Lydia 🔺⚔️

Avalanche dominates where compliance matters. Regulated finance won’t trust public blockchains they can’t control. Banks, asset managers, broker-dealers, and capital markets firms need infrastructure that can meet strict requirements around participation, data access, auditability, and compliance. Serious institutions choose to build on Avalanche L1s. 🧵

@__arielle__ @avax welcome back ♥️

🧵 1/ @avax hasn’t stopped shipping. i’ve been on mat leave 👶since January and coming back to this pace is honestly wild. it’s easy to get caught in the day to day or the noise, but zoom out. the last ~4 months tell a very different story. 🔺

Ten years ago, I typed out a warning in real time in Google docs while hundreds of anonymous wombats and chupacabras watched over my shoulder. Three weeks later a hacker drained $60M, 15% of all ether was at risk, and Ethereum forked to survive. We called it before it happened. A decade of audits, formal verification, and hard lessons later, I think we've made enough progress to get it right the next time. I shared my story in @FortuneMagazine, out today.

Watching the industry coordinate around DeFi United is the kind of thing I never saw in my years in TradFi. Stress-tested in public. Transparent books. Real accountability. Response measured in days, not the months or years TradFi takes for equivalent situations. DeFi isn't dead. I don't just hope it works. I have conviction. It will be the rails finance runs on.

We appreciate the support from the Avalanche Foundation for DeFi United. Avalanche has been a great long-term partner to Aave, and it’s great to see them stepping in when needed.

Proud that the Avalanche Foundation came to help @aave after the KelpDAO hack. DeFi is still in its early days, and the hacks that primarily affected Ethereum and some centralized L2s nevertheless affect everyone by eroding trust in the new rails.

~$10,000,000 inflow into $BAVA today. Grateful to investors for entrusting Bitwise to steward their assets in this space. Onward —

Institutional access to AVAX grows as @Bitwise brings Avalanche exposure to the @NYSE.

The shape of the future is 🔺 Introducing the Bitwise Avalanche ETF, $BAVA, the only $AVAX ETP with in-house staking to maximize AVAX’s current ~5.4% staking rewards. Why Avalanche? - It’s the leading customizable blockchain for enterprises, with over 100 custom L1s launched in 2025, including @Visa, @Citi, @FIFAcom, and @SkyBridge - It can process up to 4500 transactions per second, with near-instant transaction finality - $4.1B+ market cap (as of 4/13/26) - Offers industry-leading tools for builders to develop scalable, interoperable L1s Why in-house staking? - By managing staking internally, we aim to give investors the highest levels of transparency, security, and professional management Excited to give investors exposure to one of the top blockchains for crypto’s growing real-world use cases.

A question every protocol foundation should be able to answer: how do you fund operations sustainably? The Foundation has real operating costs: grants, infrastructure, ecosystem investments, team. We address this with a dedicated asset management function designed to generate durable revenue streams, so the ecosystem is supported long term, not just through the next cycle. Revenue share arrangements with ecosystem partners reinforce this further. On the onchain analysis that circulates: not everything attributed to the Foundation is accurate and sending assets to an exchange is not the same as selling. For flows that are ours, they reflect operational rebalancing to maintain privacy on live positions and an active OpSec program. Anyone who has had their positions exposed and traded against understands why this is necessary. This is standard practice for managing treasury and risk. The priority remains long-term sustainability of the ecosystem.

JUST IN: @CMEGroup launches $AVAX and $SUI futures on May 4, pending regulatory review, as daily notional volume across its crypto derivatives suite hits nearly $8B.

Another AVAX ETF is now tradable on @Nasdaq. Introducing $GAVA from @Grayscale.

Heard on an institutional L1 setup call today: “This is going to make our mainnet launch much easier. I didn’t realize how many things we could easily customize, from multi-level allowlists to custom fee distribution mechanics.” @avax L1 testnet deployed in 30mins 🔥

Which game designer on Pokopia decided that stone tiles should change color when they get watered? Why!

Onchain whisky night with @SuntoryWeb3 An amazing time with great people who used @coreapp & JPYC stablecoin to pay for drinks on the Avalanche c-chain Their "Proof-of-Consumption" was recorded entirely onchain Looking forward to seeing everyone again at the next event 🔺🇯🇵

Have you saved the date? 🔺

@Shenanigrahams @AvaLabs Welcome!!

Well, it’s official now I have joined @AvaLabs as the new Head of Emerging Tech with the laser focus to get blockchain tech embedded in more businesses After a year off for baby-rearing I am thrilled to be back in the saddle, working alongside an amazing team that I’ve had the privilege of calling friends over the past years Let’s put a nail in the coffin of “blockchain is useless” articles and start showing the world how much more efficient they can be on digital financial rails

clear your schedule.

@frostLedger 🔥 excited for you and what you're going to do

Humbled and excited to share that I'll be leading the Avalanche Foundation as Chief Investment Officer. After 10+ years managing $20B+ portfolios at the World Bank, leading treasury at Ava Labs and the Avalanche Foundation, and earlier working on macroeconomic policy at the World Bank and IMF, I am focused on one mission: bringing revenue-generating businesses to Avalanche and growing the ecosystem. The road ahead is challenging, but I'm rolling up my sleeves to help grow DEX volumes, project revenues, and ecosystem GDP. We go further when we build together. I look forward to collaborating with the community to shape the future of Avalanche!

Another institution on Avalanche. Fosun Wealth Holdings is launching FUSD on Avalanche. An Asian yield-bearing, RWA-backed stablecoin, with Avalanche as its core network for liquidity and DeFi.