AVAX

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Post is by: Business-Average-977 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1q0pl4g/anyone_else_feel_like_the_market_is_just_shaking/ I get the bear argument. 4 year cycle this... inflation that... ect ect Alts have come to price levels that just flat out don't make sense. And im talking GOOD projects... not junk meme coins. like VET, XLM, LINK, AVAX have all dropped to near pre-bull run prices. Are you buying? waiting? DCAing? Something on my shoulder is telling me I'm going to regret not taking advantage of these prices. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

yupgup12

[This ](https://gelato.cloud/blog/gelato-s-guide-to-avalanche-l1s-and-native-interoperability)webpage is a good one to look at. If you look at the section discussing limitations of subnets they discuss the weak interoperability of Subnets. [Here](https://build.avax.network/academy/avalanche-l1/avalanche-fundamentals/03-multi-chain-architecture-intro/03-benefits) is an actual Avax page where they discuss interoperability at the very bottom and talk about how the issue of interoperability between subnets was "partially" solved using Avax Warp Messaging. But only in so far as now they claim that you can see data from other subnets on whatever subnet you are on. Even Avax admits though on that page that you can't seamlessly transfer assets (i.e. crypto) and that you'd have to use a bridge to move crypto between subnets. To my knowledge these bridges don't currently exist and the onus is on the developer on the subnet to create the bridge to whatever subnet(s) they want to bridge to. It also should be noted that the subnets have to provide security to the main AVAX Chain but they don't provide security to the subnets (is my understanding of the current architecture). The chainspect link you sent me showed AVAX TPS as being only 11% slower than AVAX. Hardly significant if you account for the fact that Ethereum has significantly more state bloat, assets on chain, TVL, decentralization, and all of the other Eth attributes that make it far superior to AVAX. And that's not even including the L2s, which are probably much faster than AVAX by now (i haven't checked). The 4500 TPS number is just classic AVAX marketing. There's also the issues of AVAX's inflationary tokenomics which i don't even want to bother getting into.

BoringPrinciple2542

[Avax beats ETH in pretty much every aspect regarding TPS & fees.](https://chainspect.app/compare/ethereum-vs-avalanche). Theoretical TPS can potentially be much more divergent due to the idea of horizontal scaling. Most sources that I see put ETH in the low hundreds vs AVAX around 4,500. Not sure what you’ve seen for fees but I don’t think I’ve ever seen more than maybe a couple cents on any AVAX transaction whereas I’ve personally seen over $200 before on ETH. In terms of interoperability, that’s outside of my sandbox but I’ve not heard any complaints about weak interoperability since the pre-AWM era. You have any resources to dig into that further? Regarding costs, yes the fees were substantial prior to the Avalanche9000 upgrade but my point is that the upgrade is very much a clear example of the foundation prioritizing attracting customers over current price. I don’t think you could really ask for more than around $20/month per subnet validator I mean from a corporate/institutional standpoint that’s less than the software licensing for a single employee. Whether their strategy is successful in the long-run remains to be seen but it’s a valid business concept that is clearly enunciated and consistent with the actions taken by the management team. For me, it’s mostly an easy token to automate trading in due to the price staying within some pretty consistent ranges but I do think it’s fair to say that much of the criticisms revolve around surface level price and comparisons to chains that are pursuing very different paths.

biba8163

> much Tech, much Wow *Since 12/31/2021* | Crypto | Price | |:---|:---|:---| | ATOM | 🔻 -93.94% | ALGO | 🔻 -93.20% | DOT | 🔻 -93.12% | NEAR | 🔻 -89.56% | ICP | 🔻 -88.48% | AVAX | 🔻 -88.46% | HBAR | 🔻 -62.19%

yupgup12

AVAX tech isn't even that good. Their TPS isn't significantly better than Eths while Eth has robust security and decentralization with ever inproving speed. AVAX has three chains which introduced unecessary complexity while 99% of their traffic is on C Chain. During periods of network congestion AVAX has serious gas fee spikes much like Ethereum struggled with in the past. AVAX consensus is unique but nothing special about it performance wise and some critics feel that it is actually inefficient. The self proclaimed selling point for AVAX is their subnet architecture but not only is it expensive to set one up (at least pre avax900 update) but subnets don't get security from main chain but they add additional security to the main chain and the subnets have very weak interoperability with each other. Add all of that to the team's history of trying to sue competitors and the founder's history of trashing every other blockchain including bitcoin and ethereum Im not exactly sure why anyone would have a high opinion of AVAX

