Yusuf Emre

[Emin Gün Sirer🔺⚔️ @el33th4xor]

Banks are choosing Ripple.

April Fools, obviously. They actually use Avalanche.

[Yusuf Emre @real_morpheus]

@AvaxTeam1 @dontdiegame @UndeadBlocks 🔺🔺🔺

[Avalanche Team1 @AvaxTeam1]

Looking forward to chatting with @dontdiegame & @UndeadBlocks later. Join below 👇

[Matias @frostLedger]

To the Avalanche community:

I am not blind to where we stand. I see and share your frustration.

I took this role because I believe Avalanche has some of the strongest technical foundations in crypto. But strong foundations don't matter if the economics built on top of them haven't evolved with the ecosystem. What made sense at launch doesn't necessarily hold today, and having the honesty to rethink that is where it starts. But economics alone won't fix this either. The solution isn't singular. It's non-trivial. It's built from small things that compound over time. And it takes all of us coming together to make it happen. That starts with each of us being willing to ask the difficult questions first.

The priorities I've set for my team are about getting back to fundamentals. Focusing on what creates structural demand, the kind that doesn't disappear when market cycles turn. Building the right economic conditions for sustainable growth, not dependent on the next narrative.

Some things are working. Real-world asset growth on Avalanche is real. Institutional capital is showing up, not because of hype, but because the infrastructure earns it. That's the kind of growth you can build on.

But I'm not going to pretend everything is working. Some of our current mechanisms have design flaws. I'd rather say that publicly and work to fix them than pretend otherwise. That's how trust is built: through execution, not promises.

Sustainable growth doesn't come from one catalyst. It comes from getting the fundamentals right.

I want to hear from you. Not the "gm" replies or the "wen moon" questions. I want the hard feedback. Where are we failing? What's broken that nobody's talking about? What would make you stay, or come back?

If your criticism is constructive, I'll take it seriously, even if it's harsh. If it's just empty noise, I'll keep scrolling.

I came into crypto from institutional finance because I believe this technology can reshape how capital markets work. I chose Avalanche because I think the architecture can support that vision. But architecture alone doesn't win. Execution does. Community does.

The only way we win is together. 🔺

[Emin Gün Sirer🔺⚔️ @el33th4xor]

Good time to announce that I'm not going anywhere. We have a lot happening behind the scenes, and the task isn't done until every asset is digitized on Avalanche!

[Emin Gün Sirer🔺⚔️ @el33th4xor]

We said this years ago and developed technologies that are years ahead of others.

[Nicolas Lemaitre🔺 @Ahnor_Block]

Your Avalanche recap for January 2026 👇

Network Growth

> 1.37B cumulative monthly transactions across all Avalanche L1s

> Surpassed 11B total cumulative transactions across Avalanche L1s

> Total AVAX burned surpassed 5M

> Avalanche C-Chain exceeded 1B cumulative transactions

> AVAX cumulative volume surpassed $1T

> ICM messages reached an ATH of 15.4K

> Stablecoin transfer volume up 250% YoY, ~2× the previous annual high

> Total RWA issuance on Avalanche crossed $1.3B

Ecosystem Highlights

> @Avax launched Build Games, a $1M program supporting new builders creating apps on Avalanche

> @AvalancheFDN announced the Retro9000 C-Chain Round, allocating rewards from the $40M pool to projects driving real on-chain activity

> Retro9000 completed its latest snapshot for the L1 and infrastructure tooling round, determining projects eligible for rewards

> Shameless plug: check out my 'articles' on how to earn $10K+ through project referrals

> @VanEck_us launched the first-ever Avalanche spot ETF, $VAVX, now trading on @Nasdaq

> @Grayscale amended its AVAX ETF S-1 to include staking rewards, becoming the third issuer to do so

> @GalaxyHQ introduced a first-of-its-kind tokenized CLO on Avalanche, backed by a $50M allocation from Grove

> AVAX One rolled out an institutional-grade Avalanche validator supporting public delegation

> @AvaxTeam1 surpassed members in 50+ countries, hosted 500+ events across 35 countries and 100+ universities

> Avalanche was included in the S&P Digital Markets 50 Index

> @TheArena launched built-in perpetuals trading via Hyperliquid, offering 200+ markets available 24/7

> @protennisdotfun launched exclusively on Avalanche as part of @TheArena

> @TheGrottoL1 launched on mainnet offering a new way to enjoy indie games on Avalanche

