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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

Can Telegram and TON leverage their competitive advantages to become the super app of crypto? This article will explore the current state of the TON ecosystem, its vast potential, and the formidable challenges it must overcome to achieve its ambitious goals.