other_material
confidence high
sentiment positive
materiality 0.70
TON Strategy stakes 82% of $TON reserves; expects $24M annual staking revenue for buybacks
TON Strategy Co
- 82% of $TON reserves currently staked; substantially all expected by Oct 10, 2025.
- Estimated ~$24M annualized staking revenue at current prices and yields.
- Since Sept 12 buyback program announced, 1,505,500 shares repurchased.
- TAV per share $10.37 as of Sept 26; cash $56.6M; shares ~61M.
- Staking proceeds earmarked for buybacks when stock trades at discount to NAV.
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