The Wolf Of All Streets Bitcoin Breaks $112K Resistance! Are All Time Highs Next?
Sep 11, 2025
Josh Frank, a crypto expert, dives into Bitcoin's surge past $112,000 and the implications of upcoming all-time highs. He discusses the Avalanche Foundation's innovative $1 billion fundraising and how it alters market strategies. The conversation also highlights the challenges of tracking investor behavior in digital assets and the impact of regulatory changes. Additionally, Frank humorously reflects on John McAfee's bold predictions and the wild dynamics of retail investor reactions in a volatile market. It's a deep dive into the changing landscape of cryptocurrencies!
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Foundations Use Discount Sales To Preserve Price
- Avalanche plans to raise up to $1 billion by selling AVAX OTC to create multiple treasury vehicles.
- Foundations sell discounted tokens to align long-term investors and avoid market sell pressure.
Discounts And Lockups Are Standard Practice
- Treasury companies commonly buy discounted tokens from foundations and may have long lockups to prevent selling pressure.
- Discounts for multi-year locks can range broadly, often around ~50% for three-year deals.
Premium Harvesting Drives Treasury Demand
- Treasury vehicles create potential MNAV arbitrage: buy in-kind at a discount, sell shares at a premium to NAV.
- That structure lets investors and projects capture immediate value without direct token sales.