John Wu 🔺

President @avalabs, open innovation @avax. @cornell @harvard alum. Views are of my own. Not financial advice.

[John Wu 🔺 @John1wu]

Stablecoins are effectively a direct stimulus check for the underbanked in America.

@SchwabNetwork @SecScottBessent @J_B_Horne

[John Wu 🔺 @John1wu]

The convergence of TradFi and Web3 is happening, driving a massive shift across both enterprise technology and daily trading activity.

[Schwab Network @SchwabNetwork]

.@AvaLabs' @John1wu discusses what's driving crypto markets and investor behavior.

As for bitcoin:native, he believes the cryptocurrency is bottoming and explains why he sees growing focus on blockchain adoption.

For more: https://t.co/li9qalxC0g

[John Wu 🔺 @John1wu]

For the last few years, the tokenization conversation has been stuck on "bringing assets onchain." That was Phase 1.

Phase 2 is about capital efficiency. Traditional finance leaves trillions in assets sitting idle.

By shifting these into open, programmatic credit markets like Aave V4 on Avalanche- we turn static representations into active collateral.

It’s no longer about proving you own the asset; it’s about putting it to work.

[The Block @TheBlockCo]

Stani Kulechov on Aave V4, Avalanche, and Why RWAs Hit $100B This Year

@aave Labs Founder @StaniKulechov joins @AvaLabs President @John1wu and @imyoungsparks to discuss the Aave V4 deployment on @avax , GHO, RWAs and more.

OUTLINE
00:00 - Introductions
03:15 - Aave by the Numbers
04:50 - V4 and Horizon
06:26 - The Great Convergence
11:11 - Why Avalanche
18:19 - Killing the Prime Broker
24:39 - Walled Gardens
32:33 - The GHO Engine
37:18 - The Aave App
44:23 - $100B by 2026

[Avalanche🔺 @avax]

BREAKING: Hyundai completes first stablecoin payments on Avalanche

Hyundai Card and Hyundai Motor Company have laid the groundwork for stablecoin payments on Avalanche, completing a successful pilot with Tether and Axiym.

[Carlos Domingo @carlosdomingo]

And tokenized over $300M of SECZ on Avalanche!!

[John Wu 🔺 @John1wu]

Business outcomes define the future of blockchain: faster payments, more efficient markets and stronger customer experiences.

Avalanche is built for entrepreneurs turning those needs into products & services.

[Avalanche🔺 @avax]

Over the past several months, we’ve focused on one thing: showing what’s possible when blockchain technology is put to work.

Today, we’re bringing that story together.

Our new brand reflects a simple belief: the future of blockchain will be defined by businesses using the technology to move money, modernize infrastructure, and create entirely new products and experiences.

You’ll also notice a renewed connection to the imagery that inspired our name. Because like an avalanche, transformational change builds slowly, gains momentum, and eventually becomes impossible to ignore.

That’s the moment we believe this industry is entering.

Avalanche. Technology Built for Business.

https://t.co/5zLgvyoEAv

[Avalanche🔺 @avax]

Today, we’re launching the Avalanche Payments Collective.

Founding participants include Franklin Templeton, VanEck, Anchorage Digital, Paxos, Agora, Ethena, Rain, Axiym, Tassat, and others spanning the payments stack.

The Collective brings together companies spanning stablecoins, settlement, treasury infrastructure, foreign exchange, custody, card issuance, business payments, asset management, and global payouts.

Why?

Because the future of payments requires more than faster transactions.

Moving money globally requires liquidity, settlement, compliance, treasury management, custody, foreign exchange, and local payment networks working together as one. 🔺

28 leading organizations supporting payment flows across 150+ countries, 96 currencies, and ~22 billion payout endpoints are building on Avalanche.

Over the last several years, Avalanche has quietly become home to one of the industry's broadest payments ecosystems.

Now, that ecosystem has a name.

Read more: https://t.co/6AMvwHGIax

https://t.co/fJv8rwnBqj

Founding Members:
AeraTech @Anchorage @AxiymFinance @brale_xyz @coreapp @dakota_xyz @ethena @FTDA_US @grovedotfinance @krakenfx @Lynq_Network @meshpay NHN KCP @nonco_otc OatFi @opentrade_io @Paxos @raincards @RequestFinance @rise_pay SETTL @StraitsX @tassatgroup @vaneck_us @WisdomTreeFunds @withAUSD @wyostable @zerohashx

[The Block @TheBlockCo]

Blockchain Capital’s Contrarian Bet on Crypto’s Next Decade

"The best returns are always going to come from non-consensus investments"

In Episode 15 of Layer One, @imyoungsparks and co-host, @AvaLabs President @John1Wu, are joined by @bcap General Partner Spencer Bogart (@CremeDeLaCrypto). The conversation explores stablecoins, prediction markets, privacy, and the future of crypto.

OUTLINE
00:00 - Introduction
02:01 - Things That Don't Exist
05:25 - Token Buybacks
09:11 - Privacy Challenge
11:06 - Regulation vs Privacy
12:17 - Value Accrual Debate
13:59 - Public vs Private Chains
17:43 - The Great Repricing
20:42 - Stablecoin Adoption
28:06 - Prediction Markets
45:18 - Crypto's Next Opportunity

[Coinage ♻️ @coinage_media]

With avalanche-2:native CME futures now launched, we caught up with @AvaLabs President @John1wu about the next wave for @avax:

"Now we are literally crossing the chasm to create things that enterprises want" ⬇️

[John Wu 🔺 @John1wu]

@KeithGrossman Great initiative! Thanks Keith.

