Web3 正在 Telegram 上发生，这是一件大事

Telegram 长期以来的开放和言论自由精神，因此以纸飞机作为其标志，导致该消息平台及其首席执行官帕维尔·杜罗夫 (Pavel Durov) 陷入法律麻烦。

Telegram’s ethos of openness and free speech has brought the messaging platform and its CEO into the crosshairs of regulators. But it’s also enabled a surprising Web3 development – boosting real crypto adoption.

Telegram 开放和言论自由的精神使该消息平台及其首席执行官成为监管机构的瞄准目标。但它也促成了令人惊讶的 Web3 发展——促进了加密货币的真正采用。

If you blinked, you might have missed it: Web3 – the concept of users having digital ownership powered by cryptography, blockchain and digital assets – is quietly taking over Telegram. And it’s doing so in a big way, making Web3 accessible on anyone’s smartphone in a development that’s been largely overlooked amid the recent slew of mostly negative Telegram news.

如果您眨眼，您可能会错过：Web3——由密码学、区块链和数字资产支持的用户拥有数字所有权的概念——正在悄然接管 Telegram。它正在大力开展这项工作，使任何人都可以在智能手机上访问 Web3，这一发展在最近大量负面的 Telegram 新闻中基本上被忽视了。

Crypto payments come alive

加密支付活跃起来

Telegram’s role in driving crypto adoption can be largely attributed to The Open Network (TON) blockchain, which has seen a resurgence. With over 950 million users, Telegram is one of the world’s most popular messaging apps and digital communities. TON’s blockchain was brought back to life by its community following the SEC’s enforcement action against it in 2020 – and it’s now thriving.

Telegram 在推动加密货币采用方面的作用很大程度上归功于开放网络（TON）区块链，该区块链已经复苏。 Telegram 拥有超过 9.5 亿用户，是世界上最受欢迎的消息应用程序和数字社区之一。在 2020 年 SEC 对 TON 采取执法行动后，TON 的区块链被社区重新注入活力，现在正在蓬勃发展。

So, how is this playing out? Telegram, separate from the protocol-level work being undertaken by The Open Network Foundation, began integrating TON’s blockchain into its app. Toncoin payments for in-app advertising and stablecoin integration first became available in April 2024.

那么，事情进展如何呢？ Telegram 与开放网络基金会正在进行的协议级工作分开，开始将 TON 的区块链集成到其应用程序中。用于应用内广告和稳定币集成的 Toncoin 支付首次于 2024 年 4 月推出。

The number of transactions on TON’s blockchain over the past six months. Source: TON Stat

过去六个月 TON 区块链上的交易数量。资料来源：TON Stat

Usage of TON’s blockchain, based on the number of transactions, has surged since these crypto-friendly features were added to Telegram. According to data aggregator TON Stat, since payments and stablecoins became available in April 2024, TON on-chain transactions have averaged over 3.5 million per day.

自从这些加密友好的功能被添加到 Telegram 以来，TON 区块链的使用量（基于交易数量）激增。根据数据聚合商 TON Stat 的数据，自 2024 年 4 月推出支付和稳定币以来，TON 链上交易平均每天超过 350 万笔。

Unpacking Web3

拆开 Web3 包装

Web3 technologies are empowering anyone with a smartphone by loosening the grip of cumbersome middlemen like banks on financial access. This makes Web3 a powerful concept, as it can enable many who might be financially underserved to have a seat at the table.

Web3 技术通过放松银行等繁琐的中间商对金融准入的控制，为任何拥有智能手机的人提供支持。这使得 Web3 成为一个强大的概念，因为它可以让许多经济上得不到充分服务的人在谈判桌上占有一席之地。

Telegram “mini-apps” – third-party software within the app itself – are a big driver of TON’s transaction activity. Users are interacting, competing and earning rewards for regular engagement in many mini-app games. This has been a significant driver of economic activity on TON. For example, a play-to-earn game called Lost Dogs contributed to the spike of over 13.5 million transactions (shown in the chart above) that occurred at the end of August.

