Ton Strategy Company · NASDAQ:TONX
Ton Strategy — Investor Presentation (September 2026)
14 slides from Ton Strategy's investor presentation, Sep 16, 2026
Slide 1: TON Strategy Co. Investor Presentation
Q TON Strategy Co. Investor Presentation | September 2026 | TON Strategy The Public-Market Platform for Exposure to Gram and The Open Network
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statemerts contained in Section 27A o
Slide 3: TON Strategy Company
TON Strategy Company A Nasdagq-listed company built to provide exposure to the TON blockchain and its native asset, GRAM + The Open Network, or TON, is a next-generation blockchain designed for payments and internet-native applications. * TON is integrated with Telegram, a global super app with more
Slide 4: TON Strategy combines scaled GRAM ownership, productive staking, and disciplined capital allocation
TON Strategy combines scaled GRAM ownership, productive staking, and disciplined capital allocation AUS.-listed digital asset treasury company focused on GRAM and the development of the TON ecosystem OWN GRAM STAKE GRAM ALLOCATE CAPITAL Primary treasury reserve asset held long term at institutional
Slide 5: Differentiated blockchain design for consumer scale
Differentiated blockchain design for consumer scale Dynamic sharding Workchains can split into shardchains as transaction load rises and merge again as demand falls. Asynchronous execution Shardchains process independently and communicate through messages, allowing work to occur in parallel. TON was
Slide 6: Telegram gives TON a distribution path most blockchains have to build from scratch
Telegram gives TON a distribution path most blockchains have to build from scratch TON can reach a scaled user base through a global super app with communities, developers, and a digital-native economy THE DISTRIBUTION PROBLEM 1 billion+ Most blockchains TELEGRAM CONSUMER LAYER eek EES i! >) pepe »
Slide 7: An internet-native economy is taking shape inside Telegram
An internet-native economy is taking shape inside Telegram A single platform where communication, commerce and digital services are already deeply integrated into the user experience CONSUMER APPS Mini Apps + Games ‘Apps and games can be discovered ‘and used inside Telegram. TON provides the on-chai
Slide 8: Telegram's increased involvement is directly improving TON's usability
Telegram’s increased involvement is directly improving TON’s usability As activity develops on TON, GRAM is the native asset used for transaction fees, staking and network security Visible execution roadmap ir i Pe it Performance improvements position @ Apr. 2026 Catchain 2.0 ~400ms block ime and ~1
Slide 9: As TON activity grows, GRAM's economic role grows with it
As TON activity grows, GRAM’s economic role grows with it The more activity that settles, transacts or builds on TON, the more utility demand can accrue around GRAM’s network role CORE NETWORK ROLE PAYMENT USE CASES TRANSACTION FEES PAYMENTS + REMITTANCE Pays network fees for activity GRAM and TON-b
Slide 10: TONX creates an equity path to the TON / GRAM opportunity
TONX creates an equity path to the TON / GRAM opportunity Direct GRAM ownership can require crypto-native access, custody, staking and controls that many public-market investors do not maintain DIRECT GRAM OWNERSHIP Can require investors to solve: + Trading venue / on-ramp access + Institutional cus
Slide 11: Treasury Productivity and Operating Leverage
Treasury Productivity and Operating Leverage Staking can convert GRAM ownership into high-margin revenue* GRAM rewards earned (M) _ step-change 94M Sea 22M oe || | | <= Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q2 Staking Performance 17% Annualized gross Q2 staking yield 13.8M Cumulative GRAM eamed since Aug.
Slide 12: Own. Advance. Compound.
Own. Advance. Compound. Every capital decision is measured against its OWN the asset Maintain a strategically significant GRAM position Keep eligible holdings productively staked Manage toward GRAM per share, not absolute size ADVANCE the ecosystem + Invest in or partner with select businesses and i
Slide 13: Leadership team built to bridge a frontier digital asset and U.S. public markets
Leadership team built to bridge a frontier digital asset and U.S. public markets Experience spanning institutional markets, crypto infrastructure, and public-company govemance and compliance Kevin Wilson Chief Executive Officer & Director CAPITAL MARKETS + MARKET INFRASTRUCTURE More than two decades
Slide 14: Investor Relations
Investor Relations NASDAQ: TONX Email: investors@tonstrat.com Website: tonstrat.com/shareholders
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