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$AVAX

8 pieces · Jan 2022 to Sep 2024

Sectors

L1/L28 DeFi1

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Coverage per year

52022

2023

32024

Price and coverage

Avalanche $AVAX

Calls: 1 bullish
Since first call, bullish: −86%
vs BTC: −94%
Now: $9.28

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 $AVAX

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.Explainer24 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.

Timeline · every piece, newest first

2024 3

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/L2

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/L2

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/L2

2022 5

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/L2

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/L2

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/L2

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/L2DeFi

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/L2

Often covered with

Avalanche13 Polkadot36 Cosmos20 Solana60 Token Terminal9 Fantom20 Redacted Research10 Moonbeam5

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