Key Points

关键点

• 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 宣布对 TON 进行新投资，TON 是最初由 Telegram 设计的第 1 层网络。 Pantera 表示，该投资旨在向大众介绍加密货币。 Pantera Capital 对 TON 的投资

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 最近宣布投资 TON，这是一个最初由 Telegram 创建并由开源社区继续发展的第 1 层网络。 Pantera 对 TON 将加密货币带入主流的潜力充满信心。

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 在其官方声明中解释说，TON 向大众介绍加密货币的能力源于其在 Telegram 网络中的广泛使用。 Telegram 以其快速、安全且面向未来的消息传递平台拥有超过 9 亿月活跃用户。

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，通过利用 Telegram 庞大的用户群和无缝的用户体验，TON 可以成为最大的加密网络之一。

Combining Web3 with Large-Scale Distribution

Web3与大规模分发相结合

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 是一个体现了许多加密原理的平台，并且具有重要的分布。

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.

该平台的每月下载量超过其替代品 Signal 十倍。据报道，仅 2024 年 1 月，Telegram 的下载量就超过 3670 万次。

Telegram vs Signal

电报与信号

FeatureTelegramSignal每月活跃用户9亿9000万每月下载量（2024年1月）3670万360万

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 是唯一不受监管障碍的主要平台，这使其能够无缝集成 Web3 以构建开放的区块链网络。

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

据 Pantera Capital 称，Telegram 共享的 Web3 精神和大规模分布使其成为向世界引入加密货币的理想选择。

The Open Network (TON)

开放网络 (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.

开放网络 (TON) 是由 Telegram 开发的一项区块链计划，旨在创建一个能够利用应用程序庞大用户群支持各种应用程序的去中心化网络。

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

TON 具有多组件生态系统，包括 TON 区块链、TON 存储、TON DNS 和 TON 服务。

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.

根据 Pantera 的分析，TON 区块链是为高性能和可扩展性而设计的。其分片机制使其能够快速处理交易，每秒处理数百万笔交易，并在不影响速度或安全性的情况下高效扩展。

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 还对 TON、以太坊和 Solana 进行了比较，重点介绍了出块时间、最终确定时间、简单交易性能、复杂交易性能、分片支持和跨分片通信等功能。根据他们的分析，TON 是更好的选择。

TON vs Ethereum vs Solana

TON、以太坊、Solana

功能TONEthereumSolana出块时间0.5秒13秒0.4秒最终确定时间2秒6分钟10秒简单交易性能100万TPS15 TPS65,000 TPS复杂交易性能100,000 TPS10 TPS10,000 TPS分片支持是是是跨分片通信是计划是

Onboarding and User Experience

入职和用户体验

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 还强调了 Telegram 的易用性，重点介绍了 Top.co 钱包，它允许用户连接到迷你应用程序。通过这个界面，用户可以购买、出售和管理代币和 NFT。

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

每月有超过 3.6 亿用户使用 Telegram 的“迷你应用程序”，其中包括聊天机器人、迷你游戏等。

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

Pantera 设想将加密技术集成到这些“迷你应用程序”中，以显着增强用户群和体验。

TON's Monetization Opportunities

TON 的货​​币化机会

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 为 Telegram 社区提供了多种货币化、分享和发展业务的方式。他们还重点介绍了 Fragment，这是 TON 上的去中心化市场，该市场已促进自定义用户名和虚拟电话号码的销售额超过 3.5 亿美元。

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 正在通过 Fragment 进一步整合与创作者和频道所有者的收入分享，奖励创作者并培养平台与其用户之间更紧密的关系。

Recent Developments

最近的发展

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) 最近宣布在 TON 区块链和 Telegram 钱包中部署其稳定币。此举对于加密货币行业来说是一个重要的里程碑。

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 最近通过 X 分享了其大规模采用的故事，展示了其日益增长的认可度、重要的链上活动、每月活跃用户以及其他达到历史新高的关键指标。