Telegram: Updates and One Oddity
March 11, 2026
The Telegram write ups contain information gathered by my team about one of the most interesting companies currently operating online.
The most recent information we posted on Telegram Notes includes:
- The most segment in our summary of Andrei Grachev’s business adventures. “Part III: Grachev’s Flight to Falcon” picks up his story after he disengaged from AlphaTON Capital. The “falcon” is Grachev, and he did not travel without purpose. He had set up a new company called Falcon Finance and appears to be pursuing a different path to fame and further increasing his wealth. My team and I will continue to follow the story, but the flow of information has been disrupted due to the disturbance in the Middle East.
- We published a short item called “Note: AlphaTON Capital: Bringing in Legends.” AlphaTON Capital, ostensibly building an AI compute infrastructure, hired two people with technical skills. From my point of view, the NASDAQ wizard, the CEO, the law firm, and the financial person who replaced the estimable Mr. Grachev lack the background and technical expertise to make the idea of AI compute “rentals” a reality.
- Another short item is available. It is another short item titled “Note: March 2026 Telegram Messenger Features.” This is a rundown of some of the new features added to Telegram. What’s interesting is that none of these appear to implement any AI functionality from the announced Cocoon AI compute initiation.
This is an Uzbek falcon. It eats mice among other things.
If you want to read the first two parts of the Andrei Grachev story, these are at these locations:
Part I. Andrei Grachev: A Hungry Uzbek Falcon at https://shorturl.at/TbMCo
Part II. Grachev Aloft: Watching for HFT Prey at https://shorturl.at/wnaS8
Please, note the disclaimers for each of these segments. The information comes from our notes, and it is presented in a far more casual manner than the information in my formal books and monographs. One example is the use of the much-loved Uzbek falcon as a metaphor for some of the actions of Mr. Grachev. Colorful? Yes. Does Mr. Grachev have feathers? No.
The oddity is that references to these essays have been scrubbed or removed from certain social media services. I find it interesting that an 82 year old writing about a 13 year old online system attracts attention. One one had, I am flattered that LinkedIn-type outfits have the time and interest to prevent my essays from being available to their users. On the other hand, I am surprised that our compilation of publicly available information disrupts the otherwise serene world of digital information.
Do I care? Well, sort of. When we discover these scrubbings, we will try to document the instances and speculate about the reasons. Mr. Grachev is a luminary in the crypto-verse with particular expertise in high frequency trading. He does try to maintain a low profile compared to the outsized reputational visibility of Pavel Durov (the founder of VKontakte) and Yuri Mitin (Red Shark Ventures and other names such as RSV).
That profile is what caught my attention along with his role at RACIB and his dealings with a couple of interesting fellows in Switzerland. The next major Telegram Notes’ article is about everyone’s favorite business school and innovation center in Moscow. Watch for it in the next few days. Will it be blocked by certain social media outlets? Absolutely.
Stephen E Arnold, March 11, 2026
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