Telegram“迷你应用程序”——应用程序本身内的第三方软件——是 TON 交易活动的重要推动力。用户通过定期参与许多小应用游戏进行互动、竞争并获得奖励。这是 TON 经济活动的重要驱动力。例如，一款名为“Lost Dogs”的即玩即赚游戏促成了 8 月底超过 1,350 万笔交易的激增（如上图所示）。

This isn’t classic crypto airdrop hunters or mercenary capital participating. It’s mostly ordinary users accessing games because they want to – because they’re fun. Admittedly, games like Lost Dogs may not be groundbreaking. But the engagement some of these are games experiencing, in the millions, is primary proof Web3 has arrived – and Telegram is a conduit.

这不是典型的加密货币空投猎人或唯利是图的资本参与。大多数普通用户访问游戏是因为他们想要——因为它们很有趣。诚然，像《Lost Dogs》这样的游戏可能并不是开创性的。但其中一些游戏的参与度（数以百万计）是 Web3 到来的主要证明——而 Telegram 就是一个渠道。

TON is designed to handle higher throughput than most blockchains by using “workchains” to process a high number of transactions. But during the Lost Dogs airdrop of its DOGS token, validators on TON using older hardware had trouble keeping up, leading to two outages. This has provided insight into the load (and revamped validator rules for TON) required to onboard large quantities of consumers backed by a consensus blockchain system.

TON 旨在通过使用“工作链”处理大量交易来处理比大多数区块链更高的吞吐量。但在 Lost Dogs 空投其 DOGS 代币期间，使用旧硬件的 TON 验证器无法跟上，导致两次中断。这提供了对共识区块链系统支持的大量消费者所需的负载（以及修改后的 TON 验证器规则）的深入了解。

Mass adoption presents its own set of problems for scaling crypto, and those who have been working in the industry for some time have long been aware of this. Technically scaling crypto to millions upon millions of users has largely been stymied for user growth – until Telegram and TON.

加密货币的大规模采用带来了一系列自身的问题，那些在该行业工作了一段时间的人早就意识到了这一点。从技术上来说，将加密货币扩展到数以百万计的用户在很大程度上阻碍了用户的增长——直到 Telegram 和 TON 出现。

Telegram natives to crypto natives

Telegram 原生者与加密原生者

Games like Lost Dogs, Hamster Kombat and the Elon Musk-themed X Empire within the Telegram ecosystem are onboarding millions to crypto. Many users don’t realize it or even care. Getting people’s attention via gaming isn’t groundbreaking. But Telegram games are a source for mass adoption without having to onboard heavy crypto concepts at the start. Most of the world simply does not care a lick about brain-fuzzy intricacies like private keys, paying for gas and staking.

Telegram 生态系统中的 Lost Dogs、Hamster Kombat 和 Elon Musk 主题的 X Empire 等游戏正在吸引数百万人进入加密货币领域。许多用户没有意识到甚至不在乎。通过游戏吸引人们的注意力并不是开创性的。但 Telegram 游戏是大规模采用的来源，而无需从一开始就采用大量的加密概念。世界上大多数人根本不关心诸如私钥、支付汽油费和质押等令人大脑模糊的复杂问题。

And that's fine, because mini-app users predominantly aren’t crypto natives - rather, they’re Telegram natives. These users talk to their friends on Telegram, stay updated with topics they like via groups and they play mini-app games on their phone. Then, the rewards stage "airdrop" arrives for these popular games and users are distributed what they have earned. DOGS, for example, now has a tail-wagging market capitalization of over $500 million according to CoinGecko.

这很好，因为迷你应用程序用户主要不是加密货币本地人 - 相反，他们是 Telegram 本地人。这些用户在 Telegram 上与朋友聊天，通过群组了解他们喜欢的话题，并在手机上玩迷你应用游戏。然后，这些热门游戏的奖励阶段“空投”到来，用户将获得他们所获得的奖励。例如，根据 CoinGecko 的数据，DOGS 目前的市值已超过 5 亿美元。

Note: The views expressed in this column are those of the author and do not necessarily reflect those of CoinDesk, Inc. or its owners and affiliates.

注：本专栏中表达的观点仅代表作者的观点，并不一定反映 CoinDesk, Inc. 或其所有者和关联公司的观点。