Discussion on TG Ecosystem Analysis and Rise Strategies

1. Overview of TG Ecosystem

TG's market position and user distribution

TG is developing at an astonishing speed, with monthly active users exceeding 950 million, and it is expected to reach 1.5 billion within three years. As the third largest social platform overseas, TG excels in functionality, openness, and ecosystem, and can be regarded as the platform closest to the WeChat ecosystem abroad.

TG has 240 million users in the CIS region, making it the "WeChat" of that area. Other important markets include emerging countries such as India, Indonesia, Nigeria, and Iran. It's worth noting that the proportion of cryptocurrency users among TG's user base is not high, as in many countries it is more regarded as a regular instant messaging tool.

TG ecological function construction

The TG ecosystem is rapidly improving various functions:

• Channels (similar to official accounts) and Stories (similar to Moments) have become important infrastructure and rise tools.
• The live streaming function is similar to WeChat group live streaming and is being tested and developed by various projects.
• The wallet function will focus on promoting the decentralized Ton Space in the future.
• The TG mini program ecosystem is developing rapidly, having basically covered the types of WeChat mini programs, and some innovative applications have emerged.

TG Advertising System Status

TG has not yet formed a mature advertising placement system:

• The official advertising system only supports graphic insertion for public accounts and lacks precise targeting capabilities.
• The grassroots advertising system is addressing data-related issues through on-chain data, group behaviors, and other methods.

2. TG Traffic Rise Strategy

The huge potential of TG mini-games

TG provides a huge traffic opportunity for overseas mini-games:

• The penetration rate of TG mini games is expected to exceed 12% of Facebook and approach 45% of WeChat.
• The rapid rise in the platform's user base, combined with the increased penetration of mini-games, will bring significant growth momentum.
• The mini-game format is still evolving, and there is vast potential for future development.
• The continuous product iteration of TG will continually release new dividends.

Project team's market positioning

The TG project team needs to determine its positioning from two dimensions: geographical location and user type.

• Geographic Location: TG has significant regional differences, with pronounced cultural disparities between different areas, so it's essential to choose the appropriate target market.
• User type: Distinguish between Web2 and Web3 users. Many project users are primarily off-chain users, not coming for airdrops.

The currently common monetization model is a hybrid model of IAP (In-App Purchase) and heavy asset issuance. Project parties need to rely on the social fission of the core user circle to acquire users.

The importance of the CIS market

The CIS region is an important market for the TG ecosystem:

• A large number of users, high quality, long usage duration, and high engagement.
• Many well-known TG projects originate from the Russian-speaking region.
• Other regions like India have a large number of users, but the user value and penetration rate are relatively low.

Off-site Traffic Strategy

The TG project also needs to pay attention to external traffic, especially large traffic platforms in the Russian-speaking region, such as TikTok and YouTube.

3. Key Points of Growth Strategy

1. The development cost of TG projects is low, and the ROI is high, but there is a lack of mature and scalable customer acquisition methods.

2. It is necessary to try and refine growth strategies through multiple methods and not rely on a single channel.

3. Products should not strive for the optimal, but rather for the design that is most suitable for the target users.

4. Treat users as rise partners, rather than simply traffic.

5. The new hybrid monetization model is gradually becoming clear, with the core focus on creating value for users.

6. Social dissemination strategies include three levels: product social functions, user value chain design, and cultural attribute shaping.