What is expected in the development of AVAX?
Avalanche is making steady progress with these key updates:
- Evergreen Subnets for Institutions (Q4 2025) – Custom blockchains designed for businesses, focusing on tokenizing real-world assets.
- Interchain Messaging Protocol Upgrades (2026) – Better communication and asset transfers between different blockchains.
- Dynamic Fee Reductions (Q4 2025) – Continued improvements to lower transaction fees.
- Decentralized Identity Integration (2026) – Privacy-focused tools to help businesses comply with regulations in decentralized finance (DeFi) and beyond.
Deep Dive
1. Evergreen Subnets for Institutions (Q4 2025)
What it is:
Avalanche’s Evergreen Subnets let companies create their own private blockchains with custom rules and compliance features. These are especially aimed at tokenizing real-world assets (like property or stocks). For example, Janus Henderson is already testing this with over $250 million in assets.
Why it matters:
This could be great for AVAX because more businesses using these subnets means more demand for validators who stake AVAX tokens, increasing network use. But if businesses take longer to adopt or face regulatory challenges, the benefits might be delayed.
2. Interchain Messaging Protocol Upgrades (2026)
What it is:
Avalanche is improving its Interchain Messaging (ICM) protocol to allow smoother communication between its own subnets and other blockchains like Ethereum. For instance, the connection between Avalanche’s C-Chain and the Henesys subnet (used by the game MapleStory) already handles thousands of messages daily.
Why it matters:
This is somewhat positive for AVAX. Better interoperability can attract developers and users, but Avalanche faces competition from other blockchain networks like Polkadot and Cosmos. Also, the technology is complex, so widespread adoption might take time.
3. Dynamic Fee Reductions (Q4 2025)
What it is:
After the Octane upgrade in 2025, which cut fees on Avalanche’s C-Chain by 43%, Avalanche plans to introduce asynchronous execution to reduce fees even more. Since early 2025, fees have dropped by 96%.
Why it matters:
Lower fees encourage more activity in DeFi and NFT creation, which is good for AVAX. However, since all C-Chain fees are burned (removed from circulation), this reduces the supply growth of AVAX, which could make the token scarcer.
4. Decentralized Identity Integration (2026)
What it is:
Avalanche’s AvaCloud introduced encrypted transactions in mid-2025. In 2026, they will add decentralized identity features that let users share only the information needed to meet regulations, useful in areas like healthcare and government.
Why it matters:
This is promising for AVAX because it opens doors to regulated industries that need privacy and compliance. But if other platforms like Chainlink’s DECO gain popularity first, Avalanche might face challenges in adoption.
Conclusion
Avalanche’s roadmap focuses on attracting businesses through customizable subnets and improving technology like fees and blockchain communication. Its work with gaming platforms (like MapleStory and FIFA subnets) and real-world assets positions AVAX as a link between traditional industries and crypto. While upgrades like dynamic fees and better interoperability could increase use, success depends on how well Avalanche competes with other major blockchains.
Will Avalanche’s subnet-focused approach surpass Ethereum’s rollup solutions in winning over institutions?
What updates are there in the AVAX code base?
Avalanche recently upgraded its technology to improve scalability, reduce costs, and give developers more flexibility.
- Octane Upgrade (July 2025) – Cut fees by 96% and introduced flexible gas pricing.
- eERC Standard (July 2025) – Launched encrypted ERC-20 tokens for privacy-focused uses.
- Subnet Economics Overhaul (December 2024) – Lowered upfront costs for creating custom blockchains (subnets).
Deep Dive
1. Octane Upgrade (July 2025)
Overview: The Octane Upgrade included three key improvements to how Avalanche processes transactions and charges fees.
- ACP-77: Changed from a fixed 2,000 AVAX staking requirement for validators to a pay-as-you-go model, cutting subnet setup costs by about 83%.
- ACP-125: Reduced the minimum base fee from 25 nano AVAX (nAVAX) to 0.1 nAVAX, dropping average transaction fees on the C-Chain from $0.25 to roughly $0.01 for simple transfers.
- ACP-176: Added dynamic fee adjustments that respond to network congestion.
What this means: These changes make Avalanche much more affordable for everyday users and developers. This positions Avalanche as a strong choice for enterprise applications, like tokenizing real-world assets (RWAs). (Source)
2. eERC Standard (July 2025)
Overview: The AvaCloud platform introduced encrypted ERC-20 tokens (eERC), which allow transactions to be selectively audited while keeping details private.
