Telegram和Ton的位置是捕獲Web3項目的龐大消費者基礎的獨特位置

最近，法國和越南將電報直接推向了頭條新聞。然而，沒有政府乾預可以阻止去年3月達到十億用戶地標。

France and Vietnam may have intervened to stop the integration of crypto into Pavel Durov’s messaging app, but they couldn’t prevent it from hitting a billion-user landmark last March.

法國和越南可能已經乾預，以阻止加密貨幣納入帕維爾·杜羅夫（Pavel Durov）的消息傳遞應用程序，但他們無法阻止去年3月擊中十億用戶的地標。

The world’s most used messaging app, Telegram is also a community hub for web3 aficionados and early blockchain adopters. Simple, reliable and offering not just promises but a readily available platform, Telegram presents a unique opportunity for the crypto industry to propel itself towards mass adoption. And we are talking about the largest untapped market for consumer-facing crypto applications.

Telegram是世界上最常用的消息傳遞應用程序，也是Web3迷和早期區塊鏈採用者的社區中心。 Telegram簡單，可靠，不僅提供承諾，而且提供一個容易獲得的平台，為加密行業提供了一個獨特的機會，可以將自己推向大眾採用。我們談論的是針對面向消費者的加密應用程序最大的未開發市場。

It’s no longer a question of where crypto communities come together on Telegram, but rather how they build on the platform. But isn’t that what the industry has been trying to do for the past 15 years?

這不再是加密社區在電報上聚集在一起的問題，而是它們在平台上的建立方式。但是，這不是該行業在過去15年中一直在嘗試做的事情嗎？

It may seem like it, but there’s a critical difference. Today’s efforts to expand the crypto industry are focused on attracting users from platforms like Coinbase (NASDAQ:COIN) or Binance to new and interesting projects within the decentralized finance (DeFi) sector. However, these users already possess some technical knowledge and are actively seeking out new coins, protocols or platforms. But to expand the industry drastically, a different approach is needed to introduce these technologies to a billion-user messaging app.

看起來好像是這樣，但是有一個關鍵的區別。當今擴展加密行業的努力集中在吸引來自Coinbase（NASDAQ：COIN）等平台的用戶或分散財務（DEFI）領域內的新有趣項目。但是，這些用戶已經擁有一些技術知識，並且正在積極尋找新的硬幣，協議或平台。但是，要大幅度擴展行業，需要另一種方法來將這些技術引入十億用戶消息傳遞應用程序。

Telegram is more than a platform

電報不僅僅是平台

Many use Telegram daily without ever thinking about end-to-end encryption, but the value proposition of Telegram over its competitors lies in its outstandingly simple UX and efficient messaging, which creates the ultimate headstart for MiniApps. Through TON (Token (CRYPTO:TRON, Chain (CRYPTO:TRON,) Network), Telegram is not just another platform for crypto expansion, but a fundamentally different adoption paradigm, where blockchain functionality is integrated into the existing user environment.

許多人每天都在不考慮端到端的加密，但是電報對競爭對手的價值主張在於其出色的簡單UX和高效的消息傳遞，這為Miniapps創造了最終的興奮性。通過TON（Token（加密：Tron，Chain（Crypto：Tron）網絡），Telegram不僅是加密擴展的另一個平台，而且是從根本上不同的採用範式，其中區塊鏈功能集成到現有的用戶環境中。

The rapidly expanding Telegram MiniApps and the scale of their adoption provide the ultimate headstart to the platform. However, to maximize this potential, we need to shift our perspective.

快速擴展的電報Miniapps及其採用的規模為平台提供了最終的啟示。但是，為了最大程度地發揮這種潛力，我們需要改變觀點。

With the growing number of MiniApps and the rapid development of TON, we can flip the traditional adoption model from “pull” to “push,” requiring entirely new strategic approaches. Instead of waiting for users to discover and adopt DeFi apps, the ecosystem must proactively develop these tools and ship them directly to a ready and waiting user base.

隨著Miniapps數量的越來越多和噸的快速發展，我們可以將傳統的採用模型從“拉”翻轉為“推動”，需要全新的戰略方法。生態系統必須主動開發這些工具並將其直接運送到現成的和等待的用戶群中，而不是等待用戶發現和採用Defi應用程序。

Web3 will be user-friendly or forgotten

Web3將是用戶友好或忘記的

Most blockchain projects today are built for people already familiar with web3. They are built around the ethos of DeFi, but the approaches to onboarding new users and promoting widespread adoption have been an uphill battle. The typical target audience of such projects likely spends time on Coinbase or Binance and has at least some technical understanding of the underlying technology of the products they use.

