Kevin Wilson

CEO and Director @tonstrat | Bridging public markets and the TON ecosystem | Focused on disciplined treasury growth & staking yield | ex-Citi, Integral

[Kevin Wilson @kevinmarkwilson]

Q2 2026 demonstrated what our Gram treasury can produce at scale at @tonstrat .

During the quarter, we earned ~9.4 million the-open-network:native through staking, generating approx. $15 million in staking revenue. Since staking began in August 2025, we’ve earned ~13.8 million the-open-network:native through June 30, 2026, generating approx. $22 million in cumulative staking revenue.

These rewards were earned without deploying additional capital and can be re-staked, creating a powerful compounding effect at the heart of our strategy:

➡️ Own: Maintain a strategically significant and largely staked position in the-open-network:native .
➡️Advance: Selectively invest in opportunities that strengthen the TON ecosystem.
➡️Compound: Evaluate every use of capital based on its expected contribution to long-term value per share.

Our objective is to build an operating company around our the-open-network:native position, where our treasury, public company platform, and capabilities we help develop reinforce one another to create lasting value.

Own. Advance. Compound.

Learn more in our press release below!

$TONX #CRYPTO #BLOCKCHAIN

https://t.co/XectuglM26

[Kevin Wilson @kevinmarkwilson]

One of the most important pieces in scaling a blockchain network is that performance gains eventually come from refining the underlying systems, not simply making the engine more powerful.

The latest infrastructure advancements across The Open Network (TON) include faster indexed blockchain data, expanded APIs for developers and validators, and upgrades to the infrastructure that powers many TON ecosystem services.

These backend optimizations matter.

I like to compare this stage of evolution to a Formula 1 car. Once the engine is exceptionally powerful, the next gains come from refining the aerodynamics, suspension, brakes, and other systems that contribute to overall performance.

TON’s continued focus on infrastructure optimization is an important step toward supporting significantly greater network scale while maintaining the speed and efficiency that developers and users expect.

Learn more about these upgrades and what they mean for @tonstrat below:

https://t.co/qdBkt0gl0f

#blockchain #crypto the-open-network:native $TONX

[Kevin Wilson @kevinmarkwilson]

Over the past several months, we've taken deliberate steps to wind down the legacy businesses we inherited and align our cost structure with the @tonstrat long-term vision.

While these operations played an important role in our history, our future is centered on managing our $GRAM treasury and supporting the TON ecosystem. These efforts will simplify our business, reduce annual cash operating expenses by approximately $4 million, and allow our team to focus on opportunities we believe will create the greatest value for shareholders.

I'm also pleased with our preliminary June staking performance, which reflects the productivity of our treasury strategy and our continued commitment to the TON ecosystem.

Looking forward to what lies ahead as we continue executing on our strategy with a stronger, more focused foundation. Learn more below:

https://t.co/9AeDMundSo

#crypto $TONX #blockchain

[Kevin Wilson @kevinmarkwilson]

The rebrand from $TON to the-open-network:native is a meaningful step in the evolution of the TON ecosystem.

The underlying blockchain remains TON, but the network’s native currency now has a more intuitive identity that reconnects with the ecosystem’s original vision, making it easier for new users to understand.

What's particularly notable is that this change comes alongside continued progress across the network. We’re consistently seeing improvements in performance, developer tooling, and user experience, all aimed at supporting broader adoption.

Gram strengthens TON’s connection to Telegram-native activity and gives the ecosystem a currency name that feels more natural as TON moves further into consumer-facing applications.

More on why this matters for $TONX below.

#toncoin #crypto #blockchain

https://t.co/XBQ9rhq0G9

[Kevin Wilson @kevinmarkwilson]

One of the things I watch most closely in any blockchain ecosystem is whether the underlying infrastructure continues to improve as adoption grows. That's exactly why I was encouraged to see the recent TON network upgrades approved and implemented.

These foundational improvements help networks become faster, more efficient, easier to build on, and better positioned to support larger scale applications over time. As one of the largest validators of Toncoin, @tonstrat voted in favor of these proposals because we believe continued protocol-level development is critical.

Additionally, our preliminary May staking performance was exceptionally strong, reflecting our continued participation in and commitment to the TON ecosystem.

TON continues to progress towards building an overall better experience for both developers and users, and I'm excited to see what comes next.

See more highlights from our press release below:
https://t.co/fkb2JtMHFO

$TONX #toncoin #crypto #blockchain #MTONGA

[Kevin Wilson @kevinmarkwilson]

As blockchain ecosystems scale, the tools developers use become just as important as the performance of the network itself.

TON’s architecture was built for scale, but scaling a network also means making it easier to build on. That’s where Acton stands out.

Acton has the potential to make development on TON more efficient and less fragmented for builders. This matters even more as AI-native and agentic technologies move closer to real-world deployment.
Learn more about how this strengthens the TON ecosystem in the link below.
$TONX #toncoin #crypto #MTONGA

https://t.co/CdYLjKGYvu

[Kevin Wilson @kevinmarkwilson]

Today, @tonstrat released its Q1 2026 financial results.

Recent TON network upgrades have made the ecosystem faster, more efficient, and better positioned to support high-volume applications across payments, developer tools, and AI-driven activity.

This quarter reinforced the strength of our treasury strategy, with @tonstrat holding approximately 221.9 million $TON at quarter-end, continued staking productivity, and a balance sheet positioned to support long-term execution.

See more highlights and details from the first quarter of 2026 in the press release below:
https://t.co/on8gxV9YOa

$TONX #toncoin #crypto #MTONGA

[Kevin Wilson @kevinmarkwilson]

Day 2 as CEO of @tonstrat .

Momentum across The Open Network is clear. Faster, cheaper, more scalable after the latest upgrades.

What’s most compelling: TON as infrastructure for agentic AI. With Telegram as the interface, AI agents can operate and transact at global scale.

We’re not passive holders - 220M+ TON staked, actively supporting the network.

That’s how we think about long-term value @tonstrat .

Learn more through our press release here:
https://t.co/swDfRhogxK

#TON #AI #Crypto #MTONGA $TONX

[Kevin Wilson @kevinmarkwilson]

@adamtaggart Great assessment 👏

[Kevin Wilson @kevinmarkwilson]

@ChartingProdigy Your work is fantastic Ron, technicals are just excellent