Redacted thesis on Avalanche: ACP-77 and sovereign L1s
Quote101 words
Argues ACP-77 is a major catalyst turning Avalanche into an ecosystem of sovereign, interoperable, customizable L1s, beyond the multi-billion C-Chain and the DeFi Boost program. Links the Redacted Research deep dive.
🀄️ Redacted Thesis on the Future of AVAX🀄️
With ACP-77, a huge catalyst is coming up for the @avax ecosystem.🔺
Avalanche C-Chain alone is a multi-billion $$$ ecosystem and the DeFi Boost program will be another major growth driver.
But @avax is much more than C-Chain and ACP-77 is even bigger! 👀
It's a key step in turning @avax into an entire ecosystem of sovereign & interoperable L1 blockchains that are fully customizable and potentially serve app- or vertical-specific purposes.
Meet the real game-changer and learn about @RedactedRes' thesis on the (modular) future of @avax in our deep dive below. 🔺👇
QUOTING @a1research__
Avalanche, a multi-billion $$$ ecosystem, is about to undergo a major transformation. ACP-77 will be a big step towards an ecosystem of interoperable, fully customizable & sovereign L1s. Wait, modular L1s on @avax? Research-🧵 full of ██████ alpha on a major catalyst. https
Avalanche, a multi-billion $$$ ecosystem, is about to undergo a major transformation. ACP-77 will be a big step towards an ecosystem of interoperable, fully customizable & sovereign L1s. Wait, modular L1s on @avax? Research-🧵 full of ██████ alpha on a major catalyst. https
How the covered assets moved · since 02 Jul 2024
Prices as of 23 Oct 2026This piece lays out a thesis on the sector without making a call on the token, so price moves since publication are shown as market context.
Covered in this piece
Since then
Zero has written 2 more pieces on Avalanche and $AVAX since this one.
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.