 50 名的代幣中，今年迄今漲幅排名第五，取代了競爭對手第 1 層卡爾達諾 (Layer 1 Cardano)，躋身前 10 名。

TON’s rapid ascent began in February with the launch of its Open League incentives program. The network’s ad-sharing program and Tether partnership have also driven activity and token price. TON’s growth showcases how a web2 app can successfully be a foundation for a strong web3 ecosystem, especially with a pre-existing user base of over 900 million monthly active users (MAU), like Telegram has.

隨著開放聯盟激勵計畫的推出，TON 於 2 月開始迅速崛起。該網路的廣告共享計劃和 Tether 合作夥伴關係也推動了活動和代幣價格。 TON 的成長展示了 web2 應用程式如何成功成為強大的 web3 生態系統的基礎，尤其是像 Telegram 一樣，現有的每月活躍用戶 (MAU) 超過 9 億的用戶群。

Originally founded in 2013 by Pavel and Nikolai Durov, Telegram is the 4th most popular messaging app in the world by MAU.

Telegram 最初由 Pavel 和 Nikolai Durov 於 2013 年創立，是 MAU 全球第四大最受歡迎的訊息應用程式。

Recently, in an interview with Tucker Carlson, Telegram CEO Pavel Durov stated: “We'll probably cross one billion monthly active users within a year now”.

最近，Telegram 執行長 Pavel Durov 在接受 Tucker Carlson 採訪時表示：「我們可能會在一年內突破 10 億月活躍用戶」。

The official Telegram team launched its blockchain, TON, in 2018 but faced scrutiny from the Securities and Exchange Commission (SEC) and was forced to shut down operations.

Telegram 官方團隊於 2018 年推出了區塊鏈 TON，但面臨美國證券交易委員會 (SEC) 的審查並被迫關閉營運。

In 2021, the project restarted development under the stewardship of the TON Foundation, which operates adjacent to Telegram.

2021 年，該計畫在 TON 基金會的管理下重新開始開發，該基金會毗鄰 Telegram。

But it’s been the last few months when the ecosystem started taking off. Bootstrapped by its incentives program called the “Open League”, the TON foundation is providing a multi-season rollout of $TON incentives.

但直到最近幾個月，生態系統才開始起飛。在名為「開放聯盟」的激勵計劃的推動下，TON 基金會正在提供多賽季的 $TON 激勵措施。

The Open League will distribute over $150M in rewards across the course of the program, split amongst a variety of categories such as DeFi, NFT, Token, and App ecosystems.

Open League 將在整個規劃過程中分配超過 1.5 億美元的獎勵，分為 DeFi、NFT、Token 和 App 生態系統等多種類別。

As of March, Telegram announced its ad-sharing program built on TON. Channel owners that qualify will receive 50% of the revenue that Telegram makes from ads displayed in the respective channels, and payment distributions and withdrawals are moved exclusively through the TON blockchain.

截至 3 月，Telegram 宣布了基於 TON 的廣告共享計劃。符合資格的頻道所有者將獲得 Telegram 從各個頻道中展示的廣告中獲得的 50% 的收入，並且付款分配和取款僅透過 TON 區塊鏈進行。

The majority of TON”s infrastructure is built on top of the messaging app, Telegram, to leverage its existing user base. TON-native wallet solutions such as Tonkeeper can operate directly within the messaging app. Tonkeeper wallets are also available as a separate mobile app or as a web application, and is currently the number 1 ranked finance app on Google Play.

TON 的大部分基礎設施都建立在訊息應用程式 Telegram 之上，以利用其現有的用戶群。 TON 原生錢包解決方案（例如 Tonkeeper）可以直接在訊息應用程式中執行。 Tonkeeper 錢包也可以作為單獨的行動應用程式或網路應用程式使用，目前是 Google Play 上排名第一的金融應用程式。

Tonkeeper transactions are routed through a Telegram channel, similar to how other Telegram bots function. These wallets allow for self-custody, payments, transfers, and access to applications such as NFT marketplaces, but instead of interacting with an installed browser extension, like most other Layer 1 chains, the functions are hosted in Telegram.

Tonkeeper 交易透過 Telegram 頻道進行路由，類似其他 Telegram 機器人的功能。這些錢包允許自我託管、支付、轉帳和訪問 NFT 市場等應用程序，但不像大多數其他第 1 層鏈那樣與已安裝的瀏覽器擴充功能進行交互，這些功能託管在 Telegram 中。

TON raised $250 million in a 2022 round including Mask Network, FJ Labs, and MEXC Venture. The network also has strategic support from firms such as Animoca Brands and OKX. Last month, Pantera Capital announced their investment into TON, citing it as their “largest investment ever”.

TON 在 2022 年的一輪融資中籌集了 2.5 億美元，投資者包括 Mask Network、FJ Labs 和 MEXC Venture。該網絡還獲得 Animoca Brands 和 OKX 等公司的策略支持。上個月，Pantera Capital 宣布投資 TON，稱這是他們「有史以來最大的投資」。

Pantera partner Ryan Barney wrote in a May 8 letter, “By leveraging Telegram’s vast user base and seamless UX with the vibrancy of TON’s emerging ecosystem, we believe TON has the potential to become one of the largest crypto networks.”

Pantera 合作夥伴Ryan Barney 在5 月8 日的一封信中寫道：「透過利用Telegram 龐大的用戶群和無縫的用戶體驗以及TON 新興生態系統的活力，我們相信TON 有潛力成為最大的加密網絡之一。

Still in its infancy, TON’s on-chain economy is small compared to Toncoin’s market cap of $17 billion. While its TVL soared this year, competitors such as Sui boast 85% more assets held in smart contacts and more native dApps, despite being valued nearly 70% lower.

與 Toncoin 170 億美元的市值相比，TON 的鏈上經濟仍處於起步階段，規模較小。雖然其 TVL 今年飆升，但 Sui 等競爭對手在智慧聯絡人和更多原生 dApp 方面持有的資產增加了 85%，儘管其估值低了近 70%。

A sizable amount of the on-chain activity on TON takes place on the chain's largest native decentralized exchange (DEX), STON.fi, which hosts 67% of the total TVL. Outside of STON.Fi, and TON’s leading liquid staking solution, Tonstakers, DeFi on The Open Network is limited to a few small lending and derivatives platforms.

TON 上的大量鏈上活動發生在鏈上最大的本地去中心化交易所 (DEX) STON.fi 上，該交易所託管著總 TVL 的 67%。除了 STON.Fi 和 TON 領先的流動性質押解決方案 Tonstakers 之外，The Open Network 上的 DeFi 僅限於少數小型借貸和衍生性商品平台。

TON runs an asynchronous payment channel via two interacting networks called shard chains, that finalize transactions independently, and then confirm their states to the payment channel’s smart contract.

TON 透過兩個稱為分片鏈的互動網路運行非同步支付通道，這兩個網路獨立完成交易，然後向支付通道的智慧合約確認其狀態。

This is different from other network designs, including Solana’s and Ethereum’s, which have synchronous payments, where one cannot begin the next transaction in a contract without confirmation of the initial transaction.

這與其他網路設計不同，包括 Solana 和以太坊，它們具有同步支付功能，在沒有確認初始交易的情況下，無法開始合約中的下一筆交易。

On TON, the execution of smart contract functions will take place in a future block as opposed to the block the transaction is confirmed in. This can help the network handle high volumes of complex smart contract interactions.

在 TON 上，智慧合約功能的執行將在未來的區塊中進行，而不是在交易確認的區塊中進行。

TON’s developer community is small. Electric

TON 的開發者社群很小。電的