We are scrappy as hell.

Avalanche Summit New York left us inspired. There is a great deal happening across Avalanche at present, and it underscores precisely why the research agenda exists: to measure, capture, and distribute value in step with that. Ready for what's next 🔺

Kevin O’Leary unveiled his $11M one-of-one Ohtani card at Summit. Now, he wants to tokenize it. @kevinolearytv breaks down why collectibles are such a natural fit for tokenization.

We now have the technology to build what these people are promising. What other people are striving to achieve, we know how to create today.

Avalanche Summit NYC was our most impactful Summit yet. Thank you to everyone who spoke, built, attended, reported, and made it so incredible!

Lynq moved institutional settlement to their Avalanche L1, here’s what they saw: - 65% faster processing - Deterministic sub-second finality - Verifiable, onchain validator governance @tassatgroup led the migration in under 2 hours with zero disruption for @Lynq_Network.

Banks and asset managers are asking a fair question: what can blockchain actually do for their customers? At this point, our industry should have a clear answer. I wrote for @AmerBanker about the shakeout underway as the industry matures

$AVAX’IN TÜM BÜYÜK YÜKSELİŞLERİNİ İNCELEDİM.🔺🚀 2021’den 2026’ya kadar fiyat hareketlerine, ağ kullanımına ve o dönemki gelişmelere tek tek baktım. Ortaya ilginç bir tablo çıktı. $AVAX ne zaman yeni bir kullanım hikâyesi yakaladıysa güçlü şekilde yükselmiş. Ama her hype döneminin arkasında farklı bir katalizör var. 🔺 2021 — DEFI HYPE $AVAX yılın başında ~$3-4 bölgesindeydi. Yıl içi zirve: $146 Yaklaşık: 40X Ama bu hareket durduk yere gelmedi. Ağustos 2021: 🚀 Avalanche Rush 💰 $180M likidite teşviki 🏦 Aave 🏦 Curve 💧 DeFi likiditesi 📈 TVL’nin hızlı büyümesi $Avalanche DeFi TVL’si yaklaşık $1.8B seviyesine kadar çıktı. Sonra $Ethereum gas ücretleri yükselirken yatırımcıların alternatif L1 arayışı hızlandı. Eylül’de $AVAX yaklaşık %52 yükseldi. Kasımda Deloitte haberi + Ethereum/L1 rekabeti + genel boğa birleşti. $AVAX $146 ATH’ye ulaştı. İlk büyük $AVAX hype’ının arkasındaki kelime: DEFI. 🔻 2022 — HYPE’IN ÇÖKÜŞÜ 2021’deki hikâyenin tam tersi. $AVAX : $114 → $10 Yaklaşık %90 düşüş. Piyasa riskten kaçarken 2021’deki yüksek beklentiler sürdürülemedi. Burada önemli bir ders var: Hype gerçek kullanım ve sürdürülebilir likiditeye dönüşmezse fiyat geri verir. 