Discover the next generation of Ton games at Safepal Ton Fest

Introduction

Recently, Telegram (TG) and the Ton network have frequently become hot topics. On August 28, due to the surge in $DOGS transactions, the Ton network was congested, causing the garbage collection function to be overloaded and many verification nodes to temporarily lose consensus. In order to restore the normal operation of the network, the verification nodes need to be restarted around 12 noon.

So, what applications are there on the Ton network? Who are its user groups? Let's discuss it together.

1. The current status of the Ton ecosystem

The Ton ecosystem relies on TG's 1 billion users. After half a year of rapid development, the number of active wallets on the Ton chain has reached 14 million, but the penetration rate is only 1.4%.

In contrast, WeChat Pay's penetration rate in 2023 is about 80%. From this perspective, the Ton ecosystem has a huge potential user market.

Ton officials set a goal in a recent meeting: to attract 500 million users to Web3 in the next 4 years.

When it comes to the Ton ecosystem, the most eye-catching thing is the Ton game. Just like Axie Infinity back then, the most widely discussed game on Ton recently is Catizen.

With the launch of Dogs, the hotspot quickly shifted. At the recent KWB event, people were discussing who the next phenomenal game would be and what kind of story it would bring.

Developers who have more contact with Ton Foundation will know that Ton Foundation has not provided support for projects for a long time.

In addition to the changes in supply and demand, simple clicker games have occupied a lot of users' time, and users are tired of such fascia gun games.

Currently, there are only two paths for the commercialization of clicker games:

• Listing on the exchange

• Directing traffic to other projects

However, there are very few projects that can be listed on the exchange, and users may participate in many games but end up with nothing.

For users, mutual traffic will only result in a bunch of boring and task-heavy clicker games.

In the long run, bad money drives out good money, and users will gradually lose interest in TG games and lose trust in the TG ecosystem. When activity decreases, developers will also leave.

These clicker games often do not require a "chain" because of their simple goals. They can complete the game logic in a centralized way, but they consume TON's resources instead of serving TON.

Faced with such a situation, how will TON officials guide it?

In the traditional Internet, "people, goods, and venues" is an important concept, and TON officials are also aware of this and promote the development of the ecosystem by holding various developer activities.

• People: refers to users. In the TON ecosystem, users are the core. Just like the evolution of WeChat ecosystem from "jump jump" to "sheep sheep" and then to "search the world", users need to be cultivated and educated through high-quality games and applications. Ton officials are working hard to attract more users to its ecosystem and provide them with interesting and valuable experiences.

•  Goods: refers to content and services. In the Ton ecosystem, games and applications are "goods". These contents need to be attractive and innovative to meet the needs of users. Ton officials encourage developers to create excellent games and applications to enrich the content of the ecosystem and stimulate innovation through various activities and support programs.

• Field: refers to the platform and environment. The Ton network itself is a "field" that provides a decentralized platform for users and developers. Ton officials can unite some partners who can potentially help break the circle, such as Web3 native companies and traditional game companies, to enrich the content of the ecosystem. Through these collaborations, Ton can not only provide developers with a wider range of resources and support, but also attract more users to participate and promote the prosperity of the entire ecosystem.

So I started looking from the "venue" and saw that many traditional wallet giants have held Ton Campaign activities, such as Bitget Ton Carnival, OKX CryptoPedia, Safepal Ton Fest, etc.

This time, I selected the games in the recently launched Safepal Ton Fest event list for analysis.

2.Crazy LIKE game: Ton Heroes

Domestic developers often say: "Move the games on WeChat mini-programs here."

In the project list, the author found a "crazy" game, which highlights the word "cool".

Players no longer need to continuously defeat miscellaneous soldiers to upgrade their levels, nor do they need to fight hard to get equipment in the game's dungeons.

In the game, the treasure chest is placed in front of you, with equipment, experience, and gold coins in it, you can open it at will.

The types of weapons that players can open are:

The rarity of weapons is divided into 9 categories, as shown in the figure below:

After reading these, did you think of a very popular project back then: Loot.

The narrative of universal assets on the chain described by Loot is accepted by many people, but because it only solves the problems on the production side and has no high-playability applications, it has lost its use value.

And Ton Heroes has implemented both the production and use of props.

Users can obtain equipment with higher quality and better advanced attributes by continuously opening boxes. When opening a treasure chest, players need to make decisions between advanced attributes and basic attributes, and try to make the hero gain stronger combat power in battle.

Players can obtain additional resources and treasure chests through PVE battles, and can also challenge other players, PVP to obtain battle rewards and higher rankings.

"Crazy" game users spend up to 60 minutes online, with an active ARPU of 9.8, a payment rate of 7.7%, and a paid ARPU of 126.

This proven category will be a cash cow after the number of users increases. Coupled with Loot's narrative and the use scenarios of universal game assets, this game has great potential.

At the same time, the author found Ton Heroes on TonKeeper's official recommendation and OKX, which shows the team's background and strength.

Before publishing, this game appeared at the top of the latest recommendations of Telegram's official AppsCenter.

3. Multi-terminal social collection game: NokNok

The Ton Heroes above is the representative of the "goods" in the "people-goods field", and the representative of the "people" belongs to this MEME game with fans and social interaction.

NokNok has established a fan economy from the perspective of "people".

Players can "rank" each character by knocking on hot figures such as Trump, Musk and Harris, and the number of times each character has been knocked is displayed in the form of a ranking list.

Hammer NFT

Players can obtain hammer coins through in-game behaviors. At the same time, various hammer skins can be obtained through treasure chests every day.

According to official social media, they will soon launch an NFT system that allows players to cast their collected hammer skins into NFTs.

The author found that this is similar to the popular Banana on Steam.

Although there is a similar Banana project on TG, it is not developed by the same manufacturer, and the data cannot be connected. However, NokNok released its own PC game on Steam, which is the first Ton game that is connected to multiple terminals.

This is also an important reason why the author analyzes it first.

Multi-terminal mining

Unlike most existing clicker games, NokNok highlights a "light gameplay" where players can earn income by hanging up.

Reward system

Like Banana, NokNok officials have also launched an event to obtain rewards for limited skins. After players open the limited hammer, they can directly obtain rewards from the official, which directly anchors the value of the props.

In the task list, I saw two familiar logos, one is Binance. Safepal is the earliest incubated project of Binance. If it can cooperate with Safepal, then it must have a certain connection with Binance.

The core of Dogs's breakthrough is to bring TG users to CEX, so has NokNok's narrative on multiple terminals attracted the attention of Binance?

Another task is IOSG. As an investment and research institution focusing on blockchain technology, IOSG is an existence that cannot be ignored in the Web3 field.

Although the author has not found relevant information from public channels, this part is left for everyone to explore and study.

In this issue, we will first analyze these two games. Later, according to everyone's needs (you can submit the goals you want the author to investigate in the backend), we can analyze some games with new gameplay and new narratives on Ton in more depth.

References:

1. Tonkeeper: https://x.com/tonkeeper

2. Ton Heroes: https://t.me/TonNokBot/game?startapp=wechat

3 , Ton Heroes white paper: https://tonheroes.gitbook.io/tonheroes

4. NokNok: https://t.me/TonHeroesBot/game?startapp=wechat