Live AMA: https://x.com/i/broadcasts/1lPKqvryNgeGb

Tune in tomorrow!

To understand the story behind our Executive Chairman's, Manuel Stotz', deep belief in the TON x Telegram partnership, why he's been a supporter of TON since 2021, and what inspired him to launch the world's first and largest TON digital asset treasury, look no further.

Not to be missed, Mario x Manny, tune in for a conversation with our very own @manuelstotz on why crypto, and more importantly, why $TON.

https://x.com/tonstrat/status/1962260557802680659

Marking a new chapter, as of today, September 2, 2025, we're rebranding to TON Strategy Co. and our ticker changes to $TONX from $VERB.

Our mission remains the same — to build the premier $TON treasury by accumulating, staking, and holding $TON. Follow us for updates and upcoming developments.

Our Executive Chairman, and fearless leader, Manuel "Manny" Stotz has launched his own telegram channel, @manuelstotz.

Follow to hear the latest on his views on $TON, Web3, the future of the digital continent, why he's building TON Strategy Co, what he believes crypto can do for the masses, and much much more!

Tune in in ~10-15 minutes to see @ManuelStotz live on CNBC Squawk Box Asia:

https://www.youtube.com/watch?v=V_RUUrjPp1E

Happy Wednesday Everyone!

To mark the start of September, after rebranding to TON Strategy Co earlier this week (Nasdaq: TONX), we have just announced a $250 million stock repurchase program, underscoring our conviction in our strategy and our commitment to $TON.

Our Executive Chairman @manuelstotz said it best: "We are committed to a disciplined capital allocation strategy and look to use our balance sheet to enhance shareholder value by growing NAV/share. Subject to market conditions, among other factors, if the stock trades at a premium to NAV, the company may consider issuing stock to buy $TON. Conversely, the company may consider repurchasing its own stock if it trades at a discount to NAV. The repurchase program provides us with a tool to enable us to do so.”

We are steadily accumulating $TON, building the world’s first and largest treasury holding of the asset. As a result, we are one of the strongest supporters of, and infrastructure providers in, the TON ecosystem, which through its exclusive partnership with Telegram and its 1B+ users is redefining what the future of a fully tokenized economy looks like.

Link to the full announcement:

https://www.businesswire.com/news/home/20250903021822/en/TON-Strategy-Company-Approves-%24250-Million-Stock-Repurchase-Program-After-Ticker-Change

If you missed this morning’s segment on CNBC Squawk Box Asia, here is the link to the full video for some EoD viewing.

Our Executive Chairman, @ManuelStotz, delves into our strategy, highlighting the key differences between intelligent capital allocation via permanent capital vehicles like TON Strategy Co ($TONX) and traditional ETFs.

Key takeaways:

Championing Stockholders: our mission is simple — we serve the best interests of our shareholders.

Holding Steady: no forced selling of holdings here; prices can swing, but our $TON remains secure.

Compatible with ETFs: while $TONX can be incorporated into an ETF, we do not operate like one, in particular when it comes to redemptions.

ETF Redemptions: ETFs often use in-kind redemptions for managing outflows, which can lead to asset liquidations—something we avoid.

Aligned Incentives: Our permanent capital structure aligns us with long-term growth, not fleeting market trends.

Together, we’re building the corner$TONe of a new digital economy 🚀💎

Updated link here: https://x.com/MarioNawfal/status/1963996493217763763

Our Chairman, @manuelstotz, delivers TON Strategy Co.’s first Chairman's Message! 🚀

Highlights:
Recap & Introduction: We’re building the premier public company around $TON (NASDAQ: $TONX). Our Chairman outlines our journey—$558M PIPE closed, $1B ATM authorized, treasury >$780M, ticker to $TONX, $250M buyback approved. Backed by world-class investors, we’re building on the momentum of $TON, with growing spot listings on Robinhood + more!

$TON inside Telegram: Our partnership powers Telegram’s digital economy—1B+ MAU, #1 crypto messaging platform. In the words of Pavel Durov, “Today, TON is the economic backbone of Telegram - much like a national currency powers a country’s economy.” https://x.com/durov/status/1952793786003886088

$TON’s Market Opportunity: $TON stands at a strategic inflection—only just entering the US market, with unrivalled distribution through Telegram. Compared to peers, its potential is vast, positioning us as the public proxy in a “winner takes most” digital asset treasury landscape.

$TONX: Treasury Fundamentals & Thesis: We hold a significant stake in the circulating supply of $TON. Compared to other Digital Asset Treasuries, our $TON holdings set the stage for a meaningful contribution to the ecosystem and generate substantial staking rewards; we also have future plans to introduce proprietary staking infrastructure—looking forward to capturing even more value and building with $TON.

What next for @tonstrat: We’re aiming to hold in excess of 5% of $TON supply, are exploring tokenizing $TONX stock on-chain, and thinking of ways to strengthen our ecosystem support.
Excited for upcoming events in Korea and Singapore (Sept 22-26 and Oct 1-2), where @ManuelStotz will give two keynote speeches at KBW & Token 2049.

📥 There is a lot more in the corporate presentation, to get all the alpha:

Watch here: https://www.youtube.com/watch?v=bZ9eeNQOmFc