TechFlow reports that Elaine Yang, Investment Director at Waterdrip Capital, said Western institutions have limited exposure to the Ton ecosystem due to compliance and position constraints, but Telegram's traffic cannot be ignored. Asian institutions are paying attention to the Ton ecosystem, though their investments remain limited. Waterdrip Capital has been building positions in the Ton ecosystem since last year, with over six projects already in its portfolio.
Elaine Yang advises founders to take Telegram traffic seriously—while it's low-cost, user quality requires careful filtering. She is bullish on DeFi, trading, and payment projects on Ton, and anticipates a rise in meme assets from games within the Ton ecosystem.
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