AoA
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Reasons to believe: - Leader in RWA tokenization. - Leader in web3 gaming. - Leader in web3 loyalty. - Builders stronger than ever. - Hundreds of apps deploying from Build Games. - Team1 hitting escape velocity - Avery has an absurd VO2 max rn Believe🔺

Reasons to believe: - Leader in RWA tokenization. - Leader in web3 gaming. - Leader in web3 loyalty. - Builders stronger than ever. - Hundreds of apps deploying from Build Games. - Team1 hitting escape velocity - Avery has an absurd VO2 max rn Believe🔺





My two cents on VanEck’s $AVAX ETF: It places #Avalanche among a small set of L1s with U.S.-listed ETF exposure. Yes, initial trading volume has been rather modest, with six figures, well below BTC/ETH ETFs, which trade multiple billions in daily volume, and recent SOL/XRP launches, which recorded high eight-figure day-one turnover. People need to understand that early ETF volume is primarily driven by distribution, product awareness, and market timing/conditions, rather than underlying network performance. (Several ETFs that later reached high liquidity also launched with relatively modest initial volumes). People also need to understand that ETFs are not press releases; they are distribution products whose impact materializes through adoption over time. The strategic signal is the listing itself: $AVAX is now accessible to institutions via a regulated equity wrapper, alongside an L1 with proven throughput, active ecosystem, and real-world deployments. From a positioning perspective, AVAX offers ETF access with relatively low initial saturation (a setup that has historically preceded flow expansion rather than capped it).

avax hosts $400m in tokenized hedge funds and clos from galaxy digital and skybridge. aave horizon pushed $350m in rwa loans through avalanche. vaneck etf live january 26. trading $11.67 below nobsfund's $12.68 entry. the only l1 with both an etf and actual institutional money deployed onchain.











