TON Strategy got rid of the extra baggageTON Strategy has completed the wind-down of its legacy businesses MARKET.live and LyveCom. The company is now fully focused on managing its GRAM reserve, without social commerce and the old operating drag.
What changed
TON Strategy shut down the legacy MARKET.live and LyveCom operations The company is now focused on managing its GRAM reserve The wind-down is expected to cut operating expenses by about $4M per year The effect should start showing in Q2 2026 results TON Strategy holds 230.5M GRAM on its balance sheet Expected GRAM staking yield is around 16% annually Why it matters TON Strategy is becoming a cleaner treasury story around GRAM Exiting MARKET.live and LyveCom removes businesses that no longer fit the company’s new narrative Lower expenses make staking yield more visible for investors With 230.5M GRAM on the balance sheet, even a few percentage points of yield matter for the financial model For TON, this is another example of public companies trying to package GRAM into a market-friendly listed productTON Strategy removed social commerce, kept GRAM and called it optimization. Sometimes the best business plan is just throwing out everything that gets in the way of one clean treasury story.
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