开放网络 (TON) 是 2024 年增长最快的主要第 1 层链

尽管在整个熊市中很少受到关注，但 Telegram 集成的区块链开放网络 (TON) 是 2024 年增长最快的主要第 1 层链。

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.

尽管在整个熊市中很少受到关注，但 Telegram 集成的区块链开放网络 (TON) 是 2024 年增长最快的主要第 1 层链。

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 的锁定总价值 (TVL) 从今年的 1400 万美元增长了 27 倍，达到 3.86 亿美元，按百分比计算超过了所有竞争的 Layer 1 和以太坊 Layer 2。该网络的原生代币 Toncoin 也大幅上涨，在 CoinMarketCap 排名前 50 的代币中，今年迄今为止的涨幅排名第五，取代了竞争对手第 1 层卡尔达诺 (Layer 1 Cardano)，从前 10 名中脱颖而出。

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.

随着开放联盟激励计划的推出，TON 于 2 月份开始迅速崛起。该网络的广告共享计划和 Tether 合作伙伴关系也推动了活动和代币价格。 TON 的增长展示了 web2 应用程序如何成功成为强大的 web3 生态系统的基础，尤其是像 Telegram 那样，现有的每月活跃用户 (MAU) 超过 9 亿的用户群。

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 于 2013 年创立，是 MAU 全球第四大最受欢迎的消息应用程序。

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 首席执行官 Pavel Durov 在接受 Tucker Carlson 采访时表示：“我们可能会在一年内突破 10 亿月活跃用户”。

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 官方团队于 2018 年推出了区块链 TON，但面临美国证券交易委员会 (SEC) 的审查并被迫关闭运营。

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

2021 年，该项目在 TON 基金会的管理下重新开始开发，该基金会毗邻 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.

但直到最近几个月，生态系统才开始起飞。在名为“开放联盟”的激励计划的推动下，TON 基金会正在提供多赛季的 $TON 激励措施。

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 将在整个计划过程中分配超过 1.5 亿美元的奖励，分为 DeFi、NFT、Token 和 App 生态系统等多种类别。

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 宣布了基于 TON 的广告共享计划。符合资格的频道所有者将获得 Telegram 从各个频道中展示的广告中获得的 50% 的收入，并且付款分配和取款仅通过 TON 区块链进行。

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 的大部分基础设施都建立在消息应用程序 Telegram 之上，以利用其现有的用户群。 TON 原生钱包解决方案（例如 Tonkeeper）可以直接在消息应用程序中运行。 Tonkeeper 钱包也可以作为单独的移动应用程序或网络应用程序使用，目前是 Google Play 上排名第一的金融应用程序。

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 交易通过 Telegram 通道进行路由，类似于其他 Telegram 机器人的功能。这些钱包允许自我托管、支付、转账和访问 NFT 市场等应用程序，但不像大多数其他第 1 层链那样与已安装的浏览器扩展进行交互，这些功能托管在 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 年的一轮融资中筹集了 2.5 亿美元，投资方包括 Mask Network、FJ Labs 和 MEXC Venture。该网络还获得 Animoca Brands 和 OKX 等公司的战略支持。上个月，Pantera Capital 宣布投资 TON，称这是他们“有史以来最大的投资”。

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 合作伙伴 Ryan Barney 在 5 月 8 日的一封信中写道：“通过利用 Telegram 庞大的用户群和无缝的用户体验以及 TON 新兴生态系统的活力，我们相信 TON 有潜力成为最大的加密网络之一。”

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.

与 Toncoin 170 亿美元的市值相比，TON 的链上经济仍处于起步阶段，规模较小。虽然其 TVL 今年飙升，但 Sui 等竞争对手在智能联系人和更多原生 dApp 方面持有的资产增加了 85%，尽管其估值低了近 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 上的大量链上活动发生在链上最大的本地去中心化交易所 (DEX) STON.fi 上，该交易所托管着总 TVL 的 67%。除了 STON.Fi 和 TON 领先的流动性质押解决方案 Tonstakers 之外，The Open Network 上的 DeFi 仅限于少数小型借贷和衍生品平台。

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 通过两个称为分片链的交互网络运行异步支付通道，这两个网络独立完成交易，然后向支付通道的智能合约确认其状态。

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.

这与其他网络设计不同，包括 Solana 和以太坊，它们具有同步支付功能，在没有确认初始交易的情况下，无法开始合约中的下一笔交易。

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，智能合约功能的执行将在未来的区块中进行，而不是在交易确认的区块中进行。这可以帮助网络处理大量复杂的智能合约交互。

TON’s developer community is small. Electric

TON 的开发者社区很小。电的