I’m recording live from Hong Kong during Consensus week with Glenn and Nikola from the TON Foundation.

In this episode, we break down how TON is building payment infrastructure for Telegram’s 1+ billion monthly active users. We talk about TON Pay. A crypto commerce solution built for developers and merchants.

We explore stablecoins. Real-world adoption. Developer experience. Regulation. And what it takes to compete with payment giants like Visa and Stripe.

This is not about hype. It’s about building usable infrastructure. With better UX. Fewer clicks. And real utility.

If you care about crypto payments, stablecoins, or mass adoption, this one is for you.

Key Timestamps

00:01:20 – Nikola’s journey from Visa into Web3

00:02:13 – Glenn’s path from cybersecurity to digital assets

00:03:42 – What TON Pay is and who it’s built for

00:04:12 – The vision: infrastructure for Telegram’s billion users

00:04:57 – Lessons from Alipay and WeChat

00:06:09 – Go-to-market strategy and merchant adoption

00:07:48 – Competing with Stripe through better APIs

00:09:37 – Why Apple Pay–level UX is the North Star

00:11:07 – Why regulation and off-ramps matter

00:12:30 – Gasless transactions and technical roadmap

00:14:03 – Telegram mini apps as a distribution channel

00:15:13 – Stablecoins as real product-market fit

00:16:09 – Partnership opportunities and what TON is looking for

Connect with TON Pay

https://ton.org/en/ton-pay-a-new-payments-layer

https://x.com/ton_blockchain

Disclaimer

Nothing mentioned in this podcast is investment advice and please do your own research.

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