The ton mini app chain game I spent money on last year was a 100% loss. No matter whether it was released by Chinese or foreign developers, no matter whether it was a well-known large project or not, none of them could be "made money" by ordinary players.
The several Tap2Earn projects that are hot in 2024, I don't know if they have led Telegram's user consumption model astray. I will definitely not spend money on Telegram chain games again, because the object of your game PK is the studio bot account, not the real player who is a match for you. It is conceivable that it will be difficult for the subsequent chain game project parties on Telegram/Ton to make money by relying on the expected hype of "making money" by players like last year, and TGE's coin issuance will not have much market value.
Now, if there is a game project (even a traditional game project) that needs to buy volume for operation, if you want to look at Telegram's 1 billion monthly active traffic, you have to add a few special tags: ARPU value & user payment rate is far lower than other social platforms, a large number of studio bot accounts, and you may not be able to spend money to buy real paying players' traffic. Compared with many projects on other social platforms that spend hundreds of millions of dollars a year to buy traffic, it is already a world of difference. In the end, Telegram has become a project promotion platform suitable for <satisfying human needs + platform supervision is very loose to develop>: that is, pornography, gambling and Web3.
Telegram revised its privacy policy on September 23 last year, significantly expanding the scope of Telegram's sharing of user data under legal request. Previously, Telegram only shared data in cases involving suspected terrorism, and the new policy covers all criminal activities that violate the terms of service (such as cybercrime, illegal transactions, etc.).
Pornography and gambling projects will also be restricted on Telegram in the future, and the degree of restriction depends on the degree of Telegram's supervision and enforcement of platform content (no strong enforcement has been seen so far).
In the future, it is really important for the Telegran/Ton public chain to select which categories of Web3 projects to grant and market support, and which projects to support into phenomenal products. It will directly guide and cultivate the features and consumption patterns of users of the entire platform and affect the cash flow of the entire ecosystem.
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