ondo

A New Framework For Identifying Moats In Crypto Markets 

While we have numerous precedents and heuristics for understanding moats in traditional markets, we lack equivalent frameworks that account for these structural differences. 

> This piece aims to bridge this gap by getting to the root of what constitutes a sustainable moat, and downstream of this, identify the handful of apps positioned to sustainably capture value

However, despite its immense potential, TON faces significant challenges. Many of the games on the platform are still rudimentary, relying on simple token designs and unsustainable reward models. Most are basic Tap-To-Earn or idle games that offer passive rewards for minimal interaction.