MountainGrape6816

Just pulled the plug on some long term losers (to offset other gains): ADA DOT ALGO ATOM MANA SHIB Other candidates on the chopping block (some may go before the new years ball drops) POL/MATIC LINK AVAX

BoringPrinciple2542

This is pretty much the deal with long-term vs short-term pricing. Focusing on advertising builds demand but costs money that could be spent on other goals. Adjusting mint rates, gas fees, validator requirements, etc could all improve price as well but they would increase price in the short term while disincentivizing adoption. The greater price short term will not be supported by real value and ultimately the price would collapse as AVAX fades into obscurity. Focusing on building institutional usage means a longer delay before prices reflect but ideally mean that when once burn exceeds minting the flip to a deflationary model will support price growth even in the midst of significant selling. Now is it possible that to your point people pass up AVAX in favor of other chains with stronger price action? I think we are seeing that in the markets currently but again, the strategy the chain’s leadership is following is based on the idea that the path forward is thousands of inter-operable, purpose built blockchains. If that thesis is correct then price will ultimately.

BoringPrinciple2542

I can see you are very emotional. Let’s start with the comparison: The mentioned companies priced themselves below the break-even price. Why? In order to achieve market penetration via reduced pricing. My reason for comparison is that things like the Avalanche9000 upgrade made it cheaper to run L1/subnet validators and the reason for this move was to offer cheaper pricing with the goal of underscoring competition. Your explanation of Uber subsidizing prices shows you understand this concept. It seems you cannot understand the difference between reducing validator fees versus token price so let me simplify it for you: previously each subnet validator needed 2k avax which is around $36k at current prices. This was updated to 1.33 AVAX/month. So now you can pay approximately $16.32/month instead of a $36k down payment…. Do you understand how this is more attractive to users of Avalanche L1s? If you don’t it is ok. You don’t need to get embarrassed and throw another tantrum. Just say “I’m confused” and I’ll break it down in simpler terms for you. Developers do in fact pay less. FAR less. Likewise gas fees are reduced… this was a primary goal of the Octane upgrade (ACP-176). Not sure why you are making assertions about things you can’t understand but if you stop people won’t laugh at you as much. Now you ask if “if low tome price was the strategy” and the answer is that as earlier, you are not actually reading what I wrote. I said that the strategy was cost efficiency in order to build market share which necessitates prioritizing cheap costs for devs over high token prices. The AVAX team could easily implement changes that create more token demand and increase their price by manipulating the supply but this would come at the expense of reducing adoption. Hence my statement that the team is prioritizing adoption over price. Are you still following along? Moving onto inflation, not only is adjustment absolutely possible it is required to have an apples-to-apples discussion. I was explaining the price as it relates to marketcap. Since circulating supply is essentially doubled today the price would be halved if the market cap stayed flat. Adjusting to compare price with equal supply helps understand the affects of scheduled inflation vs market sentiment. From here it looks like you had a meltdown where you attempted (poorly I might add) to put words in my mouth. I again e courage you to read my statements until you actually know what I said and then feel free to attempt a discussion. I’m not gonna bother trying to address each point in your ramble about things you think I said because you didn’t take the time to actually read.

Novel-Bad2984

I think this is too hard on him. I do believe long term it may have better prospects but it won’t be mooning. It would be like BTC, ETH, SOL and AVAX for infrastructure chain. Over the long term it might surpass SOL for institutions needing high configurability and those who are paying higher gas on ETH might consider it.

