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Odaily Star Daily News Waterdrip Capital Investment Director Elaine Yang wrote on X platform that European and American institutions invest less in the TON ecosystem due to Compliance and position issues, but Telegram traffic cannot be ignored. Asian institutions follow the TON ecosystem, but they are less active. Waterdrip Capital Fund has been laying out and optimistic about the TON ecosystem since last year, and has invested in more than 6 projects. However, many projects last year were limited by TON chain infrastructure and did not have many projects. The project team quickly created TG Bot, but it is not closely related to the TON public chain itself.


Elaine Yang suggests that entrepreneurs pay attention to Telegram traffic, as the cost of obtaining organic traffic is relatively low, but the quality of users needs to be further filtered. The cost of incoming traffic will definitely increase later. She is optimistic about TON on-chain Decentralized Finance, trading, and payment-related projects, and foresees that Meme assets in the TON ecosystem will have a longer launch.
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