Key Points

關鍵點

• Pantera Capital announces a new investment in TON, a Layer 1 network initially designed by Telegram.
• The investment aims to introduce crypto to the masses, according to Pantera.

Pantera Capital's Investment in TON

Pantera Capital 宣布對 TON 進行新投資，TON 是最初由 Telegram 設計的第 1 層網路。

Pantera Capital has recently announced its investment in TON, a Layer 1 network originally created by Telegram and continued by the open-source community. Pantera expresses confidence in TON's potential to bring crypto to the mainstream.

Pantera Capital 最近宣布投資 TON，這是一個最初由 Telegram 創建並由開源社群繼續發展的第 1 層網路。 Pantera 對 TON 將加密貨幣帶入主流的潛力充滿信心。

In its official announcement, Pantera explains that TON's ability to introduce crypto to the masses stems from its extensive use within the Telegram network. Telegram boasts over 900 million monthly active users on its fast, secure, and future-facing messaging platform.

Pantera 在官方聲明中解釋說，TON 向大眾介紹加密貨幣的能力源於其在 Telegram 網路中的廣泛使用。 Telegram 以其快速、安全且面向未來的訊息傳遞平台擁有超過 9 億月活躍用戶。

Pantera Capital believes that TON, by leveraging Telegram's vast user base and seamless UX, can become one of the largest crypto networks.

Pantera Capital 相信，透過利用 Telegram 龐大的用戶群和無縫的用戶體驗，TON 可以成為最大的加密網路之一。

Combining Web3 with Large-Scale Distribution

Web3與大規模分送結合

As noted in the official announcement, Telegram is a platform that embodies many of the principles of crypto and also has significant distribution.

正如官方公告中所指出的，Telegram 是一個體現了許多加密原理的平台，並且具有重要的分佈。

The platform surpasses its alternative, Signal, by ten times in terms of monthly downloads. Telegram reportedly garnered over 36.7 million downloads in January 2024 alone.

該平台的每月下載量超過其替代品 Signal 十倍。據報道，光是 2024 年 1 月，Telegram 的下載量就超過 3,670 萬次。

Telegram vs Signal

電報與訊號

FeatureTelegramSignal每月活躍用戶9億9000萬每月下載量（2024年1月）3670萬360萬

Moreover, Telegram stands out as the only major platform free from regulatory hurdles, which allows it to seamlessly integrate Web3 for an open blockchain network.

此外，Telegram 是唯一不受監管障礙的主要平台，這使其能夠無縫整合 Web3 以建立開放的區塊鏈網路。

According to Pantera Capital, Telegram's shared Web3 ethos and massive scale distribution make it the ideal choice to introduce crypto to the world.

據 Pantera Capital 稱，Telegram 共享的 Web3 精神和大規模分佈使其成為向世界引入加密貨幣的理想選擇。

The Open Network (TON)

開放網路 (TON)

The Open Network (TON) is a blockchain initiative developed by Telegram and repurposed to create a decentralized network capable of supporting various applications by leveraging the app's large user base.

開放網路 (TON) 是由 Telegram 開發的區塊鏈計劃，旨在創建一個能夠利用應用程式龐大用戶群支援各種應用程式的去中心化網路。

TON features a multi-component ecosystem, including TON Blockchain, TON Storage, TON DNS, and TON Services.

TON 具有多組件生態系統，包括 TON 區塊鏈、TON 儲存、TON DNS 和 TON 服務。

According to Pantera's analysis, the TON Blockchain is designed for high performance and scalability. Its sharding mechanism enables it to process transactions quickly, handling millions of transactions per second and scaling efficiently without compromising speed or security.

根據 Pantera 的分析，TON 區塊鏈是為高性能和可擴展性而設計的。其分片機制使其能夠快速處理交易，每秒處理數百萬筆交易，並在不影響速度或安全性的情況下高效擴展。

In its analysis, Pantera also presents a comparison of TON, Ethereum, and Solana, highlighting features such as block time, time-to-finality, simple transaction performance, complex transaction performance, sharding support, and cross-shard communication. TON emerges as the superior choice based on their analysis.

在分析中，Pantera 還對 TON、以太坊和 Solana 進行了比較，重點介紹了出塊時間、最終確定時間、簡單交易性能、複雜交易性能、分片支援和跨分片通訊等功能。根據他們的分析，TON 是更好的選擇。

TON vs Ethereum vs Solana

TON、以太坊、Solana

功能TONEthereumSolana出塊時間0.5秒13秒0.4秒最終確定時間2秒6分鐘10秒簡單交易性能100萬TPS15 TPS65,000 TPS複雜交易性能100,000 TPS10 TPS10,000 TPS分片支援是是是跨分片通訊支援是是跨分片通訊是計劃是

Onboarding and User Experience

入職和使用者體驗

Pantera Capital also emphasizes the ease of onboarding with Telegram, highlighting the Top.co Wallet, which allows users to connect to mini apps. Through this interface, users can buy, sell, and manage tokens and NFTs.

Pantera Capital 也強調了 Telegram 的易用性，重點介紹了 Top.co 錢包，它允許用戶連接到迷你應用程式。透過這個介面，用戶可以購買、出售和管理代幣和 NFT。

Over 360 million users engage monthly with Telegram's "mini apps," which include chatbots, mini-games, and more.

每月有超過 3.6 億用戶使用 Telegram 的“迷你應用程式”，其中包括聊天機器人、迷你遊戲等。

Pantera envisions the integration of crypto into these "mini apps" to significantly enhance the user base and experience.

Pantera 設想將加密技術整合到這些「迷你應用程式」中，以顯著增強用戶群和體驗。

TON's Monetization Opportunities

TON 的貨幣化機會

TON unlocks various ways for the Telegram community to monetize, share, and grow their businesses, according to Pantera. They also highlight Fragment, the decentralized marketplace on TON, which has facilitated over $350 million in sales of custom usernames and virtual phone numbers.

Pantera 表示，TON 為 Telegram 社群提供了多種貨幣化、分享和發展業務的方式。他們還重點介紹了 Fragment，這是 TON 上的去中心化市場，該市場已促進自訂使用者名稱和虛擬電話號碼的銷售額超過 3.5 億美元。

Telegram is further integrating revenue sharing with creators and channel owners through Fragment, rewarding creators and fostering a closer relationship between the platform and its users.

Telegram 正在透過 Fragment 進一步整合與創作者和頻道所有者的收入分享，獎勵創作者並培養平台與其用戶之間更緊密的關係。

Recent Developments

最近的發展

Tether (USDT) recently announced the deployment of its stablecoin on the TON blockchain and in Telegram's wallet. This move represents a significant milestone for the crypto industry.

Tether (USDT) 最近宣佈在 TON 區塊鏈和 Telegram 錢包中部署其穩定幣。此舉對於加密貨幣產業來說是一個重要的里程碑。

Additionally, TON recently shared its mass adoption story via X, showcasing its growing recognition, significant on-chain activity, monthly active users, and other key metrics that have reached new all-time highs.

此外，TON 最近透過 X 分享了其大規模採用的故事，展示了其日益增長的認可度、重要的鏈上活動、每月活躍用戶以及其他達到歷史新高的關鍵指標。