Toncoin Reserve and Below-NAV Buybacks May Weigh on TON Strategy Shares as Company Starts Staking

  • Shares repurchased: 250,000 at $8.32 each

  • Buyback executed under a $250 million program after disclosing a $713 million Toncoin reserve

  • Staking operations launched; TON network shows ~4.8% annual reward rate (Staking Rewards)

TON Strategy Company buyback: 250,000 shares repurchased at $8.32, signaling confidence in Toncoin treasury — read details and analysis now.




What is the TON Strategy Company buyback and why does it matter?

TON Strategy Company buyback is a share repurchase of 250,000 common shares executed under a $250 million authorization, purchased at $8.32 each. The move is significant because the buyback price is below the company’s reported treasury asset value of $12.18 per share, underlining management’s confidence in its Toncoin reserve and long‑term strategy.

How did the buyback relate to the company’s Toncoin treasury?

The repurchase followed TON Strategy’s Aug. 21 disclosure of a $713 million Toncoin reserve. Management says buybacks and staking will convert treasury holdings into shareholder value and recurring revenue. The share price has fallen roughly 21.6% since adopting the Toncoin treasury, and the market reacted with a 7.5% intraday dip on the buyback announcement.

TON (Toncoin) is the native token of The Open Network. It ranks among the top cryptos by market capitalization and has experienced a 40.7% year‑to‑date decline in price, per Cointelegraph indexes. Staking Rewards reports about 340 validators on the TON network and an annualized reward rate near 4.8% at the time of reporting.

01993eeb da3b 78f4 878c 93402be5dd99
TON Strategy Company share price on Friday. Source: Google Finance

How will staking affect TON Strategy’s financial model?

Staking introduces a predictable on‑chain income stream by locking Toncoin to validate network operations. TON Strategy announced the start of staking to generate recurring rewards from its treasury. Management expects staking yields to supplement buybacks when cash flows are available, diversifying revenue beyond market appreciation.

Frequently Asked Questions

Is the buyback a sign of confidence from management?

Yes. CEO Veronika Kapustina stated that buybacks “allow us to enhance shareholder returns,” and staking “introduces a recurring revenue stream into our model.” The transactions are presented as proof of long‑term confidence in the TON ecosystem and the company’s treasury strategy.

How does this fit into the broader treasury company landscape?

TON Strategy is the first publicly traded company to adopt a Toncoin treasury and the first to announce such a buyback. Industry reporting from Bloomberg, commentary from Coinbase, and analysis by New York Digital Investment Group indicate that crypto treasury companies face narrowing premiums and competitive pressure for investor capital.

Key Takeaways

  • Buyback specifics: 250,000 shares repurchased at $8.32 under a $250M authorization.
  • Treasury value: Reported treasury asset value equals $12.18 per share, above the buyback price.
  • Revenue strategy: Staking launched to build recurring on‑chain income; expected validator reward ~4.8% (Staking Rewards).

Conclusion

TON Strategy Company’s repurchase of 250,000 shares at $8.32 and the launch of staking mark a strategic push to monetize a $713 million Toncoin reserve and support shareholder returns. The move will be watched as a test case for treasury companies combining buybacks and staking; investors should track staking yields and market reactions closely.

Published by COINOTAG. Updated: 2025-09-12.

Don't forget to enable notifications for our Twitter account and Telegram channel to stay informed about the latest cryptocurrency news.

BREAKING NEWS

LiveOne (LVO) Discloses Bitcoin Holdings Surpass $5M — BlockBeats News (Sept 13)

Music and entertainment firm LiveOne (NASDAQ: LVO) reported that...

Centrifuge Launches RWA Tokens deJAAA and deJTRSY on Solana — Now Tradable on Raydium and Kamino

According to COINOTAG News on September 12, Centrifuge, a...

Half of PancakeSwap July Winners Linked to Interconnected Wallets — League of Traders (LOT) Among 850 Suspected Accounts

COINOTAG (Sept 12) and a Cointelegraph investigation report that...
spot_imgspot_imgspot_img

Related Articles

spot_imgspot_imgspot_imgspot_img

Popular Categories

spot_imgspot_imgspot_img