- Supports privacy for institutional uses such as confidential settlements, while still meeting regulatory requirements.
- Compatible with existing Ethereum Virtual Machine (EVM) tools, so developers don’t need to make major changes.
What this means: This expands Avalanche’s use cases, especially for regulated industries, but faces competition from privacy-focused blockchains like Monero. Overall, it’s a neutral development for AVAX.
3. Subnet Economics Overhaul (December 2024)
Overview: The Avalanche9000 upgrade revamped how validators are compensated, moving from fixed staking to usage-based pricing.
- Cut upfront costs for launching subnets by about 90%, making it cheaper than deploying Celestia rollups.
- Validators now earn rewards based on cross-chain message traffic and uptime.
What this means: This lowers the barrier for game developers and businesses to create custom blockchains on Avalanche, encouraging more subnet adoption. (Source)
Conclusion
Avalanche’s recent updates focus on making the network more cost-effective, scalable, and ready for enterprise use. The Octane Upgrade and subnet changes make AVAX a strong platform for high-volume applications like gaming and real-world asset tokenization. With fees now comparable to Solana and Ethereum Layer 2 solutions, the key question is whether Avalanche can keep growing transaction volume while staying decentralized.
Why did the price of AVAX go up?
Avalanche (AVAX) jumped 7.96% in the last 24 hours, outperforming the overall crypto market’s modest 0.91% rise. This growth is driven by positive technical signals, progress toward ETF approval, and strong momentum during the current altcoin season.
- ETF Approval Progress (Positive)
- Technical Breakout (Positive)
- Altcoin Season Momentum (Positive)
In-Depth Look
1. ETF Approval Progress (Positive Impact)
Overview:
Grayscale Investments filed in August 2024 to convert its Avalanche Trust into a spot ETF, and Nasdaq followed with a listing application in March 2025 (Bitget). If approved, this ETF would let mainstream investors buy AVAX without needing to hold the coins directly, similar to how Bitcoin and Ethereum ETFs work.
Why this matters:
- Institutional interest: ETF approval often opens the door for large, regulated investment funds to enter the market. For example, Bitcoin ETFs have attracted over $150 billion in assets.
- Supply management: The Avalanche Foundation’s $1 billion treasury program, which buys AVAX through private deals and SPACs, can help reduce selling pressure by purchasing AVAX at discounted prices.
What to watch:
Keep an eye on the SEC’s decision timeline and Grayscale’s final prospectus for updates.
2. Technical Breakout (Positive Impact)
Overview:
AVAX has broken above important Fibonacci retracement levels (around $29.65) and is currently trading at $32.37. Key technical indicators show bullish momentum:
- RSI14 (Relative Strength Index): 73.36, indicating strong buying interest but not yet overbought.
- MACD (Moving Average Convergence Divergence): Shows a bullish crossover with a positive histogram (+0.508).
- Pivot point: Cleared $31.05, with a target near $34.56 based on Fibonacci extension.
Why this matters:
Short-term traders are capitalizing on this momentum, while long-term holders benefit from AVAX’s impressive 79.5% gain over the past 90 days. The market is liquid (high turnover at 0.0968), which helps reduce price slippage during trades.
What to watch:
Watch for AVAX to maintain closing prices above $31.05 and for RSI14 to stay below 80 to avoid overbought conditions.
3. Altcoin Season Momentum (Positive Impact)
Overview:
The CoinMarketCap (CMC) Altcoin Season Index recently hit 72 out of 100, up 60% in the last 30 days, signaling strong investor interest in altcoins. AVAX led the pack with an 11% weekly gain, outperforming Dogecoin (+5%) and TON (+3%) during the same period (MEXC).
Why this matters:
- Narrative-driven buying: Avalanche’s growing real-world use cases, like FIFA’s blockchain migration and a $250 million real-world asset (RWA) fund with Grove Labs, align well with the altcoin season’s focus on practical applications.
- Relative strength: AVAX’s 34.84% gain over 30 days outpaces Bitcoin (+2.34%) and Ethereum (+15.62%).
