What is expected in the development of AVAX?

Avalanche’s upcoming plans focus on attracting big investors, growing its gaming community, and making the network faster and cheaper to use.

1. Launching Treasury Companies (Late September 2025) – Raising $1 billion to create investment groups focused on AVAX.
2. Gaming Accelerator Demo Day (Q4 2025) – Showcasing indie games built on Avalanche’s specialized networks.
3. Funtico Partnership Launch (September 2025) – Integrating indie games through Avalanche’s GameLoop program.
4. Lowering Transaction Fees (Q4 2025) – Improving fee structures for smoother transactions on Avalanche’s main chain.

In-Depth Look

1. Launching Treasury Companies (Late September 2025)

What’s happening: Avalanche plans to set up two U.S.-based treasury companies by late September and October 2025. These companies aim to raise $1 billion combined to buy AVAX tokens at discounted prices. Leading this effort are investment firms Hivemind Capital and Dragonfly Capital (Financial Times).
Why it matters: This could be very positive for AVAX because big institutional buyers might reduce the number of tokens available on the market, helping stabilize and potentially increase the price over time. However, delays or regulatory challenges could affect these plans.

2. Gaming Accelerator Demo Day (Q4 2025)

What’s happening: Avalanche and Helika launched a gaming accelerator in August 2025. In Q4, they will host an event to showcase Web3 games developed on Avalanche’s subnets. Selected projects can receive up to $125,000 in funding and mentorship (Cryptobriefing).
Why it matters: This is somewhat positive for AVAX because it encourages developers to build games on Avalanche, which could attract more users. The real impact depends on how popular these games become after launch.

3. Funtico Partnership Launch (September 2025)

What’s happening: Avalanche is partnering with Funtico and LaunchLoop to kick off GameLoop Season 1 in September 2025. This program supports browser-based games with a $30,000 prize pool and allows games to work across different blockchains using $TICO tokens (Cryptopotato).
Why it matters: This is good news for AVAX because it lowers the barrier for indie developers to create games on Avalanche, potentially growing its developer community. However, Avalanche faces strong competition from other blockchains like Solana and Polygon.

4. Lowering Transaction Fees (Q4 2025)

What’s happening: After a major upgrade in April 2025 that cut fees by 98%, Avalanche plans further improvements in Q4 to make transactions on its C-Chain faster and cheaper through dynamic fee adjustments (Blockworks).
Why it matters: Lower fees make Avalanche more competitive compared to Ethereum’s Layer 2 solutions, encouraging more users and developers to choose Avalanche. Still, technical challenges could slow down adoption.

Conclusion

Avalanche’s roadmap aims to balance big institutional investments with grassroots growth through gaming and better network performance. These efforts align with broader trends in Web3, like real-world asset tokenization and scalable decentralized apps. However, risks like regulatory hurdles or weak game adoption could slow progress.

The big question remains: Will Avalanche’s focus on gaming and subnets help it attract more mainstream users faster than competing blockchains?

What updates are there in the AVAX code base?

Avalanche recently upgraded its technology to improve scalability and make it more suitable for businesses.

1. Octane Upgrade (July 19, 2025) – Significantly lowered fees, updated staking rewards, and prepared the network for faster, parallel transactions.
2. eERC Standard Launch (July 2025) – Introduced encrypted tokens that help businesses keep transactions private while still meeting regulatory requirements.

Deep Dive

1. Octane Upgrade (July 19, 2025)

Overview: Avalanche’s network underwent a major update that cut transaction fees on the C-Chain by about 96% and changed how validators earn rewards. It also set the stage for processing multiple transactions at the same time, making the network faster and more efficient.

Key technical changes:

• Dynamic fees (ACP-125): Base fees dropped from 25 nAVAX to just 0.1 nAVAX, with prices adjusting based on network traffic.
• Pay-as-you-go staking (ACP-77): Instead of requiring validators to stake a fixed 2,000 AVAX, rewards are now based on actual usage and activity.
• Cross-subnet messaging: Improved communication between different parts of the network, reducing delays.