> @TippiklLabs launched on Avalanche, enabling frictionless tipping via a Chrome extension

> @xLabsxyz expanded AVAX validator capacity, supporting 200,000+ AVAX in delegations

> @l1beat_io rolled out a major UI refresh with new features

> @GUNbyGUNZ surpassed 50M cumulative transactions on mainnet, with 420K+ wallets and ~400K daily transactions

> @blaze_stream and @playoffthegrid collaborated to stream their Trios Tournament

> @LifeNetwork_AI surpassed 10M transactions on its healthcare AI testnet

> @SurfLayer went live, enabling users to participate in Avalanche daily quests and earn SP through simple actions

> @Aethireco shared a Partner Spotlight with @AvalancheFDN

> @predictfully_ introduced new features for prediction markets on Avalanche

> @coreapp shipped the final step of Core’s UX/UI overhaul

> AVAX linear options are now live on @DeribitOfficial

> @ParadiseTycoon launched its Paradise Chain L1, powering a player-driven economy with seamless game interoperability

The hard work doesn’t stop.

We keep building.

We keep going 🔺

[Avalanche🔺 @avax]

they’ll fight it every step of the way.

they’ll wonder how they ever lived without it.

they’ll forget what the world was like before it.

[Yusuf Emre @real_morpheus]

This isn’t just an ETF launch. It’s institutional validation for AVAX.

A Nasdaq listed ETF means:

• Greater liquidity
• Access for institutional investors
• Increased trust and transparency

A strong long term foundation for the Avalanche ecosystem.

[Avalanche🔺 @avax]

The first-ever AVAX ETF is now tradable on @Nasdaq.

Introducing $VAVX from @vaneck_us.

[Yusuf Emre @real_morpheus]

Tomorrow.

[Avalanche🔺 @avax]

big week for those who've studied this video

[Nicolas Lemaitre🔺 @Ahnor_Block]

Trillions

literally

[Nicolas Lemaitre🔺 @Ahnor_Block]

Transacting on Avalanche is fast and affordable

It's often the cheapest across all major chains, including Solana, Polygon and Base

Avalanche is ready to be the crypto rails for the world 🔺

[AVAX One (AVX) @avax_one]

This morning, we officially launched the Avalanche treasury dashboard. If you're looking for regularly updated metrics on our digital asset treasury strategy, our portfolio, or our market, this is the place to find them. NAV, AVAX price, our AVAX holdings, and more are all here.

Is there anything you think we should add to the dashboard? Let us know in the comments.

https://t.co/aXj7rDWlBx

[Emin Gün Sirer🔺⚔️ @el33th4xor]

Avalanche, as the premier multichain platform, is a bet that the future will depend on blockchains that cooperate.

[Avalanche🔺 @avax]

Avalanche is a network of networks.

With the freedom to build your own blockchain, with your own rules, compliant to your needs.

Big differentiator.

[Nicolas Lemaitre🔺 @Ahnor_Block]

https://t.co/iM5PtoF3cA

[Avalanche🔺 @avax]

>be Emin Gün Sirer
>born in Istanbul, Turkey
>get crammed into 50+ kids public-school classroom
>fight your way into Robert College, elite bilingual high school
>discover computers
>decide broken systems are not acceptable
>make it your mission to fix them

>move to the US
>study computer science at Princeton
>go to University of Washington for PhD
>master operating systems, distributed systems, networking
>write thesis on secure, efficient, manageable virtual machines
>think about scale + security long before “web3” existed

>stack the Ws
>join Cornell Computer Science faculty
>get National Science Foundation CAREER Award for distributed systems and P2P
>win Cornell’s top teaching award
>be named one of Popular Science’s “Brilliant 10”

>2003
>build Karma, a proof-of-work virtual currency for P2P networks
>mint coins with computation
>reward contributors, punish freeloaders
>do all this five years before Bitcoin

>2013
>publish “Majority is not Enough: Bitcoin Mining is Vulnerable”
>show that miners with <33% hashpower can break Bitcoin with selfish mining
>force the entire industry to rethink Bitcoin’s security model

>2016
>co-create Bitcoin-NG
>separate leader election from transaction propagation
>show how to scale throughput while keeping Bitcoin-like trust
>prove that blockchains can be way faster without sacrificing decentralization

