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

We’re excited to announce our first treasure asset value per share print for TON Strategy Co (Nasdaq: $TONX):

TON Tokens: 217,529,634
Fully Diluted Shares: 62,227,773
Unencumbered Cash: $70 million

= Total Asset Value (TAV): $742,337,735

💸 TAV Per Share: $11.90

…and pleased to confirm Cantor Fitzgerald as our buyback agent to facilitate share buyback (authorised up to $250m).

Link to press release:
https://www.businesswire.com/news/home/20250908004146/en/TON-Strategy-Company-Reports-Treasury-Asset-Value-Per-Share-and-Appoints-Cantor-Fitzgerald-as-Buyback-Agent

$TON adoption accelerates: Following Robinhood, the Gemini listing paves the way for millions in the US to own $TON!

At TON Strategy Co (Nasdaq: TONX), we are incredibly excited about this rapid growth. This milestone reinforces our conviction in the $TON thesis and highlights our strategy to support its adoption through capital markets as the leading public holder

Full details in press release: https://www.businesswire.com/news/home/20250910820918/en/TON-Strategy-Company-Welcomes-%24TON-Trading-on-Gemini-Robinhood-and-Zengo-as-Ecosystem-Momentum-Builds

As of September 11th, TON Strategy Co. (Nasdaq: $TONX) disclosed:

$TON tokens: 217,529,634
Fully diluted common shares outstanding: 62,486,673
Unencumbered cash: $67 million
Treasury Asset Value (TAV): $761,087,677

TAV per share: $12.18

We've initiated our $250M buyback program, repurchasing >250K shares at an average price of $8.32 (~30% below TAV), and begun staking $TON for recurring on-chain revenues!

The buyback program, launched Sept 8 with Cantor Fitzgerald & Co. as agent, allows flexible repurchases to enhance shareholder value. Buying below TAV underscores our commitment to our stockholders and our financial strength.

The initiation of staking marks a key evolution: By securing the TON network with our holdings, we earn additional $TON yields, creating sustainable income alongside treasury appreciation. This flywheel - accumulation, staking, and growing our $TON holdings - positions us to compound value per share over time.

Our Executive Chairman @manuelstotz said it best: “These buybacks and staking milestones demonstrate our conviction in both the durability of the Company’s balance sheet and the long-term opportunity we see ahead...together with buybacks below TAV per share, these steps reinforce our strategy of steadily compounding value per share.”

Full press release here: https://www.businesswire.com/news/home/20250912905903/en/TON-Strategy-Company-Announces-Initial-Share-Repurchases-Under-%24250-Million-Program-Buying-Below-Treasury-Asset-Value-Per-Share-and-Start-of-Staking?utm_campaign=shareaholic&utm_medium=copy_link&utm_source=bookmark

If you're at #KBW25, join us at the Stable Stage today for CEO Veronika Kapustina's (@v_kapustina on X) keynote.

We'll dive into TON Strategy Co.'s ($TONX) investment thesis on $TON, the power of a billion user distribution platform, and why we chose $TON as the sole crypto asset for our digital asset treasury. 

Full conference schedule: https://conference.playfablo.com/en/conference/KBW/session/2025-09-23

Live from #TOKEN2049 Singapore

Conversation with Veronika Kapustina, CEO of $TONX, on The Network State, DAOs, and the community power behind Telegram & TON.

October 1, 2025
1:30 PM Singapore | 1:30 AM ET

https://x.com/gatewatchhq/status/1973139613813186727?s=46

Meet our CEO, Veronika Kapustina, at the Network State Conference in Singapore today! She's delivering the $TONX talk: "Building a Stake in the Future of a Network State."

Catch her insights on how Telegram's platform lays the groundwork for global enterprises with tools like Mini Apps for dApps, Bots for automation, all on TON blockchain for secure transactions, empowering businesses and users.

Join to learn how TON and Telegram are pushing Freedom into orbit with censorship-resistant communication, decentralized economy, and digital sovereignty.

Don’t miss it! Thank you to Balaji for hosting.

Tune in here: http://ns.com/conference

#NetworkState #TON

@Durov has done it again, in a world of centralized AI dominance, he's standing for Freedom, Openness, and Privacy for all.

At the Blockchain Life Forum, @Durov unveiled @Cocoon, the Confidential Compute Open Network, a decentralized platform designed for secure and private execution of AI inference. Within this network, app developers will reward GPU owners with TON tokens for processing inference requests, fostering an open ecosystem for confidential AI compute.

Telegram will be the first major adopter, using @Cocoon for private AI queries and investing significantly in its promotion across its global user base, with the network launching in November after gathering applications from interested developers and GPU providers.

At $TONX, as the first Digital Asset Treasury focused on $TON, the digital currency of the TON x Telegram economy, we’re proud to invest in an ecosystem that treats users and builders as digital citizens, respects their rights, and supports them with tools that do not ask that they give up their data or compromise on their privacy.

@Cocoon is yet another reason we’re all in on $TON, let’s build together!

TON Strategy Co. (Nasdaq: $TONX) reports Q3 2025 Financial Results (ended 30th Sep 2025)

Key Highlights:
- $TON holdings valued at $587.8 million
- Revenue: $3.6 million, up from $0.1 million in Q3 2024
- Book value per share of $10.82

“Our objective is to build a differentiated public company aligned with the expansion of The Open Network by holding and staking $TON over a long-term time horizon,” said Veronika Kapustina, CEO of TON Strategy Company.

“This quarter was about execution. That included not only closing on the PIPE capital and accumulating Toncoin, but also underwriting key service providers and building the infrastructure needed to support our corporate treasury strategy”, said Sarah Olsen, CFO of TON Strategy Company.

For full details, view the earnings release here:
https://ir.tonstrat.com/news-events/press-releases/detail/279/ton-strategy-company-reports-third-quarter-2025-financial