Investment kingyru 💎 EN

Monetization in Telegram: announcements and reality

Pavel Durov announced the launch of advertising in games embedded in Telegram mini-apps. However, it should be noted that full-fledged monetization has not yet been fully implemented and is not working at full capacity.

Many large Telegram channels will confirm that the remuneration in TON for the created content has decreased to a minimum, and now it brings almost no income to the authors. Thus, monetization in Telegram is noticeably limited, which affects the income of content creators.

At The Gateway, I spoke to guys who run ad campaigns with decent budgets, and they reported that their submissions go weeks without being approved. It's unclear whether this is due to stricter moderation after Durov's arrest or a lack of moderators.

Despite the announcements and promises, the real situation with monetization in Telegram remains far from ideal. Just like everything else in the TON ecosystem.

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

The big announcements at The Gateway. There aren't any.

The first day of the annual TON conference has passed, and it is impossible to say that there were a lot of loud announcements.

Almost all announced goals and plans were announced last year, and the current conference looks like an intermediate point where the results of the past year are summarized and peak (this is important) achievements are shown.

According to the speech of Steve Yoon, President of TON Foundation, we can conclude that organizational and structural changes are coming. And according to the speech of CEO Andrey Rogozov - that Telegram is moving away from TON.

Last year Pavel Durov announced TON giveaways inside Telegram channels, but over time Premium and Stars giveaways appeared. TON wasn't needed for bots, payments, or giveaways, all replaced by Stars and attention to the TON ecosystem has greatly diminished. It looks like the reverse will never happen, everyone is happy with Stars.

Yesterday Rogozov announced NFT and token draws via @wallet. It would seem to be a TON of support from Telegram, but in reality the draws will just be held in the bot like checks in xRocket. No new ties to Telegram and no innovation, but just a new way for TOP to make money from regular users.

The estrangement is also visible in the fact that Rogozov, at the end of his speech, advised to subscribe to Durov, promising that he would make a post about @wallet and the new functionality, but Durov didn't publish anything. I previously wrote that the agreement to host @wallet was not renewed, and Durov only mentioned the wallet once. It's likely to stay that way and the situation will worsen.

Too bad about TON. No one seems to need it except naive funds investing tens of millions of dollars in the "void".

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

Let's have a flash mob on day 2 of The Gateway.

Today I gave away over 200 kingyTON socks to everyone willing and in need 😄 It's time to show the power of community!

Put your socks on and come to day 2, E-Beggers!

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

Big Pump!

Binance Week hosted a panel discussion with TF and the Blum, Notcoin, DOGS projects. When the moderator asked where we're headed next, everyone said memes and memepads.

At TON, it looks like there will be a second run to memcoins with the support of the TON Foundation, and mempads will make a nice profit on it. This was just announced by Alena from the stage at The Gateway.

As we know, good projects only appear when there is competition, so PocketFi's BigPump has been added to the existing ones.

When the TON Foundation starts moving, there will be a battle for liquidity, and these guys know how to entice, as they're giving the foundation $750k in funding for cool new memes! 🚀

Launch the token and enter the contest. Will the token appear cooler than watermelon? 🤗

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

You don't need TF

I talk to many TON project builders at the conference and I don't understand why everyone is waiting for approval and support from TON Foundation. Why should someone from the foundation give you the go-ahead to start doing your project? Why can't you even move forward without a grant? How can you plan to launch a project and not know how to develop it without TF support?

People are piling in droves on TON Foundation staff to look at the project, help with development, give advice and money. The employees, of course, freeze up, answer in general phrases, and then everyone heats them up for not helping and answering for several months.

If you want to create a project on TON, forget about grants and support from TON Foundation. Go to conferences, make acquaintances and create a community - it will yield more fruit than chatting in private with Alena 🤣

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

Scam league 🎃 Scary?
Happy Halloween!

What about Wallet?

Have you noticed that Pavel Durov on his channel mentions slippers, says that the future is in mini-apps, but there is not a single mention of the first and most important mini-app @wallet?

On Durov's channel there is only one mention - on September 14, 2023 - that @wallet will be added to the Telegram menu, and that's it. Doesn't that seem strange to you?

Finding an old TON Foundation wallet, you can see that on the dates of the announcement of the Telegram and TON Foundation partnership, there were several large transfers of TON to the wallets, which then either went to OKX in glass or are still lying around.

From this we can conclude that TON Foundation paid for the integration of @wallet into Telegram, and then TOP pushed the wallet to them.

A year has passed, and no new large transfers on similar dates are seen on the wallets, and the conclusion is that the agreement to place the wallet in the Telegram menu has not been renewed.

