TON Strategy, the Nasdaq-listed treasury company trading as TONX, posted a 1.48% monthly staking yield for Toncoin in May, up from 1.39% the prior month. The Nasdaq-traded firm now holds 227.5 million TON tokens with nearly all staked, driving its annualized returns to about 17.8% as its stock climbs 65% year-to-date. It also backed network upgrades that went live June 4 to boost throughput for Telegram-linked applications.
Staking Holdings and Yields
As of May 31, TON Strategy's balance sheet showed 226.8 million of its 227.5 million TON tokens actively staked. May's yield increase from April's 1.39% rate lifted the annualized figure to 17.8%, marking the highest monthly return since early this year. The firm's growing staked position has become central to its investment strategy amid the token's market movements.
Network Upgrade Rationale
The company voted to implement TON network modifications rolled out June 4 that target performance and scalability improvements. Validation rewards stayed flat under the changes, but CEO Kevin Wilson called them essential for supporting high-volume consumer applications within the Telegram ecosystem. He emphasized the upgrades' role in handling future demand from users of the messaging platform.
Bridge Shutdown Timeline
Developers have flagged a planned bridge shutdown scheduled for September 2026, though details remain sparse. TON Strategy hasn't publicly commented on the impending closure or its potential impact on the company's staked assets. The firm continues monitoring the network's development roadmap as it manages its substantial TON holdings.
The September 2026 bridge shutdown date now looms as the next concrete milestone for the ecosystem.
