TON Games：不只是另一個 Clicker 代幣

儘管它們與雄心勃勃的撤離射擊遊戲 Shrapnel 或 Pixels 和 Alien Worlds 的深層社交機制不同，但 TON 的生態系統遊戲不應該被視為微不足道。

Despite the recent surge in web3 gaming tokens, the overall number of players has remained relatively low compared to the traditional gaming market. However, a recent development in the Telegram ecosystem could be setting the stage for mass web3 adoption.

儘管最近 web3 遊戲代幣激增，但與傳統遊戲市場相比，玩家總數仍然相對較低。然而，Telegram 生態系統的最新發展可能為大規模採用 web3 奠定基礎。

With the integration of social mini-games on the TON blockchain, developers can now build games, wallets, exchanges, and other dapps on top of Telegram. This marks a significant departure from previous social gaming experiences, such as Zynga's Farmville on Facebook, which lacked access to payment systems, NFT storage solutions, smart contracts, and other web3 capabilities.

透過在 TON 區塊鏈上整合社交迷你遊戲，開發人員現在可以在 Telegram 上建立遊戲、錢包、交易所和其他 dapp。這標誌著與先前的社交遊戲體驗的重大背離，例如 Facebook 上的 Zynga 的 Farmville，它缺乏支付系統、NFT 儲存解決方案、智慧合約和其他 web3 功能。

A recent report by web3 investment firm Delphi Digital delves into the TON gaming ecosystem, highlighting some of the most notable games. While these games may not yet rival the complexity of an extraction shooter like Shrapnel or the deep social mechanics of Pixels and Alien Worlds, they should not be dismissed as insignificant.

web3 投資公司 Delphi Digital 最近的一份報告深入研究了 TON 遊戲生態系統，重點介紹了一些最著名的遊戲。雖然這些遊戲的複雜性可能還無法與《Shrapnel》等撤離射擊遊戲相媲美，也無法與《Pixels》和《Alien Worlds》的深層社交機制相媲美，但它們不應被視為微不足道而被忽視。

Available to Telegram's 900 million users, these games offer a potential solution to the onboarding friction that has plagued web3. As the report notes, "If nothing else, these games showcase how to onboard users to web3 en masse." Moreover, the genres of games being built on TON are sure to expand beyond the simple clicker games that have dominated the ecosystem thus far.

這些遊戲可供 Telegram 的 9 億用戶使用，為解決困擾 web3 的入門問題提供了潛在的解決方案。正如報告指出的那樣，“如果不出意外的話，這些遊戲展示瞭如何讓用戶集體使用 web3。”此外，基於 TON 構建的遊戲類型肯定會超越迄今為止主導生態系統的簡單點擊遊戲。

Indeed, as previously reported by BSC News, the TON platform has seen a rapid growth in the number of games available, recently expanding from 120 to 160 games. Now, the latest figures put the total number of games at 176.

事實上，正如 BSC News 之前報導的那樣，TON 平台上可用的遊戲數量快速增長，最近從 120 款擴展到 160 款。現在，最新數據顯示比賽總數為176場。

As the momentum has steadily grown throughout 2024, tap game Notcoin, which launched on 1st January, was one of the first to kick it off.

隨著整個 2024 年勢頭穩步增長，1 月 1 日推出的點擊遊戲 Notcoin 是最早拉開序幕的遊戲之一。

In mid-June, it claimed to have hit 40 million users. Its NOT token launched on Binance at $1 billion FDV in June, peaked at $2.1 billion, and has since gone down to around $1.45 billion, according to the report. More recently, the price of NOT has increased again following an announcement it’s joined forces with AI/web3 gaming analytics company Helika to help game developers building on Telegram.

6月中旬，它聲稱用戶數量已達到4000萬。報告稱，其 NOT 代幣於 6 月以 10 億美元 FDV 在幣安推出，最高時達 21 億美元，此後已降至 14.5 億美元左右。最近，在宣布與 AI/web3 遊戲分析公司 Helika 聯手幫助遊戲開發者在 Telegram 上進行開發後，NOT 的價格再次上漲。

Jointly leading the charge with Notcoin is Hamster Kombat. Unlike NOT, its token is yet to be launched, and that’s accelerating its traction. The latest claimed number of players is 250 million.