Conclusion
Avalanche’s recent rally is fueled by optimism around ETF approval, strong technical momentum, and the broader altcoin season. While there is some risk of short-term overbought conditions (RSI at 73), ongoing institutional interest and growing adoption in areas like gaming and real-world assets suggest solid demand. The key factors to watch are the SEC’s ETF decision timeline and AVAX’s ability to hold support above $31.
What could affect the price of AVAX?
Avalanche (AVAX) is gaining attention from big investors and showing strong technical signs during a favorable altcoin market phase.
- ETF Approval Could Boost Demand – Grayscale and Nasdaq have filed to launch Avalanche ETFs, which, if approved by the SEC, could bring in over $1 billion in new investments (Bitget).
- Subnet Upgrades Lower Costs – The Octane Upgrade cut transaction fees by 96%, increasing demand for custom Avalanche subnets from businesses (CoinMarketCap).
- Altcoin Market Shows Strength – The CoinMarketCap Altseason Index hitting 72/100 indicates investors are favoring altcoins like AVAX right now (MEXC).
Deep Dive
1. Institutional ETF Momentum (Positive Outlook)
What’s Happening:
Grayscale filed in August 2024 to convert its Avalanche Trust into a spot ETF, and Nasdaq applied in March 2025 to list an Avalanche ETF (Bitget). This follows similar moves with Bitcoin and Ethereum ETFs. If approved, these ETFs would allow large investors to buy AVAX through regulated platforms, potentially bringing in over $1 billion.
Why It Matters:
ETF approval would lock up some AVAX tokens, reducing supply and showing that big financial players trust Avalanche. However, recent discounted token sales by Avalanche’s foundation might temporarily balance out this buying pressure.
2. Subnet Economics & Upgrades (Mixed Impact)
What’s Happening:
The July 2025 Octane Upgrade lowered Avalanche’s main network fees to about one cent and introduced smarter fee adjustments, leading to a 40% increase in total value locked (TVL) to $1.5 billion (AMB Crypto). Custom subnets—specialized mini-networks—for companies like FIFA and Maplestory are using Avalanche’s pay-as-you-go model, cutting deployment costs by 83%.
Why It Matters:
Growing subnet use boosts AVAX’s utility because a portion of fees are burned (removed from circulation), which can support price. But competition from other blockchain solutions and fragmented subnet activity might limit price gains. Maintaining over 1.5 million daily transactions is key to keeping valuations strong.
3. Altseason Sentiment & Technicals (Bullish Short-Term)
What’s Happening:
AVAX rose 11% last week, tracking the CoinMarketCap Altseason Index’s jump to 72/100—the highest since December 2024 (MEXC). Technical indicators show positive momentum: the Relative Strength Index (RSI) is at 73 (neutral), the MACD histogram is rising, and prices are above key moving averages (21-day EMA at $26.59).
Why It Matters:
If AVAX breaks above the $34.56 Fibonacci extension level, it could reach $41.60. However, the high RSI and $1.8 billion in open derivatives positions suggest potential price swings. Also, if Bitcoin’s market dominance rises from 56.93%, the altcoin rally might lose steam.
Conclusion
AVAX’s price depends on whether ETF approvals drive institutional demand, subnet growth offsets token unlocks, and the altcoin market remains strong despite Bitcoin’s influence. Technical trends and network upgrades support a possible move toward $40, but regulatory delays or subnet saturation could cause a pullback to around $24. The key question is: Will Avalanche’s partnerships with real-world businesses outpace the increase in token supply from foundation sales?
What are people saying about AVAX?
Avalanche (AVAX) is generating buzz with a mix of technical signals and big investor moves. Here’s the quick rundown:
- Traders are watching for a breakout between $25 and $30 after positive chart patterns.
- A $1 billion institutional fund plans to buy and hold about 8% of AVAX’s available supply.
- Partnerships like FIFA’s subnet and real-world asset (RWA) deals are boosting excitement around the network.
- Resistance around $24.50 to $25.50 is a key test for whether the price can keep rising.
Deep Dive
1. @CryptoPulse_CRU: Neckline Breakout Watch bullish
“Confirmed break above $26.36–$27.25 = long setup toward next resistance”
– @CryptoPulse_CRU (12.3K followers · 48K impressions · 2025-09-09 09:30 UTC)
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What this means: If AVAX price breaks above this key resistance zone, it could trigger automated buying and a rush of investor interest, pushing the price higher.
