Kevin Wilson

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Kevin Wilson

Kevin Wilson

@kevinmarkwilson

CEO @tonstrat | Bridging public markets and the TON ecosystem | Focused on disciplined treasury growth & staking yield | ex-Citi, Integral

Miami, FL Katılım Haziran 2022
26 Takip Edilen117 Takipçiler
Kevin Wilson
Kevin Wilson@kevinmarkwilson·
As blockchain ecosystems scale, the tools developers use become just as important as the performance of the network itself. TON’s architecture was built for scale, but scaling a network also means making it easier to build on. That’s where Acton stands out. Acton has the potential to make development on TON more efficient and less fragmented for builders. This matters even more as AI-native and agentic technologies move closer to real-world deployment. Learn more about how this strengthens the TON ecosystem in the link below. $TONX #toncoin #crypto #MTONGA tonstrat.com/ton-strategy-c…
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Kevin Wilson
Kevin Wilson@kevinmarkwilson·
Today, @tonstrat released its Q1 2026 financial results. Recent TON network upgrades have made the ecosystem faster, more efficient, and better positioned to support high-volume applications across payments, developer tools, and AI-driven activity. This quarter reinforced the strength of our treasury strategy, with @tonstrat holding approximately 221.9 million $TON at quarter-end, continued staking productivity, and a balance sheet positioned to support long-term execution. See more highlights and details from the first quarter of 2026 in the press release below: tonstrat.com/ton-strategy-c… $TONX #toncoin #crypto #MTONGA
Kevin Wilson tweet media
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Kevin Wilson
Kevin Wilson@kevinmarkwilson·
Day 2 as CEO of @tonstrat . Momentum across The Open Network is clear. Faster, cheaper, more scalable after the latest upgrades. What’s most compelling: TON as infrastructure for agentic AI. With Telegram as the interface, AI agents can operate and transact at global scale. We’re not passive holders - 220M+ TON staked, actively supporting the network. That’s how we think about long-term value @tonstrat . Learn more through our press release here: tonstrat.com/ton-strategy-c… #TON #AI #Crypto #MTONGA $TONX
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Adam Taggart
Adam Taggart@adamtaggart·
I've been asked by the media for my opinion of today's Fed decision + Jerome Powell presser. Here are my thoughts: Kudos to Powell for being consistent. He delivered the rate hike that he guided the market to. He maintained his guidance that the Fed may hike again, but will make its decision on a month by month basis. He reiterated that the Fed will not pivot policy until inflation is clearly on its way to <2%, and he reaffirmed that he has no plans to cut rates in 2023. He has been clear & consistent on these counts, despite the market doubting him all year. Each time the markets challenged him, it was the market, not Powell, that had to revise its expectations. Jeers to Powell for selling the narrative that the likeliest outcome is no recession. That is hard to make an argument for at this point, with interest rates over 500 basis points higher than they were a year ago. The lag effect of the Fed's hiking/tightening PLUS the historically extreme contraction in real bank credit on top of the Fed's efforts has not been felt in full yet. When it hits, and keeps hitting over coming quarters, the economy will be seriously challenged. We are already seeing deteriorating fundamentals -- weakening consumer spending, rising national/corporate/consumer debt levels, spiking debt defaults, rising corporate bankruptcies, slowing hiring growth, Conference Board Leading Economic Indicators at recession levels, inverted yield curves galore -- and Powell admitted today that even the Fed's own models expect the economy to weaken into the end of the year. A recession is certainly possible -- I would argue probable, and many of the experts I interview on Wealthion (like Lacy Hunt this week) do argue that it's inevitable. IMO, the leg effect is the most important economic factor that the majority of Wall Street and the media is ignoring right now. There is a pervasive optimism that the storm is behind us now that the pain of 2022 is over. There appears to be a willful blindness to ignore the fundamental macroeconomic indicators that are screaming "trouble ahead" right now. The fact that trouble hasn't arrived yet does not mean it won't. But many investors are embracing the faulty belief that "this time is different" and the usual repercussions won't materialize. I think that is setting up a lot of people for a nasty surprise and painful losses. The big danger here is that Powell is over-tightening into a coming recession, making it deeper and more prolonged than necessary. And on top of that, the credit crunch developing in the banking system will only exacerbate things. Powell himself has stated that he's less afraid of tightening "too much" vs "too little", as the Fed would much rather have to stimulate a sluggish economy (which it has a lot of experience doing) vs taming a resurgence in inflation. I think this hubris could lead to an inverse of the past 2 years. For many years, the Fed complained inflation was "too low" until suddenly its policies created way more than it wanted. I think the same could happen in the other direction given the Fed's current hiking/tightening and (over)confidence in its rescuing abilities. My current prediction: likely 1 more 25bp rate hike this year. No cuts in 2023. Perhaps several cuts in 2024, but not until Core CPI has spent several months <3% and remains trending down.
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King of the Charts - The Michael Burry of Bitcoin
$SPY $SPXS $SPXL $QQQ $SPX #SP500 The stock market is designed to inflict as much pain to both bulls & bears alike. At the Feb top, the permabulls were punished with a 9.26% crash, now its the permabears turn to be punished with a short squeeze. Unbiased traders are rewarded .
King of the Charts - The Michael Burry of Bitcoin tweet media
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