TON is like the socialist Soviet Union with Chinese characteristics at the beginning of the millennium, led by the Planning Commission + seemingly open but in fact closed ecology, although developers can deploy applications at will, but the final project has an official background, and all major projects are also officially led; Although the interior is in full swing, it will take time for the external reaction to take place
前几天在北京线下面基了 Ton Foundation 的朋友，聊天过程更新了一波我对 TON 的认知。
最大的感受是：信息差比想象中严重太多。
在上一波小游戏带来的热潮褪去后，它们实际上在全球推进得非常快，特别是在 DeFi、Sticker NFT 这几条线。但中文社区这边几乎没有任何声音。
Sticker NFT 已经是 TON 上最活跃的资产形态之一，交易量、用户活跃度都很夸张，但这边完全没人提。与此同时，国内还有不少 Web2 游戏公司或者工作室在研究怎么发行 TG 小游戏，并通过一些 Web2 的游戏展会与 TON 建联，他们可能不了解上一波 TG 小游戏的起和落，只是在如今越来越卷的 Web2 环境中去尝试一个新的增长路径。
而问题也确实存在，TON 还是蛮努力做事的，但是 TG 从产品层面上很难做出比较大的更新升级，因为创始人对产品形态的执念非常强，这种「极简美学原教旨主义」成了它的天花板。
另外就是开发团队也很小，不成比例地小，和我之前听说的一样。在这样的结构下，它更像是一个以 Telegram 为界面、在边缘自生长的生态，很多叙事从一开始就不是为我们准备的。
换句话说，TON 的故事本身就不是讲给我们听的。这也许还是个机会。
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