Knowing the relationship between Rogozov and Durov, and adding to that the arrest in France, one might wonder if it's not being extended on purpose. It's unlikely that @wallet will be removed from the menu because the relationship is good, but then why not extend it?

I've seen a lot of people from TON over the last few days, and in casting around I've managed to realize that the agreement hasn't actually been renewed and has been terminated altogether. Seems like a change is coming between Telegram, TON Foundation and TOP 🤔

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

TON INSIDE

CRYPTUS Media team decided to make a special edition about TON blockchain with 7 top guests:

- Vladimir Smerkis, Blum's funder;
- Vudi (TON's chief critic);
- Sasha Plotvinov, Notcoin's funder;
- Anton Tsivarev of the TON Foundation;
- Vlad TTS, Terminal's funder;
- Eugene Ustinovich, Community leader of the active TON channel;
- Sergey Girba, TON ecosystem observer.

It was interesting to participate without knowing what the other guests were saying. So watch along with me.

📱 Watch on YouTube (in RUS)
📱 Watch on YouTube (in RUS)
📱 Watch on YouTube (in RUS)

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

Justin and Factorial Finance

Our channel has many subscribers, but few people are familiar with the history and key personalities from the TON Foundation. It's time to remedy that. I chatted with Justin and found out what he's up to now.

A few years ago, the president of the TON Foundation announced that eventually the foundation itself would no longer be necessary, and its members would be able to realize their own commercial projects in the TON ecosystem (by agreement, while they are working, they cannot engage in commercial activities).

And so it happened. In my memory, at least four people - Dany, Mark, Inal, and Justin - who recently worked at the TON Foundation are now developing their own projects inside the TON ecosystem.

Today I'll tell you about Justin. 😎 Many people know him for his work with investments and developing the TON ecosystem. One of his most notable achievements was organizing the first Hack-a-TONx in 2023, which helped projects like DeDust and Storm Trade get funding and recognition (DeDust won first place, by the way).

While working at the TON Foundation, Justin noted a few key challenges in the TON ecosystem:
- despite the boosts, liquidity (TVL) is not sustained for long;
- no culture of publishing source code: developers are reluctant to share their work, which hinders the development of new projects;
- too much emphasis on mass-adoption rather than DeFi development.

Justin is now co-founder of Factorial Finance, a DeFi project lending on TON that seeks to address these issues. At TON Gateway in 2023, he shared his ideas for increasing TVL in TON through liquid protocols, and has now decided to put them into practice.

After getting to know the development team, Justin realized that Factorial's lending project, using TON's scalable blockchain architecture, could attract the attention of BTC and ETH holders and create a powerful credit ecosystem with high liquidity. Their goal is to attract funds, market makers and large investors, in close tandem with DEX, to help grow the entire TON ecosystem.

Knowing the connections Justin has with funds, I can assume that the project is seriously aiming to change the approach to DeFi on TON and revitalize this area. I'll keep an eye on the news, and you can read the full product realization approach on X. Justin, thanks for commenting! 🤝

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

Popularity Stage

It's hard to be in the kind of activity that's going on in Dubai right now, and also writing posts to channels, but I know you're expecting content, so I'll tell you how I'm greeted at events.

Since the YouTube podcasts, I've become better known and now when I introduce myself to Woody, there are three ways to react:
- oh, I've seen you on podcasts,
- oh, you're the Vudi from TON,
- oh, you're the one who created the watermelon 😄

Also just approaching so many people - to say hi, take a picture, ask when watermelon is $5 or talk about your project. A funny case was when a subscriber asked for a photo right in the bathroom while I was pissing in the urinal 😄

Overall, in 5 days of being in Dubai, there was not a single hashtag. People love the content on the channel and what I'm doing. It feels good and gives me motivation to keep moving forward.

A lot of people miss the winter moves on TON, when there were nightly streamings until 5am, drive and fun with watermelon and a lot of content. I miss it myself, honestly. I think it could be done better and on a larger scale.

So to everyone I saw - thanks for the warm words. Moving on, with The Gateway ahead. 🚀

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

Tonkeeper - the principle of "One window "

When I worked in a government agency, we had the concept of "one window" service. To understand it: it's like MFC, when you can come to one window to get a driver's license, get married, or buy an apartment. Any type of service is available at once in one window.

So, Tonkeeper has turned into that very "one window". Because it took over the entire market, and Tonhub / MyTonWallet started to be used only by old users, everyone enters the main tools and projects of the ecosystem through it. This is very bad for the projects because they have to pay huge money to be among the best.

