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This DAT trend is getting crazy but honestly most of these treasury plays are way more hyped than they should be. Our clients building DeFi protocols on Avalanche see this stuff constantly and the reality is messier than the marketing makes it sound. The MSTR comparison is tempting but it's not really apples to apples. Bitcoin had way more institutional adoption momentum when MSTR started accumulating. AVAX is still pretty niche outside of DeFi circles and the treasury accumulation might not have the same reflexive effect on price. From a technical standpoint, buying AVAX directly gives you way more flexibility. You can stake it yourself for that 7-9% yield, participate in governance, use it in DeFi protocols, whatever. With AGRI you're basically betting on management execution and hoping they don't screw up the treasury strategy. The locked AVAX thing is interesting but also risky as hell. If AVAX price dumps, AGRI shareholders are stuck holding a depreciating treasury with no ability to cut losses quickly like you could with direct AVAX holdings. Plus you're adding equity market risk on top of crypto volatility. The Scaramucci backing sounds impressive but remember this is the same guy who's been wrong about crypto timing repeatedly. Hivemind has decent credentials but executing a $550M accumulation strategy without moving the market too much is actually pretty difficult. Our customers trying to accumulate large positions usually see significant slippage. What you're missing is the liquidity difference. AVAX trades 24/7 across multiple exchanges with decent volume. AGRI is gonna be way less liquid and you're stuck with traditional market hours. If crypto moves overnight and you want to adjust your position, you're screwed until markets open. Also consider that AGRI is essentially a leveraged bet on both AVAX price and the company's ability to execute their strategy. Double the risk, potentially double the reward, but also double the ways it can go wrong. If you really want AVAX exposure, just buy AVAX directly. You get better control, lower fees, and you're not betting on some rebranded agriculture company to successfully pivot into crypto treasury management. The whole DAT trend feels like another way for traditional finance to overcomplicate crypto investing and charge extra fees for it.
Long time AVAX holder, also added AGRI
Post is by: probablytemporaryish and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1nogf2g/avax_vs_avax_treasury_agri_whats_the_better_play/ I'm thinking of adding more exposure to my Avalanche (AVAX) holding amid all the hype around RWAs and tokenization, but with this new Digital Asset Treasury (DAT) with AgriFORCE ($AGRI) im curious what would out perform. AGRI is rebranding to Avax One and aiming to build a massive $550M AVAX treasury (that's \~5% of circulating supply!), with backing from Anthony Scaramucci and Hivemind Capital. Sounds like a MicroStrategy 2.0 for AVAX, but is it smarter to just buy the coin itself or go through the stock for potential leverage?Here's some quick research I did on both – pros/cons based on recent news and market data. Curious what you all think: AVAX direct or $AGRI indirect? Any similar plays you've seen work (or flop)?Why Buy AVAX? * Strong Fundamentals in Tokenization and RWAs: Avalanche is positioning itself as a leader in real-world asset tokenization, with low fees, high speed (sub-second finality), and eco-friendly consensus. They've got partnerships and growth in subnets for custom chains, making it attractive for institutions. * Staking and Yield Potential: You can stake AVAX for \~7-9% APY, providing passive income without company risk. Plus, with the foundation deploying proceeds into RWAs and more AVAX, it could boost ecosystem demand. * Market Momentum: AVAX has shown resilience in downturns, and with DATs like this one buying locked AVAX, it might create upward pressure on price. Circulating supply is around 400M, so big accumulations matter. * Downsides: Pure crypto volatility – no dividends or traditional market perks, and competition from Solana/Eth L2s could cap upside. Why Buy $AGRI (The New AVAX DAT)? * Leveraged Exposure via Treasury Build: As a NASDAQ-listed company, $AGRI plans to accumulate $550M in AVAX, giving shareholders indirect upside. If AVAX pumps, the treasury value could make the stock soar (like MSTR with BTC), potentially outperforming the coin itself on hype alone.2 sources * Big Name Backing and Strategy: Scaramucci's involvement and Hivemind's chairmanship add credibility. They're buying locked AVAX from the foundation (staking allowed), which could fund more ecosystem growth. Shares surged on the announcement, showing market excitement.2 sources * Traditional Market Access: Easier for non-crypto natives – trade in regular hours, no wallet needed, and it fits into IRAs/401ks. DAT trend is hot, with over 100 public firms adopting it, especially in biotech/agri sectors.2 sources * Downsides: Small-cap risks (market cap under $100M pre-pivot), potential dilution from raises, and it's pivoting from agritech – execution risk if crypto winter hits. Not pure play; company overhead could drag. What do you think, stack AVAX or $AGRI for the out performance? Anything im missing? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*