tonstrategy

TON Strategy reports a Q3 net loss of $23.97 million, mainly due to unrealized losses on GRAM
According to SEC filings, GRAM treasury company TON Strategy (NASDAQ: $TONX) announced its Q3 2026 results: quarterly revenue was $13.1 million, down approximately 13% from the previous quarter, mainly due to a decline in the price of GRAM; gross profit was $12.4 million, with a gross margin of approximately 95%; operating expenses were $8.4 million, down 39% quarter over quarter, with reductions in advisory fees, personnel costs, and professional services fees. NasdaqOdaily
The company reported a net loss of $23.97 million for the quarter, mainly due to an unrealized fair-value loss of $27.2 million on its GRAM holdings. This was a non-cash item and did not represent an actual cash outlay. As of September 30, the company held approximately 235.1 million GRAM, of which approximately 232.9 million, or 99%, had been staked; 119.1 million of its holdings were restricted, while 116 million were unrestricted. During the quarter, the company also repurchased approximately 1.8 million common shares for $5.7 million.
For treasury companies of this kind, reported profits fluctuate as the market value of their token holdings is remeasured: when token prices rise, unrealized gains are included in profit; when prices fall, unrealized losses magnify losses. Key points to watch are whether staking rewards from GRAM can cover costs and whether the token price can stabilize.
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#代币财库 $TONX.US
#tonstrategy第三季度净亏损2397万美元

TON Strategy Posts a $23.97 Million Loss in Q3! Can Staking Rewards on Its 235 Million GRAM Holdings Withstand Price Volatility?

A publicly listed company betting on the TON ecosystem has delivered mixed financial results.
On November 10, TON Strategy announced its results for the third quarter of 2026, reporting a net loss of approximately $23.97 million, compared with net income of approximately $84.34 million in the same period last year.

But there is a key reason behind the loss: GRAM price volatility.
As of September 30, TON Strategy held approximately 235 million GRAM, with a fair value of about $348 million at the time and a carrying cost of approximately $745 million. Changes in the fair value of digital assets resulted in a related loss of approximately $27.23 million in the third quarter.

At the same time, the company did generate revenue. Third-quarter revenue was approximately $13.07 million, mainly from GRAM staking rewards, which accounted for about $13.07 million. The company also staked approximately 233 million GRAM, with a quarterly staking yield of about 4.09%.

This shows that TON Strategy is seeking to generate ongoing returns through staking rather than simply holding GRAM and waiting for its price to rise.

However, staking rewards cannot fully offset the book losses caused by falling token prices. In particular, the company's cost basis is significantly higher than the value of its assets at the end of the reporting period, so future GRAM price movements will continue to directly affect its balance sheet.

Another noteworthy development: the company had already decided to gradually wind down its existing business and shift its strategic focus to crypto assets and the TON ecosystem.

The company's future performance will be closely tied to the price of GRAM, staking rewards, and the development of the TON ecosystem.

Do you think companies holding and staking GRAM on a large scale are making a long-term bet on the TON ecosystem, or taking on too much risk from a single asset?

#TON #TONStrategy #GRAM #tonstrategy第三季度净亏损2397万美元

Today, TON Strategy Company announced our financial results for the third quarter of 2026.

Highlights include

➡️As of September 30, 2026, approximately 235.1 million grams were held in storage. 232.9 million GRAM were deployed in staking. The Company's digital assets had a fair value of approximately $348.5 million as of September 30, 2026.

➡️Approximately 9.4 million GRAM were earned during the third quarter of 2026, consistent with the prior quarter. The company continued to benefit from elevated network-wide staking rewards, generating an annualized gross yield of approximately 16%.

➡️Total operating expenses decreased approximately 39% sequentially to $8.4 million, contributing to approximately $4.0 million in operating income from continuing operations.

➡️Repurchased approximately 1.8 million shares of common stock for total consideration of approximately $5.7 million during the third quarter of 2026.

#stock #TONStrategy #staking #GRAM #TON $GRAM

$5.6M STAKING HOOK: TON Strategy s staking haul tops 3.3 million TON, netting its over 227 million tokens a whopping 2.5% yield in a single month.

The TON blockchain just underwent a crucial upgrade, and it's clear that TON Strategy sees significant value in maintaining a strong presence on the network. The company has taken a bold stance by staking nearly all of its tokens, leveraging the newly implemented upgrades to rake in an impressive $5.6 million in staking rewards for May. This aggressive move speaks volumes about TON Strategy s confidence in the project's ability to deliver substantial returns for investors. #CryptocurrencyMarket #TONStrategy #SmartMoneyIsMovingForwardSignal: expect TON to hit $1.05, catalyzed by the success of the staking program.

What does this mean for TON's future price trajectory?

Today, TON Strategy highlighted the latest advances in infrastructure across the Open Network (TON), underscoring the continued progress toward a faster, more scalable blockchain ecosystem.

The most recent updates include

⏩Blockchain indexing data updated more quickly ⏩Expanded APIs for developers and validators ⏩Improved infrastructure that powers TON ecosystem services

Taken together, these backend improvements strengthen TON’s core technology and help applications maintain optimal performance as network activity increases.

As explained by our CEO, Kevin Wilson: "I often think of it as a Formula 1 car". Once an incredibly powerful engine has been built, the next advances don’t come from adding more power; they come from fine-tuning the aerodynamics, suspension, brakes, and all the other systems that contribute to performance

#TONStrategy #TON #Toncoin #GRAM #Technology $GRAM

Today, TON Strategy Company announced the appointment of Oscar Suárez to the Board of Directors as an independent director and to serve as Chairman of the Company’s Audit Committee.

