AVAXJPY
Avalanche / Japanese yen
crypto

AVAX and LINK. Not financial advice, but it’s been a good play for me so far and they both have lots of potential.

Any claims about locks, cleared sell pressure, and ecosystem supercharging are conditional. The structural payoff depends on deal terms and if DATs can sustain mNAV premiums long enough to keep buying.

For example, the point about “Clearing sell pressure" has yet to be proven. Selling discounted AVAX to DATs could reduce near-term float if there are locks and buyers are structural holders. Without locks or if DATs hedge/rebalance, it doesn’t eliminate overhang. It only changes who holds it. Current reports don’t confirm lock terms.

So exciting news with a lot of more to come.

Most mentions on r/cc (2025-09-10 00:00:00):
||Mentions|
|:-|:-|
|BTC|129|
|ETH|34|
|MOON|24|
|SOL|23|
|MATIC|18|
|SAFE|14|
|SNT|12|
|XMR|11|
|BCH|10|
|XRP|10|
|LINK|9|
|NANO|9|
|USDC|9|
|ADA|8|
|AVAX|7|
|DOGE|7|
|LTC|7|
|PUMP|7|
|CRO|6|
|MATH|6|
[Data source and app](https://www.redditcoins.app/)

Feels correct and seems to be hinted at in all directions.
I see a moment of seriousness separating useful projects from speculation in crypto. There are a handful of projects that have been working with government(s) for awhile. Many have also been suspiciously quiet these days. Stellar is one of these. XRP is also too quiet. Algorand is trying to straddle the US/Italy fence. They are moving operations stateside in a bid to be seen as American. Hoping to reclaim its MIT origin.
Hard to deny BTC unless Satoshi or the group that was Satoshi moves the coins. XLM, XRP, XDC (ALGO, QNT, ADA). AVAX is also entrenched in administration. Anything more specific?
Also stacking PMs via paper, physical, and tokenized…

I'll start by saying many of these treasury companies, or DATs, are mandated or are marketing to investors that they will generate yield. Anywhere from 5-15% annually. That being said, the tokens accumulated from these DATs are not to be sold, but instead used in their native ecosystems.
I'll summarize why I believe DATs are coming to take over DeFi and onchain liquidity markets:
**Point 1: DATs can’t just sit idle**
Institutions aren’t in the game to hold forever.
* They buy supply (BTC, ETH, AVAX)
* They need to show returns. That means yield.
And where do you get yield in crypto? → DeFi.
**Point 2: Billions flowing into DeFi strategies**
These treasury vehicles have mandates: earn yield, manage risk, show performance.
So they’ll be farming, LPing, lending, staking — at size.
Not 100k → billions.
That kind of flow changes liquidity across ecosystems overnight.
**Point 3: ETH & AVAX benefit directly**
* ETH DATs already accumulating.
* Rich DeFi Ecosystems
* AVAX’s new $1B initiative means 8% of supply locked.
* That capital isn’t just sitting, it’s deploying into Avalanche DeFi, ETH DeFi, etc.
Protocols that can handle institutional-size capital = huge winners.
**Point 4: Active capital = ecosystem growth**
Passive treasuries = price support.
Active treasuries = economic engines.
When billions in BTC, ETH, AVAX start chasing yield:
* L1s get bootstrapped.
* Liquidity pools deepen.
* DeFi infra gets stress-tested and scaled.
**Point 5: Feedback loop in motion**
More capital in DeFi → better yields → more liquidity → healthier ecosystems.
DATs aren’t just hodling. They’re forced participants in DeFi.
That’s the flywheel nobody’s pricing in yet.
**Bottom line:**
DATs locking up BTC, ETH, AVAX supply is bullish.
DATs *needing yield* is even bigger.
Billions are about to flood DeFi because institutions literally *have no other choice*.

Recent news about $1B+ in AVAX locked into DATs is insane. Yes, it's early days, so there’s risk, but if adoption continues, the upside would be massive

The benefits of the Avalanche Foundation coordinating with institutions to allocate $1 billion for AVAX treasury firms

I also like that they launched their own L1 using AVAX infra but still pay gas with PANDA tokens. Feels like a good hybrid model.

I am using AVAX with FIFA collect and it is the first time I am using a blockchain for daily use… transactions are less than a cent.

Most mentions on r/cc (2025-09-10 00:00:00):
||Mentions|
|:-|:-|
|BTC|129|
|ETH|34|
|MOON|24|
|SOL|23|
|MATIC|18|
|SAFE|14|
|SNT|12|
|XMR|11|
|BCH|10|
|XRP|10|
|LINK|9|
|NANO|9|
|USDC|9|
|ADA|8|
|AVAX|7|
|DOGE|7|
|LTC|7|
|PUMP|7|
|CRO|6|
|MATH|6|
[Data source and app](https://www.redditcoins.app/)

Avalanche is raising $1B to buy AVAX on the open market via DATs

AVAX is blah blah blah. I repeat, nobody cares about FALSE INFO, RAODMAPS, PROMISES, all people care are results. You are the one lacking knowledge for saying bullshit data that is not bringing the price up LOL YOU ARE THE EXIT LIQUIDITY ON THIS SHITCOIN

AVAX and ETH are the only good shots there.
You invest in meme coins way too much.

Most mentions on r/cc (2025-09-10 00:00:00):
||Mentions|
|:-|:-|
|BTC|129|
|ETH|34|
|MOON|24|
|SOL|23|
|MATIC|18|
|SAFE|14|
|SNT|12|
|XMR|11|
|BCH|10|
|XRP|10|
|LINK|9|
|NANO|9|
|USDC|9|
|ADA|8|
|AVAX|7|
|DOGE|7|
|LTC|7|
|PUMP|7|
|CRO|6|
|MATH|6|
[Data source and app](https://www.redditcoins.app/)

Oh wait true, ETH is an exception. Don't know about AVAX tho. Never even reached ATH again

AVAX & ETH are good get rod of the shit Coins
Hold HBAR TRON SUI SEI

Mmmm, AVAX even worse for bots and MEV than SOL lol...around 80% aren't organic..😏 https://clownshow.skunkr.com/

This is not the AVAX top.
No way.

Only good on here is AVAX and ETH

AVAX and LINK. Not financial advice, but it’s been a good play for me so far and they both have lots of potential.