Exploring TON Strategy’s $558 million treasury company with Exec. Chairman Manuel Stotz
Description
In this episode of the Crypto Beat, Tim Copeland and Kelvin Sparks are joined by Tonstrat Executive Chairman Manuel Stotz to discuss why Telegram’s scale gives TON a unique edge.
The chat hits mini-apps UX, stablecoins/remittances and gaming, U.S. access, 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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Guest links:
Manuel Stotz - https://x.com/manuelstotz
Ton Strategy Co - https://x.com/tonstrat
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