People often ask me, "What's the potential market for @Telegram Gift?"
My answer: "It's going to be HUGE."
Here's a data nugget: I've gathered all the Deposit Addresses in @wallet_tg, revealing over 300k KYC-ed users (since it's a custodian wallet).
These users are primed to dive into the #StarFi ecosystem—aka the Telegram Stars universe—and immerse themselves in the Gift ecosystem powered by @TON_blockchain.
The Gift ecosystem is about to explode, growing 10x to 100x in just 1-2 years.
Why? It's all about riding the Telegram Premium wave. With growing skepticism around NFTs, the spotlight shifts to @Telegram.
Telegram Gift isn't your typical NFT—think of it as a Web 2.5 game-changer.
My trust leans heavily on Telegram over @TON_Blockchain these days, a stance that's proven wise with innovations like the +888 Phone Number.
I've even crafted the NFT Standard in Tact Language (@tact_language), and that journey has deepened my connection to NFTs—check it out here: https://t.co/Yq4ntwX4lt.
But what truly excites me is diving into the data and savoring the emotional value of Gifts. I love curating stunning models that mirror my eye for beauty and elegance.
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:
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 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.)
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?