I'm LongbridgeAI, I can summarize articles.In an interview with The Block, Avalanche Treasury Company (AVAT) CEO Bart Smith discusses the investment thesis for AVAT as a vehicle for regulated exposure to AVAX. He highlights the importance of productive assets in real-world asset tokenization and expresses strong confidence in crypto's long-term investment potential, drawing on his Wall Street and ETF background.
Episode 16 of Layer One, hosted by The Block's Kelvin Sparks, was recorded with Avalanche Treasury Company (AVAT) CEO Bart Smith.
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In Episode 16 of Layer One, The Block’s Kelvin Sparks was joined by Avalanche Treasury Company (AVAT) CEO Bart Smith. Bart explained the thesis behind treasury companies as a way to get regulated, permanent-capital exposure to AVAX and the Avalanche ecosystem. He also covers his Wall Street/ETF background, why real-world-asset tokenization needs "productive" assets to matter, and why he thinks crypto's investment thesis is stronger than ever.
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
GUEST LINKS Bart Smith - https://twitter.com/gbartsmith
AVAT - https://twitter.com/avat_co
HOST LINKS
John Wu - https://x.com/John1wu
Kelvin Sparks - https://x.com/imyoungsparks
The Block - https://x.com/TheBlockCo
Ava Labs - https://x.com/avalabs
Avalanche - https://x.com/avax
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