TON Strategy Company (TONX) Investor presentation summary

Business overview

• Provides public market exposure to the TON blockchain and its native asset, GRAM, via a Nasdaq-listed equity.

• Holds a substantial GRAM position, staking nearly all eligible tokens to support network security and earn rewards.

• Capital allocation focuses on GRAM accumulation, ecosystem initiatives, market structure, repurchases, and liquidity.

• Offers institutional infrastructure for custody, staking, and compliance, simplifying access for public-market investors.

TON blockchain and ecosystem

• TON is a scalable Layer 1 blockchain designed for high-frequency, internet-native applications.

• Integrated with Telegram, enabling access to over 1 billion users and supporting digital ownership, payments, and smart contracts.

• April 2026 upgrades improved block time (~400ms), finality (~1s), and reduced transaction fees by ~6x.

• Telegram's involvement enhances usability and distribution, with a clear execution roadmap and developer tools.

GRAM's economic and network role

• GRAM is used for transaction fees, staking, and network security on TON.

• Supports decentralized infrastructure, payments, digital ownership, and Mini App transactions.

• As TON activity grows, GRAM's utility and demand increase across multiple use cases.