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AvalancheAVAXÉpico
82/100STRICT
Épico
#28cap. de mercado17 de out. de 2026

Avalanche

AVAX
Plataforma de Contratos Inteligentes, pesos de protocolo de redeRanking de cap. de mercado 28, CoinGecko 8 de nov. de 2026
Fundamentos, não preço
PilarAvaliaçãoPosição na escala de 0 a 100PesoContribuição
Sustentabilidade83×0,2016,60
Transparência85×0,1411,90
Receita75×0,107,50
Inovação88×0,2421,12
Comunidade83×0,1814,94
Tokenomics73×0,1410,22
Soma ponderada, total de pesos 1,0082,28Arredonda para a pontuação publicada82
Analisado
17 de out. de 2026
Motor
v5.2.0
Calculado
2026-10-17 05:11 UTC
Hash de entradas
b75061270199

O Lite desbloqueia Avalanche por completo. Variação, cenário, sinal, fatores de risco, catalisadores.

Ver planos

Pesquisa, não constitui aconselhamento financeiro. Leia os termos.

Evidências dos pilares

Conjunto de dados 17 de out. de 2026. 7 fontes, 12 citações.
Cada arco é a avaliação de um pilar, desenhada em escala de 0 a 100.

Em inglês

Sustentabilidade83

Este projeto consegue continuar operando e se financiando por anos?

Avalanche runs an energy-efficient Snow proof-of-stake consensus across its Primary Network and sovereign L1s. Multi-cycle operational longevity, $594M in DeFi TVL, and foundation ecosystem reserves support durable operations.12

Transparência85

Pessoas de fora conseguem ver e verificar o que a equipe e o protocolo fazem?

Ava Labs and the Avalanche Foundation maintain open-source AvalancheGo client code and public Avalanche Community Proposals on GitHub. Validator telemetry, upgrade governance, and economic agendas are publicly documented.34

Receita75

O protocolo gera taxas reais ou receita com o uso?

Avalanche burns 100% of C-Chain and P-Chain transaction fees alongside continuous ACP-77 sovereign L1 validator fees. Fee revenue is real and programmatic, though per-chain fee reductions require higher L1 volume.52

Inovação88

A tecnologia está sendo desenvolvida e lançada, e ela realmente importa?

Sub-second Snow consensus, Interchain Messaging, ACP-77 dynamic validator fees, and the September 2026 Helicon upgrade distinguish Avalanche as a modular platform for custom sovereign Layer 1 blockchains.63

Comunidade83

Quem usa, desenvolve e detém a moeda, e quão durável é essa base?

Institutional adoption spans 28 Payments Collective members, over $1B in tokenized RWA value including BlackRock BUIDL, and live spot ETFs from Bitwise, VanEck, and Grayscale alongside $594M in DeFi TVL.27

Tokenomics73

O fornecimento, a emissão e os desbloqueios protegem os detentores contra a diluição?

AVAX has a 720M hard cap and burns all network transaction fees. With 443.57M AVAX (61.6%) circulating as of October 2026, the -1.5 moderate dilution penalty applies from an 8.8 base.17

Fontes

Sobre Avalanche

Análise de 17 de out. de 2026

Em inglês Tradução pendente: esta análise é apresentada em inglês.

Avalanche is a Layer 1 smart contract platform built on the Snow consensus family and sovereign L1 chains. Its Primary Network runs three chains: the C-Chain for smart contracts, the P-Chain for validator coordination, and the X-Chain for digital assets.

Visão geral completaMostrar menos

As of October 17, 2026, circulating supply stands at 443.57M AVAX (61.6%) out of a 470.24M total supply and a 720M hard cap. DeFiLlama records $594M in C-Chain decentralized finance total value locked alongside more than $1B in tokenized real-world assets, including BlackRock BUIDL.

Regulated investment access includes the VanEck VAVX, Grayscale GAVA, and Bitwise BAVA spot ETFs, with Bitwise adding staking on September 3, 2026. The network activated its Helicon mainnet upgrade on September 22, 2026, following the July 30, 2026 Avalanche Foundation Protocol Economic Research Agenda.

