Core Viewpoint - AlphaTON Capital has partnered with P2P.org to enable non-custodial staking of TON tokens, enhancing its yield generation strategy through BitGo integration [1][3][6] Group 1: Partnership Details - The partnership with P2P.org is a significant milestone in AlphaTON's treasury strategy, allowing for sustainable yield generation on its TON holdings [3] - AlphaTON will initially deploy 4 million locked TON tokens through BitGo's institutional custody platform, ensuring asset security during network validation [3][6] - P2P.org operates validator infrastructure across over 40 blockchain networks, managing over $10 billion in staked assets with a perfect track record of zero slashing incidents [4][11] Group 2: Operational Insights - The non-custodial architecture allows AlphaTON to maintain complete control over its assets while P2P.org manages the technical aspects of validator operations [7] - Staking operations will begin immediately after BitGo's integration, with P2P.org providing monitoring, reporting, and automated reward distribution services [8] - This partnership aims to maximize shareholder value through active treasury management and is part of AlphaTON's broader strategy to engage with blockchain infrastructure [6][9] Group 3: Company Overview - AlphaTON Capital focuses on building and managing a strategic reserve of TON tokens and developing the Telegram ecosystem, providing institutional-grade exposure to the TON ecosystem [9][10] - The company is led by CEO Brittany Kaiser and Chairman Enzo Villani, with activities spanning network validation, staking operations, and strategic investments in decentralized finance protocols [10]

RT Fibrous (@FibrousFinance)Securing Starknet with over 6M $STRK staked!Bring your STRK or BTC, stake with Fibrous to earn STRK, and help secure @Starknet with us.And yes – it’s 0 commission. https://t.co/iA4CFiyRiE ...

RT Starknet (BTCFi arc) 🥷 (@Starknet)900M STRK are now staked on Starknet.That’s ~20% of the circulating supply, and a 100% increase in staked STRK since last quarter.Acceleration. https://t.co/3thNY1Hk2x ...

Chainlink Rewards Season 1 FAQ 🎁⬇️What is Chainlink Rewards?• Chainlink Rewards is a community engagement and rewards program that enables Chainlink Build projects to make their native tokens claimable by Chainlink ecosystem participants, including eligible LINK stakers.What is Season 1?• Season 1 is the latest evolution of the Chainlink Rewards program, featuring nine Build projects and a more advanced claiming mechanism designed to provide eligible LINK stakers a more interactive, choice-driven experience ...

Financial Data and Key Metrics Changes - As of September 30, the company reported Assets Under Management (AUM) of $989.1 million, with Q3 average AUM increasing to $950.7 million from $760.2 million in Q2 and $789 million in Q1, driven by crypto price movements and positive cash flows into ETP products [3][10] - Q3 revenue was $22.5 million, bringing cumulative IFRS revenues for the nine months ended September 30 to $80 million [3][10] - Q3 effective staking and lending income yield was 3.1%, down from 3.6% in Q2, attributed to lower protocol rewards [3][4] - Q3 operating income was $9 million, with a net income after tax of $3.9 million for the quarter and $33.8 million for the nine months [7][10] Business Line Data and Key Metrics Changes - The company staked approximately 58% of its AUM at the end of Q3, with a management fee yield of 1.2%, slightly up from 1.1% in Q2 due to new management fee-bearing products [4][3] - Valour was highlighted as a major driver of performance, achieving net inflows every month year-to-date, with $38.8 million of inflows during Q3 [10][11] - Stillman Digital generated $2.2 million in trading commissions in Q3, continuing to strengthen its position in institutional trading [11] Market Data and Key Metrics Changes - The company noted a bullish outlook for cryptocurrency prices, with Bitcoin holding around $100,000, and increasing institutional and retail participation expected to drive prices higher [7][10] - The company is optimistic about expanding its addressable market in Europe, particularly in France, where institutional participation is beginning to increase [22][45] Company Strategy and Development Direction - The company plans to focus on maximizing AUM and monetization through new product launches and expanding into new capital pools, including debt markets [41][42] - The recent $100 million equity financing will support increased staking and facilitate ETP market making on a larger AUM base [8][9] - The company is actively seeking creative M&A opportunities to strengthen its long-term growth prospects [9][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong balance sheet and ability to capitalize on market opportunities, despite macroeconomic headwinds [10][14] - The incoming CEO, Johan Wattenstrom, emphasized the importance of maintaining a high focus on core strategies while exploring new geographic markets and product offerings [18][41] - Management acknowledged delays in DeFi Alpha opportunities but reiterated the strength and profitability of the underlying business [5][13] Other Important Information - The company repurchased nearly one million shares for $2.44 million during the quarter, indicating a commitment to returning value to shareholders [12] - The venture portfolio includes 12 private investments, with Amina Bank being the largest, representing 83% of the portfolio's fair value [8] Q&A Session Summary Question: Do Alpha trades carry a liquidity or price liability? - Johan Wattenstrom explained that all market risk for core operations is hedged, with some profit retained in tokens, which may fluctuate with market conditions [35][36] Question: What key message do you want to give long-term shareholders? - Johan Wattenstrom stated that the long-term core strategy remains unchanged, focusing on maximizing AUM and expanding into new product offerings [41] Question: Can you provide insight on the investment pipeline? - Johan Wattenstrom mentioned that the company is looking at various opportunities but remains selective, ensuring that any potential acquisition aligns with long-term strategic goals [59][60] Question: What is the outlook for geographic expansion? - Andrew Forson confirmed that the company is working on geographic expansion and has had success in securing new markets, although specific details cannot be disclosed until regulatory approval is obtained [27][28] Question: What is driving the revenue guidance for Q4? - Paul Bozoki clarified that the company expects to achieve $36 million in Q4, contingent on crypto price movements and operational performance [64][65]

900M STRK are now staked on Starknet.That’s ~20% of the circulating supply, and a 100% increase in staked STRK since last quarter.Acceleration. https://t.co/3thNY1Hk2x ...

RT Brother Lyskey (@Lyskey)> $STRK staked: 45% increase in a month, soon reaching 20% of the circulating supply staked.> BTC staked: 60% increase in a month, with 100 BTC staked today.Starknet economy keeps getting stronger every month. ...

RT jaack 🛡️ (@ijaack94)a few weeks of work, and something is starting to showi just published 1st out of 4 total ACPs to make avax economics more viable in the short, medium and long termthis is ACP-246 (or 247, depending on the PR progression): Delegation Multiplier Increase & Maximum Validator Weight Reductionthis ACP is supposed to change 2 critical staking parameters that can make running validators reasonably profitable for validators, increasing the APY to around 14% for full-delegated validatorsthe g ...

⚡️ INSIGHT: Institutions aren’t just buying ETH, they’re now staking it and actively supporting Ethereum’s infrastructure.How much institutional staking is healthy for Ethereum’s decentralization? https://t.co/nuqUkg8Uhk ...

Core Insights - The SSK REX-Osprey SOL + Staking ETF (SSK) offers investors exposure to the Solana cryptocurrency while providing monthly dividends from staking [1] Group 1 - The ETF is designed for those looking to invest in Solana and benefit from staking rewards [1]