與 Notcoin 共同引領潮流的是 Hamster Kombat。與 NOT 不同的是，它的代幣尚未推出，這正在加速其吸引力。最新公佈的玩家人數為2.5億人。

Another game growing in esteem more recently is Catizen. Previously building games on WeChat, its developer has seen its cat breeding swipe game attract over 20 million registered users within two months of launching. Notably, according to the report “Catizen is the top game by in-game revenue through IAPs on TON. Over $10 million in TON has been sunk into the game by their 2.7 million DAU. Additionally, around 50% of the 1.25 million on-chain users are paying customers.”

另一款最近受到重視的遊戲是 Catizen。其開發商之前在微信上開發過遊戲，其貓繁殖刷卡遊戲在推出後兩個月內就吸引了超過 2,000 萬名註冊用戶。值得注意的是，根據該報告，「Catizen 是 TON 上 IAP 遊戲內收入最高的遊戲。 270 萬日活躍用戶已在 TON 中投入了超過 1,000 萬美元。此外，125 萬鏈上用戶中約有 50% 是付費客戶。

It’s worth noting that to a large extent, Catizen’s growth is down to its future token airdrop, with the promise of 42% being allocated to players at the token launch.

值得注意的是，Catizen 的成長很大程度上取決於其未來的代幣空投，在代幣發行時承諾將 42% 分配給玩家。

Putting its user numbers in context, it’s worth comparing to the onchain data we regularly gather from analytics platforms such as DappRadar. It’s not clear why the numbers don’t align, but while Catizen itself claims millions of daily users, its DAUW total is only tracked at around 100,000 daily wallets. This highlights some of the data reporting issues arising from the highly viral and very-easy-to-bot Telegram/TON-based games.

將其用戶數量放在上下文中，值得與我們定期從 DappRadar 等分析平台收集的鏈上數據進行比較。目前尚不清楚為什麼這些數字不一致，但雖然 Catizen 本身聲稱每天有數百萬用戶，但其 DAUW 總數僅追蹤到約 10 萬個每日錢包。這凸顯了基於 Telegram/TON 的高度病毒化且非常容易被機器人控制的遊戲所產生的一些數據報告問題。

Moreover, we recently looked at the level of bots in games such as Pixels, Splinterlands, and Alien Worlds, which showed that bot activity can quickly surge despite active measures against it. Games on TON are not immune to this. Indeed, quite the opposite, some might say they provide an ideal environment for bots to thrive.

此外，我們最近研究了《Pixels》、《Splinterlands》和《Alien Worlds》等遊戲中的機器人水平，結果表明，儘管採取了積極的應對措施，機器人活動仍會迅速激增。 TON 上的遊戲也不能倖免。事實上，恰恰相反，有些人可能會說它們為機器人的蓬勃發展提供了理想的環境。

Another crucial question is how well these games can retain their users. As the report points out, “Although those numbers are impressive, teams building on TON will need to prove their ability to run successful liveops and convert free-to-play users into paying customers without infinite inflationary token reward strategies.”

另一個關鍵問題是這些遊戲如何留住用戶。正如該報告指出的那樣，「儘管這些數字令人印象深刻，但基於TON 的團隊需要證明他們有能力成功運行liveop，並將免費用戶轉變為付費客戶，而無需無限通貨膨脹的代幣獎勵策略。 」

To this end, more niched games like Fanton, a fantasy soccer game which doesn’t promise big token payouts, could be a more sustainable bet. Although nothing the size of Notcoin or Hamster Kombat, yet, Fanton shows there’s potential for other games beyond easy clickers on TON. Claiming 200,000 monthly active users, the free-to-play tournaments run over the last couple of weeks only reached 1000-5000 players however.

為此，像《Fanton》（一款不承諾大額代幣支付的奇幻足球遊戲）等更小眾的遊戲可能是一個更可持續的賭注。儘管沒有 Notcoin 或 Hamster Kombat 那麼大，但 Fanton 表明除了 TON 上簡單的點擊遊戲之外，還有其他遊戲的潛力。聲稱每月有 20 萬名活躍用戶，但過去幾週舉辦的免費錦標賽僅吸引了 1000-5000 名玩家。

Among all the clicker tokens is TON’s own TON token. Where many gaming and meme-coins have zero utility, TON is the underlying gas

在所有 Clicker 代幣中，有 TON 自己的 TON 代幣。許多遊戲和模因幣的效用為零，而 TON 是基礎氣體