市值跻身前十 TON还有多少上升空间?

币圈资讯 阅读:34 2024-04-22 08:00:00 评论:0
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作者:Jessy,比特币买卖交易网

公链TON代币的价格在2024年不断创下新高,本周,其市值已经跃升至第九,年初至今已上涨近四倍。

从2021年主网上线发币至今,TON的发展一直不温不火,虽然坐拥Telegram这个九亿的流量池,但是在上轮牛市中,其最高涨幅仅为三倍。

在这之前,为了创建TON链而发起的ICO曾因美国SEC的起诉而被要求退还了大部分募资,此后TON明面上剥离了Telegram,独立发展。2023年9月,Telegram和TON才对外宣称将深度合作绑定。

背靠Telegram这个9亿流量蓄水池,是TON叙事中最富有吸引力的故事。区块链的发展,一定要不断吸收Web2的用户。而和Telegram深度合作的TON,在这样的叙述中,无疑是充当着Web2和Web3桥梁的作用。

对于投资者来说,担心早期矿工持仓过多,会操纵币价。而其和以太坊的技术路线完全不同,不兼容EVM,对于行业内的程序员来说,也基本上需要重新学习其编程技术。以上都是导致其链上的生态并没有迎来大的爆发,币价一直不温不火的原因。

而以上这些TON不被看好的理由,都在今年发生了改变。

悄悄埋伏的机构和稳中向好的技术进步

首先不能忽视的是,在2023年,TON获得了多笔融资,首先是在2023年5月,Mask Network投资,金额不详。在2023年10月,TON其对外宣布完成一笔8位数千万美元级融资,MEXC Ventures参投。2023年11月,则是Animoca Brands参投,金额不详。

今年,TON也放出消息称寻找愿意长期持币的大户,把TON代币“打折”出售。当然,这也是一种融资行为,通过这种方式,Mirana Ventures在2023年3月投资了TON800万美元。

2022年4月,TON基金会宣布成立2.5 亿美元的生态系基金TONcoin Fund,资金来自火币、KuCoin、MEXC、3Commas Capital、TON Miners 等交易所与机构。同时,基金会从176个独立用户筹集了5.27 亿美元,这些都是早期矿工自发的捐款。

同年TON的挖矿结束后,DWF加入了其2500万美元的TON 加速器计划,DWF Labs 将为TON生态系统的代币经济学、做市和流动性提供贡献,同时也支持包括投资和其他生态系统服务。

以上这些信息都可以看到,行业内主流机构对于TON都十分看好,有着较为深厚的合作关系。而且,以上信息可以确定的是,TON的价格会有知名交易所、知名做市商的加持和参与。

而在2023年较为频繁的几轮的融资下,也能猜到,其在2024年会进入发展的加速期。2024年,可以确定的是TON在大力拓展亚洲华语区的市场。TON成为了四月在香港举办Web3嘉年华的首级赞助商,就是一个十分明确的信号。

而在《TON 2024 年路线图和亚洲扩张》这个主题演讲中透露出的信息可看到。TON将推出优化版 Jetton、Wallet v5、稳定币工具包、Gasless 交易,开发者还可构建快速、便宜、可扩展的 TON 稳定币。TON 还将推出 Multisig 2.0,允许 TON 与各类硬件钱包交互。

在治理方面,TON 将进行 Elector 与 Coinfig 升级,支持质押者链上投票,并将改进代币经济学,加强质押池与钱包投票参与。TON 还将引入一种新的跨链技术 Teleport。无需中介与私钥,实现无缝跨链交易,TON 还将把所有跨链桥升级成支持所有链的跨链桥。

此前,业内有个共识——TON的发展还处于早期,而以上这些技术方向的不断更新,可以预见在近一两年,TON链上生态就会得到一个跨越式的进步。

消息配合拉盘,币价不断攀升

从今年年初开始,TON就不断传出利好消息,如投放在Telegram上的广告可以用TON 支付。创始人杜罗夫称Telegram在明年会实现盈利,并且将考虑在美IPO。

