Analysis of traffic and asset strategies in Telegram ecosystem

Author: Nathan Source: X, @26x14eth

In the Telegram ecosystem, there are two key levels: traffic level and asset level.

Traffic level

At the traffic level, it is necessary to layout and exhaust the traffic as soon as possible. If you restrain yourself, competitors will grow rapidly and seize the market, because the window period and traffic dividends are limited. The current return on investment (ROI) is not constant. Making money now does not mean that you can still make the same money in the next few months. Be bold to split, because the window period is limited. The competition in the Telegram ecosystem is more brutal than WeChat, and the ROI will decline faster. I think it's just a matter of a few months. You must pay attention to user retention. Don't expect the product itself to ensure retention. This idea is not sober enough. You need to rely on private domain traffic in the outbreak stage to retain and establish a sense of private domain operation. There must be customer service and know how to chat. Your base is not a single product, but your private domain traffic. With these private domain traffic, you can continuously fission and launch new products.

Asset level

At the asset level, the total locked value (TVL) of the $Ton ecosystem is still very small, and the core asset scenario is U. If you do not adopt the Web2 revenue model to rely on U, but adopt the logic of on-chain assets and rely on TON's on-chain assets to support, it will be difficult to maintain operations unless you are a member of TON's core circle and are focused on training. Small teams should not expect to grow together because the cost of trial and error is high and unbearable. If the on-chain asset logic is adopted in the Telegram traffic pool, other larger on-chain ecosystems must still be given priority.

The Telegram traffic pool is naturally suitable for the Web 2.5 model. My point of view is to provide content and services that users just need and bring a sense of pleasure, and directly realize income by collecting U; use on-chain assets to motivate users to lock and retain, and build a private domain for member points. Don’t think that the ROI of collecting U will always be maintained, it will definitely decline quickly; don’t be satisfied with making a little money from U. In the long run, to make big money, you still have to rely on the appreciation of assets on the chain, achieve listing and valuation growth, which is the biggest lever for asset appreciation (provided that conditions are met).