Binance Square

0xHoward_Peng

0 Following
0 Followers
2 Liked
0 Shared
All Content
--
Just calculated a 7-day retention rate for the Marketplace in @Telegram Gift. Following the all-time high of users on June 19, we have approximately 18,000 @TON_Blockchain addresses topping up Toncoin. As of yesterday, only about 25% of these users returned to continue topping up within these seven days. Do you think it's game over, or are people just taking a short break? Let me know. 🎁 Dashboard: https://t.co/0EK5gcTszj ⭐️ Buy/Sell on @PortalsMarket:
Just calculated a 7-day retention rate for the Marketplace in @Telegram Gift.

Following the all-time high of users on June 19, we have approximately 18,000 @TON_Blockchain addresses topping up Toncoin.

As of yesterday, only about 25% of these users returned to continue topping up within these seven days.

Do you think it's game over, or are people just taking a short break? Let me know.

🎁 Dashboard: https://t.co/0EK5gcTszj

⭐️ Buy/Sell on @PortalsMarket:
Check out this intriguing bot that's shaking up the community scene! @PlushPepeCom has skyrocketed to the 5th spot globally in digital item floor prices. Powered by @telegram and @TON_blockchain. Join the buzz 👉 https://t.me/topflorabot
Check out this intriguing bot that's shaking up the community scene!

@PlushPepeCom has skyrocketed to the 5th spot globally in digital item floor prices.

Powered by @telegram and @TON_blockchain.

Join the buzz 👉 https://t.me/topflorabot
Sunday might be a day of rest, but @PortalsMarket isn't taking it easy. They’ve just overtaken @tonnel_network in the @Telegram Gifts transaction flow! This isn't about trading volume—it's the foundation of liquidity itself. Explore the future of buying and selling Telegram Gifts on @TON_blockchain:
Sunday might be a day of rest, but @PortalsMarket isn't taking it easy. They’ve just overtaken @tonnel_network in the @Telegram Gifts transaction flow!

This isn't about trading volume—it's the foundation of liquidity itself.

Explore the future of buying and selling Telegram Gifts on @TON_blockchain:
Some claim NFTs are history—but not with @TON_blockchain. @telegram Gifts boast a consistent 9.3k daily addresses at @tonnel_network / @PortalsMarket. 🎁 More Data: https://dune.com/Howard_Peng/telegram-gifts
Some claim NFTs are history—but not with @TON_blockchain.

@telegram Gifts boast a consistent 9.3k daily addresses at @tonnel_network / @PortalsMarket.

🎁 More Data: https://dune.com/Howard_Peng/telegram-gifts
Just noticed I sent a gift to a friend: 500 stars at last Nov. The floor price is 178 TON right now….. $900 🤣🤣🤣
Just noticed I sent a gift to a friend: 500 stars at last Nov.

The floor price is 178 TON right now….. $900 🤣🤣🤣
Daily Active Addresses in the @Telegram Gifts Marketplace on @ton_blockchain -- @tonnel_network / @PortalsMarket. A few days ago, the peak reached around 18k+ addresses. The value exploration phase is ongoing throughout March. If you buy "ANY" Gifts NFTs there, your assets will experience "TREMENDOUS" growth. More Data:
Daily Active Addresses in the @Telegram Gifts Marketplace on @ton_blockchain -- @tonnel_network / @PortalsMarket.

A few days ago, the peak reached around 18k+ addresses.

The value exploration phase is ongoing throughout March. If you buy "ANY" Gifts NFTs there, your assets will experience "TREMENDOUS" growth.

More Data:
An Interesting Data: I analyzed transaction data from the Telegram minter address (gift-minter.ton), focusing on unique addresses and total transaction volume. Here are the key findings: - 90% of the time(days), over half of the transactions involve moving NFTs from TON into Telegram. - This trend is further supported by daily wallet address activity, though a more robust analysis would require calculating **7-day retention rates** to confirm the hypothesis. My arguments: For sure, we should value each transaction by the market value of NFTs since basing it on the number of transactions might be unfair. However, # of Tx is the key metrics for TON Blockchain. People who deposit in the off-chain Marketplace are using TON, and pricing those gifts in TON is beneficial as it increases the demand for toncoin. The current trend in marketplaces from a user-needs perspective seems unstoppable—no gas fees, no royalties, extracting value from the process. As someone who participated in the NFT craze, I can attest that this phenomenon is unique. Yet, if you look at the Web2 journey in e-commerce or online stores, it is not surprising (e.g., CSGO skins). My point is, if the entire gifts-related ecosystem moves in this direction and can still drive more people to purchase toncoin, it is undoubtedly positive. Based on data feedback, I suggest that if you want to buy your first Telegram Gift NFTs, you should check items in off-chain marketplaces. They usually offer better liquidity and may have the content or items you want. https://t.co/0EK5gcTszj 🎁 I use Portals (https://t.co/7jbE9NmE9U) to buy Telegram Gifts.
An Interesting Data: I analyzed transaction data from the Telegram minter address (gift-minter.ton), focusing on unique addresses and total transaction volume. Here are the key findings:

