The Block|Jul 09, 2026 14:57
Why This Wall Street Veteran Is Betting on Avalanche
Avalanche Treasury Company @avat_co (AVAT) CEO @gbartsmith, joins the Layer One podcast to explain the thesis behind treasury companies as a way to get regulated, permanent-capital exposure to AVAX and the Avalanche ecosystem.
OUTLINE
00:00 - Introduction
01:22 - What Is AVAT?
03:59 - Wall Street Roots & Crypto's Rise
06:19 - The Bitcoin ETF Bet
08:58 - Hiring a COO
11:13 - Why Own AVAT?
15:56 - Scaling Avalanche & RWAs
22:54 - DeFi, TradFi & AI Fears
33:03 - Policy Risks & RWA Forecast
40:08 - Closing Thoughts(The Block)
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