下一个出圈的web3杀手级产品在哪里?telegram生态的趋势值得关注

币圈资讯 阅读:34 2024-04-22 07:38:56 评论:0
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在当前加密货币牛市中,每天都有数不尽的新项目和叙事涌现。历史经验告诉我们,在过去的每一轮引人注目的加密牛市中,总会出现至少一个能够真正打破界限的Web3产品,它们为行业带来大量新用户,成为圈外人士的谈资和入圈的第一站。从Axie Infinity的宠物游戏到Stepn的“边走边赚”模式,这些产品不仅实现了破圈传播,也恰逢行业发展的高潮。

我们十分好奇,在这一轮大牛市中,下一个破圈的Web3应用究竟会在哪里爆发?这是一个值得我们密切关注和积极布局的关键点。

数据不会骗人,成本高昂的链上数据更加不会,我们先仔细研究了一下权威的dapp数据平台——dappradar,根据DappRadar的数据,目前排名第一的产品是一个名为HOT Wallet的产品,这是一个基于Telegram的加密钱包小程序,活跃用户已达百万级别,构建于NEAR生态之上。

深入剖析这一产品,我们发现HOT Wallet让用户能够通过极简的操作直接登录并创建NEAR链上的钱包,并定期领取名为HOT的代币空投。HOT Wallet的快速增长得益于Telegram庞大的社交网络和用户友好的小程序功能,实现了全球范围内的病毒式传播。

进而观察,另一款名为Notcoin的产品同样采用Telegram小程序形式,在几个月内用户数量已超过2000万。Notcoin是由TON官方团队制作,在Telegram的俄语社区特别受欢迎。Notcoin的用户基数庞大,目前正通过MINT NFT的方式,逐步引导用户上链,这2000多万用户还有绝大部分未融入Web3世界。

这两个案例引发了我们对Telegram生态潜力的极大兴趣。Telegram的匿名性和开放性与Web3的精神高度一致,其对Web3的友好态度使其成为业界人士日常沟通的首选平台。Telegram的8亿活跃用户中,Web3用户只占一小部分。Telegram的社交属性和小程序的即开即用、一键登录等特点,预示着Telegram生态中涌现出杀手级Web3应用只是时间问题。

我们还观察到Telegram生态正在迅速发展,出现了许多类似Notcoin和HOT Wallet的产品,一些基于Telegram的游戏产品也在不断演变。在这些产品中,基于Solana生态的MomoAI尤其引人注目,它仅用半个月的时间,用户数就飙升至50万,并且在炙手可热的Solana生态中,链上活跃钱包数迅速达到近10万,成为Solana生态中dapp排行的前三名。进一步观察,MomoAI背后活跃的Telegram社群和Twitter推广活动显示了其惊人的参与度,用户在聊天群里分享、交流,也尽其所能的推荐朋友加入,在推特和YouTube等社交媒体自发传播,这种火热程度让人不得不联想起前面提到的现象级的出圈产品。

而让人觉得有趣的是,solana作为最近增长最为迅猛的生态,有许多用户都还没有真正接触过,所以,可以看到在MomoAI的群聊中,大量充斥着手把手的下载钱包、转入gas的教程,这对于solana生态而言,自然也是非常宝贵的资源,尤其是休闲游戏这种低门槛、杀时间的产品,大量用户的引入无疑是随着Solana生态的快速发展,MomoAI有潜力成为下一代现象级Web3产品,这让我们充满期待。

深入调查MomoAI项目后,我们发现了其成功的秘诀。这个团队自2021年以来一直专注于Web3,之前曾开发出全球下载量高达5000万的移动应用。

MomoAI作为一个专注于下一代Web3游戏平台的项目,在2021年和2022年连续获得全球黑客松的冠军,这一罕见成就,反映了团队的深厚专业积累和技术沉淀。虽然MomoAI团队并未公开具体的融资金额,但其投资者名单中包括了一些知名的风险投资公司,如Magnus、WEB3.com、前泽友作、SL2、MH等。这表明MomoAI拥有在产品制作和用户增长方面丰富经验的Web3团队。

我们亲自体验了MomoAI的产品后,也总结出了该产品快速增长的原因:一个以异星种树为主题的养成游戏,其题材和玩法都极为简单,易于上手,适合不同年龄和地区的用户群体。但游戏内部设计了丰富的裂变奖励和道具机制,随着游戏的深入,不断为用户揭示新元素,有效地提升了用户的活跃度和游戏的趣味性。MomoAI通过精心策划的活动和社区运营,实现了游戏在全球的快速传播。

