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

Manuel Stotz, Executive Chairman, Ton Strategy Co

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.

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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

- Introduction
- Background
- Kingsway to Crypto focus
- Portfolio mix
- Telegram edge & TON thesis
- Super-app in the West
- Regulatory past & decentralization
- Mini apps vs dApps UX
- Stablecoins/payments/games
- Ton Strategy treasury model
- Risk management & staking yield
- Premiums, cycles & outlook

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Guest links:
Manuel Stotz - ⁠https://x.com/manuelstotz⁠

Ton Strategy Co - ⁠https://x.com/tonstrat⁠

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