Love this clip! At our very core humans are creators. And with AI our capacity and access to creation just got better.
My god this is such a good speech that every SWE needs to hear. You know what? Every person should hear it
Keep the happy memories, eyes on the reality, be excited about the future. That’s the best that anyone can do
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avalanche-2:native watching other 3rd generation chains announce, but fail to execute their (non-existent) adoption strategies.
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This is what I call adoption. This is the execution of a well-thought -out strategy.
Don’t sleep on this chain. They know what they are doing.
Their delivery leaves the competition in the dust.
I have a feeling they have more in the pipeline…
avalanche-2:native
🏦 $AVAX JUST ATTRACTED AN $807 BILLION ASSET MANAGER
New York Life Investment Management is bringing its first tokenized fund to Avalanche through Centrifuge.
The fund gives eligible investors onchain access to NYLIM’s U.S. High Yield Corporate Bond Strategy.
This is the kind of adoption I want to see from $AVAX.
Not just crypto-native apps.
Real institutional assets moving onchain.
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Umed Saidov, CFA retweeted
Project Catalyst has never been "all bad". A lot of good development has come from it and it's served as a critical bridge to many teams throughout the years to stay in Cardano and keep developing.
However, it's 2026 and we need to stop treating Catalyst, the Treasury, or any other source of ecosystem funding as lottery winnings and instead place the full, soul crushing weight of the Cardano community's expectations for delivery upon recipients.
I think @dannyribar and team are making strides in that direction but there's always room for continuous, iterative improvement.
Note, this is one of the big ones I'm excited to see how it does over time. GG to all the teams and individuals involved.
Big day. ⚽️
Well done Barça Vision, @andamio_teams, and @utxos_dev!
Fund13 cohort #buildingoncardano
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Imagine what kind of value will settle on the Avalanche network when that happens.
avalanche-2:native
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Umed Saidov, CFA retweeted
🔺 $AVAX JUST CHANGED THE RULES
Avalanche’s Helicon upgrade is live.
Minimum validator staking drops from 14 days to 48 hours. Auto-renewal arrives. C-Chain execution gets an overhaul.
My takeaway: more flexibility for validators and fewer operational headaches.
The next test is whether better infrastructure brings more activity.
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$AVAX is so much ahead of the game.
Back in 2017 you could build any slop and attract users.
This cycle is about serious tech and the architecture fit for specific use cases.
And here $AVAX has no competition.
You can no longer hide behind the first mover advantage. Or behind pretty soundbites with nothing to show for.
Markets see right through that BS. And once you lose that trust, you may as well pack up your suitcase and pivot to something else.
Follow the brains, watch for actual adoption and delivery. This is what actually matters. Challenge narratives that have no real-world traction.
The technological progress never stops.
🚀 🚀 🚀
$AVAX could be one of the biggest “I told you so” plays of this cycle.
Why?
@avax isn't just competing for users on one blockchain.
Projects can build their own specialised Avalanche L1s for:
→ Gaming
→ DeFi
→ Institutions
→ Custom applications
$AVAX is the ONE I’m watching closely.
DYOR
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Umed Saidov, CFA retweeted
“In 1945, US had 80% of the world’s money. Gold was money at the time. It had half the worlds GDP. It had a monopoly on military power. So the US set the world order”
- Ray Dalio
Very relevant right now…
Patrick Bet-David
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Umed Saidov, CFA retweeted
1. Stocks will all be tokenized
2. Bonds will all be tokenized
3. Funds will all be tokenized
4. Real estate will be tokenized
5. Private credit will be tokenized
6. Commodities will be tokenized
7. Treasuries will be tokenized
8. Art will be tokenized
9. Collectibles will be tokenized
10. Infrastructure will be tokenized
11. Insurance will be tokenized
12. Company shares will be issued onchain
13. Stablecoins will become the default rails for moving money
14. Every major financial institution will have an onchain product
15. Every major asset manager will have tokenized products
16. Financial markets will trade 24/7
17. Settlement will move from days to seconds
18. Ownership will become programmable
19. Collateral will become composable
20. Assets will move across borders without traditional financial plumbing
21. The distinction between crypto and finance will keep disappearing
22. Tokenized assets will become normal for the average investor
23. Billions of people will eventually interact with tokenized assets without even thinking about it
24. The majority of financial assets will eventually have an onchain representation
25. Tokenization will become so normal that we stop calling it tokenization
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Umed Saidov, CFA retweeted
Avalanche is becoming infrastructure for governments on an international scale.
There’s no better example than the UAE:
Their national digital identity system, UAE PASS, is using Avalanche to serve 12M+ people.
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Weiss talking about avalanche-2:native the same way it talked about cardano:native in 2020...
But this time the talk is based on the factual data rather than on pure expectations.
Draw your conclusions.
Bullish developments for $AVAX:
- The NYSE spent a full year testing Avalanche for its future tokenized-securities platform. No chain has been finalized, but the relationship runs deep.
- $AAVE is preparing to launch a specialized RWA lending market on Avalanche as it positions the lending platform for the tokenization wave.
- New York Life Investment Management ($807B AUM) is bringing its first tokenized fund to Avalanche.
- Bloxtel is bringing its 5G infrastructure on-chain with Avalanche.
- Hyundai laid out next steps after its successful proof-of-concept payments on Avalanche earlier this year.
- Janus Henderson, a $500B global asset manager, became a validator on the network.
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Congratulations to the avalanche-2:native team! This one was super important.
Helicon is live.
- Continuous Execution for a faster C-Chain
- Auto-renewing staking
- 48-hour minimum staking periods
- Stronger validator requirements
- A new reward curve designed to reduce AVAX issuance
Helicon brings more performance, better capital efficiency, and stronger economics to Avalanche.
Helicon is one of our biggest upgrades yet, and lays the groundwork for larger upgrades to come.
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