Jeffrey Hu, a Research Analyst at HashKey Capital, recently shared insights on the influence of TON blockchain on Telegram-based gaming. Hu highlighted the strategic importance of Telegram’s vast user base, the rise of casual and blockchain-integrated games, and the success of innovative projects like Catizen.
Hu emphasized the significance of Telegram’s 900 million user base, which reduces developer and investor user acquisition costs. The platform’s high engagement levels and integrated crypto features make it easy for users to transition into Web3 gaming. This dynamic ecosystem is fostering constant innovation and new experiences.
When evaluating Telegram-based games’ potential to reach mainstream audiences, Hu emphasized factors like accessibility, casual gaming trends, and early monetization strategies. He noted the platform’s ability to provide more opportunities for game discovery and sustained player interest compared to traditional app stores.
Discussing Catizen’s unique qualities, Hu praised the project’s early focus on monetization, leading to higher margins and average lifetime value. The launch of the Game Center within Catizen’s ecosystem has attracted a significant number of users, showcasing the studio’s commitment to building a broader gaming ecosystem.
Regarding investment opportunities within the TON ecosystem, HashKey Capital is looking for projects prioritizing quality gameplay and community engagement. Hu highlighted the importance of targeting Telegram-native users and tapping into the platform’s strengths, including its massive audience and integrated Web3 features.
Looking ahead, Hu mentioned the potential trend of interoperability in Telegram gaming and the emergence of complex games within the platform. He expressed excitement about the future of Telegram gaming and its potential to create long-lasting brands that extend beyond the platform, driving value creation in the gaming industry.