TON of Alpha Episode 3: Manny's Vision for TON Strategy & Satorica w/
@ManuelStotz from
@tonstrat
"Plan A is
@ton_blockchain. Plan B is
@ton_blockchain. Plan C is
@ton_blockchain."
1:00 β Intro: Mr. Z @69420MrZ welcomes Manny β TONβs $558M man
1:50 β Goldman β Kingsway β Bitcoin β TON
3:00 β 3B Unbanked β Why TON = real-world crypto
4:40 β Bitcoin = New Continent β TON = Next Satorica
6:00 β Cyberspace: Property, Liberty & Proof of Work
10:00 β Altcoins, Stablecoins &
@telegram's scale
11:00 β
@durov = GOAT β Telegramβs edge
13:25 β Web1βWeb2βWeb3: Info β Financial flow
16:20 β $558M PIPE & TON DAT on NASDAQ
18:20 β Permanent Capital vs ETFs β TON playbook
20:15 β TONβs delta vs ETH & SOL β Biggest upside
21:50 β
$VERB = Only TON DAT β Proxy stock for Telegram
24:10 β TON not in U.S. yet β ATH path
25:50 β The Playbook: Book value, staking, revenues
32:50 β Scaling TON: $1B β $10B β $100B
36:16 β Telegram-TON stablecoin β Trillion $ vision
37:42 β TON as Telegramβs national currency
44:00 β tgBTC & Stablecoins β Path to mass adoption
55:50 β Why the TON DAT narrative matters
57:20 β Manny on leadership & freedom mission
59:00 β π₯ The alpha no one else is talking about
π TON of Alpha β The Open Show for Institutions and Billions. Powered by
@TONX_Studio &
@kton_io, early TON miners since 2021.
#TON #TONStrategyCo #TONofAlpha