Strong believers in the flywheels behind @PharaohExchange , @AvaxHefe , and @Moats_app.
I’ve seen these projects go through the good, the bad, and the building and I’m happy to have found some legit, strong, futuristic builders with a real vision.
$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
Spot $AVAX ETFs are popping this week!
The three spot @Avax ETFs are already up +$1.72M on the week after soaking up an additional +$1.15M on September 22.
Their AUM is at nearly $60M, with investor interesting rising follow several major institutional announcements from the OG L1.
Ethereum added $367.9M in stablecoin market cap in the past 24 hours, more than the next four chains combined.
@ethereum +$367.9M
@HyperliquidX +$100.4M
@solana +$92.1M
@trondao +$36.2M
@avax +$19.0M
Data via: @tokenterminal
You are not bullish enough on $AVAX !
Emin Gün Sirer @el33th4xor was building proof-of-work-based digital currency at Cornell in 2003 - roughly 6 years before Bitcoin.
He co-designed Karma to create a native economic system for peer-to-peer networks.
Fast forward:
→ Co-founder & CEO of Ava Labs
→ Built Avalanche
This isn't a founder who discovered crypto in 2021.
He was working on decentralized currencies before Bitcoin existed.
And now he's building one of the most ambitious blockchain infrastructures for institutions, RWAs, payments and custom L1s.
@avax
🚨 WHERE THERE’S SMOKE, THERE’S FIRE: How COTI and Avalanche ($AVAX) are quietly building the infrastructure for the new European financial system and the ECB's Digital Euro. 🧵👇
Real-world stablecoin utility, not just infrastructure.
@BDACSKorea x @raincards puts KRW1 to work across 175M+ Visa merchants in 200+ countries. Proud to back a team turning on-chain finance into everyday spend.
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.
Avalanche has suddenly found itself at the centre of one of the biggest stories connecting traditional finance and blockchain. Ava Labs President Charley Cooper revealed that the New York Stock Exchange (NYSE) has spent roughly a year testing Avalanche technology as it explores how blockchain could be used for tokenised securities. For Avalanche and its native AVAX token, that is a significant vote of confidence from one of the biggest names in global finance. https://t.co/2pWEafUOA7 #Crypto #Cryptocurency #Cryptocurrencies #CryptoTrading #Trading #AVAX
Aave V4 Crosses $30M in Avalanche Deposits
Aave (@aave) V4 has surpassed $30 million in deposits on Avalanche (@avax) as tokenized assets move toward credit markets.
This comes after last week when Aave Labs announced plans to launch a specialized RWA market on Avalanche where institutions can borrow from tokenized assets.
USA₮ and Anchorage Digital Bank issued assets will be some of the first to use as collateral. The market would let holders borrow against these assets without selling them.
Aave V4 uses separate markets to isolate risks while accessing shared liquidity.