>build the highlight reel
>rack up over 20,000 citations of your academic papers
>see your h-index grow to 55+
>achieve patents in secure code rewriting, data indexing, and consensus
>be the systems professor that other professors read

>2018
>drop “Snowflake to Avalanche: A Novel Metastable Consensus Protocol”
>sign it “Team Rocket”
>describe probabilistic, leaderless, metastable consensus
>nodes randomly sample peers, preferences avalanche toward finality
>reveal Team Rocket as You + Kevin Sekniqi + Ted Yin
>found Ava Labs with those guys
>turn Avalanche consensus into a real, production L1
>create a live network for anything & everything onchain

>2020
>Push Avalanche mainnet live in September 2020
>achieve sub-second finality
>show that a modern L1 can be fast, flexible, and still decentralized

>2021-2024
>invent a new paradigm: horizontal scaling through connected chains
>allow others to create sovereign blockchains with their own validators, rules, and virtual machines
>watch Avalanche tech power it all
>prove the model in gaming, institutional, enterprise, DeFi
>watch dozens of application-specific chains go live

>2025 and beyond
>Make Avalanche the home for real-world adoption
>watch web2 giants and web3 natives both choose Avalanche
>expand what’s possible in loyalty, payments, stablecoins, tokenization
>introduce blockchain to retail users & global institutions
>build one powerful architecture that serves countless uses

Inspiring.

From humble beginnings to architecting Avalanche, shout out to @el33th4xor for creating the best blockchain solution the world has ever seen.

[Avalanche🔺 @avax]

The institutions are here🔺

[Avalanche🔺 @avax]

Definition of GDP: (Money Supply x Money Velocity) / Price Levels

As money velocity increases, so does real GDP🔺

if we put real GDP onchain, we are by definition increasing money velocity and therefore increasing real GDP. This is powerful.

Read this post to understand where the future is headed.

To understand this is to understand Avalanche.

To explain Avalanche’s role in real GDP, we first need to identify what Avalanche is, what it’s doing, and where it is going.

Let’s begin.

> What is Avalanche? Avalanche is an ecosystem, not a business.

Chains aren’t singular companies. They are a collection of thousands.

All with revenue, individual needs, and different customers… yet all connected. The more sustainable businesses a chain has, the higher the supply of money in the ecosystem.

Emphasis here is on sustainable businesses. While short term activity is a key part of this industry, to get where we are going we need reliable activity. What most people don’t understand about sustainable businesses. They take a long time to build. Avalanche plays the long game.

- Nvidia created CODA nearly a decade before it was mass-adopted.
- Tesla released the roadster nearly a decade before EVs were mass-adopted.
- AWS launched cloud computing nearly a decade before it was mass-adopted.

The list goes on… (Avalanche is only 5 years old)

Combine this with Avalanche’s high throughput, horizontal scaling, and sub-second finality, you have a strong case for real GDP onchain.

Again, the definition of real GDP: (Money Supply x Money Velocity) / Price Levels

Money Supply increases by the number and quality of sustainable businesses onchain.
Money Velocity increases with the speed of the network.

These are things the Avalanche ecosystem is obsessed with.

> What Avalanche is doing? Putting sustainable revenue onchain.

Examples of sustainable businesses being built on Avalanche:
-Ticketing
-Institutional finance
-DeFi
-Loyalty
-Gaming
-Payments
-Stablecoins
-Supply Chain
-Privacy

The list goes on…

Not to imply short term speculation isn’t important. Both can exist in the same ecosystem, but Avalanche has massive goals in mind.

Real GDP is smaller on traditional rails due to the trapped capital stuck in transit of credit rails, business hours, and unnecessary middlemen. When placed on Avalanche rails, the money moves with subsecond finality.

GDP increases when businesses are built onchain.

> Where is Avalanche going? Onboarding the world to blockchain.

The future we are building is one where you go about your everyday life not even knowing you are using the blockchain. Each time value changes hands there is a trace to the Avalanche network.

Buying a ticket to a game, taking a loan, making a payment, buying an item in-game, all powered by Avalanceh on the backend.

We’re not just talking about this. We are doing it.

Avalanche is putting real GDP onchain.

The vision is powerful.
The tech is powerful.
We are barely getting started🔺

[Anthony Scaramucci @Scaramucci]

If you like Solana Rising 📕, you’ll love Avalanche Ascending 📕. Stay tuned! $AVAX @avax_one @avax