如果说去年TON是在不断办黑客松、各种开发奖励来鼓励开发者在TON上创立Dapp。那么今年就是到了收获的时刻,今年TON基金会的营销路数十分明确,用各种空投来促进用户对于TON链的使用,促进链上的活跃。并且不断释放利好消息配合拉盘。

如4月12日消息,TON基金会已向在Dedust或Ston.fi上最活跃的Meme币交易者空投30万枚TON(约219万美元)。

建设者越来越多,TON链上的生态不断丰富,今年专为 Telegram 生态系统设计的 Web3 原生智能手机 Universal Phone已经开启了预售。据悉其上也会有丰富的空投活动。

除 Telegram尝试在其应用程序中注入TON链的实用性之外,去中心化的TON基金会也在努力促进该链本身的使用。其开放联盟活动于4月1日开始,将向应用程序和用户分发3000万TON(按当前价格计算价值2.04亿美元),并用额外100万TON来激励用户加入HumanCode(该链的身份证明原语) 。所有这些计划的对币价以及各种链上指标都非常积极: 3月初相比TON链上的钱包数量增加了一倍,TVL增加了6倍。

现在看来,2023年时,Telegram上的Bot的蓬勃发展,TON链上钱包接入Telegram都只是链上生态的发展的一个起步。目前观察TON链上的整体应用类型,大部分应用是Web2和Web3的融合体,可以说TON上的Dapp是把Telegram的属性和Web3的属性做了融合。对于Web2用户来说,进入门槛是十分低。

在生态蓬勃发展和用户不断增加的这个过程中,TON被更多人看见,其价格将会不断攀升。

TON还能涨多少?

2021年TON代币姗姗来迟,在上一轮牛市中只上涨了三倍。而此轮牛市中,距离熊市的低点最高已上涨8倍。市值晋升第九,对于投资者来说,最关心的是,TON还能涨多少?

2023年2月,一项TON 代币经济模型优化提案通过,该提案提议临时冻结非活跃挖矿钱包48 个月,据了解这些钱包从未被激活并且在其历史记录中没有任何传出转帐。目前有171 个不活跃的挖矿钱包,这171 个钱包共持有超10.81亿枚TON,占据当时TON总供应量的21%左右。

这其实是应对人们对于早期矿工所持有的代币过多的一个担忧的解决方案之一。

虽然TON的早期挖矿已经结束每年约有0.6%的TON被新创造出来,作为对验证者工作的奖励。

TON源源不断产生,会稀释价格,针对这一影响价格的隐私,TON基金会也曾提议了一种销毁机制,销毁TON 网络上所有交易费用的 50%。 但该提议的销毁数量对 TON 的通货膨胀水平的影响较小。该提案需要得到大多数 TON 验证者的批准才能生效。

而且在稳定价格上,为了限制Telegram持有的TON份额不超过供应量的10%,创始人杜罗夫提出了计划以低于市场价格采用1-4年锁定的方式,将超额的TON出售给长期投资TON的投资者以锁定TON,稳定生态系统并降低波动性。

如何稀释早期巨鲸手上的TON,以及如何尽可能降低膨胀对于币价不良的影响,以上措施都可以看到TON一直在行动。

短期来看,TON现货还未上线币安,如若上线币安之后,肯定会进一步推高币价。而从长远来看,TON链上的生态的不断发展,尤其是背靠Telegram9亿用户这个叙事故事能不断被讲述。而应用的增多,链上的活跃,才是币价不断攀升的根本。由此来看,无论是短期还是长期,TON的价格都还有很大的上涨潜力。


