Coffee can absolutely crush any pump they get with a v2 launch (assuming he wants to hold a depreciating asset for 6 more months). I'm sure some of the other whales are wanting to get out as well, so it'll be a contest for who can dump on everyone else first.

Playing devil's advocate, maybe the team has thought about this and decided to keep delaying until these whales capitulate, so when they pump with v2 next year it isn't killed immediately. I doubt this is true, but you never know.