TON Insider
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๐Ÿ‘๐Ÿ’Ž๐Ÿ‘

โ–ช๏ธUncover the mysteries of the TON ecosystem
โ–ช๏ธReveal hidden gems and recent updates
โ–ช๏ธUnveil new TON trends and where it's going

Stay a step ahead of the crowd with insights from TON Insider!

Contact: @glob_adglob
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๐Ÿ’Ž Why is TON Foundation launching TON Teleport BTC? ๐Ÿ’Ž

On July 10, 2024, TON Foundation announced the upcoming launch of TON Teleport BTC, a trustless bridge for secure transfers of Bitcoin (BTC) to and from the blockchain The Open Network (TON) ๐Ÿช™

Thus, with TON Teleport BTC, the utility of Bitcoin is planned to be improved.


๐Ÿ”„ What is TON Teleport BTC?

TON Teleport BTC allows BTC holders to safely participate in decentralized finance (DeFi) on TON, including:

๐Ÿ’ฌ Decentralized exchanges (DEX)
๐Ÿ’ฌ Lending platforms
๐Ÿ’ฌ Other DeFi applications

๐Ÿ”’ Security and Transparency

Each BTC on TON will be 100% backed by real BTC, ensuring safe and reliable transactions.

Security fully depends on the Bitcoin and TON blockchains and the accuracy of smart contracts.

๐Ÿ’ฌ Quotes from leaders of TON Foundation and RSquad Blockchain Lab

Now you can transfer Bitcoin to TON and back using TON Teleport. This is a decentralized and secure technology operating without intermediaries and limitations.

Anatoly Makosov, Technical Lead of TON Foundation

It is also useful to know the opinion of the leaders of RSquad Blockchain Lab, which specializes in DeFi, cross-chain compatibility, and cryptography, creating secure and trustless systems.

TON Teleport BTC is a significant step towards the future of decentralized finance, transforming the interaction of blockchain networks and the assurance of digital assets.

Boris Pimonenko, CEO of RSquad Blockchain Lab

๐Ÿน What other plans does TON have?

It is known that The Open Network (TON) is a global decentralized blockchain community aiming to put cryptocurrency in every pocket.

By 2028, TON envisions enabling 500 million users to own their digital identity, data, and assets.

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๐Ÿค‘ 4 Stages of Attracting an Audience to TON

TON channels on Telegram have amassed hundreds of thousands of subscribers, standing out among other crypto channels. To understand the secret behind their growth and advertising campaigns, let's go back to the beginning...

1๏ธโƒฃ Before the First Post

Before Pavel Durov's ๐Ÿ‘ค first post about TON, an active advertising campaign had already begun on major CIS platforms: Avito, VKontakte, AliExpress, Mail.ru, Yandex Direct, and others.

This attracted the first wave of subscribers to the TON Community channel. At that time, the channel was not particularly active, but it had already gathered over 2 million subscribers (later reduced to 300 thousand).

2๏ธโƒฃ After the First Post

After Pavel Durov's ๐Ÿ‘คpost, many users started creating their own channels about TON. A broad media network began to form, covering all aspects of the TON blockchain.

This stage was associated with a slow influx of subscribers. TON Community promoted only its own channels, and the audience was needed not only by the channels but also by the blockchain itself.

3๏ธโƒฃ Attraction Through Notcoin

Notcoin became a key player in attracting subscribers by offering subscription tasks. This led to a massive influx of traffic and subscriber value inflation ๐Ÿ•ฏ

Any channel that got into Notcoin instantly increased its number of subscribers, although not always of high quality. However, for many, two things mattered: impressive numbers and channel popularity.

4๏ธโƒฃ What Now?

TON Foundation decided to improve the quality of the audience and allocated a budget for promoting TON-related channels through Telegram Ads ๐Ÿ”ˆ

Each month, 10 thousand euros are allocated per channel, ensuring about 6 million impressions and attracting 17 thousand new subscribers. Thus, the cost per subscription is approximately 0.56 euros.

