t0ns Blog

Crypto treasury companies put Bitcoin, Ether or other tokens at the center of the balance sheet. How mNAV works, and where debt and dilution add risk.

Crypto in Q2 2026 saw weaker trading and falling fees, while stablecoin payments, tokenized equities and new UK rules moved to the center of the story.

Bull markets make heroes of founders, traders, and protocols before their risks are tested. Survivorship bias can make luck look like skill.

Tokenizing real-world assets can make property, bonds, and art easier to trade, but liquidity is not automatic and several risks remain.

Beyond fees, crypto carries a hidden cost of complexity: wrong networks, bad routes, and risky approvals. Fewer decisions can reduce avoidable losses.

Tokenized stocks bring equity exposure into crypto apps. Holders face regulation, custody, and liquidity risks and may not get full shareholder rights.

What NFT 2.0 means: how NFTs are shifting from speculative collectibles toward access, identity, and participation, with a look at TON and Telegram.

How stablecoins and CBDCs differ in issuer, goals, privacy, and reach, and why the two may end up serving different layers of digital finance.

A review of what moved the crypto market in Q1 2026: macro pressure, falling spot volume, stablecoin shifts, derivatives, and the TON ecosystem.