在 Telegram 集成和超级应用程序炒作的推动下，TON 加密货币飙升

TON 是一种与消息服务 Telegram 相关的加密货币，由于投资者对其与该应用程序庞大用户群的整合持乐观态度，其股价飙升。 TON 被 Telegram 认可为“官方 Web3 基础设施”，因其允许在其区块链上发行 Tether 代币、使用户能够在应用程序内交换稳定币而受到关注。该代币的价值飙升，使其成为第十大加密货币，流通量达 183 亿美元，反映出人们对超级应用程序和 SocialFi 概念的更广泛兴趣。

TON Cryptocurrency Surges Amid Telegram Integration, Fueling Interest in 'Super Apps'

Telegram 整合期间 TON 加密货币飙升，激发了人们对“超级应用程序”的兴趣

Introduction

介绍

The cryptocurrency market has witnessed a significant surge in the value of TON, a token associated with the Telegram messenger service. This surge is primarily driven by investors' anticipation of Telegram's integration of TON, which could potentially introduce the cryptocurrency to the platform's vast user base of approximately 900 million.

加密货币市场见证了 TON 价值的大幅飙升，TON 是与 Telegram 通讯服务相关的代币。这一激增主要是由于投资者对 Telegram 整合 TON 的预期推动的，这可能会将加密货币引入该平台约 9 亿的庞大用户群。

Telegram's Endorsement and Tether Integration

Telegram 的背书和 Tether 集成

In September 2022, Telegram endorsed TON, announcing that its blockchain and token would become the platform's "official Web3 infrastructure." This endorsement was followed by TON's announcement earlier this month that Tether tokens could also be issued on its blockchain, enabling Telegram users to seamlessly transfer stablecoins within the app.

2022 年 9 月，Telegram 支持 TON，宣布其区块链和代币将成为该平台的“官方 Web3 基础设施”。在此背书之后，TON 在本月早些时候宣布 Tether 代币也可以在其区块链上发行，使 Telegram 用户能够在应用程序内无缝转移稳定币。

Price Performance and Market Position

价格表现和市场地位

The TON token has experienced a remarkable price surge, reaching a peak of $7.63 on April 11, a significant increase compared to its price of around $2.21 a year earlier, as reported by CoinGecko. With a circulating supply valued at approximately $18.3 billion, TON has ascended to become the 10th largest cryptocurrency, trailing only the memecoin Dogecoin.

据 CoinGecko 报道，TON 代币的价格大幅上涨，于 4 月 11 日达到 7.63 美元的峰值，与一年前约 2.21 美元的价格相比大幅上涨。 TON 的流通供应量约为 183 亿美元，已成为第十大加密货币，仅次于 memecoin 狗狗币。

The Quest for 'Super Apps'

对“超级应用程序”的追求

The concept of "super apps" or "everything apps" has captivated investors, who envision a platform that seamlessly combines payments, shopping, social media, and messaging services. China's WeChat serves as a prominent example of such an app. In the cryptocurrency realm, this concept is often referred to as "SocialFi," an abbreviation for social finance.

“超级应用程序”或“一切应用程序”的概念吸引了投资者，他们设想一个无缝结合支付、购物、社交媒体和消息服务的平台。中国的微信就是此类应用程序的一个突出例子。在加密货币领域，这个概念通常被称为“SocialFi”，是社会金融的缩写。

Elon Musk and SocialFi

埃隆·马斯克和 SocialFi

The appeal of TON is intertwined with the broader interest in super apps. However, the token's surge has also benefited from a general revival in altcoins. Thomas Peuch, CEO of digital asset hedge fund Indigo, attributes TON's outperformance to factors such as renewed interest in altcoins and Telegram's backing. Indigo itself has engaged in TON token trading.

TON 的吸引力与人们对超级应用程序的更广泛兴趣交织在一起。然而，该代币的飙升也受益于山寨币的普遍复苏。数字资产对冲基金 Indigo 首席执行官 Thomas Peuch 将 TON 的优异表现归因于人们对山寨币重新产生兴趣以及 Telegram 的支持等因素。 Indigo 本身也从事 TON 代币交易。

TON's Features and Future

TON 的特点和未来

Telegram offers a TON-based crypto wallet product with over 6 million monthly users. TON, which stands for "The Open Network," operates on a decentralized, open-source codebase and claims to have no single controlling authority. It is supported by a non-profit foundation headquartered in Zug, Switzerland.