Ikki_The_Phoenix

''I'm a bagholder coping with catastrophic losses by pretending losing 91% is part of some 4D chess strategy that doesn't exist.'' Let's dismantle this garbage shall we? Your Uber Analogy Is Fucking Stupid Uber burns cash to subsidise RIDES. You pay $5 for a $15 ride. Uber loses $10. You get addicted. They raise prices later. That's a real subsidy with a real mechanism. AVAX token at $12 vs $50 subsidises NOTHING. Gas fees don't get cheaper. Developers don't pay less. Users don't benefit. The token price has zero impact on chain usability. You're comparing Uber losing money per transaction to create user addiction versus AVAX holders losing money while the foundation dumps tokens on them. These aren't remotely the same thing. If low token price was ''the strategy,'' why did AVAX hit $145? Did they fuck up their own master plan? Or are you just inventing narratives to cope with bags? Your ''Adjusted Price'' Math Is Weapons Grade Copium You: ''If we adjust for supply, AVAX at $20-30 equals $70 in 2022!'' Current price: $12.36 Your entire thesis depends on a price that doesn't fucking exist. You're not even in your own cope scenario. But let's play your game: 2022: $17.1B market cap 2025: $5.3B market cap That's down 69% You diluted holders with 75% more supply AND lost 69% of market cap. That's not ''adjusting for inflation'' that's getting doubly fucked. ''Buhhbut if you adjust...'' No. Fuck your adjustments. Inflation IS the problem. You can't ''adjust away'' the fact that the foundation is dumping tokens on holders while market cap collapses. BTC has inflation too. Mining rewards add supply. Yet BTC made new ATHs. Why? Because demand outpaced supply. AVAX couldn't do that. Because nobody wants it. Your ''Social Media'' Excuse Is Backwards ''AVAX has bad social media attention which suppresses price'' Price creates sentiment, you fucking moron. Not the other way around. When SOL crashed 94% with FTX, everyone called it dead. Social sentiment was nuclear. Then it recovered. Suddenly everyone loves SOL again. The recovery created positive sentiment. Not the other way around. If AVAX pumped to $100 tomorrow, X would explode with ''AVAX IS BACK'' posts. Influencers would shill it. Social sentiment would flip bullish in 24 hours. AVAX has bad social sentiment because it's down 91% and bleeding holders for 4 fucking years. The sentiment reflects reality. You have cause and effect completely backwards because you need to blame something other than the obvious your coin is dogshit. The ''Worse Market Conditions'' Lie ''AVAX is achieving similar adjusted price under much worse market conditions!'' WHAT WORSE CONDITIONS? BTC: Near all time highs ($87K) Total crypto market cap: $3 trillion ETFs approved and flowing Institutional adoption growing We're in a fucking bull market 2022 was Luna collapse, FTX implosion, mass deleveraging, and nuclear bear market. 2025 is good conditions and AVAX is STILL bleeding (-67% annually). You're getting destroyed in favourable conditions. That's WORSE, not better. Stop lying about market conditions to explain why your shitcoin can't keep up with BTC going up 26% from the same timeframe. Your ''1 to 2% Trading'' Is Admitting Defeat ''Trade 1-2% fluctuations without concern about losing out on upside growth'' READ WHAT YOU JUST WROTE. ''Without concern about losing out on upside growth'' YOU JUST ADMITTED THERE'S NO UPSIDE. This is what you tell people stuck in a dead asset with no future. ''Hey, scalp pennies because it's not going anywhere!'' BTC holders don't need to scalp 1-2%. They just hold and they're up 26% from 2021. You're telling people to actively trade tiny ranges because the underlying asset is DEAD MONEY going nowhere. That's called a zombie coin. Congratulations. Your ''Tech Improvements'' Narrative Is Unfalsifiable Bullshit ''They're making changes like Etna and Octane that appeal to users over investors'' WHERE ARE THE USERS? Show me the user growth. Show me the TVL growth. Show me ANYTHING that proves these ''improvements" matter. Current AVAX metrics: Down 91.3% from ATH Down 67% annually Technical signals: SELL on all timeframes Sentiment: Extreme Fear (20/100) Rank: #31 (was top 10) Your ''tech improvements'' are doing fuck all. Nobody cares. Nobody's using it. The market doesn't believe you. But you have constructed an unfalsifiable narrative: Price goes up = ''See! Tech works!'' Price goes down = ''They're focused on tech, not price!'' With this logic you can never be wrong. Let's Talk About What's Really Happening The Avalanche Foundation is farming you: They printed tokens (245M → 430M = 75% dilution) Market cap collapsed ($17.1B → $5.3B = -69%) You got diluted AND price dumped They keep promising 'institutional adoption' while dumping on retail You write essays explaining why this is fine You're exit liquidity for foundation dumping. ''Buhhbut institutions are testing AVAX!'' Testing ≠ using. I can test drive a Ferrari and buy a Honda. That doesn't make me a Ferrari customer. The Uncomfortable Truth You Won't Accept SOL won the L1 wars. AVAX lost. That's it. Solana: Recovered, top 5, actual users AVAX: Dead money, rank 31, cope essays Your ''363 L1s'' are ghost chains. Your ''institutional partnerships'' are tests that lead nowhere. Your ''tech improvements'' aren't creating adoption. The market is screaming this at you: -91.3% from ATH -67% annually Extreme Fear sentiment SELL on all timeframes But you won't listen because you're financially and emotionally invested in being right

