Verb Technology reveals $780mn in treasury assets as Toncoin strategy gains momentum

Verb Technology Company, Inc. (Nasdaq: VERB), which is preparing to rebrand as Ton Strategy Company, has unveiled a significant milestone in its blockchain-centered treasury plan. The company disclosed treasury assets exceeding $780 million, including $713 million worth of Toncoin ($TON), the native cryptocurrency of The Open Network blockchain, along with $67 million in cash. This development marks one of the largest treasury allocations to a single digital asset by a publicly listed U.S. company and positions Verb Technology as a frontrunner in blockchain integration with mainstream corporate finance.

The announcement comes on the heels of the company’s $558 million private placement, closed on August 8, which attracted over 110 institutional and crypto-native investors. The majority of proceeds were immediately deployed into Toncoin, establishing the asset as Verb Technology’s primary treasury reserve. Executives described the move as both a financial and strategic decision, aligning the company directly with the growth of The Open Network blockchain ecosystem.

Why is Verb Technology betting heavily on Toncoin as its primary treasury reserve asset?

Verb Technology has outlined its ambition to accumulate more than 5% of Toncoin’s circulating supply, a target that would establish it as one of the largest single holders of the cryptocurrency outside of the TON Foundation. Executive Chairman Manuel Stotz said the milestone reflects the company’s belief that holding Toncoin is about more than strengthening its balance sheet—it is also about reinforcing the stability and security of the TON blockchain itself. By contributing to the network’s financial base, Verb Technology aims to position itself not just as a shareholder but as an infrastructure participant in a fast-evolving digital economy.

The company plans to increase the volume of Toncoin held per share through reinvestment of cash flows, staking rewards, and carefully structured capital markets activity. This approach mirrors strategies seen in traditional corporate finance, where firms optimize treasury assets for yield and capital preservation. However, Verb Technology’s pivot to Toncoin demonstrates an aggressive embrace of blockchain-native models of value creation.

How does the Telegram and TON partnership elevate the significance of this treasury allocation?

Earlier this year, Telegram, the world’s second-largest messaging platform with over one billion monthly active users, confirmed that TON would become the exclusive blockchain powering its Mini App ecosystem. TON now underpins Telegram’s integrated wallet, payments system, and decentralized applications, enabling users to access blockchain utilities directly inside a platform they already use daily. This integration provides a built-in distribution channel for Toncoin and could catalyze mainstream adoption by embedding crypto utility into everyday communication.

By aligning its treasury with Toncoin, Verb Technology is essentially anchoring itself to the adoption curve of Telegram’s billion-user ecosystem. Investors see this as a multiplier effect: if Telegram successfully integrates payments and mini apps, Toncoin could experience a surge in demand, while Verb Technology’s balance sheet would appreciate accordingly. Market analysts have noted that this pairing represents a rare convergence of social media scale and blockchain infrastructure, an alignment not seen since Meta’s ill-fated Libra project attempted to establish a global digital currency in 2019.

What does the $780 million milestone mean for Verb Technology’s market positioning and stock sentiment?

Verb Technology’s disclosure of $780 million in assets has generated notable buzz across institutional investor circles. Nasdaq: VERB has historically traded at microcap levels, but the scale of its treasury now eclipses its market capitalization. This discrepancy has fueled debate among investors about whether the company’s equity is undervalued relative to its blockchain exposure. The $713 million Toncoin holding alone surpasses the company’s recent market cap multiples, sparking speculation that equity markets may be slow to price in the strategic pivot.

Sentiment among institutional investors appears cautiously optimistic. Crypto-native investors have expressed enthusiasm about having a publicly traded proxy for Toncoin exposure, particularly given that direct access to Toncoin is still limited on major U.S. exchanges. On the other hand, traditional equity analysts remain wary of volatility. Toncoin’s price history has been characterized by double-digit swings, and tying a balance sheet so tightly to a single asset introduces concentration risk. This has led to split recommendations across analyst desks, with some positioning VERB as a speculative buy for blockchain-aligned portfolios, while others recommend a hold given volatility.

How do staking rewards and reinvestment strategies enhance Verb Technology’s treasury model?

Unlike static treasury holdings such as gold or fiat reserves, Toncoin offers the ability to earn staking rewards by contributing to the network’s validation process. Verb Technology’s management has indicated that staking will form a significant part of its treasury yield strategy, providing a steady stream of TON-denominated rewards that can be reinvested. This creates a compounding effect, where both the principal holdings and rewards contribute to the company’s growing treasury base.

This approach is reminiscent of corporate strategies that emerged during the early 2010s when companies like Tesla (NASDAQ: TSLA) and MicroStrategy (NASDAQ: MSTR) began holding Bitcoin on their balance sheets. However, Verb Technology’s model is more operationally integrated, as it actively participates in network security through staking, rather than passively holding tokens. Industry experts note that this model could become a template for future corporate treasuries seeking both exposure to digital assets and participation in decentralized infrastructure.

What broader sector trends does this move highlight for corporate crypto adoption?

Verb Technology’s Toncoin strategy underscores the accelerating intersection of traditional capital markets and blockchain-native assets. Over the past three years, corporate adoption of cryptocurrencies has shifted from experimental pilots to serious balance sheet allocations. Companies such as Block, Inc. (NYSE: SQ) and Coinbase Global, Inc. (NASDAQ: COIN) have normalized the inclusion of digital assets in treasury reserves, but Verb Technology’s $780 million stake in a single blockchain takes the trend to another level.

From a sectoral perspective, this development signals that companies are beginning to view cryptocurrencies not only as speculative assets but as infrastructure investments tied to operational ecosystems. In this case, Toncoin is not just a treasury asset; it is the fuel for Telegram’s billion-user network of payments, wallets, and apps. That real-world utility distinguishes it from Bitcoin, which is largely seen as digital gold, and positions Toncoin as a potential backbone of consumer-facing blockchain adoption.

Could institutional flows and buy-sell activity reshape Verb Technology’s valuation in the coming quarters?

Market observers have pointed out that Verb Technology’s recent $558 million private placement was notable not only for its size but also for the diversity of participants, which included over 110 institutional and crypto-native investors. This breadth of investor participation indicates a growing willingness among institutions to treat digital assets as part of their diversified portfolios. Analysts believe continued institutional flows into Toncoin-related instruments could drive both liquidity and valuation upward for VERB stock.

Equity markets, however, remain in a watch-and-wait mode. As of mid-August 2025, Nasdaq: VERB has seen increased trading volumes, with speculative flows from retail traders and crypto funds, but the stock price has yet to break out decisively. The key catalyst, investors suggest, will be whether Telegram’s integration with TON translates into measurable transaction volumes. If user adoption metrics rise, VERB could see buy-side pressure intensify as institutions reassess its risk-reward profile.

Verb Technology’s $780 million treasury announcement is more than a balance sheet milestone; it represents a structural bet on the convergence of blockchain infrastructure, social media platforms, and corporate finance. The company’s move places it at the center of an experiment in how digital assets can underpin both financial stability and user-facing ecosystems. For investors, the next test will be whether Toncoin delivers on its promise of utility at scale. If it does, Verb Technology may have positioned itself as one of the first public companies to successfully institutionalize crypto-native treasury management.