Project hub

Avalanche

13 pieces · Oct 2021 to Sep 2024 · 1 flagship

Sectors

L1/L213 DeFi3 Stablecoins1 Solana1

Search every mention All projects and tickers

Coverage per year

12021

62022

2023

62024

Start here · the strongest pieces on Avalanche

Breakdown17 Jul 2024Movement ecosystem thread: M1, M2, SDK and Battle of OlympusOverview of Movement's stack (M1 Avalanche subnet, M2 SuiMove ZK rollup with EVM composability, SDK) and an ecosystem of over 200 teams, mapped by category. Covers the $38M Series A led by Polychain and the Battle of Olympus program ending Sept 17.Explainer04 Sep 2024Avalanche9000 explained: ACP-77 and the end of Primary Network validationExplains ACP-77: L1 validators no longer need the 2,000 AVAX Primary Network stake and instead pay a small fixed P-Chain fee. Covers interchain messaging, C-Chain as hub, compliant private L1s and fault isolation.Data07 Sep 2022Moonbeam profitability vs Solana and Avalanche: security cost vs revenueCompares what L1s pay for security through emissions to the fee revenue they earn. Solana and Avalanche pay roughly 56x and 35x revenue, Moonbeam about 128x, with the case that Moonbeam is earlier in its adoption curve.

Timeline · every piece, newest first

2024 6

05 Sep 2024Avalanche9000: ecosystem of sovereign L1s around the C-Chain hubDescribes post-Avalanche9000 Avalanche as sovereign, customizable L1s connected by Interchain Messaging, with the C-Chain as liquidity hub. Frames it as the largest upgrade to date.ExplainerL1/L29 likes

04 Sep 2024Avalanche9000 explained: ACP-77 and the end of Primary Network validationExplains ACP-77: L1 validators no longer need the 2,000 AVAX Primary Network stake and instead pay a small fixed P-Chain fee. Covers interchain messaging, C-Chain as hub, compliant private L1s and fault isolation.ExplainerL1/L2312 likes

20 Aug 2024Native USDT on Aptos: stablecoin launches as ecosystem catalystsArgues native USDT on Aptos could repeat past patterns: Fantom stablecoin supply rose 5x after USDT launched and Avalanche more than doubled. Aptos stablecoin supply and TVL are already up over 3x YTD, with USDC at about 60% share.ThesisStablecoinsL1/L224 likes

17 Jul 2024Movement ecosystem thread: M1, M2, SDK and Battle of OlympusOverview of Movement's stack (M1 Avalanche subnet, M2 SuiMove ZK rollup with EVM composability, SDK) and an ecosystem of over 200 teams, mapped by category. Covers the $38M Series A led by Polychain and the Battle of Olympus program ending Sept 17.BreakdownL1/L2DeFi49 likes

04 Jul 2024Particle Network's Chain Abstraction Coalition and why modular needs itCovers Particle's alliance of 50 L1 and L2 ecosystems aimed at unifying users and liquidity. Argues the modular multichain future fragments liquidity and UX, so app adoption needs chain abstraction: one account, one balance, any chain.ExplainerL1/L218 likes

02 Jul 2024Redacted thesis on Avalanche: ACP-77 and sovereign L1sArgues 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.ThesisL1/L2172 likes

2022 6

07 Sep 2022Moonbeam profitability vs Solana and Avalanche: security cost vs revenueCompares what L1s pay for security through emissions to the fee revenue they earn. Solana and Avalanche pay roughly 56x and 35x revenue, Moonbeam about 128x, with the case that Moonbeam is earlier in its adoption curve.DataL1/L256 likes

18 Jun 2022Aleph Zero vs Solana: why AZERO could out-compete SOLRecaps Solana's design, centralization concerns and four outages, then argues Aleph Zero's DAG-based AlephBFT, rotating committees and planned privacy layer could make it a stronger high-throughput L1.ThesisSolanaL1/L218 likes

24 Jan 2022Avalanche subnets and AVAX tokenomics: hard cap and full fee burnPositions Avalanche as an open platform of heterogeneous subnets, expecting revenue to grow with subnet adoption. Contrasts its 720 million hard cap, declining inflation and full tx fee burn with ongoing emissions on Polkadot and Cosmos.ExplainerL1/L23 likes

23 Jan 2022Avalanche subnets: X, C and P chains and the composability questionExplains Avalanche's three core chains and application-specific subnets secured by validators staking AVAX on the P-Chain. Notes customization and private subnet potential but flags weaker inter-subnet composability than Ethereum.ExplainerL1/L23 likes

22 Jan 2022Fantom flips Solana and Avalanche on TVL, mcap/TVL under 0.6Fantom passed Solana and Avalanche in TVL with about 130 protocols and over 9bn TVL against a 5bn market cap. The mcap/TVL ratio below 0.6 is read as undervaluation.DataL1/L2DeFi1 likes

19 Jan 2022Fantom thesis: Lachesis aBFT consensus and a modular L0 designExplains Fantom's Lachesis DAG-based asynchronous BFT consensus, where nodes sync events instead of blocks, and argues the modular architecture makes FTM closer to an L0 than an L1, comparable to Polkadot parachains, Cosmos zones and Avalanche subnets.ThesisL1/L21 likes

2021 1

09 Oct 2021Moonriver USD 300m liquidity program as a catalystAnticipates the USD 300m liquidity program announced for Moonriver, pointing to the incentive-driven runs seen on Avalanche and Fantom as precedent.Market takeL1/L2DeFi0 likes

Often covered with

Fantom20 Polkadot36 Solana60 Cosmos20 Token Terminal9 Aptos39 Tether5 Ondo11

Working together

Research, campaigns and builds for deep-tech teams.

View CV A1 Research