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Trump State Dept must IMMEDIATELY review all recs & comms btwn (1) Biden’s State Dept, esp US Amb to France & Embassy, & (2) all French Ministry of Justice & Ministry of Foreign Affairs contacts, for FULL INTERNAL AUDIT of coordination on disinformation & platform governance workPavel Durov (@durov):French police is currently raiding X’s office in Paris. France is the only country in the world that is criminally persecuting all social networks that give people some degree of freedom (Telegram, X, TikTok…). ...

🧐 Keep tabs on how X, Reddit, Telegram, 4Chan, Farcaster, & Bitcointalk are making price predictions on this handy @santimentfeed chart, any time: https://t.co/jhnLML6CNe ...

RT Pavel Durov (@durov)French police is currently raiding X’s office in Paris. France is the only country in the world that is criminally persecuting all social networks that give people some degree of freedom (Telegram, X, TikTok…). Don’t be mistaken: this is not a free country. ...

AlphaTON says Telegram’s Cocoon AI is now generating revenue as GPU rollout ramps https://t.co/aFYsbN8XKq ...

Group 1 - The core point of the article is that $500 million worth of Russian Telegram bonds have been frozen due to Western sanctions [1] - Telegram has issued a series of bonds in recent years, including a $1.7 billion issuance in May this year aimed at repurchasing existing debt [1] - The report indicates that the company has repurchased most of the bonds maturing in 2026, but $500 million of the outstanding bonds are frozen at the Russian Central Securities Depository [1] Group 2 - The European Union, the United States, and the United Kingdom have implemented asset freezes and other restrictions on the Russian National Settlement Depository (NSD), which may affect any Western organizations holding Russian bonds [1]

Core Insights - Telegram's financial performance is increasingly influenced by its connections to cryptocurrency, particularly Toncoin, amidst legal and geopolitical challenges [1][6] Revenue Growth - Telegram reported operating revenue of $870 million in the first half of 2025, marking a 65% increase from $525 million in the same period last year [1] - Approximately $300 million of this revenue came from exclusivity deals linked to Toncoin, indicating a shift towards crypto-related income streams [2] Net Loss and Operating Profit - Despite the revenue growth, Telegram experienced a net loss of roughly $222 million, contrasting with a net profit of $334 million in the first half of 2024, primarily due to a write-down in Toncoin holdings [3] - The company achieved an operating profit of nearly $400 million, suggesting that the core business remains profitable before accounting for crypto-related losses [3] Toncoin's Financial Impact - Toncoin's significance in Telegram's finances has increased over the past two years, with premium subscriptions generating $223 million and in-app purchases heavily relying on TON for transactions [4] - Advertising revenue rose to $125 million, while Telegram sold over $450 million worth of Toncoin during the year to date [4] Digital Asset Holdings - As of the end of June, Telegram's total digital asset holdings decreased to $787 million from $1.3 billion a year ago, attributed to sales and declining token prices [5] - Toncoin is currently trading at approximately $1.93, significantly lower than its all-time high of $8.25, but still up over 60% year-over-year [5] Debt and Financial Strain - Telegram faces additional financial pressure due to approximately $500 million of its bonds being frozen in Russia's central securities depository as a result of Western sanctions following the invasion of Ukraine [6]

Core Insights - Telegram has approximately $500 million of Russian corporate bonds frozen due to Western sanctions, indicating ongoing financial exposure to Russian capital [1] - The company has issued bonds multiple times in recent years, with the latest issuance being $1.7 billion in May 2025, and has repurchased most of its debt maturing in 2026 [1] - The company stated it will make payments at maturity, with the decision on whether funds can flow to Russian holders being determined by the payment agent and custodian [1]

Core Insights - The article discusses the emergence of "one-person companies" and their potential to outperform traditional large corporations by leveraging technology and personal branding [1][6][58] - Pieter Levels is highlighted as a key figure exemplifying this model, successfully generating significant revenue without a traditional team structure [4][18] Group 1: One-Person Companies - One-person companies (OPC) are seen as enhanced versions of traditional companies, utilizing digital leverage to achieve significant results [7][58] - Pieter Levels operates multiple successful services like Nomad List and Remote OK, generating around $2.7 million annually without a team [4][5] - The operational model of one-person companies eliminates coordination friction, allowing for rapid decision-making and execution [13][14] Group 2: Advantages of One-Person Companies - One-person companies can achieve high levels of creativity and flexibility, amplified by AI tools, although they may lack the overall power of larger firms [15][58] - Pieter Levels combines product development and marketing, using his personal brand as a powerful marketing tool, which allows him to avoid traditional advertising costs [20][21] - His approach emphasizes practical technology use, opting for simpler, cost-effective solutions that reduce operational expenses [22][25] Group 3: Market Strategy - Levels targets niche markets that larger companies overlook, such as the digital nomad community, which allows him to thrive in less competitive environments [30][31] - The focus on long-tail markets enables one-person companies to accumulate sufficient revenue while maintaining low operational costs [33][35] Group 4: Challenges and Limitations - Despite the advantages, one-person companies face limitations, including the physical and mental strain on the individual, as well as societal infrastructure not being designed for solo operators [39][40] - The pressure of managing various business aspects alone can lead to burnout, highlighting the need for efficient systems to handle operational tasks [42][44] Group 5: Future of Business Models - The evolution from one-person companies to "zero-person companies" is discussed, where automation and AI take over operational roles, allowing founders to focus on strategic oversight [51][56] - The article suggests that future business success will increasingly depend on automation capabilities rather than employee count, marking a shift in how companies are evaluated [60][62]

🎙️ LBank Pulse Focus S2, Episode 1 is liveWe kick off Season 2 with Viktor (@s0meone_u_know), @ton_blockchain Community Leader, breaking down what’s really driving TON’s growth and why its approach to Web3 adoption is different.In this episode, we cover• How Telegram’s 1B+ users and mini apps unlock mainstream onboarding• What’s working in TON’s DeFi, NFTs, and airdrop strategies• Why digital identity, payments, gaming, and regulation will shape TON’s next phase📺 Watch now: https://t.co/UqjKwsV6rT#PulseFocu ...