What this means: This is good news for AVAX users because everyday transactions now cost almost nothing (around $0.01 per transfer). Businesses benefit from predictable costs when using real-world assets on the network, and validators earn rewards linked to cross-chain activity. (Source)

2. eERC Standard Launch (July 2025)

Overview: AvaCloud introduced an encrypted version of the ERC-20 token standard, allowing private transactions with optional audit trails for regulators.

Key features:

• Selective visibility: Businesses can keep token amounts and participants hidden while still allowing regulators to verify compliance.
• Works with existing Ethereum-compatible wallets and tools.

What this means: This update is neutral to positive for AVAX because it meets the privacy needs of institutions, like those managing tokenized funds, without losing transparency for audits. This could attract more regulated industries to the platform. (Source)

Conclusion

Avalanche is focusing on making its network more scalable and business-friendly with these upgrades. The question now is whether these improvements will help Avalanche expand beyond gaming and into traditional finance and other industries.

What could affect the price of AVAX?

Avalanche’s price is currently caught between positive factors from big investors and some technical challenges.

1. ETF Filings (Positive) – Grayscale and Bitwise are asking the SEC for approval to launch Avalanche ETFs, which could bring in more institutional money.
2. Corporate Treasury Moves (Mixed) – Plans to buy $1 billion in AVAX coins face both strong buying interest and regulatory investigations.
3. Network Upgrades (Positive) – The Octane update cut fees by 98%, boosting decentralized finance (DeFi) activity by 40% since April.

Deep Dive

1. ETF Momentum & Institutional Adoption (Positive Impact)

Overview:
Grayscale and Bitwise have applied to launch spot ETFs for Avalanche (AVAX), with plans to list on Nasdaq pending approval from the U.S. Securities and Exchange Commission (SEC). If approved, this could bring in investment similar to what happened with Bitcoin ETFs. For example, VanEck’s $100 million fund is already investing in Avalanche-related projects.

What this means:
ETF approval usually increases both liquidity (how easily AVAX can be bought and sold) and credibility. It allows traditional investors, who may not want to hold cryptocurrency directly, to invest through familiar financial products. However, the SEC has delayed decisions before (now extended to July 2025), which might slow immediate price gains.

2. Corporate Treasury Risks (Mixed Impact)

Overview:
The Avalanche Foundation plans to raise $1 billion through two Nasdaq-listed companies (AVAX One and Dragonfly SPAC) to buy AVAX tokens. At the same time, regulators like the SEC and FINRA are investigating unusual trading activity related to crypto treasury announcements.

What this means:
If these fundraising efforts succeed, they could create steady buying pressure, similar to AgriFORCE’s recent $550 million AVAX purchase. But ongoing regulatory probes could scare off some institutional investors, especially if insider trading or other violations are found.

3. Network Growth & Fee Changes (Positive Impact)

Overview:
Avalanche’s Octane upgrade reduced transaction fees by 98%, which has helped increase the total value locked (TVL) in DeFi projects on Avalanche to $2.1 billion—a 40% rise since April. Daily transactions have also increased to 1.2 million. Additionally, Fusion’s $100 million fund is supporting enterprise applications in healthcare and artificial intelligence, further driving adoption.

What this means:
Lower fees make Avalanche more competitive compared to Ethereum, attracting more DeFi users. Real-world applications, like Bergen County’s $240 billion real estate tokenization project, could provide stable demand beyond just speculative trading.

Conclusion

Avalanche’s medium-term outlook looks positive thanks to the potential ETF approvals and growing network use. However, regulatory uncertainties and Bitcoin’s dominance in the market (currently 57.93%) remain risks. Technical indicators are mixed: the Relative Strength Index (RSI) at 45.61 suggests some bearish momentum, but if AVAX breaks above $30, it could aim for $36.

Key factor to watch: Keep an eye on the SEC’s timeline for ETF decisions and whether corporate treasury purchases can balance out the recent drop in active retail users (active addresses fell 18% last week).

What are people saying about AVAX?

