Telegram Bots发展现状:未来之路是什么
作者:Mason Nystrom,加密分析师;翻译:比特币买卖交易网xiaozou
作为首选交易工具,Telegram bots持续获得关注,让我们来看一组数字:
- 交易量:3月份TG bot交易量增长了近3倍,达到47亿美元
- TG bot用户数环比增长1.7倍,用户数超45万
- TG bots 3月份总收入为3100万美元
人们都在哪里交易?
大多数人使用TG bots在Solana上进行交易。过去的14天,用户按链划分如下:
- Solana上有35万用户
- Base上有3万用户
- 以太坊主网上有2.3万用户
Solana仍然是散户投机的目的地。Base正在成为人们的第二选择。
机器人大战正在meme币战场展开,头部机器人之间的竞争非常激烈,它们是:BONKbot、Banana Gun、Trojan on Solana、SolTradingBot以及Maestro。
Telegram bots的下一步是什么?
Telegram bots拥有加密领域最明晰的产品市场契合度,因为它们为用户提供了对长尾代币的便捷访问。
1)多链机器人之战:TG bots将继续争夺新链,就像交易所经常试图通过主导新生态系统来实现差异化一样。Base和Blast似乎已发展成熟。
2)TG bots成为市场的上市策略:发布一个TG bot相当简单,我们已经看到像Bountycaster这样的市场利用机器人来引导流动性。TG bots可能会成长为一种用于引导需求并满足用户需求的有用策略。
3)TG bots竞相创造差异化并建立网络效应:TG bots需要找到方法,将用户转化为长期粘性客户。弄清楚如何实现这种转化的TG bot可能会成为一个大型交易所。
一些可行的选择有:
- 向用户追加销售更专业的体验
- 与代币(如Bonk、BananaGun等)保持紧密耦合,以获取激励
- 充分利用TG用户开发自己的第一方应用
- 通过扩展到其他分发渠道(如Farcaster 框架、discord、新社交应用)建立流动性网络效应
RobinBot:所有人都在寻找“加密世界里的罗宾汉”,但TG bots正在告诉我们,RobinBot也许就在你身边。
As the preferred trading tool, bitcoin trading network continues to attract attention. Let's look at a group of digital transactions. The monthly transaction volume has nearly doubled to reach US$ 100 million, and the number of users has doubled from the previous month. Where do people trade? Most people use it to trade on the Internet. In the past days, users are divided by chain as follows: there are 10,000 users on the main network of Ethereum, and 10,000 users are still the destination of retail speculation. Second, the battle of choosing robots is unfolding in the currency battlefield. The competition among head robots is very fierce. What are they and what is the next step? They have the clearest product market fit in the encryption field, because they provide users with convenient access to long-tail tokens. The battle of multi-chain robots will continue to compete for new chains, just as exchanges often try to differentiate by leading new ecosystems, and it seems that a listing strategy that has matured into a market has been released quite simply. A market that uses robots to guide liquidity may grow into a useful strategy to guide demand and meet users' needs, and compete to create differentiation and establish network effects. It is necessary to find ways to transform users into long-term sticky customers, and figure out how to realize this transformation may become a large exchange. Some feasible options include selling more professional experiences to users, keeping close coupling with tokens and so on to gain incentives, and making full use of users to develop their own first-party applications. By expanding to other distribution channels, such as frameworks, new social applications and establishing a liquidity network effect, everyone is looking for Robin Hood in the encrypted world, but is telling us that it may be right beside you. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台
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