Ikki_The_Phoenix

This analogy makes no sense because Uber subsidises SERVICE (rides) AVAX can't subsidise their token price (that's market determined) Low AVAX price doesn't make the chain cheaper to use (gas fees ≠ token price)

Ikki_The_Phoenix

"Reading comprehension''?, lmaoo, YOU wrote ''as long as you're looking at the long-term this is a good thing.'', you fucking loser. That's YOUR words, not mine. Now you're backpedaling saying ''ackchually I meant grid trading!" because you got called out on AVAX being down 90% while BTC is up 26% from the same timeframe. Let me translate your cope for everyone: What you SAID: ''AVAX has great long-term strategy, just hold!'' What you MEANT after I embarrassed you: ''AVAX is stuck in a range going nowhere, so frantically trade it or stay poor!'' Grid trading is what you do when your asset has NO long-term uptrend. It's what you do when you're coping with a dead project that can't break out. You're literally admitting AVAX doesn't appreciate as it just oscillates between bag holders switching positions. ''ATH doesn't matter''? Lolzzz, Tell that to the millions who bought near $150 and are still underwater 4 years later. Tell that to yourself when you're explaining why you need perfect market timing just to break even on a ''bluechip.'' Meanwhile BTC holders from 2021 just held. No grid trading. No ''de-risking during spikes.'' No PhD in technical analysis required. Just held. And they're UP. You know what we call an asset that requires active trading to profit? A TRADE, not an INVESTMENT. And you know what's hilarious? You started by shilling AVAX as a long-term investment strategy. So which is it? Long term hold or active trading vehicle? Pick one, because you can't hide behind ''reading comprehension'' when your own post contradicts your defense. The only thing getting ''de-risked'' here is your credibility. AVAX is a zombie coin masquerading as a bluechip and you just spent three paragraphs explaining why holders need to work overtime just to not lose money 🤡🤣