The price of public chain tokens of the author's Bitcoin trading network has been hitting a new high in 2006. This week, its market value has jumped to the ninth year, and it has risen nearly four times since the issuance of coins on the main online line in 2006. Although it has this 900 million traffic pool, its highest increase is only three times in the last bull market. Before that, it was required to return most of the funds raised for the purpose of creating a chain because of the US lawsuit. After that, it was ostensibly stripped of its independent development and announced that it would be deeply integrated. Backing on this 100 million-flow reservoir is the most attractive story in the narrative. The development of blockchain must constantly attract users and cooperate with them in depth. In this narrative, it undoubtedly plays the role of a bridge. 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What is certain is that they are vigorously expanding the Chinese-speaking market in Asia and becoming the first sponsor of the carnival held in Hong Kong in April, which is a very clear signal, while the road map and the theme of Asian expansion in. The information revealed in the speech can be seen that an optimized version of the stable currency toolkit will be launched. Developers can also build fast, cheap and extensible stable currencies. They will also launch a platform that allows interaction with various hardware wallets. In terms of governance, they will support the pledge chain voting, improve token economics, strengthen the voting participation of pledge pools and wallets, and introduce a new cross-chain technology to achieve seamless cross-chain transactions without intermediaries and private keys. All cross-chain bridges will also be upgraded to cross-chain bridges that support all chains. There is a consensus that the development is still in the early stage, and the continuous updating of these technical directions can predict that in the last year or two, the ecology will get a leap-forward progress news, and with the rising price of the currency, good news has been continuously sent out since the beginning of this year. For example, the advertisement placed on the Internet can be paid for, and the founder Durov said that it will be profitable next year, and it will be considered in the United States. If last year, hackers were constantly being held to encourage developers to set up on the Internet, then this year is here. The harvest time this year, the marketing routes of the Foundation are very clear. Various airdrops are used to promote users' use of the chain, and the good news is constantly released. With the help of the market, the Foundation has airdropped 10,000 pieces of about 10,000 dollars to the most active currency traders in the world. More and more builders are enriching the ecology of the chain. This year, the native smart phone designed for the ecosystem has been pre-sold. It is reported that there will also be rich airdrops on it, in addition to trying to inject it into its application. In addition to the practicality of the chain, the decentralized foundation is also trying to promote the use of the chain itself. Its open alliance activities will start on March, and will distribute 10,000 yuan worth of identification primitives to applications and users at current prices, and use an extra 10,000 yuan to encourage users to join the chain. All these plans are very positive in currency prices and various indicators on the chain. Compared with the number of wallets on the chain at the beginning of the month, it seems that the wallet access on the chain is just a chain. At present, most of the overall application types in the observation chain are the fusion of "harmony", which can be said to be the fusion of "harmony" and "harmony". For users, the entry threshold is very low. In the process of vigorous ecological development and increasing users, more people will see that its price will continue to rise. How many years can it go up? The currency has only tripled in the last round of bull market, but the market value has risen twice from the lowest point of bear market in this round of bull market. What investors are most concerned about is how many years can it go up. A proposal for optimizing the token economic model proposes to temporarily freeze inactive mining wallets for next month. It is understood that these wallets have never been activated and there is no transfer in their historical records. At present, there is an inactive mining wallet, which holds more than 100 million pieces, accounting for about the total supply at that time. This is actually one of the solutions to people's concerns about too many tokens held by early miners. Early mining has ended, and every year, some of them are newly created as rewards for verifiers' work, which will dilute the price. In view of this, the Privacy Foundation has also proposed a destruction mechanism to destroy all transaction costs on the Internet, but the proposed amount of destruction has little impact on the inflation level. The proposal needs to be approved by most verifiers before it can take effect, and in order to stabilize the price, Durov, the founder of the proposal, has limited the holding share from exceeding the supply. Out of the plan, the excess will be sold to long-term investors in the form of annual lock-in at a price lower than the market price, so as to lock in the stable ecosystem and reduce the volatility. How to dilute the early whale's hands and how to reduce the bad influence of inflation on the currency price as much as possible can be seen from the above measures. In the short term, if the spot is not on the line, the currency price will definitely be further pushed up, but in the long run, the continuous development of the ecology on the chain, especially the narrative story of relying on hundreds of millions of users, and the increase in the application of the chain is the root of the rising currency price. 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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