💼 TON, Telegram and the Future of Digital Asset Treasuri...

Q: How long is this episode of Holistic Investment w Constantin Kogan?

This episode is 56 minutes long.

Q: When was this Holistic Investment w Constantin Kogan episode published?

This episode was published on December 5, 2025.

Q: Can I download this Holistic Investment w Constantin Kogan episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

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.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.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.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.Yury explains:🚀 Why TON is one of the few tokens directly tied to a real global platform📱 1B users on Telegram and what happens when crypto becomes native inside a super app🏢 Public markets vs crypto culture and why speculation alone does not survive💰 Acquisition strategy: revenue thresholds, 51 percent ownership, valuation logic🕹 TON verticals: gaming, NFT 2.0, DeFi, AI agents and media💳 TON MasterCard card and bridging crypto to everyday spending📈 How TON bonds, yield and staking feed back into acquisitions and growth🌍 North America expansion and how institutions get exposure to TONWhy watch?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.Follow AlphaTON and Yury🔗 Website: https://alphaton.capital📲 Telegram: t.me/atonofmemes💼 LinkedIn: https://linkedin.com/in/yury-mityan✖️ X: https://x.com/@AlphaTONCapitalListen to the full podcast🎧 https://anchor.fm/constantinkoganSubscribe to the channel🔗 https://www.youtube.com/@ConstantinKoganFollow me on socials🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://instagram.com/constkogan💻 LinkedIn: https://linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkoganTimestamps0:00 Intro, who is Yury and what is AlphaTON Capital1:04 From tech founder to 17 years in venture capital2:09 First exposure to public markets through eToro4:09 What digital asset treasuries are and how they differ5:51 The summer of treasury copycats and speculation6:56 Why TON and Telegram stood out among hundreds of tokens8:07 Entering TON Open Network and working with the foundation10:57 Thousands of mini apps and filtering real businesses13:23 Key verticals: gaming, NFT 2.0, DeFi, AI agents15:06 Revenue thresholds and 51 percent acquisition model18:01 Multiples, valuation logic and public market expectations22:35 Two worlds meeting: Wall Street vs crypto culture26:10 Institutional access to TON and common treasury mistakes31:57 TON Mastercard card and real world payments34:16 Telegram bonds, yields and feedback loop to TON41:01 KPIs that matter for growth and sustainability47:00 Regions, expansion and North America strategy52:07 Blitz round: DeFi, surprises in 2026 and upside55:24 Yury on life, family and building what he loves

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. Mind The Music Radio - Artist Well-Being In Electronic Music The Unicorn Mothership This radio show explores artist well-being in electronic music from a holistic viewpoint. In a series of exclusive interviews with artists and people with active roles both inside the music industry and on the outskirts of it, Eline shares with you her devotion to artist well-being and how we can provide support for artists in electronic music. The music is handpicked for each show by the guests themselves for an extra personal, mindful experience. This show runs monthly on Reform Radio, Manchester. Join in live at reformradio.co.uk or listen back online! Warning! The jingle contains binaural beats for brainwave entrainment, which only has an effect when using headphones. It is played at the beginning of the show, lasting about 45 seconds. If you’re prone to seizures, it may be best not to listen to the jingle through headphones or skip it altogether. We Study Billionaires - The Investor’s Podcast Network The Investor's Podcast Network We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter <a hre Capital Ideas Podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures.

Frequently Asked Questions

How long is this episode of Holistic Investment w Constantin Kogan?