ICYMI: Exploring TON Strategy’s $558 million treasury company with Exec. Chairman Manuel Stotz
@Timccopeland and @imyoungsparks were joined by @ManuelStotz to hear how @ton_blockchain's integration with Telegram could drive crypto’s next billion users, and @tonstrat's plans for long-term accumulation.
OUTLINE
00:00 - Introduction
01:25 - Background
05:24 - Kingsway to Crypto focus
07:31 - Portfolio mix
12:08 - Telegram edge & TON thesis
18:15 - Super-app in the West
20:10 - Regulatory past & decentralization
27:10 - Mini apps vs dApps UX
29:15 - Stablecoins/payments/games
43:55 - Ton Strategy treasury model
49:41 - Risk management & staking yield
59:45 - Premiums, cycles & outlook
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