In conclusion, TON continues to grow and develop, attracting more and more quality subscribers and strengthening its position in the crypto world.

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๐Ÿ’Ž First Signs of TON Sites Launch in the Ecosystem

Telegram has started converting .ton domain names into hyperlinks, such as foundation.ton.

Although the links don't work yet, this is a step towards launching TON sites in the ecosystem.


An update to the TON browser is also expected to support these sites.

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๐Ÿš€ Can Usernames Cost Over $100K?

The collection of Telegram Usernames appeared in October 2022 with the launch of Fragment.com. The most valuable names were snapped up instantly. For example, a premine wallet associated with Pavel Durov acquired @news, @auto, and @bank for millions of dollars.

โœˆ๏ธ Squatters and Premium Names

Unfortunately, many premium names are occupied by squatters and are gathering dust in old wallets. Additionally, many usernames belong to Telegram and are sold for a minimum price of 104 TON (~$750), which can be significant for startups.

Possibly, renting usernames on Fragment.com could partially solve this issue, but Telegram's plans for this are currently unknown.


โœˆ๏ธ Examples of Username Usage

Some usernames are already actively used. For instance, @notcoin, purchased by Vladimir Plotvinov, recently celebrated its anniversary.

Aside from web3 startups, beautiful usernames are also attractive to traditional web projects. Tinkoff acquired @tbank for 20 thousand TON, and DodoPizza is in a legal battle for @dodopizza, which was sold for 70 thousand TON. You can read more about this in a separate post.

โœˆ๏ธ Popular Usernames

Memorable usernames also attract news channels and influencers:

โšซ๏ธ @lider โ€” 2.5 thousand TON
โšซ๏ธ @tema (Lebedev) โ€” 5 thousand TON
โšซ๏ธ @pavel โ€” 15 thousand TON

โœˆ๏ธ Bot Upgrades

On Fragment.com, you can remove the 'bot' ending from your bots, which helps attract targeted traffic and looks more aesthetically pleasing.

To date, approximately 200 usernames have been converted into bots, among them the most expensive:

โšซ๏ธ @bettings โ€” 105 thousand TON
โšซ๏ธ @maestro โ€” 80 thousand TON
โšซ๏ธ @blackjack โ€” 80 thousand TON

Telegram has become a nearly billion-strong community. A username is a unique unit of identity, and the fewer good names that remain, the higher their price.


But it's not all bad news โ€“ some new words can still be registered for free if you can find them!
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๐Ÿค‘Coinbase International will list TON futures

The listing is scheduled for July 25 at 9:30 UTC.

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๐Ÿ“ฒ Pavel Durov annoounced embedded Telegram browser

Also, Pavel reminded about the mini app store launch โ€” a catalogue of mini-apps, where users will be able to leave comments about bots, and it will include separation of bots by different types (for example utility bots, AI bots, etc. He clarified that the new feature will be launched already this month.

2024 will go down in history as the year when hundreds of millions of people became familiar with blockchain. Weโ€™re proud that Telegram is at the epicenter of this societal transformation.


๐Ÿค‘ TON ะ˜ะฝัะฐะนะดะตั€ ๐Ÿค‘
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๐Ÿ’Ž๐Ÿ“ˆTON has entered the TOP-10 blockchains by USDT issuance volume, surpassing Near.

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๐Ÿ“ˆTelegram/TON Founders: Influence in Web3

Over the course of this year, a distinct influential group has emerged in web3 โ€” Telegram/Ton Founders.

Just a year ago, Telegram channels were of little interest to anyone in web3, and TON as a network was not taken seriously.

Now, tier-1 projects are seeking ways to interact not only with MiniApps but also with Telegram KOLs (Key Opinion Leaders).


However, the market is still in its very early stages, and we can see how rapidly it is developing.

