TON Strategy Company Reports Third Quarter 2026 Financial Results

Kevin Wilson, Chief Executive Officer of TON Strategy Company

“Our Own, Advance, Compound strategy is grounded in three operating priorities: maintaining a productive GRAM treasury, managing a lean and efficient operating structure, and allocating capital to build long-term shareholder value. During Q3, our treasury earned approximately 9.4 million GRAM at an annualized gross staking yield of approximately 16%, benefiting from the higher validator rewards introduced by TON’s Catchain 2.0 upgrade in April. We also made progress toward a more efficient cost structure following the wind-down of inherited VERB operations. We continue to approach capital allocation with discipline, balancing opportunities to enhance long-term value per share with preserving U.S. dollar liquidity and maintaining a productive GRAM treasury amid elevated network-level staking rewards. “We are encouraged by Telegram’s increasing integration with TON and the opportunities we believe it creates for adoption. TON combines fast settlement and low transaction costs with infrastructure designed to support activity at consumer scale. Telegram provides a distinctive distribution advantage by integrating TON’s capabilities into a platform used by more than one billion people, making it possible for users to transfer value directly within a familiar user interface. “Near the end of Q3, Telegram began a limited rollout of its native Gram Wallet, which is intended to enable users to send GRAM directly to their Telegram contacts. The launch was supported by network upgrades approved by validators, including TON Strategy. In particular, a new network-governed smart contract architecture will allow Telegram to introduce wallet improvements without requiring users to migrate their assets to new addresses. Combined with faster block production and upgrades designed to increase throughput, we view these updates as meaningful progress toward making TON accessible for everyday consumer activity. “GRAM is integrated into several existing Telegram services, including advertising payments and creator monetization, and TON supports blockchain-based ownership and transfer of Telegram usernames and gifts. We believe expanded native wallet access can make GRAM easier to use for payments and transfers, while opening additional opportunities for consumer applications built on TON. As a significant GRAM holder and network validator, we see TON Strategy is positioned to participate in that long-term opportunity.”