- 90% of the time(days), over half of the transactions involve moving NFTs from TON into Telegram.

- This trend is further supported by daily wallet address activity, though a more robust analysis would require calculating **7-day retention rates** to confirm the hypothesis.

My arguments:
For sure, we should value each transaction by the market value of NFTs since basing it on the number of transactions might be unfair. However, # of Tx is the key metrics for TON Blockchain. People who deposit in the off-chain Marketplace are using TON, and pricing those gifts in TON is beneficial as it increases the demand for toncoin.

The current trend in marketplaces from a user-needs perspective seems unstoppable—no gas fees, no royalties, extracting value from the process. As someone who participated in the NFT craze, I can attest that this phenomenon is unique. Yet, if you look at the Web2 journey in e-commerce or online stores, it is not surprising (e.g., CSGO skins).

My point is, if the entire gifts-related ecosystem moves in this direction and can still drive more people to purchase toncoin, it is undoubtedly positive.

Based on data feedback, I suggest that if you want to buy your first Telegram Gift NFTs, you should check items in off-chain marketplaces. They usually offer better liquidity and may have the content or items you want.

https://t.co/0EK5gcTszj

🎁 I use Portals (https://t.co/7jbE9NmE9U) to buy Telegram Gifts.
Just got the admin keys to @PlushPepeCom! 🎉 Time to plan an epic airdrop. What @Telegram gifts should I toss out? Drop your ideas below! 👇
Just got the admin keys to @PlushPepeCom! 🎉

Time to plan an epic airdrop.

What @Telegram gifts should I toss out? Drop your ideas below! 👇
Just attempted to build a wallet management system in #TON last week. The experience felt quite lacking because: 1/ The wallets in TON( @TON_blockchain) are Smart Contracts, which require initial deployment by sending transactions. This means if you want to create a receiving address for each client, you might need to take the risk of creating and deploying multiple addresses in advance to ensure users can receive funds smoothly. (You need to initialize the address first.)
Just attempted to build a wallet management system in #TON last week. The experience felt quite lacking because:

1/ The wallets in TON( @TON_blockchain) are Smart Contracts, which require initial deployment by sending transactions.

This means if you want to create a receiving address for each client, you might need to take the risk of creating and deploying multiple addresses in advance to ensure users can receive funds smoothly. (You need to initialize the address first.)
DEVS: Checking with @privy_io API today. It's cool that you can generate addresses with @Telegram 👀 When is the TON Address / @TON_Blockchain? Maybe SOON.
DEVS: Checking with @privy_io API today.

It's cool that you can generate addresses with @Telegram 👀

When is the TON Address / @TON_Blockchain?

Maybe SOON.
The block creation on TON blockchain has been suspended.
The block creation on TON blockchain has been suspended.
News: The 18% APY for USDe is now open on @wallet_tg. The current total value locked (TVL) is around $10 million within a few hours! *Reminder: max cap per address is 10k USDe. How wanna build more DApps here on @TON_blockchain / @Telegram?
News: The 18% APY for USDe is now open on @wallet_tg.

The current total value locked (TVL) is around $10 million within a few hours!

*Reminder: max cap per address is 10k USDe.

How wanna build more DApps here on @TON_blockchain / @Telegram?
News: So @Telegram is going to launch the 5-year company bond with a 9% yield. Estimates suggest it can bring in $400 million TVL on-chain to @TON_blockchain. - What yields can be boosted if we use loop leveraging? - What kind of derivatives can you build here? BUILD
News: So @Telegram is going to launch the 5-year company bond with a 9% yield. Estimates suggest it can bring in $400 million TVL on-chain to @TON_blockchain.

- What yields can be boosted if we use loop leveraging?
- What kind of derivatives can you build here?

