๐จ First face-to-face with Manny @ManuelStotz after the $558M TON DAT deal.
Why TON Strategy ($VERB) @tonstrat is the smarter bet than just buying $TON. ๐งต๐
TON of Alpha Episode 3: Manny's Vision for TON Strategy & Satorica w/ @ManuelStotz from @tonstrat
"Plan A is @ton_blockchain. Plan B is @ton_blockchain. Plan C is @ton_blockchain."
1:00 โ Intro: Mr. Z @69420MrZ welcomes Manny โ TONโs $558M man
1:50 โ Goldman โ Kingsway โ Bitcoin โ TON
3:00 โ 3B Unbanked โ Why TON = real-world crypto
4:40 โ Bitcoin = New Continent โ TON = Next Satorica
6:00 โ Cyberspace: Property, Liberty & Proof of Work
10:00 โ Altcoins, Stablecoins & @telegram's scale
11:00 โ @durov = GOAT โ Telegramโs edge
13:25 โ Web1โWeb2โWeb3: Info โ Financial flow
16:20 โ $558M PIPE & TON DAT on NASDAQ
18:20 โ Permanent Capital vs ETFs โ TON playbook
20:15 โ TONโs delta vs ETH & SOL โ Biggest upside
21:50 โ $VERB = Only TON DAT โ Proxy stock for Telegram
24:10 โ TON not in U.S. yet โ ATH path
25:50 โ The Playbook: Book value, staking, revenues
32:50 โ Scaling TON: $1B โ $10B โ $100B+
36:16 โ Telegram-TON stablecoin โ Trillion $ vision
37:42 โ TON as Telegramโs national currency
44:00 โ tgBTC & Stablecoins โ Path to mass adoption
55:50 โ Why the TON DAT narrative matters
57:20 โ Manny on leadership & freedom mission
59:00 โ ๐ฅ The alpha no one else is talking about
๐ TON of Alpha โ The Open Show for Institutions and Billions. Powered by @TONX_Studio & @kton_io, early TON miners since 2021.
#TON #TONStrategyCo #TONofAlpha
โVerb has just been transformed into the first and only TON treasury company โ giving global equity investors a unique way to access TON.โ
๐จ TON of Alpha EP3: Mannyโs Vision for TON Strategy & Satorica (NASDAQ: VERB)๐จ
We sat down with Manuel Stotz @ManuelStotz, Executive Chairman of TON Strategy Co. @tonstrat to unpack how he closed a $558M PIPE in 30 days with over 110 institutions backingโก๏ธand why no one can catch up to the first @ton_blockchain DAT in history. ๐จ
๐ Full episode drops this week. Donโt miss it.
๐ TON of Alpha โ The Open Show for Institutions and Billions. Powered by @TONX_Studio & @kton_io, early TON miners since 2021.
#TON #TONStrategyCo #TONofAlpha
๐ฆ 2025: Institutions are waking up to $TON.
๐ Not just a blockchainโTelegram's economic layer for billion-user digital economy.
Since 2021, @TONX_Studio has built the core institutional infra.
Now, we're onboarding them.
Check our founder's letter by @drawesomedoge ๐
#MakeTONGreatAgain
๐ง TON of Alpha is now on Apple Podcasts!
โ EP1 ft. Jack Booth: What's Going On with TON NFT?
โ EP2 ft. Kirill Malev: Venture Building on TON
๐ Subscribe & drop a 5-star review:
https://t.co/8XI9jqALMF
#TON#TONofAlpha
๐ EP2: Venture Building on $TON โ Insights from Kirill Malev at The Open Platform (TOP)
In this episode of @TONofAlpha, host @69420MrZ sits down with Kirill (@playittodeath) to explore:
๐ฆ TON Treasury Company playbook
๐ฐ Tokenization & compliance outlook
โจ Predictions & opportunities for TON by 2026
Key Timestamps:
00:00 โ Intro & how Kirill got into crypto
02:26 โ How TOPโs $1B raise impacts the TON ecosystem
03:55 โ TON/Telegram evolution through 2026
09:14 โ Deep dive into TON Treasury Firms #DAT
13:52 โ Sustainable TON business models
18:34 โ Kirillโs approach to venture building in TON
25:15 โ Tokenization vs regulatory challenges
29:55 โ Web3 VCs โ Treasuries & Builders
36:24 โ Advice for TON builders
40:42 โ @wallet_tg role & what's next
42:57 โ One feature to borrow from another chain?
44:00 โ A contrarian take vs current TON builders?
45:26 โ Dream TON project with unlimited resources?
45:57 โ What milestone proves TON โmade itโ?
46:51 โ Alpha leaks ๐
๐๏ธ TON of Alpha โ The Open Show for Institutions and Billions. Powered by @TONX_Studio & @KTON_io, early TON miners since 2021.
@topdotco@ton_blockchain@toncommunity #TON #TONofAlpha
๐ฅ Web3 VCs โ Crypto Treasuries? Hot takes from @TONofAlpha EP2:
โThis is a good and hot playbook. Weโll see some sparks. Itโs not just about treasury firms โ VCs are turning into builders, launching products, wearing multiple hats, and seizing the best opportunities for their LPs.โ
โ Kirill Malev @playittodeath, Venture Advisor at @topdotco
๐๏ธ TON of Alpha โ The Open Show for Institutions and Billions.
