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Telegram & TON Stuff with Howard
I know some people is complaining with me..... so 🐸
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Howard Peng
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It's been many years since the NFT Standard launch as ERC721, and only now have they truly become easy to share and spread. I think @telegram / #TON is doing a great job here!
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Telegram & TON Stuff with Howard
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Telegram & TON Stuff with Howard
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This trend aligns seamlessly with the ambitions of @Telegram and @TON_Blockchain, hinting at an exciting and promising future. 🚀
💡 Past vs. Present Cycles
Reflecting on the last cycle, three to four years back, most breakthroughs were driven by tech and capital efficiency explorations. Today, the focus shifts to "simpler things" we’ve long known:
💬 Enhanced fiat on-ramp solutions
💬 A surge of lower-value users speculating on meme tokens
💬 Projects tapping into platforms like Apple Pay for smooth integration
The core narrative stays clear—ushering in a new tidal wave of 10x users. This is why I’m bullish on #TON: Telegram is primed to lead this charge.
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Telegram & TON Stuff with Howard
💡 Challenges for Telegram & TON
One of the primary challenges for @Telegram and #TON is enhancing user quality and penetrating the high-net-worth market.
• Platform Strengths: Compared to @X, @Telegram offers superior immediacy and positioning. However, its real competitors might be in the "streaming finance" sector, such as TikTok or YouTube, which are adept at turning user engagement into purchases or investments.
• Key Areas to Strengthen: Enhancing features like Stories and introducing streaming capabilities will be crucial. It’s likely that @Durov already recognizes this. However, simply promoting #DeFi won’t be enough. Creative solutions and new product ideas tailored to these features are essential for triggering the next wave of growth. For example, integrating location-based features or using @Telegram Stories creatively could inspire innovative apps this year.
• Tokenization Trends in the U.S.: The U.S. market is likely to experience a surge in tokenization efforts, where fame easily converts into assets. Platforms like #TikTok and @Discord already attract a large American audience, and TON is poised to tap into this trend. This movement could also inspire Chinese Web2 entrepreneurs and influencers to follow suit, opening doors for TON Blockchain to facilitate this asset-onboarding process. It’s not just about meme tokens. For instance, #WLFI tokens are issued on #Ethereum, while meme tokens like $Trump are issued on #Solana.
✨ TON could play a similar role in supporting unique asset issuance.
One of the primary challenges for @Telegram and #TON is enhancing user quality and penetrating the high-net-worth market.
• Platform Strengths: Compared to @X, @Telegram offers superior immediacy and positioning. However, its real competitors might be in the "streaming finance" sector, such as TikTok or YouTube, which are adept at turning user engagement into purchases or investments.
• Key Areas to Strengthen: Enhancing features like Stories and introducing streaming capabilities will be crucial. It’s likely that @Durov already recognizes this. However, simply promoting #DeFi won’t be enough. Creative solutions and new product ideas tailored to these features are essential for triggering the next wave of growth. For example, integrating location-based features or using @Telegram Stories creatively could inspire innovative apps this year.
• Tokenization Trends in the U.S.: The U.S. market is likely to experience a surge in tokenization efforts, where fame easily converts into assets. Platforms like #TikTok and @Discord already attract a large American audience, and TON is poised to tap into this trend. This movement could also inspire Chinese Web2 entrepreneurs and influencers to follow suit, opening doors for TON Blockchain to facilitate this asset-onboarding process. It’s not just about meme tokens. For instance, #WLFI tokens are issued on #Ethereum, while meme tokens like $Trump are issued on #Solana.
In summary, expanding into more high-net-worth regions is inevitable—2025 will still be a challenging year. Hopefully, TON and Telegram can work more closely together to drive shared prosperity across the ecosystem, rather than allowing a few to control the majority of resources.
This paradigm shift could serve as a textbook example of "how to make a nation thrive."
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Why do most Web3 projects flop? Simple—weak product-market fit, clunky UX, and barely any real adoption. But with Telegram as the layer that directly connects to users, we can flip the script.
Now, instead of dwelling on what doesn't work, let’s double down on what *does* work in Telegram.
💡 *“Don’t invest in what you don’t understand; play where you have an edge.”*
TON’s unfair advantage: Telegram Mini-Apps + a built-in user base + lightning-fast transactions.
Forget just porting Ethereum-style DeFi over—TON thrives on Social-Fi, micropayments, on-chain ads, and mini-economies *inside* Telegram.
The goal? Make TON the Web3 layer of Telegram, not just another generic L1.
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"You are the average of the five people you spend the most time with." — Naval.
The theory is based on research in primatology, which suggests that a chimpanzee's behavior can largely be predicted by observing the five other chimps it interacts with the most. This concept has been adapted to human behavior, particularly in the realms of success, mindset, and personal development.
