Insight TON • News Web3 Trends

Strategy finally sold Bitcoin

For years, Strategy has been buying Bitcoin with money raised from investors, promising them regular payouts.

Roughly speaking, it's similar to bonds: you lend money to the company, and in return you receive a fixed payment in U.S. dollars every quarter.

This week, one of those payments came due, but the company didn't have enough cash on hand. For the first time, it sold part of its Bitcoin holdings — 3,588 BTC, for about $216 million.

Technically, that's just 0.4% of its total Bitcoin holdings, which isn't much. However, the company's payment obligations continue to grow.

And if the company ultimately changes its approach and begins selling off its Bitcoin holdings, it could easily become the trigger for a deep correction in the crypto market.

For context, a sale of $200 million was enough to trigger a 2.5% decline. At the moment, the company still holds about $53 billion worth of Bitcoin on its balance sheet.

1️⃣3️⃣ Telegram turns 13.

Happy Bar Mitzvah to the greatest app on the planet. Imagine where Telegram will be 13 years from now. By then, you’ll look back and wonder how you ever lived without it.

🎁 Here’s to the next 13 years, Telegram!

Dario Amodei is turning Anthropic into something close to an "AI religion," and himself literally into an AGI prophet.

Reminds me a bit of a young Durov in terms of the shock factor. He constantly talks about an AI apocalypse, sticks hard to his convictions, and is ready to put research above profit.

How the U.S. “saved” Japan — and themselves in the process

The Japanese yen recently fell to a 40-year low — nearly 164 to the dollar. And for the first time since 1998, the U.S. stepped in itself to support the yen’s exchange rate.

But why would America even save someone else’s currency?

Because Japan is the largest foreign holder of U.S. government debt, with roughly $1.14 trillion in U.S. Treasuries. And that’s a real trap.

Because of the crisis, Japan spent $73 billion in the spring to support the yen. But it still fell. The question became: where do you get even more dollars? — Exactly, by dumping those same Treasuries.

But if they start doing that, yields on U.S. debt will shoot up. In other words, Japan’s problems suddenly become America’s problems.

And that’s when the U.S. came up with a workaround: Japan was given the ability to borrow the dollars it needed against its U.S. Treasuries — instead of selling them on the market.

And the U.S. itself, to support the yen, sold its euro reserves instead of dollars. So they strengthened the yen without weakening the dollar.

Formally, the U.S. was saving Japan and its currency. In reality, it was saving its own debt market, and with it, the stability of the entire dollar system.

When you owe the world trillions, a crisis for your creditor automatically becomes a crisis for you. And saving them is the only way to save yourself.

Miners found a new business

Things have taken an interesting turn for mining investors. Their investments got a second life — just not in the way anyone expected.

In short:
Over the past year, many miners have stopped mining Bitcoin. With the crypto market correction and rising electricity costs, it's simply not as profitable as it used to be.

But at the same time, many of them are now making about 2x more money.

And the reason is the same thing that's been reshaping everything else: artificial intelligence.

As it turns out, mining farm owners already had the most valuable assets: large amounts of power capacity, land, cooling infrastructure, and existing grid connections.

And power is exactly what AI companies are desperately short on right now.

That's why former Bitcoin mining facilities are being converted into data centers and leased to tech companies under 10–20-year contracts.

For comparison, a small facility can generate:

📈 $4K–7K per month from Bitcoin mining;
📈 $8K–16K per month after switching to AI infrastructure.

That's also why it's not just mining farms that are becoming more valuable — older industrial buildings and warehouses with high-capacity electrical connections are seeing demand surge as well.

TON Strategy no longer looks like just "a bet on TON" — it's a full-fledged asset accumulation machine: $15M in revenue and $14.3M in gross profit for the quarter.

It's fascinating to watch not just an ecosystem, but institutional capital gradually forming around TON.

Today's news

in one post

New scam token.

Oh, oops, sorry, that's SpaceX... 👮‍♀️

What do you know about the matrix?

😲 @card1948robot

Honestly, it's going to be a really stylish design — literally a breath of fresh air against the backdrop of these endless, cookie-cutter apps churned out with neural networks.

I rarely talk about partner services, even the ones I personally use. Even though I get ad offers all the time.

But today is one of those landmark days. And it's not because today is Russia Day, or because my ex-fiancée Diana has her birthday today. It's because the service was launched by a top affiliate marketer I met back at a conference — at my friend Seryozha Khitrov's Blockchain Life way back in 2017.

💳 Prepaid Virtual Cards @valeCARDSbot — convenient, fast, no "need to sign up somewhere else". Bank cards with a set denomination for literally any service. I tested it personally, everything works like clockwork. So I can confidently recommend it.

🤖 For one of our business lines, we use OSTIN scanning: AML (Anti-Money Laundering) checks on wallets.

We use it in our own blockchain explorer, when accepting user payments, and when updating the customer base via CRM. Part of the functionality has been made public and is already available for free for wallets and for websites.

This functionality has also appeared in the Telegram bot and business catalog (already integrated). Going forward, the functionality will be significantly expanded with the ability to connect to the platform via API.

🥹 The t.me domain got blocked worldwide — it was taken down by the company administering the .me domain registry — but it's already been fixed!

The telegram.me domain remains accessible, so it's recommended to replace links on external sites so users can still access your channels and bots.

word is the us government literally banned telegram's main domain over firstvpnservice

that's wild…

Somehow the TON to Gram rebrand didn't really change anything — no influx of new users, no impact on the coin's price. Shame they didn't hustle around the World Cup to whip up some kind of marketing story.

Telegram is gradually turning into a full-fledged business platform, and along with that, demand is growing for solid payment solutions for bots and Mini Apps.

Tegro Money — a service for accepting online payments on websites, in Telegram bots, and Mini Apps.

What's on offer:
• quick setup;
• USDt crypto cards with Apple Pay;
• API and detailed documentation;
• ready-made integration examples;
• the option to get started without going through KYC upfront.

A good fit for SaaS services, bots, digital products, and other online projects.

@TegroMoneybot • GitHub
🧑‍💻 https://tegro.money/docs/api/

I recommend a handy CRM for life and business. Those who activate it before the end of the month will get it free forever: @AiCFOrobot
(as an AI analyst) 🤚

I'm turning 32 soon. And to mark my birthday I want to launch a giveaway for you with valuable prizes in @StarsCashFlowbot 🫶

Bank cards with no KYC
➡️ @TegroCardbot

Fully anonymous cards you can use to pay for foreign subscriptions. Instant issuance, topped up via USDt. No expiration date, works for payments on any international service. You can order one through the website tegro.cash.

One of the best services on the market.
Stable, reliable and secure.