The conversation around Avalanche (AVAX) is split between optimism for a price breakout and challenges at key resistance levels. Here’s a quick overview:

1. Institutions are investing over $500 million in AVAX through Nasdaq-listed treasury strategies.
2. The $25.50 price level is a major resistance point, with some traders watching for a drop to $23.80 if it fails.
3. On-chain activity is booming, driven by the popular game MapleStory, pushing daily transactions above 1 million.

In-Depth Look

1. Institutional Interest Grows (Positive Outlook)

@im_BrokeDoomer reports:
"AgriForce is transforming into AVAX One and raising $500 million to buy $AVAX… Only Upside🔥"
– Posted on 2025-09-23
See original post

What this means: This is a bullish sign for AVAX. When large institutions, especially those listed on Nasdaq, invest heavily, it can create steady buying pressure and reduce the number of coins available on the market, potentially driving prices up.

2. Key Resistance at $25.50 (Mixed Outlook)

@CryptoPulse_CRU advises:
"Watch for a breakout above $26.36 - $27.25. If the price falls below $24.55, the breakout is invalidated."
– Posted on 2025-09-09
See original post

What this means: The market is uncertain. If AVAX breaks above this resistance zone, it could trigger a rush of buying (known as FOMO). But if it fails, sellers might push the price down toward $23 support.

3. Long-Term Bullish Pattern Emerging (Positive Outlook)

@CryptooELITES shares:
"Is AVAX ready for a big move? Target: $150… potential breakout from a multi-year triangle pattern."
– Posted on 2025-09-29
See original post

What this means: From a technical perspective, AVAX looks like it’s building momentum for a significant long-term price increase. This depends on factors like Bitcoin’s market dominance easing and a stronger altcoin season, as noted in the Grayscale Q3 Report.

Summary

The outlook for Avalanche (AVAX) is mixed. On one side, big institutional investors are accumulating AVAX through Nasdaq-listed treasury plays, which is a positive sign. On the other, AVAX faces tough resistance around the $25.50 to $27 range that could limit short-term gains.

Key things to watch:

1. Institutional investments — AVAX One aims to raise $550 million by October, which could boost demand.
2. Network activity — Consistently more than 1 million daily transactions, driven by apps like MapleStory, show strong real-world use.

Avalanche is at a crossroads between technical chart patterns and growing adoption. Its next move will depend on whether institutional buying can overcome short-term trader hesitation.

What is the latest news about AVAX?

Avalanche is balancing growing interest from big investors with increased regulatory attention as its network develops. Here are the key updates:

1. Nasdaq Debut & $550M Fundraising (September 24, 2025) – The first Nasdaq-listed company focused on Avalanche (AVAX) rebrands to buy and hold AVAX tokens.
2. SEC Investigates Crypto Treasury Strategies (September 27, 2025) – Regulators are looking into companies using Avalanche-linked treasury plans.
3. AVAX Price Drops 18% in One Week (September 26, 2025) – The token’s price fell despite plans for institutional buying.

Deep Dive

1. Nasdaq Debut & $550M Fundraising (September 24, 2025)

What happened: AgriFORCE Growing Systems changed its name to AVAX One and plans to raise $550 million to buy and stake AVAX tokens. The company is supported by well-known investors like Anthony Scaramucci (SkyBridge) and Brett Tejpaul (Coinbase). Their goal is to hold $700 million worth of AVAX, benefiting from Avalanche’s staking rewards and ecosystem projects.
Why it matters: This move is positive for AVAX because it shows strong interest from institutional investors and creates a Nasdaq-listed option for buying AVAX. This could reduce the number of tokens available on the market. However, if the company doesn’t raise enough money, the plan might face challenges. (Yahoo Finance)

2. SEC Investigates Crypto Treasury Strategies (September 27, 2025)

What happened: The U.S. Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) are investigating unusual trading activities in companies that have announced treasury strategies involving Avalanche. This includes Helius Medical’s $500 million fund linked to Solana and Fitell’s AVAX treasury in Australia.
Why it matters: This news could slow down how quickly companies adopt Avalanche-based treasury strategies because of regulatory concerns. In the short term, this is a cautious or negative sign. But in the long run, clearer rules might help companies follow regulations better and encourage more institutional involvement. (Bitcoinist)

