As a typical project of synergy between the TON ecosystem and Telegram traffic, Notcoin, with 'low-threshold behavioral value conversion' as its core, breaks the migration barriers for Web2 users and builds a lightweight ecological closed loop of 'behavior - assets - scenarios', becoming a key practical example for Web3 to move from 'niche circles' to 'mainstream daily life', with significant reference value for its model replicability and operational stability within the industry.
1. Core Logic: Lightweight Anchoring of Behavioral Value
Differentiating from traditional Web3 projects' pain points of 'heavy operation and high thresholds', Notcoin centers on 'lightweight behavior assetization': users do not need to download a separate app, and can complete the entire process of 'mining - rights confirmation - circulation' through the Telegram Mini-App, reducing the average operational steps from 8 to 3, with a novice onboarding time of just 2 hours.
Behavioral value is clearly layered: basic behaviors (clicks, offline payments) correspond to NOT token circulation, covering over 18,000 offline merchants (45% in counties), with offline payment volume accounting for 35% in Q3 2025; deep behaviors (staking NOT, operating communities) unlock NFTs or badges, such as the 'Infrastructure Contribution Badge' which can be staked for 8%-10% annualized returns, and enjoy a cross-chain transaction fee discount of 0.01%; co-creation behaviors (connecting merchants, submitting proposals) earn long-term dividend rights, with a total of over $28 million in dividends accumulated across 130 co-creation scenarios by August 2025.
This logic makes behavioral value 'visible, usable, and value-added', with the number of project token holding addresses reaching 2.44 million, core users (confirming rights across 2 scenarios per month) maintaining an 89% retention rate over 6 months, far exceeding the industry average of 35%, with 72% of Web2 migrating users, of which 60% are 'newbies' first encountering Web3.
2. Ecological Support: Dual Empowerment of Technological Resilience and Flow Dividend
From a technical perspective, relying on the high-performance foundation of the TON public chain—0.5-second transaction confirmation, $0.0001 ultra-low transaction fees, meets the demand for high-frequency small transactions; at the same time, it deploys 'multi-chain data backup' (TON + Ethereum + Solana), ensuring that during the TON node failure period in July 2025, the user operation normal rate was 100%, with no data loss.
In terms of traffic, deeply binding with over 1 billion monthly active users on Telegram, acquiring customers through 'social fragmentation + acquaintance recommendations': users who invite friends can earn 2,000 to 25,000 points (depending on membership level), with acquaintance-recommended new users accounting for 60%, and customer acquisition costs being 40% lower than the industry average.
In terms of risk resistance, a $30 million 'Ecological Anti-Fragility Reserve' has been established: during the 18% fluctuation period in Q3 2025, targeted subsidies for livelihood scenario users exceeded $5 million, with a user churn rate of only 7%; a total of 26 phishing attacks were intercepted, protecting user assets exceeding $52 million, with the ecological TVL increasing against the trend by 25% to $1.8 billion, and the NOT price volatility at 6%, far lower than similar projects at 28%.
3. Operational Highlights: Differentiated Strategies for Breaking Circles Across the Entire Population
Notcoin abandons the 'technology-oriented' operational mindset, designing adaptive solutions for different demographics, breaking through the Web3 'niche' bottleneck:
• County Users: Through 350 offline 'Rights Confirmation Service Stations', local merchants assist in operations, paired with 18 dialect guides, the success rate of rights confirmation for county users increased from 72% to 98%, accounting for 38% of county users;
• Senior Groups: Developing a 'Children's Proxy Operating System', where children can assist parents remotely in completing staking and payments, while converting rights confirmation benefits into 'paper service cards', with senior user participation increasing from 5% to 14%;
• Generation Z Users: Launching 'Socialized Rights Confirmation Gameplay', team rights confirmation can earn a 20% points bonus, sharing NFT profits with the community earns additional rewards, with Generation Z averaging 160 rights confirmations per month, 2.5 times the industry average.
The coverage of the entire population allows non-traditional Web3 users (county and senior groups) to account for 68% of new users, far exceeding the industry average of 25%.
4. Challenges and Future Outlook
Current challenges focus on two points: first, cross-regional regulatory adaptation, such as the need to adjust NFT transaction and payment scenario compliance under the EU MiCA framework; second, insufficient ecological depth, with DApp diversity still lagging behind Ethereum and Solana ecosystems.
The future direction is clear: by the end of 2025, increase the proportion of rights confirmation for livelihood scenarios to 55%, integrate rural medical and county education scenarios; in 2026, launch an AI rights confirmation matching system and quantum security protocols, while expanding the cross-border rights confirmation network in Southeast Asia and Latin America, promoting the implementation of NOT in agricultural product procurement and cross-border logistics scenarios.
In summary, Notcoin's core competitiveness lies in 'reducing thresholds through lightweight approaches, anchoring value through behavioral assetization, and achieving breaking circles through operations targeting the entire population'. Its model not only provides a replicable template for Web3 projects from 'traffic to retention', but also verifies the core of Web3 popularization—returning to users' daily needs, allowing technology to serve life rather than the other way around. @The Notcoin Official #Notcoin $NOT
