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TON Strategy Publishes Chairman's Message; Remarks Lay Out Vision To Exceed 5% Of Ton Supply, Expand Staking Revenues, And Consider Pursuing Tokenization Of The Company's Own Stock

Benzinga·09/05/2025 21:02:05
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  • Video and slides of Executive Chairman Manuel Stotz's first Chairman's Message now available online
  • Remarks lay out vision to exceed 5% of TON supply, expand staking revenues, and consider pursuing tokenization of the Company's own stock

TON Strategy Company (NASDAQ:TONX) (the "Company"), a digital asset treasury company committed to holding Toncoin ($TON), today announced that it has published the video and presentation slides of Executive Chairman Manuel Stotz's first Chairman's Message. The message provides an update on the Company's strategy and the broader $TON ecosystem, and is available for viewing on the Company's website, https://www.tonstrat.com/chairmans-message, and on YouTube, https://www.youtube.com/@TONStrategyCo-TONX.

"This Chairman's Message marks a milestone for TON Strategy Company as we present a comprehensive update on our vision and strategy," said Mr. Stotz. "In these remarks, I outline why $TON, through its exclusive integration with Telegram, has the potential to become one of the world's most widely used digital assets, and how TON Strategy Company intends to play a leading role in that growth."

$TON is the native token of The Open Network (TON), a Layer-1 blockchain exclusively integrated into Telegram, where it provides the rails for payments, digital property, and decentralized applications across a platform with more than 1 billion monthly active users. In his remarks highlighted below, Mr. Stotz built on this foundation, presenting the Company's investment thesis and outlining the opportunity created by $TON's integration with Telegram.

  • Investment case for $TON – Proven use cases already include stablecoin payments, digital property (such as Telegram usernames), and mini apps, with potential to evolve into a "super app." Despite this traction, $TON remains 60% below its all-time high, with U.S. market access only just beginning.
  • TON Strategy Company's position – The Company is the first and largest listed permanent capital vehicle for $TON. Backed by world-class investors through a $558M PIPE (which closed on the 7th of August), it has since launched an up to $1B at-the-market program, reported $780M in treasury assets, rebranded and changed its ticker to TONX, and approved an up to $250M stock buyback program.
  • Staking and cash flow – TON Strategy Company expects to generate meaningful staking revenues from its more than 217 million $TON held, with plans to expand into proprietary staking infrastructure to capture additional value and potentially offer services to third parties.
  • Telegram alignment – Mr. Stotz positioned $TON as the economic backbone of Telegram, giving its billion-plus digital citizens the ability to transact, hold stablecoins, and access applications within the messaging platform. Mr. Stotz compared this dynamic to the super app evolution in Asia, suggesting $TON could enable Telegram to leapfrog Western peers in payments and digital property.
  • Vision and next milestones – The Company's goals include surpassing 5% of $TON supply, considering pursuing tokenization of its own stock on-chain, and strengthening its role as a participant and infrastructure provider in the TON ecosystem.

"Our goal at TON Strategy Company is to build the premier public company that focuses on the $TON ecosystem," Mr. Stotz said during the Chairman's message.