BUILD
The floor price of Plush Pepe is stable at 1.2k TON in recent days! @Telegram / @TON_Blockchain Gifts
The floor price of Plush Pepe is stable at 1.2k TON in recent days!

@Telegram / @TON_Blockchain Gifts
It's an interesting concept—stablecoins should differentiate between "Yield Bearing" assets and "Saving" assets. #USDT / @Tether_to is great because it captures people hedging positions who want to maintain dollar value. Most importantly, all trading pairs are pegged with /USDT.
It's an interesting concept—stablecoins should differentiate between "Yield Bearing" assets and "Saving" assets.

#USDT / @Tether_to is great because it captures people hedging positions who want to maintain dollar value. Most importantly, all trading pairs are pegged with /USDT.
Just spent more time on data today: The Ethereum main-net gas fee has dropped to only 10% compared to the last cycle in the 2021 DeFi Summer. I would say DeFi could possibly make a comeback, since: 1/ Lower gas fees mean reduced transaction costs for participating in DeFi activities, especially for small investors, significantly lowering the entry barrier. 2/ Lower gas fees encourage more frequent trading activities, such as adjusting positions in liquidity pools, conducting arbitrage, or participating in multiple protocols. These activities increase market liquidity and efficiency, potentially boosting yields. 3/ With reduced gas fees, users' net returns increase, making DeFi yields more attractive. For example, if the gas fee for a transaction drops from $50 to $0.09, the compression on participants' returns is significantly reduced. 4/ With higher "Real" income -- it push people more willing to re-invest in other DeFi projects. Which is great. 5/ 5/ People might not need non-EVM chains as much, since the current TVL (trust level) is still 90% primarily in ETH-related areas. This means #TON might face a more challenging environment to seek growth.
Just spent more time on data today: The Ethereum main-net gas fee has dropped to only 10% compared to the last cycle in the 2021 DeFi Summer.

I would say DeFi could possibly make a comeback, since:

1/ Lower gas fees mean reduced transaction costs for participating in DeFi activities, especially for small investors, significantly lowering the entry barrier.

2/ Lower gas fees encourage more frequent trading activities, such as adjusting positions in liquidity pools, conducting arbitrage, or participating in multiple protocols. These activities increase market liquidity and efficiency, potentially boosting yields.

3/ With reduced gas fees, users' net returns increase, making DeFi yields more attractive. For example, if the gas fee for a transaction drops from $50 to $0.09, the compression on participants' returns is significantly reduced.

4/ With higher "Real" income -- it push people more willing to re-invest in other DeFi projects. Which is great.

5/ 5/ People might not need non-EVM chains as much, since the current TVL (trust level) is still 90% primarily in ETH-related areas. This means #TON might face a more challenging environment to seek growth.
Why should you take a look at @Bombie_xyz? 1/ Incubated by the @CatizenAI team 2/ Excellent data performance in income flow; over $20m+ and high DAU data—over 7M DAU combined across multiple platforms (including @Telegram, Line, and web browser) 3/ The team does not stop at one blockchain, it operates on multiple chains.
Why should you take a look at @Bombie_xyz?

1/ Incubated by the @CatizenAI team

2/ Excellent data performance in income flow; over $20m+ and high DAU data—over 7M DAU combined across multiple platforms (including @Telegram, Line, and web browser)

3/ The team does not stop at one blockchain, it operates on multiple chains.
Huge updates on @_marketapp -- the NFT aggregator in @TON_blockchain / @telegram. I don't need to jump around @tonnel_network's off-chain market or on-chain marketplace like http://Fragment.com or @getgemsdotio.
Huge updates on @_marketapp -- the NFT aggregator in @TON_blockchain / @telegram.

I don't need to jump around @tonnel_network's off-chain market or on-chain marketplace like http://Fragment.com or @getgemsdotio.
.@TacBuild now has over $600M TVL farming with the token distribution. What do you think about it?
.@TacBuild now has over $600M TVL farming with the token distribution.

What do you think about it?
Why do you still believe in @TON_Blockchain? Even the current focus is on off-chain @telegram Gifts. Tell me why.
Why do you still believe in @TON_Blockchain? Even the current focus is on off-chain @telegram Gifts.

Tell me why.
Login to explore more contents
Explore the latest crypto news
⚡️ Be a part of the latests discussions in crypto
💬 Interact with your favorite creators
👍 Enjoy content that interests you
Email / Phone number

Latest News

--
View More

Trending Articles

Anika_Network
View More
Sitemap
Cookie Preferences
Platform T&Cs