Mossfire Capital 联创：Telegram 生态交易活跃度低于预期，Banana Gun 日活用户仅数千至一万
ChainCatcher 消息，Mossfire Capital 联合创始人 Raymond Huang，在参与 RootData 举办的「牛市将至，二级投资人如何看穿市场迷雾？」Space 时表示，Telegram 生态的交易者数量和整体量级比预期要低得多。BANANA 是他在 Ton 生态中最看好的代币。以 Banana Gun 为例，用户规模在 10-20 万之间，每日活跃用户仅为几千至一万左右，该数据在年初达到高峰后便与大盘表现持平，未见明显增长。
Huang 指出，尚无法确定是产品本身不够吸引人，还是市场需求不足导致用户活跃度较低。
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