Telegram和Ton的位置是捕获Web3项目的庞大消费者基础的独特位置

最近，法国和越南将电报直接推向了头条新闻。然而，没有政府干预可以阻止去年3月达到十亿用户地标。

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.

法国和越南可能已经干预，以阻止加密货币纳入帕维尔·杜罗夫（Pavel Durov）的消息传递应用程序，但他们无法阻止去年3月击中十亿用户的地标。

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传递应用程序，也是Web3迷和早期区块链采用者的社区中心。 Telegram简单，可靠，不仅提供承诺，而且提供一个容易获得的平台，为加密行业提供了一个独特的机会，可以将自己推向大众采用。我们谈论的是针对面向消费者的加密应用程序最大的未开发市场。

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?

这不再是加密社区在电报上聚集在一起的问题，而是它们在平台上的建立方式。但是，这不是该行业在过去15年中一直在尝试做的事情吗？

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.

看起来好像是这样，但是有一个关键的区别。当今扩展加密行业的努力集中在吸引来自Coinbase（NASDAQ：COIN）等平台的用户或分散财务（DEFI）领域内的新有趣项目。但是，这些用户已经拥有一些技术知识，并且正在积极寻找新的硬币，协议或平台。但是，要大幅度扩展行业，需要另一种方法来将这些技术引入十亿用户消息传递应用程序。

Telegram is more than a platform

电报不仅仅是平台

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.

许多人每天都在不考虑端到端的加密，但是电报对竞争对手的价值主张在于其出色的简单UX和高效的消息传递，这为Miniapps创造了最终的兴奋性。通过TON（Token（加密：Tron，Chain（Crypto：Tron）网络），Telegram不仅是加密扩展的另一个平台，而且是从根本上不同的采用范式，其中区块链功能集成到现有的用户环境中。

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.

快速扩展的电报Miniapps及其采用的规模为平台提供了最终的启示。但是，为了最大程度地发挥这种潜力，我们需要改变观点。

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.

随着Miniapps数量的越来越多和吨的快速发展，我们可以将传统的采用模型从“拉”翻转为“推动”，需要全新的战略方法。生态系统必须主动开发这些工具并将其直接运送到现成的和等待的用户群中，而不是等待用户发现和采用Defi应用程序。

Web3 will be user-friendly or forgotten

Web3将是用户友好或忘记的

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，大多数区块链项目都是为已经熟悉Web3的人们建造的。它们是围绕Defi的精神建立的，但是入职新用户并促进广泛采用的方法是一场艰苦的战斗。此类项目的典型目标受众可能会花费时间在Coinbase或Binance上，并且至少对他们使用的产品的基础技术有一些技术理解。

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.

开发人员优化了他们的产品用于加密本地人，并以更复杂的价格推动更多功能，从而为新用户提供了更陡峭的学习曲线。希望消费者最终将“获得”的希望是误导的。我们需要开始考虑如何以引人入胜且易于访问的方式将加密货币行业带到新一代用户。

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的全球用户群的行为特征与采用加密的典型模式不同，这些模式以交易为导向而不是以投机为方便的方式，并且对理论潜力的估值是立即的效用。例如，在短短几个月内就乘坐超过2000万用户的Catizen等基于吨的游戏的快速采用表明了直观，价值优先的体验如何引起共鸣。

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是独特的，可以捕获Web3项目的大量新消费者基础。正如Pantera Capital的Dan Morehead所说的那样，

“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％的区块链项目是一个技术想法，试图创建一个社区。

What is to be done?

该怎么办？

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.

那么，如何确保Web3在电报上蓬勃发展？首先，焦点必须返回到通过defi基原始人添加的值：收益，借用和掉期。 DEFI可以无缝地嵌入Miniapps，创建新的获利模型，而无需用户需要意识到他们正在与区块链进行交互。例如，用户可以通过临时锁定令牌，通过Defi保管库产生收益率或使用“立即购买，稍后付款”机制来解锁游戏内部的特权。甚至可以在Miniapps中简化代币掉期，将游戏或赠品等日常操作转变为有益于开发人员和用户的无缝偏见相互作用。 TAC已经通过将以太坊（ETH）生态系统的蓝筹和战斗测试的Defi应用程序带到TON和Telegram来实现这一转变。

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，开发人员必须认识到电报的界面不仅仅是前端。这是下一代消费者期望的形状的环境。通常，用户需要即时性，简单性和相关性。 Telegram Miniapps已经充当游戏，金融科技和社会公用事业的接触点，使其成为将Defi逻辑嵌入幕后的理想船只。我们可以将这些机制直接集成到使用者中