Everybody at @AvaLabs is proud to be helping New Yorkers.

[John Wu 🔺 @John1wu]

US stocks are going on-chain and the rails are being built right now on @avax.

Great episode of Layer One with @annabelleacta from @DinariGlobal breaking down tokenized equities, 24/7 markets, and global access to US capital markets.

[The Block Media @TheBlockPods]

Dinari’s Anna Wroblewska on Bringing US Stocks Onchain

In Episode 13 of Layer One, @imyoungsparks and co-host @AvaLabs President @John1wu are joined by @annabelleacta, Chief Business Officer at @DinariGlobal, to break down how tokenized equities are expanding access to U.S. capital markets globally.

The group also touched on:
• Onchain Brokerage
• Global Market Access
• Regulatory Infrastructure

OUTLINE
00:00 - Introduction
01:32 - What Dinari Is
03:21 - Institutions Arrive
06:01 - Tokenized Trades
08:38 - 24/7 Markets
13:24 - Why B2B Rails
16:18 - Regulation and Access
24:31 - Global Investor Demand
30:29 - S&P Digital Index
47:54 - DeFi and Collateral

[Hunter Horsley @HHorsley]

Avalanche is under celebrated.

Tireless work to bring the real world onchain. Exciting news —

[John Wu 🔺 @John1wu]

Today at 2:30pm, I'll be speaking at
@InnovateMiami with @michaelh_0g , Cynthia Lo Bessette @Fidelity, and German Soto Sanchez
@Broadridge answering the real question:

What opportunities in crypto is institutional capital actually willing to stand behind?@avax

See you there.

[John Wu 🔺 @John1wu]

There was a different type of energy at @consensus2026 yesterday.

The conversation has fully shifted to enterprise- grade entrepreneurship.

Tradfi institutions are leading the dialogue on RWA, settlement and integration of blockchain technology with their business lines.

[John Wu 🔺 @John1wu]

@luigidemeo @aave Congrats!!

[John Wu 🔺 @John1wu]

Excited to officially join @TheBlockCo Layer One as co-host with @imyoungsparks.

Episode 12 gets right into the work. @Tassatgroup and @Lynq_Network are rebuilding financial infrastructure on @avax with real-time settlement and yield-bearing assets.

Exactly the kind of work that moves the industry forward.

More to come. 🎙️

[The Block Media @TheBlockPods]

After appearing in recent episodes, @AvaLabs President @John1wu joins Layer One as an official co-host. 🥳

In Episode 12, he joins @imyoungsparks alongside Andre Frank, COO of @Tassatgroup, and Jerald David, CEO of @Lynq_Network, to discuss how Tassat and Lynq are rebuilding financial infrastructure with real-time settlement and yield-bearing assets powered by @avax.

The group also touched on:
• Always-on blockchain rails
• Capital efficiency
• Demand for compliant solutions

OUTLINE
00:00 - Introduction
01:38 - Tassat Background
03:37 - What Lynq Is
05:55 - Episode Overview
06:42 - Avalanche Migration
08:48 - Why Avalanche
10:57 - Institutional Adoption
17:15 - Regulation and Compliance
25:23 - Yield in Transit
36:59 - Real-World Use Cases

[Emin Gün Sirer🔺⚔️ @el33th4xor]

Ten years ago, I typed out a warning in real time in Google docs while hundreds of anonymous wombats and chupacabras watched over my shoulder. Three weeks later a hacker drained $60M, 15% of all ether was at risk, and Ethereum forked to survive. We called it before it happened. A decade of audits, formal verification, and hard lessons later, I think we've made enough progress to get it right the next time. I shared my story in @FortuneMagazine, out today.

[John Wu 🔺 @John1wu]

Fascinating discussion with @Matt_Hougan on the future of Bitcoin, L1s and his thesis for this space overall.

You don't want to miss this.

[The Block Media @TheBlockPods]

In Episode 11 of Layer One, @imyoungsparks and special co-host @AvaLabs President @John1wu are joined by @Matt_Hougan, CIO of @Bitwise, to discuss the launch of the Avalanche ETP and how institutional investors are approaching crypto exposure.

The group also touched on:
• Tokenized real-world assets
• ETFs in onboarding capital
• Why this cycle may differ from previous ones

OUTLINE
00:00 - Introduction
01:40 - Avalanche ETP Overview
02:45 - ETF Differentiation
04:34 - Staking and Yield
06:19 - Institutional Strategy
09:04 - Competing L1 Models
14:22 - Bitcoin Price Thesis
18:49 - Dual Market Narratives
21:57 - Institutional Capital Flows
30:02 - AI and Crypto Future

[John Wu 🔺 @John1wu]

I had the honor of doing a panel with the legendary investor Mark Mobius just last November at Cornell.

Even at 88, he was super sharp and talked passionately about investing.

He leaves a great legacy and will be missed.

[Bitwise @Bitwise]

The shape of the future is 🔺

Introducing the Bitwise Avalanche ETF, $BAVA, the only $AVAX ETP with in-house staking to maximize AVAX’s current ~5.4% staking rewards.

Why Avalanche?
- It’s the leading customizable blockchain for enterprises, with over 100 custom L1s launched in 2025, including @Visa, @Citi, @FIFAcom, and @SkyBridge
- It can process up to 4500 transactions per second, with near-instant transaction finality
- $4.1B+ market cap (as of 4/13/26)
- Offers industry-leading tools for builders to develop scalable, interoperable L1s

Why in-house staking?
- By managing staking internally, we aim to give investors the highest levels of transparency, security, and professional management

Excited to give investors exposure to one of the top blockchains for crypto’s growing real-world use cases.