TechFlow News, May 12: According to an official announcement by TON Strategy, the company released its financial results for the first quarter of 2026. As of March 31, 2026, the company held approximately 221.9 million TON tokens, of which 221.2 million were staked—representing 26.18% of the network’s total staked supply—with the fair value of its digital assets totaling approximately $272 million.
Financially, total revenue for Q1 amounted to $5.3 million, including approximately $3 million in staking income; gross profit was $4 million; net loss totaled $91 million, primarily driven by an unrealized loss of $87.9 million on the fair value of TON tokens; and cash and restricted cash at period-end stood at approximately $35 million, with no debt.
Regarding subsequent developments, following a major upgrade to the TON network in April, the annualized staking yield increased from 0.34% in March to 1.39% in April—a roughly fourfold month-on-month increase, equating to an annualized rate of approximately 16.7%. Based on the TON token price as of May 6, the fair value of the company’s holdings has risen to approximately $433.3 million.
