AlphaTON Capital Signs Node Agreement with Midnight Foundation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
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Should l Buy ATON?
AlphaTON Capital announced an agreement with the Midnight Foundation. Combined with AlphaTON's recent deployment of infrastructure for Telegram's Cocoon AI, this positions AlphaTON Capital to deliver AI products to Telegram's nearly one billion users. The federated node agreement is a signed, legally binding contract that establishes a framework for immediate revenue generation. Under the terms of the agreement, Midnight has engaged AlphaTON Capital to provide one of the ten founding Midnight nodes to develop and deploy software that integrates Midnight's privacy layer with Telegram and the TON blockchain. The federated node agreement is executed and effective as of December 30, 2025, by both the Midnight Foundation and AlphaTON Capital Corp. The agreement includes a monthly compensation to AlphaTON Capital for the development of the proof of concept and the provision of Node Services, with payments beginning in the first quarter following the effective date.
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Analyst Views on ATON
About ATON
AlphaTON Capital Corp., formerly Portage Biotech Inc., is a specialized digital asset treasury company. The Company is focused on building and managing a strategic reserve of The Open Network (TON) tokens and developing the Telegram ecosystem. The Company implements a treasury strategy that combines direct token acquisition, validator operations, and strategic ecosystem investments to generate sustainable returns for shareholders. Through its operations, the Company provides public market investors with institutional-grade exposure to the TON ecosystem and Telegram's billion user platform. It is also advancing therapies that target known checkpoint resistance pathways to achieve durable treatment response and improve quality of life for patients. The Company engages in the drug development process and provides strategic counsel to guide development of immunotherapy assets and asset combinations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Privacy Computing Trend: As concerns over centralized AI companies grow, the shift towards local, privacy-first AI servers supported by AlphaTON reflects a 2026 trend, indicating a rising market demand for security and privacy computing that could reshape the industry landscape.
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- Privacy Computing Trend: As concerns over centralized AI companies grow, the shift towards local, privacy-first AI servers supported by AlphaTON reflects a 2026 trend, indicating a rising market demand for security and privacy computing that could reshape the industry landscape.
- Technical Architecture: Built on the Model Context Protocol (MCP), the Claude Connector allows for easy integration into Claude Desktop or CLI environments, providing functionalities such as wallet balance checks, TON transfers, and transaction history views, thereby enhancing user convenience and security.
- Market Potential: As a leading public technology company, AlphaTON Capital targets the Telegram super app market with 1 billion monthly active users, implementing a comprehensive M&A and treasury strategy aimed at generating sustainable returns for shareholders, showcasing its strong growth potential in the blockchain and digital asset sectors.
See More
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- No Debt Burden: The company currently has no debt or convertible securities, providing a solid foundation for future expansion and investments, thereby enhancing investor confidence.
- Transparent Equity Structure: With 23.4 million shares outstanding, the transparent equity structure helps build trust in the company's governance standards, further attracting institutional investor interest.
- Strategic Investment Initiatives: AlphaTON has made a $4 million deposit for 576 Nvidia B300 GPUs aimed at enhancing its AI revenue production capabilities, demonstrating the company's forward-looking approach to technology innovation and market demand.
See More
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- Successful Capital Raise: AlphaTON closed a $15 million registered direct offering primarily allocated for GPU AI infrastructure expansion and working capital, enhancing financial flexibility and supporting future growth initiatives.
- Infrastructure Investment: The company initiated a $46 million investment in AI infrastructure expansion on January 5, 2026, with plans to deliver 576 NVIDIA B300 chips, projected to yield a 27% IRR and 282% ROI, further solidifying its market position.
- Strategic Partnerships: The agreement with Midnight Foundation establishes AlphaTON as a foundational node architecture provider for privacy-preserving AI, generating immediate monthly revenue and supporting network growth, thereby enhancing revenue streams.
- Technology Integration and Product Development: The launch of the AlphaTON Claude Connector combines Anthropic's Claude AI with TON blockchain technology, enhancing user capabilities to manage digital assets through natural language, further driving integration and development within the Telegram ecosystem.
See More
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- Stock Price Surge: Following this announcement, GameStop's stock rose 2.6% to $21.65 in pre-market trading, indicating a positive market reaction to the company's strategic direction, potentially attracting more investor interest.
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- Other Stock Performances: Anteris Technologies announced plans for a $200 million public offering, resulting in a 26.4% increase in its stock price to $7.27, indicating a positive market response to its capital expansion plans, which may provide funding support for future growth.
See More
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- Strategic Partnership: AlphaTON announced a strategic partnership with the Midnight Foundation to integrate the privacy-oriented Midnight network blockchain into Telegram, enabling nearly one billion users to interact with advanced AI agents for finance, shopping, and support while ensuring complete confidentiality of user data.
- Stock Surge: Following the announcement of the new agreement, AlphaTON Capital Corp. (ATON) shares surged over 33% in pre-market trading on Tuesday, reflecting strong market optimism regarding the company's future prospects, particularly in the application of zero-knowledge blockchain technology.
- User Data Privacy: AlphaTON emphasized that users will fully own their data while using AI applications, with neither Telegram, Cocoon AI, AlphaTON, nor Midnight able to access users' messages or financial information, enhancing user trust in the platform through robust privacy protections.
- Optimistic Market Sentiment: On Stocktwits, discussions around AlphaTON were in the 'bullish' territory, with users expressing optimism about the company's future market capitalization potentially increasing five to ten times from current levels, indicating strong investor confidence in its strategic direction.
See More
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- Stock Surge: Rapt Therapeutics' shares jumped 63.4% to $57.36 in pre-market trading, reflecting a positive market reaction to the acquisition, which may attract more investor interest in the company.
- Market Impact: This acquisition not only increases shareholder value for Rapt but may also prompt other biotech firms to consider similar strategic acquisitions to enhance their competitiveness and market share.
- Industry Outlook: With GSK's acquisition, Rapt's product development process is expected to accelerate, potentially leading to faster drug launches and further solidifying GSK's leadership position in the innovative pharmaceuticals market.
See More
