TON区块链因与Telegram纠缠面临挑战，被迫分离能否生存？

在过去的一年里，区块链TON网络（The Open Network）经历了巨大的发展。 Hamster Kombat 等基于区块链的游戏的成功及其代币价值的增长（自 2024 年 1 月以来已翻倍的 Toncoin）是主要推动力。

Over the past year, The Open Network (TON) blockchain has seen a remarkable surge in its development. This growth can be largely attributed to the success of blockchain-based games like Hamster Kombat and the subsequent surge in the value of its native token, Toncoin, which has doubled since January 2024. In fact, Toncoin is now among the top 10 crypto assets by market capitalization, outperforming Bitcoin and Ether this year. But behind these successes, TON also faces major challenges terkait its close ties with Telegram's instant messaging app, particularly following the recent arrest of Telegram founder Pavel Durov. This begs the question: can TON really survive if it’s forced to separate from Telegram?

在过去的一年里，开放网络（TON）区块链的发展取得了显着的增长。这种增长很大程度上归因于《Hamster Kombat》等基于区块链的游戏的成功，以及随后其原生代币 Toncoin 价值的飙升，自 2024 年 1 月以来，Toncoin 价值翻了一番。事实上，Toncoin 现在已跻身十大加密资产之列按市值计算，今年的表现优于比特币和以太币。但在这些成功的背后，TON 也面临着与 Telegram 即时通讯应用程序密切联系的重大挑战，特别是在 Telegram 创始人 Pavel Durov 最近被捕之后。这就引出了一个问题：如果 TON 被迫与 Telegram 分离，它真的能生存吗？

TON is closely intertwined with Telegram, both technologically and in terms of its user base. The latest research report by Bitget, which is also one of TON's strategic investors to the tune of US$30 million (Rp453 billion), highlights that TON's development is heavily reliant on Telegram's user traffic. This poses a significant risk, especially since Telegram itself has come under intense scrutiny from regulatory authorities following Durov's arrest.

无论是在技术上还是在用户群方面，TON 都与 Telegram 紧密相连。 Bitget 也是 TON 的战略投资者之一，投资额为 3000 万美元（4530 亿盾），其最新研究报告强调，TON 的发展严重依赖于 Telegram 的用户流量。这构成了巨大的风险，特别是在杜罗夫被捕后，Telegram 本身就受到了监管机构的严格审查。

One major issue pertains to Telegram's Wallet app, which enables users to send and receive cryptocurrencies like Toncoin. The app has been temporarily suspended in the U.K. due to the company's failure to obtain approval from the Financial Conduct Authority (FCA). This situation further casts a pall over the future prospects of TON, particularly in the global market.

一个主要问题与 Telegram 的钱包应用程序有关，该应用程序使用户能够发送和接收像 Toncoin 这样的加密货币。由于该公司未能获得金融行为监管局（FCA）的批准，该应用程序已在英国暂时被暂停。这种情况进一​​步给 TON 的未来前景蒙上阴影，尤其是在全球市场。

The Bitget report points out that the possibility of "de-Telegramization" is an attempt to separate TON from Telegram in a bid to reduce the regulatory risks faced. However, this move is not without its own perils. By breaking away from Telegram, TON stands to lose a substantial portion of its user base, which has been one of the key strengths of the network.

Bitget 报道指出，“去 Telegramization”的可能性是试图将 TON 从 Telegram 中分离出来，以减少面临的监管风险。然而，此举也并非没有风险。通过脱离 Telegram，TON 将失去很大一部分用户群，而这一直是该网络的关键优势之一。

As reported by Crypto News, Ron Millow, a blockchain entrepreneur who was formerly involved in the Free TON project, has slammed the current development of TON. According to Millow, the DeFi (decentralized finance) infrastructure within TON is very weak, and its close ties with Telegram actually impede the decentralization that is supposed to be the primary goal of the project.

据 Crypto News 报道，曾参与 Free TON 项目的区块链企业家 Ron Millow 猛烈抨击了 TON 目前的发展。 Millow 表示，TON 内部的 DeFi（去中心化金融）基础设施非常薄弱，其与 Telegram 的密切联系实际上阻碍了该项目的首要目标去中心化。

“They are blood brothers. No marketing or rebranding effort can change this reality. The only solution is the reunification of the Toncoin team with Everscale under a new flag,” said Millow.

“他们是血兄弟。任何营销或品牌重塑努力都无法改变这一现实。唯一的解决方案是 Toncoin 团队与 Everscale 重新统一在一个新的旗帜下，”Millow 说。