💼 TON, Telegram and the Future of Digital Asset Treasuries — Yury Mitin | Ep. 102

<p>In this episode, I sit down with Yury Mitin, Partner and CBDO at AlphaTON Capital, one of the first public digital asset treasury companies focused on the TON ecosystem and Telegram economy.</p><p>We explore the meeting point of Wall Street discipline and crypto-native culture, and how TON is evolving from a token into a real business ecosystem built on top of one of the most used apps in the world.</p><p><br /></p><p>From entering public markets through eToro to evaluating TON startups, Yury breaks down what makes TON different, how acquisitions work, and why real revenue matters more than hype.</p><p>We discuss the growth of mini apps, AI agents, TON wallet adoption, Telegram bonds, MasterCard integration, and why real utility could shape TON into a top ecosystem in the coming years.</p><p><br /></p><p>Yury explains:</p><p>🚀 Why TON is one of the few tokens directly tied to a real global platform</p><p>📱 1B users on Telegram and what happens when crypto becomes native inside a super app</p><p>🏢 Public markets vs crypto culture and why speculation alone does not survive</p><p>💰 Acquisition strategy: revenue thresholds, 51 percent ownership, valuation logic</p><p>🕹 TON verticals: gaming, NFT 2.0, DeFi, AI agents and media</p><p>💳 TON MasterCard card and bridging crypto to everyday spending</p><p>📈 How TON bonds, yield and staking feed back into acquisitions and growth</p><p>🌍 North America expansion and how institutions get exposure to TON</p><p><br /></p><p>Why watch?</p><p>If you care about digital asset treasuries, TON, Telegram adoption, Web3 real-world revenue, or the intersection of traditional finance and crypto, this episode is a masterclass in how public companies can build on-chain ecosystems with real fundamentals rather than speculation.</p><p><br /></p><p>Follow AlphaTON and Yury</p><p>🔗 Website: https://alphaton.capital</p><p>📲 Telegram: t.me/atonofmemes</p><p>💼 LinkedIn: https://linkedin.com/in/yury-mityan</p><p>✖️ X: https://x.com/@AlphaTONCapital</p><p><br /></p><p>Listen to the full podcast</p><p>🎧 https://anchor.fm/constantinkogan</p><p><br /></p><p>Subscribe to the channel</p><p>🔗 https://www.youtube.com/@ConstantinKogan</p><p><br /></p><p>Follow me on socials</p><p>🌐 Website: https://ckogan.com</p><p>📲 Telegram: https://t.me/constantinkogan</p><p>📸 Instagram: https://instagram.com/constkogan</p><p>💻 LinkedIn: https://linkedin.com/in/constantin-kogan</p><p>✖️ X: https://x.com/constkogan</p><p><br /></p><p>Timestamps<