TON Strategy
TONXTON 財務公司
市場表現
代幣化資產
| Ticker | 交易所 | 價格 | 24H漲跌 | 價差 | 流動性±2% | 24h交易量 | OI | 資金費率 | 最大槓桿 | Fees |
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關於TON Strategy
TON Strategy is a listed digital asset treasury that has swapped its entire balance sheet for Toncoin. Formerly Verb Technology, it trades on Nasdaq as TONX. Nearly all of its holdings sit with validators: in the first quarter of 2026 it held roughly 221.9 million TON, about 4.29% of supply, with the staked portion equal to 26.18% of the network total and a fair value near 272 million dollars. Staking revenue for the quarter was about 3 million dollars.
The economics come from validator rewards and network inflation rather than a share of transaction fees, so cash flow tracks the TON staking yield. TON was renamed Gram on 8 June 2026 and the treasury now books GRAM; the Catchain 2.0 consensus shipped in the same window and cut block times from about 2.5 seconds to 400 milliseconds, packing more validation rounds into each unit of time. Second-quarter holdings reached about 230.5 million Gram with 15 million dollars of staking revenue. The legacy live-commerce and LyveCom businesses have been largely wound down, leaving a single-asset holding and staking operation.
TON Strategy報告2026年第二季營收為1500萬美元,高於第一季的300萬美元,主要來自質押獎勵。歸屬於普通股股東的淨利潤為7680萬美元,其中包括因Gram持倉公允價值變動而產生的大額非現金收益。該公司持有2.305億枚Gram及2900萬美元現金,且無任何債務。儘管營收增長強勁,但盈利能力深受數位資產估值波動影響,而非核心業務。傳統媒體業務已終止,成本削減措施每年減少400萬美元開支。總體而言,本季顯示成功轉型為加密貨幣庫藏模式,但收益品質仍與波動的加密貨幣市場息息相關。