撰文：Shigeru
導讀：隨著2024 年夏季的到來，TON 網路顯示出前所未有的成長勢頭，每日活躍地址、交易量、以及總鎖倉價值（TVL）連續創新高。這一系列成就預示著TON 生態的黃金十年已經啟航。 CGVResearch 團隊圍繞著「TON 生態爆發」，深入探討TON 內部創新和外部市場因素，分析其成為領先區塊鏈平台的關鍵動力。
Directed by : With the arrival of summer 2024, the TON network showed unprecedented growth, with daily live addresses, trade volumes, and the continued high value of the TVL. This series of achievements heralded the launch of the Ten Years of Ton’s raw gold. The CGVResearch team was surrounded by “TON’s Epidemic” and explored the new and external market factors within TON and analysed the key forces of its role as a leading sector chain platform.
進入2024 年6 月的每一天，TON 創造的紀錄，無論是用戶，還是交易量和TVL，都在不斷刷新：
Every day in June 2024, TON created a record of users, transactions and TVLs constantly refreshing:
- TON 的每日活躍地址數連續多天超過$ETH；
- TON 的總鎖倉價值(TVL) 突破6 億美元，自2024 年以來成長了1000 倍；
- 在47 天內，TON 上發行了4.5 億美金的$USDT；
- TON 基金會主席Steve 提出，加密的大規模採用的標誌，是誕生首個擁有1 億Telegram 用戶的TON 迷你應用程式；Hamster Kombat 隔天就已經實現。
CGVResearch 團隊認為，這次TON summer 2024 的到來，得益於「TON 內部」和「TON 外部」的雙重利好。
The CGVResearch team believes that this time Ton sumer 2024 will benefit from "Ton inside" and "Ton outside" double profit.
——錢包革新： 2023 年7 月，TON 推出了新的錢包支付功能，讓用戶能夠透過TON 錢包進行各種交易和支付，提升了用戶體驗。隨後在9 月，TON 推出TONSpace，這是一個自託管錢包，讓用戶能夠自行管理自己的私鑰和資產。到了12 月，Telegram 應用中增加了錢包的二級入口，使用戶能在Telegram 內更便捷地使用TON 錢包。
- Wallet Innovation: 2023 In July 2023, Ton introduced a new wallet payment function to enable users to make transactions and payments through TON wallets and to upgrade user experience. Later in September, Ton launched Tonspace, a self-directed wallet that allows users to manage their own personal keys and assets. By December, Telegram applications added a second-tier entrance to the wallet to enable users to use TON wallets more easily within Telegram.
——代幣鎖定策略： 2023 年初，TON 社群和驗證者透過鏈上投票，決定凍結不活躍礦工的錢包，這些錢包佔了總供應量的大約21%，並將被鎖定至2027 年2 月。到了10 月，社區又啟動了TON Believers Fund，這是一個五年期的鎖定計劃，用戶可以選擇將他們的代幣捐贈或存入智能合約中。此舉將26% 的供應量鎖定，總計約47% 的TON 代幣被鎖定三到五年，有效減少了市場上的流通供應量，有利於代幣價格的穩定。
- Currency locking strategy: 2023 early in the year, the Ton community and the tester voted through the chain to freeze the wallets of inactive miners, which accounted for about 21% of the total supply and would be locked up until February 2027. By October, the community had launched TON Believers Fund, a five-year lock-up scheme in which users could choose to donate their coins or deposit them in a smart contract. The 26% supply lock-down, with a total of about 47% of the Ton coins locked in for three to five years, effectively reducing market-based liquidity and contributing to the stability of currency prices.
——TON 原生USDT 部署： 2024 年4 月，Tether 宣布將USDT 引入TON 網絡，這一舉措為TON 增添了與USDT 相關的交易和金融活動，為DeFi 應用提供了強大的支撐。 TON 上的USDT 發行量迅速超過了Cosmos 和Near，成為僅次於Tron、Ethereum、Solana 和Avalanche 的網路。
- Ton original USDT deployment: April 2024, Tether announced the introduction of USDT into the Ton network, an initiative that added transactions and financial activities related to USDT to Ton and provided a strong boost to DeFi applications. The USDT on Ton quickly exceeded Cosmos and Near, becoming a network after Tron, Ethereum, Solana and Avalanche.
