Exploring TON Strategy’s $558 million treasury company with Exec. Chairman Manuel Stotz

In this episode of the Crypto Beat, Tim Copeland and Kelvin Sparks are joined by Tonstrat Executive Chairman Manuel Stotz to discuss why Telegram’s scale gives TON a unique edge.

The chat hits mini-apps UX, stablecoins/remittances and gaming, U.S. access, and how to manage 80% drawdowns.

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

The Block Newsletters

The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblock.co/newsletters⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Guest links:

Manuel Stotz - https://x.com/manuelstotz

Ton Strategy Co - https://x.com/tonstrat

Are you hiring in crypto?

Use Campus to quickly find your best candidates with our challenging Crypto Assessment Test.

Faster hiring, stronger teams.

Sign up for a trial today: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblock.co/campus