Tese de investimento

Avalanche offers institutional tokenization infrastructure and modular sovereign chain architecture backed by regulated investment vehicles. The Avalanche9000 upgrade and ACP-77 removed the 2,000 AVAX per-subnet validator stake requirement and replaced it with continuous P-Chain AVAX fee burns.

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On July 30, 2026, the Avalanche Foundation published its Measure, Capture, Distribute economic framework to align sovereign L1 growth with AVAX token holders. The Helicon upgrade on September 22, 2026 further refined validator and cross-chain execution across Interchain Messaging.

Institutional adoption includes over $1B in tokenized assets, the 28-member Avalanche Payments Collective with Franklin Templeton, WisdomTree, and Paxos, and three live spot AVAX ETFs. The central constraint is token value capture relative to supply dilution.

With 443.57M AVAX circulating out of the 720M maximum supply, 38.4% of maximum supply remains unissued. Sustained appreciation depends on C-Chain transaction burns, ACP-77 validator fees, and spot ETF inflows outpacing ongoing supply emissions.

Pontos fortes
  • Regulated ETF access. VanEck VAVX, Grayscale GAVA, and Bitwise BAVA operate as spot AVAX ETFs, with Bitwise integrating staking yield on September 3, 2026.
  • Institutional RWA scale. Tokenized real-world assets on Avalanche exceed $1B across treasury and private credit funds, anchored by the BlackRock BUIDL deployment.
  • Modular L1 economics. Avalanche9000, ACP-77, and the September 22, 2026 Helicon upgrade allow enterprises to run sovereign L1s paying continuous AVAX fees.
  • Enterprise payment rails. The Avalanche Payments Collective connects 28 financial institutions including Franklin Templeton, WisdomTree, and Paxos for on-chain settlement.
  • Active core engineering. Ava Labs maintains the open-source AvalancheGo client and published a protocol economic research agenda on July 30, 2026.
Riscos
  • Unissued supply overhang. Only 443.57M AVAX (61.6%) of the 720M maximum supply circulates as of October 17, 2026, creating multi-year dilution pressure.
  • Fee reduction trade-off. Cutting L1 deployment costs by 99.9% under Avalanche9000 requires large sovereign L1 proliferation before ACP-77 burns offset lower per-chain fees.
  • Corporate treasury weakness. Avalanche Treasury Co (AVAT) dropped 73% from its public debut, restricting corporate balance-sheet accumulation of AVAX.
  • DeFi liquidity gap. C-Chain DeFi total value locked of $594M on October 17, 2026 trails Ethereum Layer 2 rollups and Solana.
  • Historical price drawdown. AVAX remains more than 90% below its November 2021 peak of $144.96 despite ETF launches and institutional pilots.
Posição competitiva

Avalanche competes in the Layer 1 smart contract sector through horizontal sovereign chains rather than a single shared state machine. Avalanche L1s let financial institutions define custom validator sets, gas tokens, and compliance rules while communicating natively through Interchain Messaging.

Posição completaMostrar menos

This architecture contrasts with Solana monolithic execution and standard Ethereum Layer 2 rollups that rely on centralized sequencers. Regulated spot ETFs from Bitwise, VanEck, and Grayscale alongside BlackRock BUIDL give Avalanche an institutional compliance credential matched by few networks.

However, C-Chain DeFi total value locked of $594M on October 17, 2026 remains far smaller than Ethereum and Solana liquidity pools. Closing that valuation gap requires converting enterprise L1 deployments and over $1B in RWA assets into recurring AVAX fee burns.

Conclusão

Avalanche pairs proven sub-second Snow consensus with live spot ETFs from Bitwise, VanEck, and Grayscale, over $1B in tokenized real-world assets, and the September 2026 Helicon mainnet upgrade. Those institutional strengths are tempered by $594M in C-Chain DeFi TVL, corporate treasury vehicle weakness, and 38.4% unissued supply remaining under the 720M hard cap.

Conclusão completaMostrar menos

With 443.57M AVAX circulating as of October 17, 2026, long-term upside depends on ACP-77 validator burns and C-Chain fee destruction outpacing dilution. The fundamental profile supports a BUY posture for patient investors.