Exploring TON Strategy’s $558 million treasury company with Exec. Chairman Manuel Stotz
Quick Take
- Ton Strategy Co-Executive Chairman Manuel Stotz explains how TON’s integration with Telegram could drive crypto’s next billion users, and how his new treasury plans to accumulate TON for the long term.
Episode 43 of The Crypto Beat was recorded with The Block's Co-Hosts Kelvin Sparks and Tim Copeland, joined by TON Strategy Co. Executive Chairman Manuel Stotz.
Listen below, and subscribe to The Crypto Beat on YouTube, Apple, Spotify, Twitch, or wherever you listen to podcasts. Please send feedback and revision requests to [email protected]
In this episode of the Crypto Beat, Tim Copeland and Kelvin Sparks are joined by TON Strategy Co-Executive Chairman Manuel Stotz to discuss why Telegram’s scale gives TON a unique edge.
The chat hits topics including mini-app UX, stablecoins for remittances and gaming, 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
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Guest links:
Manuel Stotz - https://x.com/manuelstotz
Ton Strategy Co - https://x.com/tonstrat
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