2. @PoyoEB: $1B Institutional Squeeze bullish
“8% of AVAX’s circulating supply could be removed via treasury buys”
– @PoyoEB (89K followers · 2.1M impressions · 2025-09-11 11:21 UTC)
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What this means: Large institutional purchases can reduce the number of AVAX coins available for trading, which often leads to higher prices due to limited supply—similar to what’s been seen with Bitcoin ETFs.
3. @ManLyNFT: FIFA Subnet Fuels Growth bullish
“August C-Chain hit 35.8M transactions; Bitwise files AVAX ETF”
– @ManLyNFT (31K followers · 824K impressions · 2025-09-06 15:40 UTC)
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What this means: Avalanche’s network is seeing real-world use, like FIFA’s large user base, and progress toward regulatory approval with an ETF filing. These factors support long-term growth and adoption.
4. @AlphaCryptoSignal: Resistance Wall Bearish Pressure bearish
“Failure above $24.60 risks drop to $23.60”
– @AlphaCryptoSignal (Community post · 18K impressions · 2025-08-17 01:09 UTC)
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What this means: If AVAX can’t hold above $24.60, it might fall to $23.60 as traders exit positions, which could lead to a downward price spiral.
Conclusion
The outlook for Avalanche (AVAX) is mixed. On one hand, big investors buying in and growing ecosystem partnerships like FIFA and real-world assets are positive signs. On the other hand, the price faces strong resistance around $25 to $26. Watching whether AVAX can close above $25.50 on the 4-hour chart will be key. If it fails, some profit-taking could push the price back toward support near $22.
What is the latest news about AVAX?
Avalanche is gaining momentum thanks to growing interest from big investors and a strong altcoin market. Here’s the latest:
- ETF Progress (September 16, 2025) – Grayscale and Nasdaq are pushing to launch an AVAX ETF, helping the price jump 16% in one week.
- Coinbase ETF Eligibility (September 17, 2025) – AVAX is now listed as eligible for spot ETFs on Coinbase, according to recent SEC updates.
- Altseason Boost (September 11, 2025) – AVAX rose 11% as altcoin markets hit their highest levels in 2025.
In-Depth Look
1. ETF Progress (September 16, 2025)
What happened:
Grayscale filed in August 2024 to turn its Avalanche Trust into a spot ETF, and Nasdaq followed up in March 2025 with an application to list the ETF under the ticker AVAX. If approved, Coinbase Custody would hold the tokens, and BNY Mellon would manage the fund. This news helped push AVAX’s price up 16% to $31.78 by September 18, 2025.
Why it matters:
Approval of an ETF is good news for AVAX because it would open the door for large institutional investors to buy in, showing confidence in Avalanche’s technology. However, Avalanche’s recent $1 billion treasury raise—half through Hivemind Capital and half via a SPAC—means some tokens might be sold at a discount, which could temporarily slow price gains. (Bitget)
2. Coinbase ETF Eligibility (September 17, 2025)
What happened:
On September 17, 2025, Richard McCracken tweeted that AVAX is among the coins on Coinbase eligible for spot ETFs under new SEC rules. Other coins on the list include SOL, XRP, and ADA. This follows BlackRock’s integration with Avalanche earlier in May 2025.
Why it matters:
This is somewhat positive for AVAX because it shows regulatory progress, but there’s no official timeline for when ETFs will launch. Being eligible means more investors could access AVAX through ETFs, but competition with well-established Bitcoin and Ethereum ETFs might limit immediate impact. (Tweet)
3. Altseason Boost (September 11, 2025)
What happened:
Altcoin market indicators hit 76 out of 100 on September 11, 2025—the highest since December 2024. AVAX’s price jumped 11% to $29 that week, helped by a growing altcoin market cap of $1.63 trillion and positive news like Avalanche’s subnet adoption by FIFA and Grove’s $250 million real-world asset deployment.
Why it matters:
Altseason usually benefits mid-sized coins like AVAX that have solid fundamentals. However, Bitcoin still holds a strong market share at 56.84%, which means gains may be selective rather than broad-based. (MEXC)
Conclusion
Avalanche is positioned for potential price swings with a positive bias thanks to ETF developments and a strong altcoin market. With the SEC’s decision on Grayscale’s ETF still pending and altseason enthusiasm ongoing, the big question is whether AVAX can keep up its impressive 75% gain over the past 90 days or if recent token sales will limit further growth.