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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

The combination of TON and Telegram has the potential to solve crypto's 'first mile problem'. The low entry barrier and mobile-focus design of Telegram-based applications offer users a chance to gradually adapt to the crypto ecosystem. The T2E (Tap-to-Earn) model has played a significant role in initial user acquisition with its risk-free profitability and intuitive features.