TON Games：不仅仅是另一个 Clicker 代币

尽管它们与雄心勃勃的撤离射击游戏 Shrapnel 或 Pixels 和 Alien Worlds 的深层社交机制不同，但 TON 的生态系统游戏不应该被视为微不足道。

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.

尽管最近 web3 游戏代币激增，但与传统游戏市场相比，玩家总数仍然相对较低。然而，Telegram 生态系统的最新发展可能为大规模采用 web3 奠定基础。

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.

通过在 TON 区块链上集成社交迷你游戏，开发人员现在可以在 Telegram 上构建游戏、钱包、交易所和其他 dapp。这标志着与之前的社交游戏体验的重大背离，例如 Facebook 上的 Zynga 的 Farmville，它缺乏支付系统、NFT 存储解决方案、智能合约和其他 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 投资公司 Delphi Digital 最近的一份报告深入研究了 TON 游戏生态系统，重点介绍了一些最著名的游戏。虽然这些游戏的复杂性可能还无法与《Shrapnel》等撤离射击游戏相媲美，也无法与《Pixels》和《Alien Worlds》的深层社交机制相媲美，但它们不应被视为微不足道而被忽视。

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.

这些游戏可供 Telegram 的 9 亿用户使用，为解决困扰 web3 的入门问题提供了潜在的解决方案。正如报告指出的那样，“如果不出意外的话，这些游戏展示了如何让用户集体使用 web3。”此外，基于 TON 构建的游戏类型肯定会超出迄今为止主导生态系统的简单点击游戏。

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.

事实上，正如 BSC News 之前报道的那样，TON 平台上可用的游戏数量快速增长，最近从 120 款扩大到 160 款。现在，最新数据显示比赛总数为176场。

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.

随着整个 2024 年势头稳步增长，1 月 1 日推出的点击游戏 Notcoin 是最早拉开帷幕的游戏之一。

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，它声称用户数量已达到4000万。报告称，其 NOT 代币于 6 月份以 10 亿美元 FDV 在币安推出，最高时达到 21 亿美元，此后已降至 14.5 亿美元左右。最近，在宣布与 AI/web3 游戏分析公司 Helika 联手帮助游戏开发者在 Telegram 上进行开发后，NOT 的价格再次上涨。

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.

与 Notcoin 共同引领潮流的是 Hamster Kombat。与 NOT 不同的是，它的代币尚未推出，这正在加速其吸引力。最新公布的玩家人数为2.5亿。

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.”

另一款最近受到重视的游戏是 Catizen。其开发商之前在微信上开发过游戏，其猫繁殖刷卡游戏在推出后两个月内就吸引了超过 2000 万注册用户。值得注意的是，根据该报告，“Catizen 是 TON 上 IAP 游戏内收入最高的游戏。 270 万日活跃用户已在 TON 中投入了超过 1000 万美元。此外，125 万链上用户中约有 50% 是付费客户。”

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 的增长很大程度上取决于其未来的代币空投，在代币发行时承诺将 42% 分配给玩家。

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.

将其用户数量放在上下文中，值得与我们定期从 DappRadar 等分析平台收集的链上数据进行比较。目前尚不清楚为什么这些数字不一致，但虽然 Catizen 本身声称每天有数百万用户，但其 DAUW 总数仅跟踪到大约 100,000 个每日钱包。这凸显了基于 Telegram/TON 的高度病毒化且非常容易被机器人控制的游戏所产生的一些数据报告问题。

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，我们最近研究了《Pixels》、《Splinterlands》和《Alien Worlds》等游戏中的机器人水平，结果表明，尽管采取了积极的应对措施，机器人活动仍会迅速激增。 TON 上的游戏也不能幸免。事实上，恰恰相反，有些人可能会说它们为机器人的蓬勃发展提供了理想的环境。

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.”

另一个关键问题是这些游戏如何留住用户。正如该报告指出的那样，“尽管这些数字令人印象深刻，但基于 TON 的团队需要证明他们有能力成功运行 liveop，并将免费用户转变为付费客户，而无需无限通货膨胀的代币奖励策略。”

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.

为此，像《Fanton》（一款不承诺大额代币支付的奇幻足球游戏）等更小众的游戏可能是一个更可持续的赌注。尽管没有 Notcoin 或 Hamster Kombat 那么大，但 Fanton 表明除了 TON 上简单的点击游戏之外，还有其他游戏的潜力。声称每月有 200,000 名活跃用户，但过去几周举办的免费锦标赛仅吸引了 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 代币中，有 TON 自己的 TON 代币。许多游戏和模因币的效用为零，而 TON 是基础气体