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🦋The discussion on the Philippine market starts with the retention data from a certain group.
Someone shared that this group's next-day payment retention exceeds 30%, and 30-day retention can still achieve 8%, which is generally considered the industry's ceiling level data. After further discussion, everyone quickly agreed that these results are built on large-scale scanning and high-intensity giveaways, typical of subsidy-driven growth. Platforms can also divert traffic to each other, the larger the scale, the more impressive the data rolls, hence someone remarked: Even acquiring customers at 15 dollars each breaks even.
This extreme subsidy environment also directly makes it almost impossible for compliant platforms to compete. Compliant platforms have high taxes, high costs, limited activities, and players are increasingly picky due to "activities"; platforms without subsidies find it hard to maintain long-term retention. Therefore, there are also many sighs in the group: "If you can't compete, you just have to exit first". The discussion also touched on the technical level, where these platforms often use shell apps (AB packages) to accelerate expansion, a completely industrialized approach.
When someone speculated whether these retentions were driven by manual precision chatting, experienced group members directly denied it. The reports reflect the performance of users who make their first payment on the day, unrelated to refined community operations, essentially a result of pure traffic and subsidies. This is also why in such an ecosystem, platforms generally do not want to operate their own private domain communities—because users are not retained by relationships but driven by activities and subsidies, and once the activities stop, the users also disappear, making community operation investments not worthwhile.
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🐇Another part of the discussion focuses on the recently popular TG betting model.
Someone asked if there was a team that could create a Telegram betting bot, leading to extensive technical and business discussions. Group members explained that the core of TG betting is actually very simple: encapsulate existing H5 or Web pages into a Telegram MiniApp, providing players with basic functions such as login, betting, and balance checking through the bot entrance. This method is very suitable for quickly reaching players, especially popular in offline markets like Cambodia, and can be considered a lightweight version of the "big factory MK method".
Everyone emphasized that the TG bot is just an entrance, and players are ultimately guided to a PWA or App for the subsequent experience. Compared to the complete TG cash sites like U8 (heavy mode), MiniApp is lighter, more flexible, has lower development costs, and faster production, also more in line with the current market pace. Of course, it also has risks, such as player account deletion, bot blocking, etc., therefore, the TG mode is always just a "customer acquisition tool", not a "main site mode". To operate long-term, Web2 is still the foundation.
Group members also discussed the current industry situation: the Philippine market is now extremely competitive, and if platforms want to survive, they not only need to understand launching, payment, and backend but also keep up with trends like TG betting and AI betting. The ecosystem changes too fast, no single aspect can be "specialized to the end", everyone is constantly supplementing skills and capabilities, surviving is considered winning.
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