TON DNS Summer (Part 1)

As we predicted, the hype around TON DNS has begun. The hype began with Four-Digit domains (hereinafter referred to as 4N domains). People are "burning" their 100 TON on the TON DNS smart contract and transferring this value to NFTs (similar to Banksy's work).

On February 13, the last domain from the Club 100 (0074.ton), was minted, on February 17, the thousandth domain (5755.ton), and on February 28, the last domain from the 1k Club (0863.ton).

The race is on, and people have already minted many beautiful numbers from various masks and special collections, although only 26% of the total supply has been minted.

On average, 117 4N domains are minted per day. At the current rate, 50% of the supply will be minted by March 22, 2026, 75% by April 12, 2026, and 100% by May 4, 2026.

Why 4N domains if there are already Telegram usernames?

1. Numbers are the international language of communication. They are simple and understandable for everyone around the world, unlike various alphabets (be it Latin, Cyrillic, Arabic, hieroglyphs, etc.).

2. There are 10^4 = 10,000 number combinations in 4N domains, compared to 26^4 = 456,976 combinations in alphabetical ones.

3. The price for the 4L username is fixed at $8,000. The price for the 4N domain on mint is approximately $130, which is 61.54 times cheaper!

4. Only domains can consist of numbers, while usernames must contain at least one letter. Therefore, 4N domains are beyond competition in the TON ecosystem.

5. The ability to associate attractive domain digits with a gift number. An example is here. There are dozens of different collections of gifts with identical numbers, but only one 4N domain can be associated with them!

6. The TON ecosystem will have thousands of AI agents, and they will need a short digital domain for convenience.

7. TON Browser and TON Messenger are being developed, with user login via TON DNS.

8. Repeating the success of ENS, this time in the form of a utility — a shell in Telegram (because TON DNS renewal costs pennies, compared to $160 per year for a 4-digit ENS).

Continuation

#roadto10k

TON DNS Summer (Part 2)

Part 1 is here.

Why is this post on the channel about numbers included in the monthly column?

1. Both Collectible Numbers and numeric domains consist solely of digits. These domains have the potential to become luxury assets, as Collectible Numbers already are.

2. Both 4N domains and Collectible Numbers have their own masks and subcollections, which facilitates easy pricing and marketmaking.

3. The number of such domains is 10,000, which is 13.66 times less than the total supply of Collectible Numbers (136,566). The total market capitalization of Collectible Numbers is $2,250*136,566=$307,273,500. If domains have the same market capitalization, then dividing $307,273,500 by 10,000 yields a floor price of $30,727 for 4N domains in the medium to long term.

4. Minting 100 4N domains now is equivalent to minting approximately 100*13.66=1,366 Collectible Numbers in December 2022.

5. The mint price of a Collectible Number in December 2022 was approximately $18. The mint price of a 4N domain is approximately $130, which is $18 x 13.66/$130 = 1.89 times more profitable in dollar terms. In TON, this value equals 9 TON*13.66/100 TON = 1.23 times.

6. Rare 4N domain patterns act as a hedge and are protected from "domain inflation," similar to rare Collectible Numbers patterns in the event of their hypothetical new minting. There is only one domain in TON, 8888.ton. There is only one 8888.eth on the Ethereum network, just like there is one 8888.sol on the Solana network. And as you already know, mathematics is always ahead of emotions and subjectivity.

7. Collectible Numbers are a protective mechanism against TON price decreasing, as they retain their value in $, regardless of the TON price. Perhaps we'll see something similar with 4N domains.

8. There are 4N domains with the same digits as Collectible Numbers. We're confident that after integrating the TON wallet into Telegram, the owner of the number +888 8888 will want to link 8888.ton to his/her profile.

9. Telegram currently has over 1 billion users. That's over 1 billion/136,566=7,322 users per 1 Collectible Number. By 2028, TON cryptocurrency is expected to be used by 500 million people. That's 500 millions/10,000=50,000 4N domains per crypto user!

10. History is cyclical. Those who missed the opportunity to mint Collectibles Numbers for 9 TON in December 2022 or didn't believe in their potential can do so now in 4N domains; it's even more profitable in dollars and TON than it was back then. After the expected explosive growth of 4N domains, people who haven't yet owned Collectible Numbers will be able to transfer some of their profits to them.

11. In the future, it will likely be possible to lease your domains. In this case, 4N domains will be the most liquid on the market and will generate triple profits: growth of the domain itself in TON, growth of the TON price in USD, and passive income from the lease while you patiently hold the domain, similar to Collectible Numbers.

Number masks in 4N domains are described here. You can see available domains here. You can mint a domain here.

The official channel of the 10K club was recently launched. You can learn more on the @club10k channel.

Here you can learn more about WEB3 Academy and link your wallet to receive notifications from webdom.market, the most technologically advanced specialized TON DNS marketplace. Using the @FourNDNSGatebot bot, using the 4N domain or a gift from the Big Years Collection, First Website Model you can access the private Club 1991 chat, which already has over 170 members. Additionally, there are three other private chats with their own entry rules on the personal channel of the webdom founder, Domainer.

EVERYONE COULD! We'll come back to this phrase in a few years.

#roadto10k