Telegram 提供基于 TON 的加密钱包产品，每月拥有超过 600 万用户。 TON 代表“开放网络”，在去中心化的开源代码库上运行，并声称没有单一的控制机构。它得到总部位于瑞士楚格的非营利基金会的支持。

Regulatory Considerations

监管考虑

Efforts to integrate crypto payments into social media have faced regulatory headwinds in the past. Facebook, now known as Meta, discontinued its "Libra" cryptocurrency project due to intense opposition from global regulators, who expressed concerns about its potential impact on financial stability and monetary policy control.

过去，将加密支付整合到社交媒体中的努力曾面临监管阻力。 Facebook（现称为 Meta）因全球监管机构的强烈反对而终止了其“Libra”加密货币项目，监管机构对其对金融稳定和货币政策控制的潜在影响表示担忧。

"The recent foray into crypto payments through Telegram introduces a new use case for the app, but its acceptance and adoption are still in the early stages," said PitchBook senior analyst Robert Le. "The main challenge is shifting user perceptions in non-Asian markets, where messaging apps are predominantly seen as communication tools rather than multi-functional platforms."

PitchBook 高级分析师 Robert Le 表示：“最近通过 Telegram 进军加密支付领域，为该应用引入了一个新的用例，但其接受和采用仍处于早期阶段。” “主要挑战是改变非亚洲市场的用户认知，在这些市场中，消息应用程序主要被视为通信工具，而不是多功能平台。”

Warwick Business School professor Ram Gopal emphasizes the "regulatory, technical, and security challenges" posed by such integrations. Regulators may scrutinize these platforms' compliance with existing financial regulations and consider user protection measures to mitigate risks associated with scams, fraud, and cryptocurrency volatility.

华威商学院教授拉姆·戈帕尔强调了此类整合带来的“监管、技术和安全挑战”。监管机构可能会审查这些平台对现有金融法规的遵守情况，并考虑采取用户保护措施，以减轻与诈骗、欺诈和加密货币波动相关的风险。

TON's History and Development

TON的历史和发展

Telegram Messenger created TON's blockchain in 2018 and raised $1.7 billion through the sale of the associated cryptocurrency. However, the project encountered legal obstacles when the U.S. Securities and Exchange Commission (SEC) charged that the token sale violated federal securities laws.

Telegram Messenger 于 2018 年创建了 TON 区块链，并通过销售相关加密货币筹集了 17 亿美元。然而，当美国证券交易委员会（SEC）指控代币销售违反联邦证券法时，该项目遇到了法律障碍。

As part of a 2020 settlement with the SEC, Telegram agreed to discontinue TON's development but neither admitted nor denied the SEC's allegations. Subsequently, an unrelated group of developers assumed the project, picking up where Telegram left off.

作为 2020 年与 SEC 达成的和解协议的一部分，Telegram 同意停止 TON 的开发，但既没有承认也没有否认 SEC 的指控。随后，一群不相关的开发人员接管了该项目，继续 Telegram 中断的工作。

TON maintains a decentralized structure with no single controlling authority. The TON Foundation, a non-profit organization, provides support for the project. A spokesperson for TON emphasized the distinct separation between Telegram and TON.

TON 保持去中心化结构，没有单一的控制机构。非营利组织 TON 基金会为该项目提供支持。 TON 的发言人强调了 Telegram 和 TON 之间的明显区别。

The TON Foundation's president, according to the organization's website, is Steve Yun. Andrew Rogozov, a former CEO of the Russian social media site VK, is listed as a founding member of the foundation on his LinkedIn profile. Rogozov appeared onstage alongside Telegram co-founder Pavel Durov and Tether CEO Paolo Ardoino at a conference in Dubai where the partnership to issue the stablecoin on the TON blockchain was announced.

根据该组织的网站，TON 基金会的主席是 Steve Yun。俄罗斯社交媒体网站 VK 前首席执行官安德鲁·罗戈佐夫 (Andrew Rogozov) 在其 LinkedIn 个人资料中被列为该基金会的创始成员。 Rogozov 与 Telegram 联合创始人 Pavel Durov 和 Tether 首席执行官 Paolo Ardoino 一起出现在迪拜的一次会议上，会上宣布了在 TON 区块链上发行稳定币的合作伙伴关系。