Naval extends this theory to personal growth, wealth creation, and happiness. His key takeaways include:
1/ Your social circle defines your mindset – If you want to become wealthy, healthy, or happy, surround yourself with people who embody those qualities.
2/ Success is contagious– Being around ambitious, intelligent, and curious people will naturally elevate your thinking and behavior.
3/ Avoid toxic environments – Negative or low-energy individuals can pull you down just as easily as high-quality people can lift you up.
4/ Curate your information diet– This doesn’t just apply to physical interactions; the books you read, the podcasts you listen to, and the Twitter accounts you follow all shape your thoughts.
https://www.amazon.com/Almanack-Naval-Ravikant-Wealth-Happiness/dp/1544514212
#book
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Telegram & TON Stuff with Howard
- What is the motivation that moves you, the most fundamental drive to support @TON_Blockchain?
- How do you understand or perceive the fact or truth in this moment, in this world?
- What action can you take to solve that, to fix that?
- REPEAT
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TON’s Whitepapers: A Technical Overview
📜 1. TON Blockchain Whitepaper (tblkch.pdf)
📖 What it Covers:
- The foundational blueprint of TON’s blockchain architecture, covering its multi-chain structure, sharding, and consensus mechanisms.
Key Takeaways:
- TON is not a single blockchain but a collection of interconnected shardchains and workchains.
- Dynamic sharding ensures seamless scaling as demand grows.
- TON Masterchain acts as the root of the ecosystem, managing validator elections and security.
🔄 2. TON Virtual Machine (TVM) Whitepaper (tvm.pdf)
📖 What it Covers:
The TON Virtual Machine (TVM) enables Turing-complete smart contract execution with an efficient, stack-based computation model.
Key Takeaways:
- TVM is optimized for complex contract execution with minimal gas fees.
Built-in Merkle Tree and Patricia Tree structures, enabling efficient data management.
- Full support for TON’s smart contract language, FunC.
💾 3. TON Storage Whitepaper (ton.pdf)
📖 What it Covers:
TON Storage is a decentralized, torrent-like file storage network, allowing users to store and distribute large-scale data directly on the blockchain.
💳 4. TON Payments & Smart Economy Whitepaper (catchain.pdf)
📖 What it Covers:
- TON Payments describes a micropayment network, enabling off-chain value transfers while ensuring final settlement on-chain.
Article
TON’s foundation is built upon four core technical whitepapers, each addressing a specific layer of the ecosystem. Below, we’ll explore each whitepaper’s key insights, technical stacks, and why they matter.
📜 1. TON Blockchain Whitepaper (tblkch.pdf)
📖 What it Covers:
- The foundational blueprint of TON’s blockchain architecture, covering its multi-chain structure, sharding, and consensus mechanisms.
Key Takeaways:
- TON is not a single blockchain but a collection of interconnected shardchains and workchains.
- Dynamic sharding ensures seamless scaling as demand grows.
- TON Masterchain acts as the root of the ecosystem, managing validator elections and security.
🔄 2. TON Virtual Machine (TVM) Whitepaper (tvm.pdf)
📖 What it Covers:
The TON Virtual Machine (TVM) enables Turing-complete smart contract execution with an efficient, stack-based computation model.
Key Takeaways:
- TVM is optimized for complex contract execution with minimal gas fees.
Built-in Merkle Tree and Patricia Tree structures, enabling efficient data management.
- Full support for TON’s smart contract language, FunC.
💾 3. TON Storage Whitepaper (ton.pdf)
📖 What it Covers:
TON Storage is a decentralized, torrent-like file storage network, allowing users to store and distribute large-scale data directly on the blockchain.
💳 4. TON Payments & Smart Economy Whitepaper (catchain.pdf)
📖 What it Covers:
- TON Payments describes a micropayment network, enabling off-chain value transfers while ensuring final settlement on-chain.
Article
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Trying to reply with the founder of Delphi Digital — Luke about some idea about AI:
1) Text-to-X & AI Music: AI captures what words can’t. Text-to-music like @SunoMusic V4 amazes me—will AI disrupt music, or does artist appeal matter more?
2) Info Aggregation: AI may unify our digital lives or create a collective consciousness. To stay grounded, I chat with waitstaff—most people aren’t deeply online.
3) AI & Language Barriers: Solving them is a huge opportunity but won’t change hierarchies. Where does blockchain fit in AI’s rise? What can we build that AI can’t replace?
URL on X.com
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1️⃣ Brief intro of @TON_Ventures
2️⃣ My investment thesis for furthermore ideas in different categories for #TON and @Telegram Ecosystem.
3️⃣ Share some facts about #Telegram and it's revenue data in 2024
—————
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