Ticker hub

$AVAIL

9 pieces · Apr 2024 to Oct 2024

Sectors

L1/L29 DeFi4 ZK1 Bitcoin1

Search every mention All tickers

Coverage per year

92024

Price and coverage

Avail $AVAIL

Calls: 6 bullish
Since first call, bullish: −99.5%
Since latest call, bullish: −98%
Now: $0.00247

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $AVAIL

Thesis11 Aug 2024AVAIL undervalued versus TIA: DA design, valuation and unlock timingArgues AVAIL at $1.4B FDV is undervalued mid-term versus TIA at roughly 5x its valuation. Cites Avail's ZK-validity design, the Nexus and Fusion roadmap, and TIA's Nov 2 cliff versus a year without AVAIL investor unlocks.Thesis21 Apr 2024Avail beyond DA: Nexus, Fusion and a $5B-$10B FDV callWalks through Avail's three stages: validity-proof DA with light-client sampling, Nexus proof aggregation and shared sequencing, and Fusion multi-asset security. Expects AVAIL to trade at $5B-$10B FDV quickly, using TIA as the comparable.Market take19 Jul 2024AVAIL launch valuation scenarios: $3B-$5B FDV and airdrop dynamicsExpects AVAIL to land at $3B-$5B FDV ($0.3-$0.5 on 10B supply), using TIA at over $6B FDV as the peer. 354,605 wallets share 600M AVAIL; sees a possible dip to $2B-$3B FDV before a run if the staking-airdrop narrative plays out.

Timeline · every piece, newest first

2024 9

17 Oct 2024Avail ecosystem: DA, Nexus and Fusion with Symbiotic restakingDescribes Avail as an infrastructure trinity of DA, Nexus (proof aggregation) and Fusion (shared security). The Symbiotic integration lets BTC, ETH and USDC be restaked to secure Avail.BreakdownL1/L2

11 Aug 2024AVAIL undervalued versus TIA: DA design, valuation and unlock timingArgues AVAIL at $1.4B FDV is undervalued mid-term versus TIA at roughly 5x its valuation. Cites Avail's ZK-validity design, the Nexus and Fusion roadmap, and TIA's Nov 2 cliff versus a year without AVAIL investor unlocks.ThesisL1/L2

25 Jul 2024Modular stack map: infra projects expected to launch tokens by year-endIncomplete map of modular infra projects likely to launch tokens in the coming months, across execution, shared sequencing, interop, chain abstraction, data, ZK, rollup stacks, intents, privacy and restaking. Expects many airdrops after AVAIL went live.MapL1/L2ZKDeFi

24 Jul 2024Post-airdrop AVAIL strategy: bridge, liquid stake on deq.fi, hold stAVAILHis plan: bridge AVAIL to Ethereum, stake on deq.fi for stAVAIL and hold it in an EVM wallet. Cites retained upside, staking rewards, deq.fi points, ecosystem airdrop eligibility and liquidity as the benefits. Includes a referral link.Market takeDeFiL1/L2

23 Jul 2024AVAIL launch day: stake the airdrop and valuation view at $0.15Recommends staking at least part of the AVAIL airdrop for security rewards and exposure to rollup ecosystem airdrops, or liquid staking via deq.fi. Sees AVAIL at $0.15 as undervalued versus peers.Market takeL1/L2DeFi

23 Jul 2024AVAIL launch facts: supply, airdrop and pre-market FDVLaunch-day summary: Avail raised $75M, traded at $2.5B pre-market FDV on Aevo, has 10B max supply with 1.67B initially circulating and a 600M token airdrop. Describes Avail as DA plus proof aggregation plus shared security.BreakdownL1/L2

19 Jul 2024AVAIL launch valuation scenarios: $3B-$5B FDV and airdrop dynamicsExpects AVAIL to land at $3B-$5B FDV ($0.3-$0.5 on 10B supply), using TIA at over $6B FDV as the peer. 354,605 wallets share 600M AVAIL; sees a possible dip to $2B-$3B FDV before a run if the staking-airdrop narrative plays out.Market takeL1/L2DeFi

22 Apr 2024BTC as idle security capital: Babylon and Avail FusionFrames BTC as roughly $1.4T of idle capital that Babylon can put to work securing PoS chains, and ties it to Avail Fusion adding BTC security to a rollup-centric DA base layer. Flags Ankr as a likely BTC liquid staking player.ThesisBitcoinL1/L2

21 Apr 2024Avail beyond DA: Nexus, Fusion and a $5B-$10B FDV callWalks through Avail's three stages: validity-proof DA with light-client sampling, Nexus proof aggregation and shared sequencing, and Fusion multi-asset security. Expects AVAIL to trade at $5B-$10B FDV quickly, using TIA as the comparable.ThesisL1/L2

Often covered with

Avail39 Celestia145 Symbiotic5 Movement Labs24 Fluent27 Initia10 Eclipse28 Astria12

Working together

Research, advisory and builds for deep-tech teams.

View CV A1 Research