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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
The Block Newsletters
The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit theblock.co/newsletters
Guest links:
Manuel Stotz - https://x.com/manuelstotz
Ton Strategy Co - https://x.com/tonstrat
Are you hiring in crypto?
Use Campus to quickly find your best candidates with our challenging Crypto Assessment Test.
Faster hiring, stronger teams.
Sign up for a trial today: theblock.co/campus
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
The Block Newsletters
The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit theblock.co/newsletters
Guest links:
Manuel Stotz - https://x.com/manuelstotz
Ton Strategy Co - https://x.com/tonstrat
Are you hiring in crypto?
Use Campus to quickly find your best candidates with our challenging Crypto Assessment Test.
Faster hiring, stronger teams.
Sign up for a trial today: theblock.co/campus
The Crypto Beat is a live streaming podcast focused on topical crypto news events. The podcast will feature multiple guests who are deep in the crypto industry sharing their views on the topic of the day. It will be available across X, Twitch and YouTube and made available afterwards on popular audio platforms.