NingNing
NingNing|7月 16, 2025 11:29
Having understood the underlying business logic of Tiktok Fun Financial Blogger and Crypto Edge Blogger on X, we also understood the underlying business logic of @ TacBuild: using intermediary centered food rent network value flow. From a graph theory perspective, TAC occupies an extremely unique structural hole position in the Ethereum TON network. After years of development, the Ethereum ecosystem has formed a relatively closed but extremely complete DeFi ecosystem network: --Extremely high node density: Curve, Uniswap, AAVE, Compound and other protocols are nested within each other --The path dependence is obvious: the "enfeoffment of feudal lords" strategy from L1 to L2 basically locks in the flow of funds --Network saturation effect: intensification of internal competition, exponential increase in marginal customer acquisition costs However, the TON ecosystem presents completely different network characteristics: --Huge user base: a natural traffic pool of 1 billion Telegram users --Protocol layer sparsity: DeFi infrastructure is extremely scarce, and network density is close to zero --Difficulty in monetizing traffic: lack of effective value capture mechanism These two ecosystems are like two parallel universes, each with different network advantages, but lacking effective bridging mechanisms. TAC, by supporting the mature DeFi protocol of Ethereum, can be directly deployed to TAC EVM and TON users can use dApps without perceiving the underlying complexity. Each TON transaction indirectly generates TAC's buying demand, making it the only efficient connector between the two ecosystems and possessing strong intermediary centrality. The positioning of TAC as an Ethereum TON intermediary is a smart tactical choice, but the sustainability of this advantage highly depends on execution speed and ecological construction capabilities. TAC needs to quickly acquire users within a limited time window to prove the existence of the demand for TON → Ethereum DeFi. If TAC can prove the feasibility of this model within 6-12 months, it has seized a structural opportunity. If not, this story will become another 'exquisite PPT'.
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