PackageDonkey

✝️🧍‍♂️🧍‍♀️👧👧👧👦✝️ 🌦️🌱 MI🏒🎣⛳🍄🏃👟⛪

Cocoa Beach 🏖️ = home way from home

[PackageDonkey @mtowe7]

Cult. The man literally can not do anything wrong

[Andrea jean @Ajt032762]

He's not fucking us over, he's removing himself from the conversation. It has to be done by the military.

[PackageDonkey @mtowe7]

@Rach4Patriarchy I think it's cute when all of you shill bots stick together like this ♥️

[PackageDonkey @mtowe7]

@Rach4Patriarchy The shameless ordering shame onto others 🙄🤷

[Avalanche🔺 @avax]

Another day, another country chooses Avalanche.

Kenya's National Examinations Council, @KNECKenya, is using Avalanche to secure academic certificates, combat forgery, and enable verification in seconds.

By using Avalanche technology, KNEC is solving real world problems at scale, in a way that wasn’t possible before.

[PackageDonkey @mtowe7]

@WallStreetMav No. They can just do their jobs honestly and competently.

[Avalanche🔺 @avax]

BREAKING: Goldman Sachs is bringing its $100B flagship Treasury fund to Avalanche

The fund will be offered through Lynq, a private, permissioned Avalanche L1 used by 30+ institutional digital asset firms, including B2C2, Wintermute, Galaxy, FalconX, and Fireblocks.

This gives institutions a way to put cash to work between trades and earn yield without leaving the infrastructure they already use.

[PackageDonkey @mtowe7]

@Rach4Patriarchy Save this one

[PackageDonkey @mtowe7]

@paleochristcon Literally nothing has changed. You don't move the needle no matter how many times you say you do.

[Avalanche🔺 @avax]

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.

[b-dog 🔺 @bdog_hh]

Some bears keep telling me I am bullposting. “$1,000 avalanche-2:native is cosplay.” “You post too much.” “Fantasy number.”
Cool. Here is my investment thesis. Numbers first. Story second. 👇

1/9
AVAX now: ~$11
Market cap: ~$5B
Circulating: ~443M
Hard cap: 720M
Fees: burned
$1,000 on circulating supply ≈ $443B
$1,000 fully diluted ≈ $720B
That is the print everyone is laughing at. Write it down. Now put it next to real pipes.

2/9
ICE (@NYSE parent): $87B
CME Group: $99B
@BlackRock : $149B
Those firms run one layer of one market.
AVAX at $1,000 is $443B for a multi-jurisdiction settlement network with a hard cap. That is not a meme multiple on a casino token. That is still cheaper than pricing the pipe like Visa.

3/9
Global listed equity: ~$152T
On-chain RWAs: ~$34B
Tokenized equities: ~$3 to $4B
Share of listed equity already on-chain: 0.003%
Citi 2030 tokenized-assets base: $5.5T
Citi bull / Ark / BCG range: $8 to $19T
You do not need the pie. You need to be the pipe a slice of that pie settles on.

4/9
Sept 17 the SEC defined it.
Not a wrapper. Not a CFD. Not “price exposure.”
The same stock. Dividends. Voting rights. Halt with the listing.
That is an issuer-sponsored security on a ledger. That is infrastructure. That is what Avalanche L1s were built to host.

5/9
US: ICE spent a year testing @avax for NYSE tokenized settlement. Not selected. Inside the room.
EU: @Securitize DLT TSS licensed on Avalanche.
Japan: Progmat STO register live. ¥452B on a dedicated Avalanche L1.
Korea: KSD + Hanwha rails. Phase 1 Feb 4, 2027.
Four books. One stack. AVAX in the middle.

6/9
Regional L1s. Validators = brokers, CSDs, transfer agents. Native ICM between books. No bridge custodian in the path.
A New York share Europe never listed does not need a wrapper. It needs the transfer agent to write the book and the other book to accept the signature.
After year one of live operations, leaving costs more than staying.

7/9
A market stands up an L1.
The intermediaries become validators.
They pay AVAX to stay in the set. Burned.
Cross-book messages hit the P-Chain. Burned. C-Chain settlement versus stablecoins. Burned. 720M cap. Every new country adds payers. Supply does not inflate into the TAM. That is the whole trade. Not “number go up because triangle red.”

8/9 Some fair comments why we are still early:
NYSE has not finally picked Avalanche yet.
The SEC exemption has volume caps.
Korea is 2027.

None of that makes $1,000 a fantasy. It makes $1,000 a valuation of the pipe, not a casino multiple.

9/9
If you still think I am just bullposting, you are pricing a token. I am pricing the settlement layer of the next market.
🔺

No financial advise. Just my personal thesis. Follow me for real daily Avalanche updates.

[Avalanche🔺 @avax]

6 years of Avalanche 🔺

6 years of innovation, persistence, determination, setbacks, challenges, growth, passion, and 6 years of you.

Thank you for being on this journey with us

[PackageDonkey @mtowe7]

@LauraLoomer Blatantly false. I'm in MI and have never seen 4.99/gal as i do rn

[PackageDonkey @mtowe7]

@JustnThePhotog What's it at now?

[fish @cryptofishx]

The smartest thing Avalanche has done in the past year is ignore the community cries to pump their memecoins and focus on what they're actually good at - rather than playing second fiddle to Solana or RH.

The most successful L1s will have a clear identity and own it.

AVAX's brand has always catered to Wall Street and corporations, and there's absolutely nothing wrong with that. The expensive mistake was trying to do the whole memecoin and Gen Z thing when nothing about their brand or culture exuded that.

Own your brand.

[Kraven 🔺 @Kraven___]

$AVAX will hit new ATH before Christmas, bookmark this! 🔺

[PackageDonkey @mtowe7]

.@MikeThompson014 👀

[CryptosRus @CryptosR_Us]

JUST IN: $800B+ New York Life Investments has chosen Avalanche ($AVAX) for its first tokenized investment fund.

Its High Yield Corporate Bond Strategy will launch onchain through Centrifuge as Wall Street continues pushing deeper into tokenized real-world assets. 🔥

[PackageDonkey @mtowe7]

@CryptoJulzss Bruh

[Dom Kwok | EasyA @dom_kwok]

$1,000 is more likely than ever

[Avalanche🔺 @avax]

I like Avalanche

[PackageDonkey @mtowe7]

@shellenberger "Shillin Shelle"
That's too bad 😕