Powered by @TONX_Studio & @KTON_io, early TON miners since 2021.
Massive thanks to everyone who tuned in to EP2 of @TONofAlpha! Kirill @playittodeath from @topdotco dropped real alpha on building ventures and TONโs first $1B+ unicorn ๐ฆ๐
We covered TONโs U.S. expansion, tokenization, treasury firms, Miniapps, and mass adoption โ TON summer is heating up. ๐
More highlights coming soon. Stay tuned!
๐ฆ TON of Alpha EP2 is now live! Join us to talk and unpack insights with Kirill Malev, Venture Advisor at The Open Platform: https://t.co/dLhCIMwv02
๐ @TONofAlpha โ the open show connecting institutions and builders to the billion-user ecosystem. Powered by @TONX_Studio & @KTON_io.
@topdotco@playittodeath@ton_blockchain
๐ฆ A unicorn was just born on TON โ and itโs only the beginning.
Meet Kirill tomorrow on @TONofAlpha EP2 and catch the real alpha.
Set your reminder below! ๐
@playittodeath@ton_blockchain@toncommunity
๐ง Creative momentum is underrated โ but itโs the engine behind every great venture.
Join Kirill @playittodeath at @TONofAlpha EP2 to unpack his venture-building playbook on @ton_blockchain, revealing how bold ideas can evolve into thriving projects within the TON ecosystem.
๐๏ธ July 31, 2PM UTC
๐ Set a reminder: https://t.co/dLhCIMwv02
๐๏ธ @TONofAlpha โ the open show connecting institutions and builders to the billion-user ecosystem.
#TON #TOP #TONofAlpha
๐๏ธ@TONofAlpha EP2 | ๐ฆ Venture Building on TON โ Insights from Kirill
@ton_blockchain just got its first unicorn โ The Open Platform @topdotco raised $28.5M at a $1B valuation. From @wallet_tg to @getgemsdotio to @ston_fi, TOP powers the most used products on TON & Telegram.
Next Thursday, weโre sitting down with Kirill Malev @playittodeath, Venture Advisor at TOP, to unpack his playbook for venture building on TON โ revealing how to turn bold ideas into thriving projects in this ecosystem.
๐ง Donโt miss this one. Real alpha, direct from the source.
๐ Space link: https://t.co/dLhCIMwv02
๐ July 31st, 2PM UTC
๐ TON of Alpha โ The Open Show for Institutions and Billions. Powered by @TONX_Studio & @kton_io, early TON miners since 2021.
#TON #TOP #TONofAlpha
Tap-to-earn is out. Pudgy shows the path for IPs on TON. ๐ง๐
โWe donโt just want you to do stickers โ we want you to do the whole flow. @pudgypenguins have gone the deepest so far: sticker packs, communities, and then Pengu Clash.
Our goal is to really focus on supporting the ones that are going to be value-additive to the ecosystem, versus just trying to extract value.โ
โ Jack Booth @jbfxdotme, VP of IP Strategy at @ton_blockchain
๐๏ธ TON of Alpha โ The Open Show for Institutions and Billions. Powered by @TONX_Studio & @KTON_io, early TON miners since 2021.
โStickers is V0. Gaming ecosystem around IP is V0. This is just the very, very start.โ
โ Jack Booth, VP of IP Strategy at TON Foundation ๐
In EP1 of @TONofAlpha, we sat down with Jack @jbfxdotme โ the mastermind behind bringing @pudgypenguins, @BoredApeYC, @Azuki, and @SnoopDogg into the TON ecosystem. Check out this highlight clip! ๐
๐๏ธ TON of Alpha โ The Open Show for Institutions and Billions. Powered by @TONX_Studio & @KTON_io, early TON miners since 2021.
Snoop just dropped his Giftsโฆ and Jack Booth @jbfxdotme literally called it on our show yesterday! ๐ฅ๐
๐ฃ๏ธ โWhat Snoopโs cooking is super valuable for TON. Itโs launching very, very soon.
I was on a call with Snoop Doggโs son the other day. Heโs super excited about the TON activation. Theyโre looking at this with a long-term vision and really want to add value to the ecosystem.
Snoop Dogg is apparently the eighth most famous face on the planet. Across all his other channels, he has over 300 million people โ and theyโre going to activate all of that to bring that audience over to TON and Telegram.โ
๐ Shout-out to Viktor @s0meone_u_know for asking the sharp question that led to this alpha.
Follow @TONofAlpha and your host @69420MrZ so you donโt miss the next big alpha drop.
Thanks to everyone who joined the @TONofAlpha EP1 Space โ 11.9K tuned in! We all love TON NFTs ๐
โจ Huge shout-out to Jack Booth @jbfxdotme for dropping real alpha and mind-blowing insights. It was a blast!
Big thanks to everyone who joined the discussion ๐
โก๏ธ TON of Alpha EP1 is now live! Join us to talk and unpack insights with Jack Booth, TON Foundationโs VP of IP Strategy: https://t.co/ZIZBsh3OEb
๐ @TONofAlpha โ the open show connecting institutions and builders to the billion-user ecosystem. Powered by @TONX_Studio & @KTON_io.