🔺 2023 — $AVAX YENİDEN UYANDI 2023’ün sonlarına doğru $AVAX yeniden dikkat çekmeye başladı. Stars Arena: 10.000+ aktif cüzdan Avalanche C-Chain işlemleri: 158K → 250K+ Sonra inscription çılgınlığı geldi. Sadece 5 günde: $13.8M işlem ücreti ve yaklaşık: 61M inscription işlemi gerçekleşti. $AVAX 2023’ü yaklaşık %254 yükselişle kapattı. Bu kez hikâye: AĞ AKTİVİTESİYDİ. 🔺 2024 — YENİ HİKÂYE Bu kez sahneye: AVALANCHE9000 çıktı. L1 oluşturma maliyetleri yaklaşık %99.9 azaltıldı. Retro9000 ile geliştiriciler teşvik edildi. Sonra RWA ve kurumsal hikâye güçlenmeye başladı. BlackRock Securitize KKR Franklin Templeton Apollo WisdomTree VanEck gibi kurumların tokenizasyon ürünleri Avalanche ekosisteminde görünmeye başladı. Kasım 2024: $AVAX $22.7 → $44.95 Yaklaşık %80 aylık yükseliş. Ama yine aynı şeyi gördük: Avalanche9000 mainnet’e geldiğinde fiyat otomatik olarak yükselmedi. Çünkü piyasa artık sadece: “Upgrade geldi.” demiyor. Şunu soruyor: “Bu upgrade gerçekten kullanıcı ve ekonomik değer yaratıyor mu?” 🔺 2026 — HİKÂYE DAHA DA BÜYÜDÜ RWA + TOKENİZASYON + KURUMSAL FİNANS 👥 10.048 RWA holder 💰 $1.74B distributed asset value 🏦 $11B represented asset value bulunuyor. Ve NYSE’nin Avalanche teknolojisini yaklaşık bir yıldır tokenized equity/ETF altyapısı açısından test ettiği bildirildi. Ama böyle bir testin yapılması bile bana göre 2021’deki DeFi hikâyesinden çok farklı bir aşamayı gösteriyor. Çünkü artık konuştuğumuz şey: Meme coin değil. DeFi değil. Sadece L1 rekabeti değil. Konuştuğumuz şey: 🏦 Sermaye piyasaları 💰 Tokenize fonlar 📈 Tokenize hisse/ETF 🌎 RWA 💵 Stablecoin 🔗 Kurumsal blockchain altyapısı Ve AVAX’ın bütün tarihini tek cümlede özetlersem: 2021 → DeFi 2023 → Ağ aktivitesi 2024 → L1 + RWA 2026 → Tokenizasyon + Kurumsal Finans Avalanche’ın bugün kurduğu RWA ve tokenizasyon altyapısı gerçek sermaye piyasası kullanımına dönüşürse, bunun AVAX tokenına ekonomik değeri ne kadar yansır? Çünkü AVAX’ın geçmişindeki bütün büyük rallilerde ortak bir şey gördüm: Önce yeni bir hikâye doğdu. Sonra kullanıcı geldi. Sonra likidite geldi. Sonra hype geldi. Ve en son fiyat hareket etti. Şimdi Avalanche’ın önündeki hikâye çok daha büyük: GERÇEK DÜNYA VARLIKLARININ BLOCKCHAIN’E TAŞINMASI. Benim için bundan sonraki $AVAX döngüsünde takip edilmesi gereken 5 şey: 1️⃣ RWA holder sayısı 2️⃣ Tokenize varlık değeri 3️⃣ Avalanche L1 sayısı ve gerçek kullanıcıları 4️⃣ Stablecoin likiditesi 5️⃣ Kurumsal projelerin gerçekten üretime geçmesi Çünkü geçmiş bize bir şey öğretti: Hype fiyatı başlatabilir. Ama gerçek kullanım, hype’ın kalıcı olup olmayacağını belirler. $AVAX #AVAX #Avalanche #RWA #Tokenization #DeFi #Crypto #Kripto #Altcoin #Web3

