TON Strategy Q2 Report: Holds 230.5 Million Grams, Staking Revenue Reaches $15 Million

Odaily News TON Strategy, a digital asset reserve company in the TON ecosystem, released its Q2 2026 financial report. As of June 30, the company held approximately 230.5 million Grams, of which about 229.9 million were staked. Based on TonStat data, the company's holdings account for approximately 4.4% of the total Gram supply, and its staked share accounts for approximately 35% of all staked Grams on the network.

The report shows that as of the end of Q2, the fair value of digital assets held by TON Strategy was approximately $369.5 million, up from $272 million at the end of March. The company stated that the increase in asset value was primarily driven by Gram rewards from staking and the appreciation of Gram's market price.

During Q2, TON Strategy earned approximately 9.4 million Gram rewards through staking and recognized about $15 million in staking revenue, a significant increase from 2.2 million Grams in Q1. The company attributed the revenue growth to the TON network's Catchain 2.0 consensus upgrade, which increased block production speed from approximately 2.5 seconds to 400 milliseconds, boosting validator reward issuance and raising the network's staking yield. The company's annualized staking yield for Q2 was approximately 17%.

In terms of ecosystem development, TON Strategy supported the renaming of TON blockchain's native asset from Toncoin to Gram (ticker: GRAM), which took effect on June 8, 2026. The company believes the rebranding helps strengthen Gram's positioning as the TON network's asset and expand its use cases in payments, Telegram ecosystem services, and AI agent applications as network performance improves.

Financially, TON Strategy reported Q2 revenue of $15 million, a significant increase from $3 million in Q1; gross profit reached $14.3 million, with a gross margin of 95%. The company's continuing operations achieved an operating profit of approximately $500,000, compared to an operating loss of $3.7 million recorded in Q1.

Additionally, the company recorded net gains of approximately $82.8 million in Q2 due to changes in the fair value of its Gram holdings, bringing pre-tax net profit from continuing operations to $83.5 million, compared to a pre-tax loss of approximately $91.3 million in Q1 due to Gram price fluctuations. (Globenewswire)