In the coming weeks, we may witness significant changes in the web3 landscape and the role of Telegram/TON within it.

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๐Ÿค‘ TON Foundation and Animoca Brands Announced Partnership

As a part of partnership a reserve of $20m worth of MOCA Coin and Toncoin will be created to stimulate developers and new participants in the TON's ecosystem, including:

โ€” The Open League
โ€” Hackathons
โ€” Acceleration programs

It is planned: to strengthen TON's leadership in GameFi and Web3, and develop TON Society ID.


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๐Ÿ’Ž The number of daily active addresses on TON has reached 373,000. Over the year, this represents an increase of +5360%.

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โ• The Open League Cutting Budgets?

It seems that TON Foundation is struggling to meet its goals, leading to budget cuts for Open League activities. This is causing concern.

The lack of a clear strategy and consistent actions is becoming increasingly apparent, affecting budgets and the overall atmosphere around the TON blockchain.

What other factors have influenced the current state of The Open League?

โ—๏ธ TVL Counter and Unsatisfactory Results

A TVL counter with a final value of 1 billion has appeared on The Open League homepage. However, the results of projects boosted by The Open League have not met TON Foundation's TVL expectations.

โ—๏ธ Airdrop Cuts and Cessation of Game Activities

Funding problems began with the reduction of airdrops. Only four airdrops were conducted, after which support in this format was suspended. The last airdrop took place on May 9, and since then, there have been no announcements or game activities such as emoji hunts.

This creates the impression that TON Foundation is focused solely on blockchain metrics and is losing touch with the community ๐Ÿ•ฏ


โ—๏ธ Removal of DeFi and Liquid Staking

The complete removal of DeFi and liquid staking sections is also a worrying sign. Despite attempts to attract projects from other networks and promises of grants, new developers have not appeared on the TON platform.

The number of active projects has remained the same, highlighting the lack of interest from external participants. TON is now perceived as an ecosystem of clickers and memes, which are encouraged for good metrics.

โ—๏ธ Reduction of Token Tournament Rewards

The next step was the reduction of rewards for the token tournament. Initially, the tournament was planned for four weeks with a prize fund of $875,000, but it was shortened to two weeks, and the prize fund was reduced to $500,000.

Although the tournament was later extended back to four weeks, the prize fund remained unchanged, causing disappointment among participants.


โ—๏ธUnpaid Trading Tournament Prizes

Moreover, the trading tournament with a prize fund of $100,000, which ended on July 10, has not fulfilled its payment obligations. Participants have yet to receive their prizes, undermining trust in TON Foundation and calling its reputation into question.

All these events point to serious issues in the management and strategic planning of TON Foundation.

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โœ‰๏ธ ๐ŸฅณThe number of active Telegram users has surpassed 950,000,000!

Back in April, the figure was 900,000,000.

In an interview with Tucker Carlson, Pavel Durov shared that he expects to reach 1 billion users by the end of the year.


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๐Ÿ“‰Boosts in the USDT/TON Pool Extended Until the End of the Year

Last week, the crypto community eagerly awaited the decision from $TON Foundation regarding the extension of boosts for TON/USDt pools.

Currently, thanks to the increased yield, over half a billion USD is locked in these pools.

The outflow of these funds from DEX could significantly impact both the overall TVL of the network and the price of TON.

However, the TON Community decided to extend the pool boosts until the end of 2024.


In the first four weeks, DEX platforms Ston.Fi and DeDust will receive 2.6 million TON (approximately $18.6 million) to increase their TON/USDt pools.

What Are the Current Metrics?

At present, the total TVL of the $TON ecosystem stands at $761 million, with the majority locked in the USDT/TON pair.

DeDust has
$338 million locked, while STON.fi has $235 million.


What Are the Risks and Opportunities?

โšซ๏ธ If you provide liquidity now and the TON price drops to $6.82, your investment will break even, even with the boosts.