BoringPrinciple2542

Price action is only tangentially related to tech. UberEats/Grubhub/Doordash for food deliveries, Uber/Lyft in transportation, or Bird/Lime/Bolt for scooters & e-bikes are a few recent examples of this type of competition that got a lot of attention. Each was (maybe still are) burning through investor funding and operating at a loss with the goal of achieving market dominance with a plan to increase fees once they controlled the market. This is what I think AVAX is doing. They make changes like Etna & Octane which appeal to users of the tech over investors with the goal of becoming a market leader. Pushing price would likely lead to reduced competitiveness when similar blockchains with more brand recognition are available. So price needs to be thought of in the classic sense of supply & demand. AVAX has extremely bad social media attention which likely helps suppress the price while actual gains in marketcap are hidden by the increasing supply in circulation. On Jan 1st 2022 the circulating supply was 245mil & price per token was $69.99 ($17.1B) Today the circulating supply is 429.6mil and price is currently $12.55 ($5.4B) So if we adjusted the price at that time with the circulating supply today it would be about $39.92. That’s 3x from here but we are also comparing two very interesting periods… in early 2022, the NFT craze was making ETH practically useless ($250 gas fee to create a StrongBlock node lol) and so people who had made bank in BTC/ETH were rolling assets into AVAX/MATIC/etc looking to continue the gravy train. Compare to today where most of the crypto market is down and it’s just a very different picture. Much of this is simply due to inflation plus comparing an unrealistically high peak to a fairly shitty period. AVAX trading in the $20-30 range today is essentially equal to that $70 point four years ago while achieving it under much worse market conditions. This trend is likely to continue for awhile until either the recurring burn outpaces inflation, we hit the 720mil cap, or sudden changes in sentiment create an increase in demand for AVAX. In the meantime though there is a lot of opportunity to be had in using the relatively flat price action to trade based on say 1-2% fluctuations without too much concern about losing out on upside growth.

TimeWarrior3030

In no particular order; Nano (NAS) EOS Avalanche (AVAX) Loopring (LRC) Cardano (ADA) Actually, way too many to list!

BoringPrinciple2542

AVAX’s strategy is to offer highly customizable “off the shelf” L1s. Keeping the price of adoption low is part of that strategy (penetration pricing) and plays a role in the 363 L1s currently active & the decisions by several governments to test AVAX for their needs over solutions with higher upfront costs. As long as you are looking at the long-term this is a good thing. Essentially, the Avalanche foundation is focused on building usage rather than squandering money on hype & influencers. Near term, you can do pretty good by grid trading as it stays in a reliable range. Use periods like this one to accumulate and then during the spikes to $30-60 take your profit and either reinvest at the bottom or move that profit into other investments.

Competitive_Lab_655

AVAX

Novel-Bad2984

No one mentioned AVAX, surprising

roadydick

Came for this - and, if you had BTC, ETH, SOL, XRP, BNB, AVAX, BAT, or ADA in your already your private wallet you already should have some

platypus_worldwide

I considered and even held AVAX, SOL, ARB, LINK, but in the end, I exclusively hold HBAR

japnewsome

3 coin bag ! All 3 quality coins/tokens with narrative, history and/or fundamentals ! 1 safe(ish), 1 mid risk and 1 risky -AVAX (Avalanche) = Ecosystem coin with good potential that didn't reach the spotlight in 2025 -FHE (Mind Network) = Privacy token (next narrative?) -LKY (Luckycoin) = Oldest memecoin in history

StonklordBenno

My bags are in ADA SOL DOT AVAX MANA SAND POL

iOCharts_

beyond btc and eth, the projects i see most often in serious long-term portfolios are SOL, LINK, AR, OP, ATOM, AVAX, AAVE and MKR. they aren’t risk-free, but they solve real problems and already have users

Glyzzza_

SOL, MATIC, ADA, LINK, AVAX, ATOM, FIL, and Arbitrum – strong fundamentals, real use cases, and long-term potential.

TechnologyMinute2714

Which one is worse though, i bought XPL 2 months ago and everyone was acting like it was going to cure cancer, went from $1.7 ATH to now $0.12 in less than 3 months, it at least took AVAX 730 days for it to go down -90%, my shit took 2 months.

Rebubula_

My best trade was selling my AVAX at like the absolute top of $144

Randomized007

I'm 50% btc, 15% eth, the rest are SUI, XRP, SOL, LINK, AVAX, QNT, ONDO & HBAR

randallmauel

Im buying small amounts of AVAX and Sol. Ive got all the ETH Im planning on buying. Maybe a little more BTC

Grunblau

I borrow money at an extremely low rate and then plow it into an asset that makes zero interest (Bitcoin), but might appreciate in value? What makes more sense to me is that alts are suffering right now. I’d probably choose AVAX, for guaranteed high APR and have the same hope for appreciation.

aaj094

Go all-in to AVAX and beat him at his own game then.