So, because of the fact that all users are working through Tonkeeper, it is a source of truth for them. It's built on Tonapi, just like Tonviewer, which means that everything that is shown there is essentially confirmed in other sources as well (even though it's just one).

So, because Tonkeeper is a single source of truth, it can do whatever it wants. It wants to rename tokens, it wants to mark them as scam, it wants to not show the transaction at all or show it, but not completely, hiding its built-in commission.

For example, SCALE has now been rebranded to $DUST. That is, you can't actually change the smart token contract, but the name has been changed in Tonapi and Tonkeeper, and now everyone sees $DUST. If some other wallet comes along, they still have to figure out why the token shows up as SCALE on the blockchain, but everywhere else it's $DUST.

There is also a bad example of using power, when Tonapi gave up the naming of the $HMSTR project in favor of Hamster Kombat, simply renaming the first project.

Decentralization is "out of the chat room". Everything is decided at The Open Platform (TOP) company level because everything is tied to their projects. Monopoly has gotten bigger, TON is turning into some kind of PayPal.

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

🫡📊 TON is gold for oldies and beyond

If you look back, you can see how many people TON has "fed". When I remember what was going on a couple years ago and how difficult it was to gather people in Moscow or Dubai just for an event, it becomes obvious: it's heaven and earth compared to what's happening now.

Over the last year, thanks to the growth of TON and coin exchange rates, as well as successful projects that went to listings and "poured" good rewards to their first users, now almost all the old guys can afford a flight and accommodation in Dubai.

I've already written about chatting with ruble millionaires, of which there are quite a few on TON. Now I observe that almost 100% of those who were and still are on TON until today easily buy tickets to Dubai for events like Blockchain Life and The Gateway. They can afford a 10-night hotel stay, shopping at Dubai Mall and restaurants. The average check for all this is about 350-400 thousand rubles per person, to be clear.

If you're an old-timer and remembered that you have a couple million lying around in your wallet, there are still tickets available at blockchain-life.com, and the promo code Vudi is 10% off any type of ticket.

So no matter how you look at it, in two years TON has raised quite a few financially independent people, which couldn't be happier. It would also be cool to see many who have already achieved "free" trips to Dubai help grow new millionaires from the community and make ordinary people and working people financially independent. In my personal experience, I have seen how Meta (DFC) has raised several ordinary working people and continues to do so, so I also joined this path and organized a contest in which a simple girl from Chelyabinsk won. Maybe it's a future millionaire, maybe not. TON gives chances to everyone, and we only help to increase them).

I'll be happy to drink to this at The Gateway with all 200 people from TON 🍸

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

🥕 casino in clicker

Once again I see negativity in the chats about gambling related tasks appearing in clickers. Although almost all games have elements of random winnings: whether it's spinning the wheel of fortune or opening some cases, the negativity is still just about the casino.

It's strange to hear such complaints from people who click every day, farm points and hope for a drop. You do realize that by selling advertising to such projects, you increase the chances of a future fat drop?

For example, right now Blum has an assignment from @whale, both with their clicker and the Whale app itself. Do you think it comes cheap? Alas))))) But this placement seriously increases your chances of a "life-change".

Of course, I don't believe that Blum will generously "pour", but the fact is that they have the most expensive placement and the cleanest traffic, so the chances are still there.

So, if you want a normal drop, do the quests, even if they have some immoral component. Otherwise, what's the point of all this?

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.

How many X’s to expect from STORM?

There were many questions in the comments to the previous post about STORM regarding the price of tokens at IDO. However, IDO went brilliantly - all tokens were fully redeemed.

Tomorrow is the TGE of the $STORM token, and I decided to analyze analogs from other ecosystems to better understand what we can expect. While TON is a pretty unique ecosystem, similar products in other networks often show similar results. So:
- Token $JUP (Solana) did x2 within the first two months of TGE,
- Token $DYDX (ETH) did x2 in the first five months after TGE,
- The $GMX token (Arbitrum and Avalanche) did x5 in the six months after TGE.

Thus, we can expect that the $STORM token could grow by x2-3 in the next six months. This is confirmed by voucher prices, which keep the price at the same level. However, if TON continues to actively expand and attract new capital, growth of x10 or even x100 is possible.

If you don't know what we're talking about and what STORM is, I suggest you look at the product with your own eyes:
If you're on a PC - here's the link
If directly on Telegram - link to Telegram Web App here

Some are predicting x3 growth as early as the first day after TGE, and given the hype, funders speaking at events, and interest from large funds, that's likely.

@investkingyru | @investkingyru_en | twitter | CMC | Private, Elite
$KINGY: DEX DeDust.io, STON.fi, Swap.Coffee and xRocket.