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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, TON is culturally and technically isolated from the mainstream ecosystem, making it challenging to attract developers and integrate with other ecosystems. Its unique structure and programming language create high entry barriers for developers and present disadvantages in terms of compatibility with other blockchain infra and middleware utilization.