🎤TON of Alpha — Manuel Stotz on TON Strategy and Satorica*

In the new episode of TON of Alpha Z, Manuel Stotz — a $558M investor, founder of Kingsway Capital, and Executive Chairman of TON Strategy — sat down for an interview. Manuel talked about his journey from Goldman Sachs and Kingsway to investing in TON, why he considers TON “a real cryptocurrency for billions of users,” and why Bitcoin = a new continent, and TON = Satorica, the next chapter in digital history.

Special focus was put on the connection between TON and Telegram. Manny explains why Telegram is TON’s “nuclear weapon,” how $VERB became the only DAT-proxy for investors in TON and Telegram on NASDAQ, and why TON has the biggest upside compared to ETH and SOL. They also discuss the prospects of a Telegram stablecoin with trillion-dollar potential, the launch of tgBTC, and TON’s path to mass adoption.

Timestamps:
1:00 — Introducing Manny
1:50 — From Goldman and Kingsway to Bitcoin and TON
3:00 — 3 billion people without bank accounts → why they need TON
4:40 — Bitcoin as a new continent → TON as Satorica
6:00 — Cyberspace: ownership, freedom, and proof of work
10:00 — Altcoins, stablecoins, and the scale of Telegram
11:00 — Pavel Durov as the “GOAT” and the advantage of Telegram
13:25 — Transition from Web1 and Web2 to Web3: from information to money
16:20 — The $558M deal and TON DAT listing on Nasdaq
18:20 — Permanent capital vs ETF: TON’s strategy
20:15 — How TON differs from ETH and SOL and why it has more potential
21:50 — $VERB as the only TON company-fund
24:10 — Why TON is not yet in the U.S. and the path to all-time highs
25:50 — “Playbook”: book value, staking, and income
32:50 — Scaling TON: from $1B to $100B
36:16 — The idea of a Telegram-TON stablecoin and a trillion-dollar business
37:42 — TON as “Telegram’s national currency”
44:00 — tgBTC and stablecoins: a step toward mass use
55:50 — Why the TON DAT narrative matters
57:20 — Manny on leadership and the mission of freedom
59:00 — The alpha nobody talks about

TON of Alpha — an open show for institutions and billions. Supported by TONX and KTON - early TON miners since 2021.

*Satori — a Japanese concept in Zen Buddhism, meaning sudden enlightenment or realization of the true nature of reality.

Your alpha, @TonPost