Ton Strategy (TONX) Q4 2025 Earnings Transcript

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Full Conference Call Transcript

Manuel Stotz: Thank you, operator, and convey you, everyone, for joining us. For today's call, I'll commencement by framing wherefore we judge TON matters and wherefore we judge TON Strategy Company has a wide relation to play successful the ecosystem. Then Sarah volition locomotion you done execution successful the year's fiscal results, and I'll travel backmost astatine the extremity with a fewer closing thoughts. Through my enactment astatine Kingsway, I've spent years investing successful and moving astir integer assets. And successful 2025, I besides served arsenic President of the TON Foundation during a precise important play for that ecosystem. That acquisition informs my presumption of TON and wherefore we judge TON Strategy Company has an important relation to play successful the market.

TON Strategy Company is built to clasp Toncoin to involvement a important information of the presumption and to summation TON held per stock implicit clip wrong a nationalist institution structure. At the plus level, we judge TON is simply a differentiated web due to the fact that it is designed for existent economical inferior and enactment wrong the Telegram ecosystem, wherever much than 1 cardinal users already communicate, transact and prosecute with integer services. The TON blockchain is designed to enactment payments, stablecoins, integer goods and exertion enactment astatine scale. And we judge its operation of utility, organisation and inactive aboriginal adoption is what makes the plus compelling implicit the agelong term.

We besides deliberation the network's increasing developer and exertion ecosystem is an important portion of that story. At the institution level, we judge TON Strategy Company serves an important purpose. We've built TON Strategy to clasp and involvement Toncoin wrong a nationalist institution operation designed to supply transparency, subject and entree to that exposure. We judge our operation is peculiarly applicable present portion nonstop entree to TON remains much constricted successful U.S. markets. We besides deliberation the staking constituent is simply a meaningful portion of our concern strategy. By staking a important information of our holdings done organization custodians and segregated validated structures, we person been capable to marque our treasury productive implicit clip alternatively than leaving those assets idle.

We took the archetypal large steps successful this strategy during the 2nd fractional of 2025. In August, we raised capital, established our archetypal presumption and began staking. Over the equilibrium of the year, we've besides built retired our operational and reporting instauration needed to enactment the strategy wrong a nationalist company. The 4th fourth was the archetypal afloat fiscal play with staking successful place, which is giving america a amended presumption of however the exemplary operates with the operating infrastructure afloat established. I besides privation to supply a speedy update connected our CEO transition. As antecedently announced, the institution continues to behaviour an progressive hunt for a imperishable CEO arsenic portion of a planned enactment transition.