原文作者：DeMo大毛 | TON goat
Reprint: Daisy, Mars Finance
Since February $NOT, I have been playing the Amway TON Chain mini-game in the Chinese community. Not only was $NOT listed on Binance, but then $DOGS also arrived at the scene, and then to the recent hamster and $CATI. The TON Chain Mini Game Listing frenzy actually exceeded what I expected when I released the video in February this year, and I didn't expect it to advance so quickly.
Speaking of Catize, from the loss of Binance's announcement of the launch of the hamster, thinking that the cat had no chance to list the coin, to the double cannon surprise of the cat confirming the listing on Binance, and then to the opening of the airdrop query, the mood of the community can be said to be like a roller coaster, and the past two days are like a microcosm, and the whole is indeed full of joys and sorrows. Below I will answer and review this process through a few key points, and at the end of the article, I will also share my judgment on the future of the TON ecosystem
1. What do you think about the airdrop quota and rules?
Put this question first because it's the most seen problem. First of all, I was as surprised as everyone else was by the change in the initial airdrop share, which can be said to be a completely unexpected start. From the user's point of view, the airdrop in batches may indeed be lower than psychological expectations. Regarding the rules, I also saw that many players who simply hung up for a few months actually did not get much airdrops, while players with krypton gold had a fairly high weight, and obtained an airdrop of tokens about 3.4 times the amount spent by the game. Although I am also a Krypton player, I also understand the relationship between Krypton and weights. However, I still think it's a bit unfair to players who hang up early and get a high rank. The kings and masters who don't have krypton gold give relatively little share. After all, in Web3, there is still a community OG culture, and early players are equal to early supporters. Therefore, I very much hope that the project team will rethink the initial token allocation and give more incentives to those high-level players and early players.
2. Interaction Strategy
First of all, let's briefly talk about my cat petting strategy. Small Master and Part Diamond, Large King and Part Master. The cost of the small number is 120u-300u, and the cost of the large basic number one and one "rescue cat" is about 600u. The original plan was to control each number at a cap of 200u, and then 70% of the number Krypton will stop when it reaches the master, 30% will rush to the king, and the ratio of 7\3 will be matched. After the airdrop was postponed and Binance announced the investment, I saw that there were more and more addresses, and I realized that it may not be enough to simply rush to the upper ranks. Subsequently, the official launched a stray cat rescue activity. At first, I was still confused when I saw this activity online, and I held a conference call with several large cat owners in heavy warehouses, and we chatted for three and a half hours that day, and finally most of them decided to increase their positions and do a batch of high-cost differentiated numbers, that is, to rescue stray cats. I especially remember that I just finished chatting at that time, and I directly opened a stray cat with a new number 1 and a new number of 499, and later found that it was a loss (now it seems that the difference is not big).
The rescue cat certificate is shown below, because the stray cat will directly start to drop the cat nest as soon as it is successfully adopted, and thousands of cat litters will be found to have not been upgraded much, because the initial level is too low, so the cat litter that fell is also low...
At that time, the first level 1 started to rescue the cat... Stupid crying, but now I see the results are the same, and then I figured out the "right" way, first buy cats directly with fish coins, and then rescue stray cats, plus 1500 free fishing sent, and the level of Kaka went up. Now it seems that although the level and rank are purely the weight of the brain supplement, the differentiation is still achieved. If it weren't for that stray cat activity, I probably wouldn't have increased my position in kryptonite, and I would like to thank Brother Cao for his analysis, although he didn't expect it to be purely based on the amount at the time, so there was more or less luck in earning this time. In the increasingly saturated airdrop track, perhaps only "differentiation" is the only shortcut, because it is too volatile to take the "big road".
3. Current Earnings and Estimated EarningsCurrent Earnings
As mentioned earlier, the number of tokens airdropped is about 3.4 times the amount spent in the game. Take my account below as an example, rescue stray cats + fish coins are consumed at 540u, and 1904 tokens are airdropped. According to the $CATI pre-market price of 0.7, it is equivalent to about 1332U, and there is also a pre-market income of nearly 2.5 times, so it is almost a sure profit for large investors with large amounts of krypton gold and multi-number krypton gold, but it is difficult to buy a thousand dollars, and it is really difficult to guess such a paranoid "weight".
The average value of the rescue cat number is around 2000 coins
The median is in the early 700 Krypton and early 200u
The average upper limit is around 1000
Estimated earnings
It is known that the total amount of $CATI is 1 billion, but the initial circulation is only 30.5% According to the pre-market price of 0.7U, the current circulating market value is only more than 200 million, which is not even as good as many memes that are not on a large exchange. Even if the $CATI road spark belt lightning is raised to 3u after Binance is launched, the circulating market value is actually less than 1B. As for why pull? Why pull? Out of character? I don't want to say too much here, because everyone has their own opinions and opinions, and they are determined by their own cognition. However, you can compare the circulating market value of not dogs as a reference. The current circulation, I estimate that there will be about 4 times the income guarantee, and 8 times and 10 times is not too high.
4. How to focus on the TON ecology in the future?
Mini-games will still be the main narrative in the short term, because TG's "demographic dividend" is too thick. For conservatives, they can choose to make judgments based on the performance of the currency price after the cat and hamster are listed. And those who are optimistic about the action of small games, you can consider starting to raise an account at a relatively low cost. In addition, I personally think that TON actually gives CEX more diversion than ecological diversion, and it is obviously unreasonable to give CEX a lot of cheapness. Therefore, after this wave of mini game frenzy, I think it is very likely that some ecological projects or tokens on the chain will be supported to attract traffic and users to the on-chain ecology. I will keep an eye on the latest progress of the ecosystem, and send out the early projects as soon as I find good ones in the future.
Finally, I hope that the Catizen team can listen to the voice of the community and make some changes, and give some due incentives to early OG!