Grunblau

AVAX is now at the price Scaramucci bought at a “discount” and everyone was upset about…

Creative_Trade_7927

AVAX will moon

Dubb18

Any that have a lot of institutional interest...SOL, AVAX, ONDO, LINK, etc.

BitcoinIRA

Diversification across alts can help protect from market volatility, so you can try different categories (DeFi like UNI, Layer 1s like SOL or AVAX, stables, etc.)

platypus_worldwide

HBAR SOL AVAX ARB LINK I have faith

asselfoley

Hey, op, these dumbasses have a point. Be careful out there, but Squid is legit. Take now though, it will probably say the estimated time is "about an hour" when swapping BTC. That's because of BTC block times. Try swapping AVAX for POL or something like that, and it's a couple seconds. Don't let the ignorant scare you off. It's exactly what you're looking for, but DYOR

randallmauel

Im holding and very worried. I hold four coins and in the red on all four. It sounds crazy but Im slowly adding to my biggest loser(percentage wise) which is AVAX. It is cheap as hell. Maybe Ill get lucky. Im going to add a little SOL as well. Im way under on ETH. Etherium is my biggest position of any stock or coin. It is just not looking good. I may head to the forest and throw away my phone.

randallmauel

Im taking a chance on AVAX at the current price. We shall see. Im the same guy that is actually in the red with BTC, while many have done very well.

patelbadboy2006

I liked dot about 5 years ago. It's a dead chain and newer shiny toys have taken over. Crypto is about mind share and dot just doesn't have it. Sol/sui/aptos/AVAX are probably going to pump more due to mindshare in the space. All layer 1 projects.

blaand01theflipside

Coming back next year. AVAX escrow is done by 2030.

Grunblau

I guess the value of AVAX shall be $14.60, then…

Hidden5G

Your trying to sound smart by copy pasting a bunch of half baked talking points, but your entire argument falls apart the moment you separate speculative price action from actual utility adoption. Let me help you clear up that ignorance so your less exposed of it in the future. You are mixing up two completely different things. Speculative price action and real world settlement utility are not the same. Yes. In the current market every asset moves with Bitcoin. That includes Ethereum. Solana. AVAX. XRP. It is all one big speculative pool right now. That is because we have no full regulations yet. Let that sink in. No global liquidity corridors live yet. No institutional settlement volume yet. So everything trades as a risk asset. That does not mean every asset has the same use case or the same end game. XRP was built to solve trapped liquidity and instant settlement between financial institutions. The entire point is removing the need for banks to park billions in Nostro and Vostro accounts. That is real utility. That is something Bitcoin cannot do. Ethereum cannot do. Solana cannot do. None of those chains were designed as neutral settlement assets for institutional money movement. I’m sorry if the truth hurts. The Beta Test Coin can only do so much. Your price history list proves nothing except that the market is still immature and everything gets dragged around by Bitcoin sentiment. That is not an insight. Everyone already knows this. The real question is simple… When regulations are rolled out. When banks are allowed to use digital assets for settlement. When global corridors go live. Do you think the market will still treat everything as one giant meme pool? Or will assets finally separate based on their actual role. Ask me for help if your having trouble understanding that. Speculative price movement today does not erase utility. It just shows we are still early. The same way the early internet stocks all moved together before the real companies separated from the junk. Right now you are arguing from the speculative world and pretending the utility world does not exist. That is why your logic collapses so openly. If you want to say Bitcoin pumps everything today. Sure. That is obvious. But pretending that utility assets and meme assets end with the same purpose is just lazy thinking. FYI…. You can chase me around Reddit for and copy paste whatever you want, but none of your maxi anger changes a single fact. Fact. XRP was built to solve Nostro and Vostro. Fact. It has been literally known as the “bankers token” for over a decade. The beta test coin you worship…cannot do that and never will. You keep exposing your own ignorance every time you pretend they serve the same purpose. If you need anymore help, just ask.

NorskKiwi

IIRC I'm paying around 2% to loan bnUSD via Balanced Network. Can use ETH, SUI, SOL, AVAX, XLM and a bunch of other assets as collateral. You could then swap it on their DEX to native USDC on any of those chains.

