Coinjie.com Report:
The widespread adoption of Web3 has been a focal point in the market. For instance, the Solana chain attempts to attract more users through its Blinks module, which leverages social memes. Additionally, the TON chain promotes itself through Telegram-based mini-games. Currently, TON’s market capitalization has entered the top ten, with Telegram boasting over 900 million users, and a thriving ecosystem of projects. Many TON ecosystem projects plan to use airdrops for marketing, providing ample opportunities for community participants.
I. Tonsquare
Tonsquare is the EVM Layer 2 chain of the TON public chain, akin to Neon for Solana (market cap $600 million) and Aurora for Near (market cap $200 million). The token TOS plans to distribute 75% via airdrop to holders of nodes called KEY. The project anticipates TOS reaching a market cap of over $50 million.
KEY represents NFTs of operational nodes on the public chain. Activating nodes allows for TOS token production, with an estimated yield of approximately 350%. Future revenues from KEY include cross-chain bridge fees and gas dividends from new public chains. Generated TOS tokens can also be staked, with an expected yield of around 300% starting from the end of June 2024, for a 6-month staking period.
The auction model for node KEY is similar to Gala nodes, with prices increasing over time. Currently in its second phase of fifteen, it is considered an early-stage opportunity. Users holding more than three KEYs can also claim Tonsquare NFTs on the testnet, requiring gas from the EVM testnet for operations. Notably, node KEY currently supports only purchases and not sales, presenting a risk factor.
II. Hamster Kombat
Hamster Kombat is a Tap-to-Earn game developed by a Russian team where players earn coins by tapping hamsters (portraying exchange CEOs) on their mobile screens. The game encourages community interaction to unlock additional rewards, and players can enhance mining passive income by purchasing upgrade cards. Similar Telegram clicker games include Notcoin (Russian team, with 40 million users), Tapswap (Ukrainian team, with 60 million users), Yescoin (Chinese team, with 20 million users), and HypeSaints, among others.
Hamster Kombat is highly popular in third-world countries, with a significant presence in domestic gold farming studios and 200 million current users. Considering Notcoin, the leading game in the Ton ecosystem, has a market cap of $1.5 billion, Hamster Kombat faces challenges to surpass $500 million in market value, thus limiting the airdrop per account.
III. Pixelverse
Pixelverse is a cyberpunk-style combat game where players nurture robot pets, engaging in battles in both PVP and PVE modes across various maps. Similar Telegram combat games include Majyo Treasure (with an 85% airdrop ratio). Founded by a former Binance Middle East listing head, the game’s token PIXFI plans a 25% airdrop. Interestingly, PIXFI is an ERC20 token, not issued on the TON chain, with plans to construct a Cosmos-based EVM gaming public chain Pixelchain. Currently, Pixelverse boasts over 30 million registered users, with daily active users exceeding 5 million, highlighting its potential as a major contender.
IV. Pepe Wick
Pepe Wick is a shoot-’em-up game developed by a Chinese team, akin to Plants vs. Zombies. Players upgrade characters using tokens with limited daily playtime and occasional collective boss battles offering rewards from TON’s prize pool. However, the PEW token plans only a 6% airdrop ratio, suggesting modest returns.
V. Mow
Mow is a pixel-art shoot-’em-up game where players shoot monsters for coins to upgrade weapons, offering strong replayability through level-based and PVP combat. Specific airdrop plans for the project’s testing phase are yet to be disclosed.
VI. Catizen
Catizen is a pet simulation game developed by a Chinese team, similar to Match-3 games. Players manage a cat café, nurture pets of different levels, collect their outputs, and continue to cultivate higher-level pets. The game offers in-game purchases to accelerate the pet hatching process. Catizen plans to develop Launchpool, collaborating with over 10 WeChat mini-games, integrating them onto the Catizen gaming platform. Holders of the CATI token qualify for early access. Catizen currently boasts 23 million registered users, with daily active users surpassing 1.5 million and 50% opting to become paying users. Within three months of its launch, the game generated $12 million in revenue, an impressive feat but one that has also sparked skepticism. Despite involvement from the Ton official foundation, the market remains cautious about these figures. The CATI token plans a high 42% airdrop ratio, possessing attributes of a platform token, with an official announcement slated for July.
VII. Chick Coop
Chick Coop is a farm simulation game developed by a Chinese team, where players sell eggs daily to upgrade their chicken farms, currently boasting 1.5 million users (30,000 daily active). The CHICK token plans a 34% airdrop ratio, alongside NFTs and staking mechanisms.
VIII. Travel Frog
Travel Frog is a pet simulation game developed by a Chinese team, where players control a frog to travel and collect items. Evolving from the 2017 game Travel Frog, it is currently in the testing phase with 20,000 users. The FROG token plans a 70% airdrop ratio across four phases.
Future potential Ton ecosystem projects slated for airdrops include the exchange Blum, football platform Fanton, lottery platform Balaton.bet, roulette game WGScoin, and fishing game Wowfish, among others. In summary, many developers of small games in the Ton ecosystem hail from the familiar Web2.0 world, mostly led by Chinese teams, aiming to attract users to the Ton ecosystem. Therefore, thorough research and due diligence are recommended before large-scale investments to avoid placing funds into unwise projects.
