在上市和币圈之间,Telegram 会选择上市吗?

Telegram的创办人杜罗夫(Pavel Durov)在法国被捕的事件余波未了。就在昨天,杜罗夫在自己的频道中宣布Telegram的两个重要更新,所有对TON生态感兴趣的朋友必须要留意这次更新会不会引起的后续影。

这次更新的重点是:

  1. Telegram的团队会对疑似违规/违法/或者有其他不当行为的频道和群组进行限流,相关的用户名亦会受到影响。
  2. Telegram推出举报系统,鼓励用户举报不当使用行为
  3. Telegram会向执法部门提供使用者的IP地址和电话号码

这几点更新对T O N资产可能会有深远的影响,第一就是用户名的引流价值进一步下降,有机会降低灰产行业对用户名的需求。另外就是由于在Telegram 上使用电话号码将不再安全,有机会刺激匿名号码的需求,现时这两种资产的地板价均未受到这个消息影响。

据知已有灰产用户名遭限流

不过要注意的是,这次的决定除了可能是因为杜罗夫被捕后和相关部门的妥协之外,更有可能是Telegram慢慢走向合规之路以便在资本市场上市进行融资。如果是前者那有可能是一个一次性的措施;如果是后者的话,Telegram的生态将会发生重大改变,作为生态来经济价值最高的灰色产业亦会受到严重影响。

相关消息原文

🔎 Search on Telegram is more powerful than in other messaging apps because it allows users to find public channels and bots. Unfortunately, this feature has been abused by people who violated our Terms of Service to sell illegal goods.

💪 Over the last few weeks, a dedicated team of moderators, leveraging AI, has made Telegram Search much safer. All the problematic content we identified in Search is no longer accessible. If you still manage to find something unsafe or illegal in Telegram Search, please report it to us via @SearchReport.

🚫 To further deter criminals from abusing Telegram Search, we have updated our Terms of Service and Privacy Policy, ensuring they are consistent across the world. We’ve made it clear that the IP addresses and phone numbers of those who violate our rules can be disclosed to relevant authorities in response to valid legal requests.

☝️ These measures should discourage criminals. Telegram Search is meant for finding friends and discovering news, not for promoting illegal goods. We won’t let bad actors jeopardize the integrity of our platform for almost a billion users.

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