3. AVAX Price Drops 18% in One Week (September 26, 2025)

What happened: AVAX’s price dropped to $27.72, down 18% over the week, as the overall market weakened. This happened even though AgriFORCE rebranded and the Avalanche Foundation announced a $1 billion plan to create treasury vehicles. Trading volume also fell by 47%, showing less interest from everyday investors.
Why it matters: The price drop reflects negative market sentiment and some investors taking profits. Still, the $27 to $30 price range is seen as a key area where big investors might buy more AVAX. There is also technical support at $22.80, where many wallets hold tokens, which could help stabilize the price. (TokenPost)

Conclusion

Avalanche is seeing growing interest from big investors but faces challenges from regulatory investigations and a volatile market. The Nasdaq listing and treasury plans suggest strong long-term demand, but the token’s price will depend on overall crypto market trends. The big question is whether regulatory scrutiny will slow down corporate adoption or if Avalanche’s expanding ecosystem can balance out selling pressure.

Why did the price of AVAX go up?

Avalanche (AVAX) increased by 4.43% in the last 24 hours, outperforming the overall crypto market, which rose by 2.41%. This rise is supported by positive technical indicators and growing interest from large investors. The main factors driving this trend are:

1. Institutional Treasury Strategies – Companies listed on Nasdaq are shifting their treasury holdings toward AVAX.
2. Technical Breakout – AVAX price remains above important moving averages despite some bearish signals.
3. Altcoin Rotation – Investors are moving funds into AVAX as interest in alternative cryptocurrencies grows.

In-Depth Analysis

1. Institutional Treasury Momentum (Positive Outlook)

Summary:
Companies like AgriFORCE, now known as AVAX One, plan to raise $550 million to buy AVAX tokens, following a strategy similar to Bitcoin-focused firms. Additionally, the Avalanche Foundation is setting up two U.S.-based investment funds to buy AVAX at discounted prices (Yahoo Finance).

Implications:

• Potential supply reduction: With over $700 million planned for AVAX purchases, the circulating supply could decrease.
• Attractive staking rewards: Institutions can earn about 6.7% annual returns by staking AVAX, encouraging them to hold long-term.

What to watch:
Keep an eye on the progress of these fundraising efforts and wallet activity from investment groups like Hivemind Capital.

2. Technical Resilience (Mixed Signals)

Summary:
AVAX is trading above its 30-day simple moving average (SMA) at $28.64 and a key pivot point at $29.37 but is facing resistance near the 23.6% Fibonacci retracement level at $32.79. The MACD indicator shows bearish momentum divergence, while the RSI remains neutral at 52.19.

Implications:

• Short-term traders might take profits between $30 and $32, but holding support around $28.60 could keep the upward trend alive.
• Closing above $30.90 (7-day SMA) would signal a stronger bullish reversal.

3. Altcoin Season Momentum (Positive Outlook)

Summary:
The Altcoin Season Index increased by 15.79% over the past 30 days, reaching 66 out of 100. This suggests investors are shifting from Bitcoin to altcoins like AVAX. AVAX’s 30-day gain of 24.36% significantly outpaces Bitcoin’s 0.97% rise (CMC Global Metrics).

Implications:

• Traders are favoring higher-risk assets as market sentiment improves (Fear & Greed Index rose from 34 to 39 in 24 hours).
• AVAX’s 24-hour trading volume jumped to $1.15 billion, up 100.79% from the previous day, indicating strong liquidity.

Conclusion

AVAX’s recent price increase is driven by institutional buying, solid technical support, and growing interest in altcoins. However, some caution is warranted due to weakening momentum signals and a potential $12 billion token unlock that could cause short-term volatility.

Key point to watch: Can AVAX close above $30.90 to overcome bearish signals? Track institutional wallet activity on Snowtrace for confirmation.