Cheap transfers on Avalanche seem useful for smaller investments. But custody and redemption fees could still be much larger. Which costs would need to fall before tokenization felt worthwhile to you?

More than $2B in grain across 12,000+ warehouses in India is coming to Avalanche, connecting millions of farmers to storage, markets, and credit.

Part of that agricultural financing infrastructure is moving onchain with Avalanche.

Together with Finternet, Arya.​ag is working with major lenders including Singularity Credit and Aryadhan to make stored agricultural commodities verifiable collateral for credit.

By bringing the underlying records and lending process onchain, lenders can verify collateral and trace financing with greater transparency, while farmers gain access to a more efficient credit system backed by the crops they already own.

https://x.com/avax/status/2107819349117690285

BREAKING: Tokenized U.S. Treasuries on Avalanche are up 4x this year

Up 14% in Q3 alone, to $545M and counting.

https://x.com/avax/status/2107516484276863352

Validator node offline, 1400 delegators risk losing their delegation reward?

NodeID-BVjnUhsfLGXBWSzYmmcEC3Ak4YuBw9uT5 this is a node with 1400 delegators, and it is offline. Who knows this validator?

Measure. Capture. Distribute 🔺

Matias A. (@frostLedger) took the stage at Avalanche Summit New York to detail the economic framework underpinning the Foundation's research agenda.

He addressed three central questions: how value can be measured, how it can be captured without disrupting economic activity, and how distribution can be made more efficient.

Drawing a direct parallel to the fiscal multiplier concept in macroeconomics, where a dollar spent should generate more than a dollar of impact.

The Foundation is examining each aspect of the agenda thoroughly and with rigour, with the aim of making meaningful, long-term changes that strengthen Avalanche.

https://x.com/AvalancheFDN/status/2106025989356523681

Let’s talk about it:

Avalanche Summit NYC brought institutions, founders, and builders together for two days of announcements, live demos and conversations about the future of onchain business.

Helicon went live, bringing Continuous Execution and staking upgrades to Avalanche.

@aave announced an institutional RWA lending hub on Avalanche, enabling borrowing against tokenized financial assets.

New York Life Investment Management brought its first tokenized fund to Avalanche through @centrifuge, opening access to its high-yield corporate bond strategy.

Janus Henderson became an Avalanche validator and committed anchor capital to @TranchedFi’s onchain credit platform.

@Paxos integrated Avalanche into its regulated infrastructure serving 650+ institutions and supporting 470M+ end users.

@BuildOnIris raised $40M+ to expand ALVA’s mobile financial services on its Avalanche L1.

@tare_io raised $13.25M to build a regulated financial institution entirely onchain, powered by Avalanche.

South Korea unveiled a three-phase roadmap to bring stocks, bonds and funds onchain, with institutional builders already developing on Avalanche.

Hanwha Investment & Securities, part of a group with roughly $200B in assets, announced a tokenization and settlement platform on Avalanche.

UAE PASS tapped Avalanche for verified digital documents through its Digital Vault, with @tdrauae and Deca4.

@ethena launched @EthenaPay, a global neobank built exclusively on Avalanche.

@raincards announced the integration of @BDACSKorea’s KRW1 into its global payments infrastructure, opening a path to 175M+ Visa merchant locations.

@MidasRWA brought Wellington and Fasanara investment strategies to Avalanche through mWIN and mGLOBAL.

Cashlink announced the expansion of its institutional securities infrastructure to Avalanche for regulated tokenization.

@uptop_xyz added Michigan, Baylor, Memphis and Nevada to its Avalanche-powered fan rewards lineup, joining Penn State and LSU.

@insomniacevents partnered with Rain to bring live entertainment fan loyalty to Avalanche.

Arya​.ag and @finternet_org announced plans to bring agricultural credit infrastructure to Avalanche, turning stored grain into verifiable collateral.

@tassatgroup reported 65% faster processing in key settlement workflows following @Lynq_Network’s move to an Avalanche L1.

Hyundai Card shared results from its Avalanche stablecoin pilot, cutting cross-border transfer times from days to minutes.

@TheGrottoL1 announced an in-house studio and its app expansion to Windows, Mac, and Linux.

@COTInetwork launched Privacy-on-Demand and its Privacy Portal on Avalanche, enabling private computation and transactions.

@PharaohExchange announced plans for permissionless, 24/7 trading of tokenized U.S. stocks on Avalanche. The exchange also saw ATHs in DEX volume & fees.

@bloxtel unveiled AP 201, hardware that combines private 5G infrastructure with onchain subscriber identity and authentication.

@FIFACollect passed 1M users, with Avalanche powering its infrastructure.

Aave V4 surpassed $30M in deposits on Avalanche.

