Exploring TON Strategy’s $558 million treasury company with Exec. Chairman Manuel Stotz
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.
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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