With more than 40 years of experience in accounting, taxes, and financial governance, Oscar brings valuable expertise to the Board of Directors as we continue to expand our Gram treasury and support the growth of the TON ecosystem.

His extensive experience advising public and private companies during periods of growth will be a valuable addition as TON Strategy continues to grow and execute our long-term strategy.

#TONStrategy #GRAM #Toncoin #TON #TONUSDT $GRAM

#TONStrategyReports$23.97MQ3NetLoss
🚨 TON Strategy Reports $23.97M Q3 Net Loss
TON Strategy (Nasdaq: TONX), the GRAM-focused treasury company, reported a $23.97 million net loss in Q3 2026, or $0.42 per share.
The key driver was a $27.23 million fair-value loss on its digital-asset holdings, highlighting how closely the company’s financial results remain tied to GRAM’s market value.
At September 30, TON Strategy held approximately 235.1 million GRAM, with 232.9 million staked. The company generated $13.07 million in staking revenue, while its quarterly staking yield reached 4.09%.
For traders, the important point is that the loss was heavily influenced by asset valuation rather than simply weak operating revenue. However, the size of the GRAM treasury means continued token-price weakness could keep pressure on the company’s reported results.
Bottom line: The report is a negative signal for TON Strategy’s financial profile, while GRAM price stability remains an important factor to watch.
#TON #GRAM #TONStrategy #CryptoNews
$USELESS $HANA $AIO

TON is implementing two network updates: Config -123 and Config 30, which address two different areas of the network:

the on-chain infrastructure underlying Gram Wallet, as well as the network’s total capacity. These updates are taking place as Telegram prepares to incorporate Gram Wallet natively into its user experience.

➡️Config -123 establishes a shared and upgradable wallet architecture at the TON network level, enabling future changes to its underlying logic within the system through a data validation mechanism, without requiring each user to migrate their wallets.

As the largest TON validator, TON Strategy plays a direct role in supporting the decentralized network and participates in governance decisions related to changes to its underlying infrastructure, including the infrastructure that supports Gram Wallet.

➡️ Configuration 30 separately addresses network performance and scaling; this update is expected to increase throughput by up to 30% and provide greater capacity as activity grows across TON.

Together, these improvements promote two important components of network scaling: an on-chain wallet architecture designed to evolve through a decentralized governance system, and increased capacity to support activities across the TON group.

Read more about the latest TON updates and Telegram’s native wallet

#TONStrategy #GRAM #GramWallet #Telegram #TON $GRAM

🔥 #TON生态 STRATEGY JUST HAD A MASSIVE Q2!

TON Strategy reported strong Q2 2026 results:

💎 230.5M GRAM held
🔒 229.9M GRAM staked
💰 $15M revenue — up from $3M
📈 $14.3M gross profit
🚀 95% gross margin
💵 $369.5M digital asset value
📊 35% of all GRAM staked across the network

TON’s numbers are getting stronger. 👀🔥

#crypto #CryptoNewss #BinanceSquare #TONStrategy

TON Strategy Company has announced its financial results for the second quarter of 2026. Highlights from this quarter include:

➡️ Approximately 230.5 million Gram held as of June 30, 2026, including ~229.9 million Gram in staking. ➡️ This represented approximately 4.4% of the total Gram supply and around 35% of all Gram staked on the network as of August 4, 2026.

➡️ Earned ~9.4 million Gram during the second quarter of 2026, generating approximately $15.0 million in staking revenue and an annualized gross staking yield of ~17%.

➡️ We have completed the actions to wind down our legacy operations, reducing our annual cash operating cost base by approximately $4 million and sharpening our focus on the TON ecosystem.

➡️ Supported the rebranding of Toncoin to Gram, as well as several updates that strengthened the network with higher speed, lower transaction costs, and greater capacity for payments and applications.

#TON #TONStrategy #GRAM #Toncoin #TON生态 $GRAM

TON Strategy (Nasdaq: TONX) announced that we will hold a conference call on Tuesday, August 11 at 9:00 a.m. Eastern Time to discuss the company’s financial results for the second quarter ended June 30, 2026.

Shareholders and other interested parties.

🌐 #TONX #TONStrategy #GRAM #TON #Toncoin $GRAM

Today, TON Strategy announced that we have entered into a trading plan in accordance with Rule 10b5-1, under our current authorization for a $250 million share repurchase program.

This plan is designed to facilitate share repurchases over a two-month period starting July 1.

Manuel Stotz, CEO of TON Strategy, said: "The disciplined allocation of capital is a key factor for long-term shareholder performance.

When our shares trade at a significant discount to their intrinsic value, repurchasing them is the most attractive investment we can make to increase the value for all shareholders ⤵️

$TONXx $TON $QQQB #TON #NASDAQ #stock #TONStrategy #staking @Ton Network @CoinDesk @CoinMarketCap @Cointelegraph

Today, TON Strategy provided an update on the closing of our traditional operations and highlighted our strong preliminary performance in June.

TON Strategy has largely completed the primary operating actions associated with the liquidation of its legacy social commerce and software businesses, a measure expected to reduce annual cash operating expenses by approximately $4 million, while sharpening our focus both on our Gram treasury and on supporting the TON ecosystem.

In addition, we reported a preliminary annualized gross return of approximately 16% for June, with approximately 230.5 million grams held as of June 30.

As explained by Kevin Wilson, our Chief Executive Officer: "These actions simplify our operations and further reinforce our focus on the long-term opportunity we see in the Gram and TON ecosystem.

Our performance in June also demonstrates the productivity of our treasury and the importance of disciplined execution, as we continue to support TON.

#TON #GRAM #Toncoin #TONStrategy #TONValidator $GRAM $DOGS $NOT