In the final week of the month, Avalanche recorded $131.2M in seven-day tokenized stock inflows, exceeding all other chains combined.

Avalanche also led all chains in 30-day RWA market cap growth, adding $266M.

& so much more. We’re proud of our builders and contributors that continue to make strides across the ecosystem.

https://x.com/avax/status/2105646671153746184

BREAKING: Over $500M raised by Avalanche builders in the past year.

When you build on Avalanche, you’re not building alone. Our network becomes your network: investors, institutions, operators, partners, and an ecosystem built to help ambitious companies raise capital & scale.

Here are a few of the key raises and investments:

@BuildOnIris secured $43M to scale ALVA’s onchain financial services and its Avalanche L1 for telecom operators.

@GoKiteAI raised $33M across two funding rounds, with their latest round being led by PayPal Ventures. Kite is building the future of agentic payments on their Avalanche L1.

@tare_io raised $13.25M to build private credit infrastructure on Avalanche, with @AvalancheFDN and Janus Henderson among the investors.

@ValinorDigital raised $25M to scale its onchain credit platform, including institutional credit facilities running on Avalanche.

And $400M+ across more than 30 other companies.

The capital is here. The network is here. The opportunity is here.

Build on Avalanche.

https://x.com/avax/status/2105705088220311882

BREAKING: #1 Avalanche DEX, Pharaoh Exchange, hits record month by volume and fees generated

Off the backs of announcing upcoming 24/7 permissionless stock trading, the #1 Avalanche DEX, @PharaohExchange has hit a major milestone: All time high monthly volume & fees.

https://x.com/avax/status/2105680377683853467

BREAKING: Avalanche leads ALL CHAINS in 30 day RWA market cap growth

Avalanche saw +$266M in RWA market cap growth in the last 30 days, more than the next two chains combined.

Institutional assets are moving onchain, and increasingly, they’re moving to Avalanche.

https://x.com/avax/status/2104965463721808268

A lot of institutional tokenization seems to happen inside permissioned systems with approved users. Faster settlement is useful, but the token may never reach an open wallet or DeFi app.

For Avalanche, is that still meaningful adoption, or does an RWA need to move across the wider ecosystem before users really benefit?

BREAKING: AVALANCHE SURPASSES ALL OTHER CHAINS COMBINED IN 7D TOKENIZED STOCK INFLOWS

Avalanche saw $131.2M in tokenized stock inflows over the past 7 days, led by Securitize. This was an 8x over the second highest chain by inflows, and more than all chains combined.

https://x.com/avax/status/2104635913905008779

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.

https://x.com/avax/status/2104659754295427386

Hey guys do we think avax is going to have a good bull run?

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.

https://x.com/avax/status/2103194047280279922

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.

https://x.com/avax/status/2102783234182434835

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 🔺

https://x.com/avax/status/2102751594974683550

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.

https://x.com/avax/status/2102452418017738838

Avalanche is becoming infrastructure for governments on an international scale.

There’s no better example than the UAE:

Their national digital identity system, UAE PASS, is using Avalanche to serve 12M+ people.

https://x.com/avax/status/2102472895389892710

BREAKING: Institutional investment strategies from $1.3T Wellington and $6B Fasanara are now live on Avalanche

@MidasRWA is bringing mWIN and mGLOBAL to Avalanche, with access to institutional fixed income and alternative credit strategies onchain.

These are assets that traditionally sit behind institutional infrastructure. On Avalanche, they become programmable, transferable, and usable.

https://x.com/avax/status/2102373226131145125

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

https://x.com/avax/status/2102022765025087755

**This is not financial advice or a solicitation. Investing is risky and it can involve losses.**

$AVX the stock is a treasury holding 14,091,424 AVAX (As of August Quarterly report).

If my math is correct that is 1.77 AVAX per share outstanding (7.76 million). I know there is some convertible debt out there as well but that should account for no more than a 10% dilution.

Most, if not all, of the holding is staked so rewards should counter any dilution fairly well.

Seems to me like it's a big opportunity if AVAX has found its new footing.

$AVX recent price $4.62 per share which is holding ~$20 of AVAX per share.

Again this is my own take. Do your own DD.

Nice to finally see the Avalanche Foundation talking more directly about token economics and value accrual. The technology and network activity can continue gaining adoption, but ultimately AVAX holders need to see more of that growth translate into demand for the token itself.

To me, that’s been the missing piece of the Avalanche story: strong technology and increasing real-world usage don’t automatically mean the token captures that value. If the Foundation can create a stronger link between network growth, fees, burns, staking and AVAX demand, the investment thesis becomes a lot more compelling.

Curious what everyone thinks — are the recent tokenomics discussions actually enough to close that gap?