如今，大多數區塊鏈項目都是為已經熟悉Web3的人們建造的。它們是圍繞Defi的精神建立的，但是入職新用戶並促進廣泛採用的方法是一場艱苦的戰鬥。此類項目的典型目標受眾可能會花費時間在Coinbase或Binance上，並且至少對他們使用的產品的基礎技術有一些技術理解。

Developers optimize their products for crypto-natives and push for more functionality at a cost of even more complexity, resulting in a steeper learning curve for new users. The hope that consumers will eventually “get it” is misguided. We need to start thinking about how to bring the crypto industry to the new generation of users in a way that is both engaging and accessible.

開發人員優化了他們的產品用於加密本地人，並以更複雜的價格推動更多功能，從而為新用戶提供了更陡峭的學習曲線。希望消費者最終將“獲得”的希望是誤導的。我們需要開始考慮如何以引人入勝且易於訪問的方式將加密貨幣行業帶到新一代用戶。

The behavioral characteristics of Telegram and TON’s global user base are different from the typical patterns of crypto adoption—they’re transaction-oriented rather than speculation-focused, and value immediate utility over theoretical potential. For example, the rapid adoption of TON-based games like Catizen, which onboarded over 20 million users in just months, demonstrates how intuitive, value-first experiences resonate.

Telegram和Ton的全球用戶群的行為特徵與採用加密的典型模式不同，這些模式以交易為導向而不是以投機為方便的方式，並且對理論潛力的估值是立即的效用。例如，在短短幾個月內就乘坐超過2000萬用戶的Catizen等基於噸的遊戲的快速採用表明了直觀，價值優先的體驗如何引起共鳴。

Telegram and TON are uniquely placed to capture a vast new consumer base for web3 projects. As Pantera Capital’s Dan Morehead puts it,

Telegram和Ton是獨特的，可以捕獲Web3項目的大量新消費者基礎。正如Pantera Capital的Dan Morehead所說的那樣，

“99.999% of blockchain projects are a tech idea trying to create a community—from nothing. … Telegram is a community integrating blockchain technology.”

“ 99.999％的區塊鏈項目是一個技術想法，試圖創建一個社區。

What is to be done?

該怎麼辦？

So, how can the industry make sure web3 thrives on Telegram? Firstly, the focus must return to the value added through DeFi primitives: yield, borrow, and swaps. DeFi can be embedded seamlessly into MiniApps, creating new monetization models without users needing to be aware they are interacting with the blockchain. For example, users can unlock in-game perks by temporarily locking tokens, generate yield through DeFi vaults, or use “Buy Now, Pay Later” mechanics backed by crypto collateral. Even token swaps can be streamlined within the MiniApps, transforming everyday actions like gaming or gifting into seamless DeFi interactions that benefit both developers and users. TAC is already enabling this shift by bringing blue-chip and battle-tested DeFi applications from the Ethereum (ETH) ecosystem to TON and Telegram.

那麼，如何確保Web3在電報上蓬勃發展？首先，焦點必須返回到通過defi基原始人添加的值：收益，借用和掉期。 DEFI可以無縫地嵌入Miniapps，創建新的獲利模型，而無需用戶需要意識到他們正在與區塊鏈進行交互。例如，用戶可以通過臨時鎖定令牌，通過Defi保管庫產生收益率或使用“立即購買，稍後付款”機制來解鎖遊戲內部的特權。甚至可以在Miniapps中簡化代幣掉期，將游戲或贈品等日常操作轉變為有益於開發人員和用戶的無縫偏見相互作用。 TAC已經通過將以太坊（ETH）生態系統的藍籌和戰鬥測試的Defi應用程序帶到TON和Telegram來實現這一轉變。

Secondly, developers must recognize that Telegram’s interface is not just a frontend; it is the environment where the next generation of consumer expectations are shaped. In general, users demand immediacy, simplicity, and relevance. Telegram MiniApps already serve as touchpoints for games, fintech, and social utilities, making them ideal vessels for embedding DeFi logic behind the scenes. Instead of placing a burden on users with gas fees or seed phrases, we can integrate these mechanics directly into

其次，開發人員必須認識到電報的界面不僅僅是前端。這是下一代消費者期望的形狀的環境。通常，用戶需要即時性，簡單性和相關性。 Telegram Miniapps已經充當遊戲，金融科技和社會公用事業的接觸點，使其成為將Defi邏輯嵌入幕後的理想船隻。我們可以將這些機制直接集成到使用者中