โšซ๏ธ If the TON price rises to $7.86 or higher, it would be more profitable to simply hold TON rather than investing in the pools.

โšซ๏ธ The profit from providing liquidity will decrease by almost half compared to the current month. Accurate calculations show a decrease of 48%.

โšซ๏ธ Liquidity might shift from DeDust to STON.fi, and they will be roughly equal since everyone starts on equal terms.

โšซ๏ธ The announcement stated that 1.3M TON would be allocated to each DEX, but transactions currently show only 850K TON allocated. This could indicate that TON Foundation will adjust plans based on the first week's results.

It's hard to draw definitive conclusions yet, but the trading volume is unlikely to maintain the previous yield level. A decrease in the overall TVL of the ecosystem is also likely ๐Ÿ“Š

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๐Ÿ“‰The price of TON has decreased from $7.4 to $6.8, while TVL in USDT/TON pairs has slightly decreased.

Analysts attribute the price drop to the extension of the liquidity enhancement program.


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๐Ÿ‘ค Binance Labs has led an investment round in Catizen's developer - Pluto Studio.

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๐Ÿ‘ค Pavel Durov's personal wallet holds FanTon x TON Society: SBT Airdrop. This is the only SBT on Durov's wallet.

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๐Ÿค‘ TON blockchain gasless transactions go live following launch of new smart wallet standard.

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๐Ÿง How Many Users Do ะกlicker Games Have Per Month?

A hidden feature has appeared in a secret version of Telegram, allowing you to see how many users a project has.

This adds transparency and lets you accurately assess how truthful the project's statistics are.

For example, the @wallet bot attracted about 43 million users in a month.

Top ะกlicker games by Number of Users per Month


1. Hamster Kombat โ€” 155,514,148๐Ÿฅ‡
2. Dogs โ€” 34,238,257๐Ÿฅˆ
3. Blum โ€” 31,682,890๐Ÿฅ‰
4. Pixeltap โ€” 25,970,474
5. Tapswap โ€” 21,764,066
6. Notcoin โ€” 17,059,350
7. Yescoin โ€” 16,280,253
8. Memefi Coin โ€” 15,832,759
9. Major โ€” 15,803,132
10. Cexio Power Tap โ€” 15,224,909
11. Musk Empire โ€” 14,117,044
12. Catizen โ€” 11,537,384
13. Hot Wallet โ€” 9,933,784
14. Cats โ€” 5,159,582
15. Pocketfi โ€” 3,585,272
16. Aquaprotocol โ€” 2,698,601
17. Okx Racer โ€” 2,155,127
18. Chick Coop โ€” 838,217

This statistics may include both bots and users from low-income countries.


Therefore, popularity should not be the only indicator to rely on.

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โŒ›๏ธ Return to TON Domains

It hasnโ€™t even been two years, and TON Foundation has decided to focus on TON domains again. Back in 2022, the exchange.ton domain was purchased for 95,000 TON, but it wasnโ€™t renewed in 2023. Many domains lost their relevance back then.

Now the situation is changing. Mini-app tabs are reappearing in Telegram, and a built-in browser with support for the TON domain zone is expected soon. It seems that interest is cyclical.


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๐Ÿ“ฑ About the Telegram Mini App Store

Telegram has introduced a new feature in the beta version for Android โ€” the Mini App Store. The "Apps" tab in the search now displays TG mini-apps used by the user and offers recommendations.

The "Apps you use" list is sorted by the number of active users (presumably MAU). This information is now available for all mini-apps and bots, increasing data transparency.


Currently, the top 3 most popular mini-apps are:

๐Ÿถ Dogs โ€” 34,238,257 users
๐Ÿค‘ Blum โ€” 31,682,980 users
๐Ÿคฉ PixelTap by PixelVerse โ€” 25,970,474 users


Users have noticed that the "Popular apps" selection is curated by Telegram. The platform actively promotes its new products, although familiar clickers from other developers are also present.

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