——區塊鏈性能的突破： 2023 年10 月31 日，TON 在一次公開的性能直播測試中達到每秒104,715 筆交易的峰值，總共處理了107,652,545 筆交易，這一性能經過Certik 驗證，標誌著TON 成為全球最快、可擴展性最強的區塊鏈之一。
——市場推廣： 2024 年春季，透過啟動總獎金達1.5 億美元的 #OpenLeague 超級聯賽，TON 吸引了大量的用戶和市場關注。此外，TON 基金會與Telegram 共同實施的分成策略，以及Notcoin 在多家主要交易所的上線，大大提升了其市場表現和品牌影響力。
- Market promotion: 2024, ton attracted a large number of users and market attention through the launching of the 150-million-dollar #OpenLeague Super Bowl. In addition, Ton Foundation's division strategy with Telegram, and Notcoin's online presence on several major exchanges, has greatly enhanced its market performance and brand influence.
——Pantera 的大筆投資： 2024 年5 月，Pantera 以歷史上單筆最大的投資金額投向TON 網絡，這不僅證明了TON 技術和市場潛力的認可，也可能吸引更多資本的關注，增強了市場對TON 生態的信心。
— Pantera's massive investment: In May 2024, Pantera invested the largest single investment in history into the Ton network, proving not only the recognition of Ton's technology and market potential, but also its potential to attract more attention and increase market confidence in Ton's vitality.
——全球競爭環境與市場需求：隨著馬斯克的X 應用計畫在2024 年中推出加密支付功能，TON 面臨來自全球競爭者的壓力。此外，整個加密市場亟需新的市場敘事和發展方向，TON 生態依靠其創新的技術和應用，為市場注入了新的活力。
- Global competition environment and market demand: , followed by Mask’s X application, introduced the encryption payment function in 2024, with Ton facing the pressure of global competitors. Moreover, the entire encrypted market urgently needs new market narratives and directions, with Ton’s new technology and applications providing new dynamism to the market.
——新敘事需求：加密產業需要新的敘事和方向，TON 生態透過社交裂變和飛輪效應帶來的使用者和交易量成長，為市場提供了新的活力。
- New needs: The encryption industry needs new narratives and directions, and Ton’s growth of users and transactions through social fissures and wheel effects provides new dynamism to the market.
綜上，CGVResearch 團隊認為，TON 生態在未來可能展現四大發展趨勢。這些趨勢將塑造TON 生態的獨特地位，並可能對整個加密產業產生深遠影響。
On the other hand, the CGVResearch team believes that ton’s life may have four major developments in the future. These will shape the unique position of Ton’s life and may have a profound impact on the entire encryption industry.
Telegram 最初作為即時通訊工具，現已發展成為一個多功能平台，整合了社交、支付、服務訂閱和小程式等功能。隨著TON 的加入，Telegram 正沿著類似的發展軌跡迅速前進。
Telegram was originally developed as an instant communication tool as a multifunctional platform that integrates socialization, payment, service subscriptions, and applets. Telegram is moving fast along similar tracks with Ton.
上游（基礎設施和開發平台）： TON 提供了強大的基礎設施和軟體開發工具包（SDKs），吸引開發者建立和部署去中心化應用程式（DApps），這可能會削弱其他區塊鏈平台的開發資源。
Upstream (base set and development platform): Ton provides a powerful infrastructure and software development toolkit (SDKs) to attract developers to build and deploy decentralised applications (DApps), which could weaken the development resources of other chains.
中游（應用層和服務）： TON 生態中的客製化穩定幣解決方案、微支付系統等，以及透過官方跨鏈橋無縫連接主流加密資產的能力，為用戶提供一站式的資產管理和交易平台。
Midstream (application layers and services): A one-stop property management and trading platform for users through the Ton ethos of artificial stabilization solutions, micropayment systems, etc., and through the ability of official interlinkage bridges to seamlessly connect mainstream encrypted assets.
