As a benchmark project for the synergy of the TON public chain and Telegram traffic, Notcoin's core breakthrough lies in stepping out of the traditional path of 'on-chain technology first', using 'livelihood scenarios as anchors and lightweight experiences as entry points' to integrate Web3 behavioral value into daily needs such as grocery shopping, bill payments, and agricultural supply procurement, building a 'low-threshold - high utility - anti-volatility' ecological closed loop, becoming a key practice for Web3 to shift from 'speculative tools' to 'lifestyle services'.
1. Core Model: Anchoring the livelihood value of daily behaviors.
Different from similar projects' shallow logic of 'click mining = token speculation', Notcoin deeply binds behavioral value to livelihood needs, achieving 'behavior is life service':
• Basic behavior binds instant livelihoods: Users pay for groceries, water and electricity, fertilizer procurement, etc. at over 18,000 partner merchants (with counties accounting for 45%) using NOT, with livelihood payment transaction volume accounting for 35% in Q3 2025, among which county agricultural supply payments exceed 60%; automatically generating 'consumption vouchers' after payment, which can be deducted from the next consumption (1 voucher = 0.5 NOT), with a voucher redemption rate of 94%;
• Deep behavioral association with long-term rights: Staking 10,000 NOT for 30 days, in addition to the 8% basic annual yield, can also exchange for community medical consultations, agricultural technology training courses, and other livelihood services. By August 2025, over 800,000 users have obtained livelihood rights through this model;
• Co-creation behavior earns continuous dividends: Users connecting county convenience stores and village clinics to NOT payments can receive 1% of the merchant's future six months' revenue share, with 130 co-built scenarios already implemented, with the highest single scenario dividend exceeding $150,000.
This model allows the value of behavior to detach from 'reliance on currency price', with 2.44 million project holding addresses, core users (more than 3 livelihood actions per month) have a 6-month retention rate of 89%, and 72% of Web2 migration users, of which 60% are 'newbies' who are first exposed to Web3.
2. Ecological Support: Lightweight experience and anti-volatility capability.
Notcoin's core competitiveness lies in 'hiding technical complexity while reinforcing practical value':
• Lightweight entry: Relying on the Telegram Mini-App to achieve 'zero download, no private key' experience—users log in with their Telegram accounts, with private keys securely hosted by the platform, operating only requires 'click mining - scan to pay' in 2 steps, reducing new user onboarding time from an industry average of 7 days to 2 hours, with daily visits exceeding 3.2 million times;
• Technical resilience: TON public chain with 0.5 seconds transaction confirmation and $0.0001 transaction fee, meeting the needs of small, high-frequency livelihood scenarios; multi-chain data backup (TON + Ethereum + Solana) ensures security, with a 100% success rate for user payments during TON node failure in July 2025;
• Anti-volatility mechanism: $30 million 'livelihood security reserve' hedges market risks—when the crypto market fluctuated by 18% in Q3 2025, the reserve directed over $5 million in subsidies to agricultural supply payment users, with a user churn rate of only 7%; NOT price volatility rate of 6%, far lower than similar projects at 28%, with ecological TVL increasing by 25% to $1.8 billion.
3. Operational Highlights: Breaking the circle with county and elderly groups.
The project abandons the singular operation focused on Generation Z, and instead emphasizes breakthroughs for weak Web3 groups:
• County user operations: Establishing 'livelihood service stations' in 350 counties, assisted by local merchants to complete NOT payments and rights exchanges, paired with 18 dialect operation guides; launching 'agricultural supply payment subsidies', offering an additional 2% NOT rebate when purchasing fertilizers with NOT, with county users accounting for 38%, far exceeding the industry average of 15%;
• Adaptation for the elderly: Developing a 'children management system' for children to assist their parents remotely in mining and payment; converting digital rights into 'paper service vouchers' (marked '100 NOT = 3 health check-ups'), with participation rate for elderly users rising from 5% to 14%;
• Offline traffic feedback: Acquiring customers through merchant natural traffic—convenience stores and agricultural supply stores post 'NOT payment enjoys discounts' posters, with offline new user acquisition accounting for 45% in Q3 2025, and customer acquisition costs 40% lower than the industry average.
4. Challenges and Prospects
Current challenges are concentrated in two areas: first, standardizing livelihood scenarios is difficult, with significant demand differences among merchants in different regions (e.g., agricultural supply stores in the Northeast, convenience stores in the South), making unified operational costs high; second, regulatory adaptation is complex, requiring restrictions on certain NFT rights under the EU MiCA framework, affecting the user experience for Generation Z.
Future direction focuses on the 'deepening of people's livelihood scenarios': connecting rural healthcare (NOT payment for village doctor consultations) and county education (tuition payments) before the end of 2025, with a target of more than 55% of the livelihood scenarios; launching an AI livelihood assistant in 2026 to recommend high-value actions based on user regions (e.g., recommending agricultural subsidies for Northeast users, convenience store discounts for Southern users), while also expanding Southeast Asian agricultural product trading scenarios, promoting NOT to become a cross-border livelihood payment tool.
In summary, Notcoin's core value lies in proving that 'the key to the popularization of Web3 is integration into daily life'—it does not attract users with complex technology, but rather impresses them with practical value such as reducing costs for grocery shopping and paying fees with NOT; it does not rely on market bull runs for support, but instead builds resistance to volatility through livelihood scenarios. This 'livelihood as the core, lightweight as the form' model provides a replicable template for Web3 projects to go from niche to mass.
