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BlackRock’s BUIDL Drives Avalanche RWA Boom — But AVAX Price Lags
◾ Avalanche saw a major surge in real-world asset (RWA) tokenization in Q4 2025, with tokenized TVL up 68.6% QoQ and nearly 950% YoY, reaching $1.3B
◾ Growth was led by BlackRock’s $500M BUIDL fund, launched on Avalanche in November, signaling strong institutional confidence in the network
◾ Additional momentum came from FIS + Intain, enabling ~2,000 US banks to tokenize $6B+ in loans, and S&P Dow Jones + Dinari launching a tokenized digital markets index
Adoption vs Token Performance Disconnect:
◾ Despite rising institutional usage, AVAX fell ~59% in Q4 and is down another ~10% in 2026, underperforming BTC and ETH
◾ AVAX remains >90% below its 2021 ATH, highlighting a clear gap between network adoption and token valuation
On-Chain Activity Improving:
◾ Native DeFi TVL rose 34.5% QoQ to 97.5M AVAX
◾ Average daily transactions increased 63% to 2.1M
◾ USDT became the dominant stablecoin on Avalanche, reaching 42.3% market share
Bottom Line:
Avalanche is quietly becoming a core Layer 1 for institutional tokenization, even as $AVAX price struggles. The divergence suggests adoption is real — but token re-pricing may depend on broader market cycles and sustained on-chain demand translating into value capture.
#BlackRock #Avalnache #ArifAlpha
◾ Avalanche saw a major surge in real-world asset (RWA) tokenization in Q4 2025, with tokenized TVL up 68.6% QoQ and nearly 950% YoY, reaching $1.3B
◾ Growth was led by BlackRock’s $500M BUIDL fund, launched on Avalanche in November, signaling strong institutional confidence in the network
◾ Additional momentum came from FIS + Intain, enabling ~2,000 US banks to tokenize $6B+ in loans, and S&P Dow Jones + Dinari launching a tokenized digital markets index
Adoption vs Token Performance Disconnect:
◾ Despite rising institutional usage, AVAX fell ~59% in Q4 and is down another ~10% in 2026, underperforming BTC and ETH
◾ AVAX remains >90% below its 2021 ATH, highlighting a clear gap between network adoption and token valuation
On-Chain Activity Improving:
◾ Native DeFi TVL rose 34.5% QoQ to 97.5M AVAX
◾ Average daily transactions increased 63% to 2.1M
◾ USDT became the dominant stablecoin on Avalanche, reaching 42.3% market share
Bottom Line:
Avalanche is quietly becoming a core Layer 1 for institutional tokenization, even as $AVAX price struggles. The divergence suggests adoption is real — but token re-pricing may depend on broader market cycles and sustained on-chain demand translating into value capture.
#BlackRock #Avalnache #ArifAlpha
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