下游（用戶採納和市場擴展）： Telegram 龐大的用戶基礎為TON 提供了市場接入點，透過與金融機構、媒體公司和零售商等合作夥伴建立關係，Telegram 能夠將加密技術融入更廣泛的經濟活動中。
Downstream (user acquisition and market expansion): Telegram's vast user base provides a market access point for Ton, enabling Telegram to integrate encryption techniques into broader economic activity through partnerships with financial institutions, media companies and retailers.
TON 的全球服務能力，不受特定國家或地區金融監管的限制，結合其高性能和用戶增長的飛輪效應，預示著TON 生態的潛力可能沒有上限。
Ton’s global service capacity, which is not limited by financial supervision in a given country or region, combines its high performance and user growth of the wheel effects, predicting that the potential of Ton’s life may not be capped.
流量變現： Telegram 的流量優勢將為TON 帶來巨大的變現潛力，特別是在去中心化市場如Fragment，已經促成了顯著的交易量。
Flow Change: The flow advantage of Telegram will provide Ton with great potential for change, especially to go to the central market, such as Fragment, which has led to a remarkable volume of transactions.
NFT 市場： Telegram 的貼紙轉化為NFT，透過TON 區塊鏈進行交易，預示著一個巨大的新興市場。
NFT Market: Telegram's sticker is converted to NFT, trading through the Ton sector chain, heralding a huge new market.
Web3 專案收入實現： TON 上的mini app 預計將成為高收入的Web3 項目，利用其龐大的每日活躍用戶基礎
隨著TON 平台的成熟和跨鏈功能的實現，可能會吸引傳統金融機構的注意，促使它們探索區塊鏈技術並與TON 合作。
With the maturity and cross-link function of the TON platform, it may attract the attention of traditional financial institutions, prompting them to explore sector-link technology and work with TON.
金融服務創新：金融機構可能會將服務遷移到TON 或與TON 合作，利用其低成本和高效率的優勢。
Financial Services Creation: Finance Institutions may move services to TON or work with TON to take advantage of its low-cost and efficient advantages.
穩定幣和金融產品：金融機構可能會在TON 上開發新的貸款、保險和投資產品，甚至創建與特定資產掛鉤的穩定幣。
Stabilization of Currency and Financial Products: Finance Institutions may launch new loans, insurance and investment products on TON, or even create stable currencies to link to specific assets.
TON 生態的成熟可能會改變一級市場的投資邏輯，使得代幣不再是加密項目的必選項。
Ton’s biological maturity may change the logic of investment in the first level of the market so that the currency is no longer an option for encryption.
技術和業務模型：專案可能依靠更成熟的技術和業務模型來吸引用戶和投資者，而不是僅僅依賴代幣經濟。
監管適應性：不發行代幣的項目可能更容易適應監管環境，避免潛在的法律風險。 regulatory adaptation: projects that do not issue tokens may make it easier to adapt to the regulatory environment and avoid potential legal risks. 投資分析：未來對TON 生態項目的評估可能更側重於實際的用戶數據和業務表現，如每日活躍用戶數（DAU）、用戶留存和每位用戶平均收入（ARPU），而非僅關注代幣的解鎖和分配情況。 Investment Analysis: 's future evaluation of TON's biologic projects may be more focused on actual user data and performance, such as the number of daily active users (DAUs), user retention and average income per user (ARPUs), rather than merely focusing on the unlocking and distribution of money. 這些趨勢預示著TON 生態不僅將在加密領域內鞏固其地位，還可能吸引更廣泛的用戶群和傳統金融機構的參與，開啟一個全新的發展階段。 These trends indicate that Ton’s identity will not only be entrenched within the encryption domain, but may also attract a wider user base and traditional financial institutions to open a new phase of development. TON 生態的崛起，預示著加密貨幣和區塊鏈技術的未來發展方向。隨著Telegram 的深度整合和TON 的創新驅動，我們預見到一個全新的生態系統正在形成，它不僅將改變我們對金融服務、社交互動和數位資產的理解，更將為全球用戶帶來前所未有的便利和機會。 Ton’s rise in virulent behaviour augurs well for the future of encryption currency and sector chain technology. With Telegram’s deep integration and toon’s creative drive, we see a new ecosystem emerging that will not only change our understanding of financial services, social interactions, and digital assets, but will also bring unprecedented ease and opportunity to users around the world.
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