Don't ever take sides with anyone against the family again. Ever.

Six D1 college athletics teams are using Avalanche technology to improve their fan experience and loyalty. Michigan, Nevada, Baylor, and Memphis recently joined Penn State and LSU in choosing Uptop to strengthen the connection between their athletic programs and fans. Uptop’s platform, powered by Avalanche, gives better fan data, more efficient rewards, stronger sponsorship opportunities and a foundation for payments going forward. Avalanche is home for sports rewards, and the roster is growing.

BREAKING: Over $30M deposited on @aave v4 on Avalanche Avalanche is Aave’s first v4 deployment beyond Ethereum mainnet. V4 enables specialized lending hubs with tailored risk controls & deep shared liquidity.

BREAKING: Avalanche’s Helicon upgrade is live, bringing faster C-Chain execution. 48-hour minimum staking periods and a reward curve designed to reduce $AVAX issuance.

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Hyundai is testing blockchain infrastructure to accelerate development and improve payment processing time. Hyundai Card’s stablecoin pilot on Avalanche saw transfer time reduced by over 96%. Now the company is exploring how these faster transfers, even after banking hours, can reduce idle liquidity and make their working capital go further. American Banker reports on the pilot.

Missing Summit already? Us too. Here’s what was announced, launched, unveiled, or teased last week alone: - $807B New York Life Investment Management is bringing its first tokenized fund to Avalanche through @centrifuge, putting its U.S. High Yield Corporate Bond Strategy onchain. - @aave is launching a specialized RWA lending market on Avalanche, giving institutions a way to borrow against tokenized financial assets. - @BuildOnIris raised $40M+ to expand ALVA, bringing payments, identity, rewards and settlement onchain for mobile users across emerging markets. - $500B asset manager Janus Henderson became an Avalanche validator and is providing anchor capital to @TranchedFi, an onchain credit platform with $300M in AUM. - @tare_io raised $13.25M to build a regulated financial institution entirely onchain, connecting loan originators directly with institutional capital. - @COTInetwork launched Privacy-on-Demand and its Privacy Portal on Avalanche, bringing private computation and transactions to C-Chain applications. - @Paxos integrated Avalanche across infrastructure serving 650+ institutions and supporting 470M+ end users globally. - @NYSE plans to bring 24/7 trading onchain with its in-development ATS platform. - Michael Blaugrund of Intercontinental Exchange / NYSE said: “As we’ve evaluated different platforms, Avalanche checks a lot of those boxes for us, so we’re very engaged with the team.” - @tassatgroup published new results from @Lynq_Network’s move to an Avalanche L1: 65% faster processing and 50% lower infrastructure costs for its institutional settlement network. - @uptop_xyz and @UMichAthletics are bringing Michigan fan rewards onchain, creating one identity across sports that rewards fans for how they show up. - @raincards is integrating KRW1 from @BDACSKorea into its global payments infrastructure, opening a path to 175M+ Visa merchant locations. - Hyundai Card outlined its next steps after its Avalanche payments PoC, with a focus on proving the model can operate at scale. - @PharaohExchange is planning to bring permissionless, 24/7 trading of tokenized U.S. stocks to Avalanche DeFi. - @TheGrottoL1 announced their app’s expansion to Windows, Mac, and Linux, as well as launching their in-house studio. - @Bitwise co-founder Hunter Horsley said that if he were building a chain: “hell yeah” it would be on Avalanche. - @si_tickets_ teased that multiple Premier League stadiums will go fully onchain in 2027. - @FIFACollect crossed 1 MILLION users, with CEO Francesco Abbate pointing to Avalanche technology as the natural fit for its requirements. - @bloxtel unveiled the AP 201, bringing private 5G infrastructure, subscriber identity and authentication onchain with Avalanche. - @insomniacevents is partnering with Avalanche and @raincards on a new fan loyalty program for live entertainment. - @kevinolearytv unveiled his $11M 1-of-1 Shohei Ohtani card in public for the first time, said he’d like to one day tokenize it, and later pointed to Avalanche’s multi-chain architecture as one of the reasons it has his attention. And, perhaps most importantly: @luigidemeo, @Melt_Dem and @fintechfrank ate some really hot wings and survived. Barely. Eventful week, and it’s just the start. More to come, stay tuned 🔺

$AVAX reaching $17.70 is technically possible. From the current levels, Avalanche offers roughly 70% short-term upside potential.

Helicon is now live on mainnet 🔺 This upgrade brings improvements to the Avalanche C-Chain and validator infrastructure. The Avalanche Foundation looks forward to seeing the impact of these updates, and investigating them as part of our Economics Research Agenda.

Helicon is live 🔺 Everyone can experience the network upgrades inside of Core today. Validators, you can now configure auto-renewed staking during setup and manage your settings after start.

Avalanche just crossed 100 million addresses. The C-Chain added 707,000 new addresses in Q2, six times Q1's pace. TVL nearly doubled since last April. You're not buying a static token. You're buying a yield-bearing stake in a network adding millions of users each quarter.

Helicon is an incredibly important upgrade that carves a path forward for the next phase of Avalanche.