而项目的中长期规划——基于AI-agents的web3游戏平台,也是踩在了时代的浪尖,这样一个已经火热无比但仍将大放异彩的项目,身上已经有了不少让人心动的标签:Solana生态TOP3,AI+游戏,10万活跃地址,全球黑客松双冠王……每一个拿出来都会让人按捺不住想提前布局。

综合来看,我们对于Telegram生态中涌现出的破圈应用充满期待。虽然前面提到的每个产品都有其独特之处,但MomoAI的潜力令人印象深刻。在Solana生态快速发展的背景下,MomoAI具备了成功的天时、地利和人和。接下来MomoAI如何把牌打好,又能到怎么样的高度,我们拭目以待。


In the current cryptocurrency bull market, countless new projects and narratives emerge every day. Historical experience tells us that in every remarkable cryptocurrency bull market in the past, there will always be at least one product that can really break the boundaries. They bring a large number of new users to the industry, become the talk capital of outsiders and the first stop to enter the circle. These products have not only achieved the spread of breaking the circle, but also coincided with the climax of industry development. We are very curious about the next one in this round of bull market. This is a key point that deserves our close attention and active layout. The data will not deceive people, and the high-cost data on the chain will not. First, we carefully studied the authoritative data platform. According to the data, the product currently ranked first is a product named, which is based on an encrypted wallet applet. The active users have reached millions of levels. We deeply analyzed this product and found that users can log in directly through minimal operations. Record and create a wallet on the chain and get a token named regularly. The rapid growth of airdrops has benefited from the huge social network and user-friendly applet function, which has achieved a worldwide viral spread, and then observe another product named, which also adopts the form of applet. In a few months, the number of users has exceeded 10,000, which is made by the official team in the Russian community. The user base is very popular, and the users are gradually guided to go online by means. Most of these tens of thousands of users have not yet integrated. These two cases in the world have aroused our great interest in the ecological potential. The anonymity and openness are highly consistent with the spirit of the company, and its friendly attitude towards it makes it the first choice for people in the industry to communicate daily. The social attributes of 100 million active users and the one-click login of small programs indicate that it is only a matter of time before killer applications emerge in the ecology. We also observe that the ecology is developing rapidly and there are many similar products and some game products based on it. Products are also constantly evolving in these products, especially those based on ecology. In just half a month, the number of users has soared to 10,000, and the number of active wallets in the hot ecology chain has rapidly reached nearly 10,000, making it the top three in the ecology. Further observation of the active communities and promotion activities behind them shows its amazing participation. Users share and communicate in chat groups and do their best to recommend friends to join Twitter and other social media to spread spontaneously. This fiery degree makes people have to connect. It is interesting to think of the phenomenon-level out-of-circle products mentioned above. As the fastest-growing ecology in recent years, many users have not really touched it, so we can see that there are a lot of tutorials in the group chat, which are naturally very valuable resources for ecology, especially leisure games, which are low-threshold products that kill time. With the rapid development of ecology, the introduction of a large number of users undoubtedly has the potential to become the next generation of phenomenon-level products, which makes me We are full of expectations. After in-depth investigation of the project, we found the secret of its success. Since, this team has been focusing on developing mobile applications with a global download of up to 10,000. As a project focusing on the next generation game platform, it won the global hacker champion in 2000 and 2000. This rare achievement reflects the team's deep professional accumulation and technical precipitation. Although the team has not disclosed the specific financing amount, its investor list includes some well-known venture capital companies such as Qianze. Friends, etc. This shows that we have a team with rich experience in product production and user growth. After personally experiencing the product, we also summed up the reasons for the rapid growth of the product. A cultivation game with the theme of alien trees is extremely simple and easy to use, which is suitable for users of different ages and regions. However, a rich fission reward and prop mechanism is designed in the game, and with the deepening of the game, new elements are constantly revealed for users, effectively enhancing the activity of users and the interest of the game. Taste has realized the rapid spread of the game in the world through carefully planned activities and community operations, and the game platform based on the long-term planning of the project has also stepped on the wave of the times. There are already many exciting labels on such a hot project that will still shine. Ecological games are all active addresses, and every one of them will make people want to lay out in advance. On the whole, we are full of expectations for the broken circle applications that have emerged in the ecology. Each product mentioned above has its own uniqueness, but its potential is impressive. We will wait and see how to play the cards well and how high it can be in the context of rapid ecological development. 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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