Manuel Stotz, Executive Chairman of TON Strategy Company (Nasdaq: TONX), this week publicly dismissed recent fear, uncertainty, and doubt (FUD) circulating about Toncoin ($TON) market dynamics and Telegram’s role in the ecosystem. In his remarks, Stotz clarified that the majority of token sales linked to Telegram are fully vested for the long term and reaffirmed both his and the network’s commitment to supporting TON’s development and adoption.
Stotz’s comments, detailed in a Chairman’s Message published by TON Strategy, come amid heightened scrutiny around TON’s price performance and recent token sale narratives. He emphasized that the network’s integration into Telegram — which has more than 1 billion monthly active users — underpins long-term utility rather than short-term speculative trading.
Clarifying Telegram’s Token Sales and Vesting
According to Stotz, many of the Toncoin holdings sold by Telegram or acquired through treasury strategies — including by TONX itself — are subject to multi-year vesting schedules and were intentionally structured for long-term holding and staking, not for immediate market impact.
He positioned these vesting arrangements as evidence that “$TON token flows into the market are controlled, deliberate and aligned with ecosystem growth,” countering claims that Telegram was offloading large amounts of tokens for short-term gain.
TONX’s Strategic Role and Long-Term Vision
TONX, the first publicly traded digital asset treasury vehicle dedicated to Toncoin accumulation, has built its strategy around long-term accumulation, staking and contribution to network stability. In the Chairman’s Message referenced by the company, Stotz reaffirmed TONX’s plans to surpass 5 % of $TON’s total circulating supply while generating recurring staking income and exploring broader on-chain opportunities.
The company has also approved initiatives such as stock repurchase programs and ongoing investment campaigns designed to enhance shareholder value while maintaining its foundational focus on Toncoin holdings and ecosystem support.
Addressing Market Skepticism and FUD
Recent market commentary and media narratives about Toncoin have led some observers to question Telegram’s ongoing commitment and the health of the project, particularly amid price volatility and broader macroeconomic pressures in the crypto markets. However, Stotz stressed that those interpretations “misread long-term structural incentives as short-term selling pressure,” and that the network’s core usage metrics — including wallet adoption, decentralized applications, and Telegram-embedded financial services — continue to show resilient growth.
Industry insiders also note that leading venture capital investments and increased access to TON on major trading platforms have strengthened institutional confidence in the asset and the broader ecosystem, even as prices fluctuate in the short term.
Outlook for TON and Telegram Integration
The Open Network (TON), a Layer-1 blockchain natively integrated into Telegram, supports a range of functions from payment rails to Mini Apps and on-chain digital property. Its deep integration with a global social platform of over 1 billion users — combined with ongoing ecosystem expansion — remains a central pillar of its adoption thesis despite periodic market setbacks.
Stotz’s recent remarks underscore that, for TONX and its supporters, the focus remains on long-term ecosystem value and utility rather than short-term price movements or speculative narratives.
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