Freshysh

#AVAX

Impressive_Pilot8415

BOTH LINK & AVAX have awful tokenomics (ie large supplies with millions / billions still to be released) = constant inflation, & diminished returns, much better just sticking with BTC.

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Post is by: Striking_Chain6207 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pfea0y/tokenlevel_risks_while_building_my_portfolio/ I'm not an expert, but I'm struggling with 3 major challenges when trying to invest in tokens: • **Ecosystem–Token Misalignment:** A protocol can show real traction—usage, integrations, capital flow, but the token may capture little of that value if it isn’t required for core activity, doesn’t receive fee accrual, or is diluted by emissions. • **Misread Institutional Signaling:** Large enterprises interacting with a protocol (pilots, data partnerships, custody tests, sandbox usage) are frequently misinterpreted as future token demand, even though these firms are typically conducting technical diligence, evaluating integration standards, or laying groundwork to issue their own assets, meaning their involvement is not a reliable indicator of sustained buy pressure on the native token. • **Internalization Risk:** Blockchain technology may prove useful and scalable, but enterprises can adopt, fork, or rebuild the underlying tech internally, capturing the benefits without relying on the native token, leaving the associated crypto asset with little or no long-term value. I'm trying to understand tokens with strong long-term value capture, real utility, and meaningful technological differentiation. I want to invest in tokens that minimize these risks and offer the highest potential upside. I'd appreciate any feedback on my overall approach or on my portfolio below: * ETH: 30% * BTC: 17% * LINK: 17% * AVAX: 9% * SOL: 8% * HED: 5% * Other: 14% *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: Fuzzy_Firefighter778 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pfe70k/tokenlevel_risks_while_building_my_portfolio/ I'm not an expert, but I'm struggling with 3 major challenges when trying to invest in tokens: • **Ecosystem–Token Misalignment:** A protocol can show real traction—usage, integrations, capital flow, but the token may capture little of that value if it isn’t required for core activity, doesn’t receive fee accrual, or is diluted by emissions. • **Misread Institutional Signaling:** Large enterprises interacting with a protocol (pilots, data partnerships, custody tests, sandbox usage) are frequently misinterpreted as future token demand, even though these firms are typically conducting technical diligence, evaluating integration standards, or laying groundwork to issue their own assets, meaning their involvement is not a reliable indicator of sustained buy pressure on the native token. • **Internalization Risk:** Blockchain technology may prove useful and scalable, but enterprises can adopt, fork, or rebuild the underlying tech internally, capturing the benefits without relying on the native token, leaving the associated crypto asset with little or no long-term value. I'm trying to understand tokens with strong long-term value capture, real utility, and meaningful technological differentiation. I want to invest in tokens that minimize these risks and offer the highest potential upside. I'd appreciate any feedback on my overall approach or on my portfolio below: * ETH: 30% * BTC: 17% * LINK: 17% * AVAX: 9% * SOL: 8% * HED: 5% * Other: 14% *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Wdym_Brother

I’ve been feeling eerily calm ever since the October 10th flash crash, kinda like acceptance ig? I wonder if anyone else has been feeling the same way. I rode the pump last Nov-Dec 2024 and just watched my portfolio shoot up, not selling like an idiot despite the 125% gains in a month, and then was stuck bag holding until I made a bit of profit in September this year after holding for 11 months. Unfortunately, I reinvested those profits in October right before the flash crash 😂. Maybe bag holding for almost a year made me numb to the flash crash, but I don’t wanna use the word numb bc that implies I felt sad or upset abt the crash; I just saw it as part of the risks involved in crypto and as one of those things that can always happen unexpectedly. Also, for those who’ve been involved in crypto prior to 2022, I’m wondering if anyone has any wisdom they’d be willing to share about their experience with past bear markets, especially in relation to high cap alt coins. I’ve been very fortunate in the sense that I first got into BTC and ETH at the very lows of the bear market in Dec 2022, but made the mistake of rotating those profits into AVAX this cycle. None of my money invested is money I can’t afford to lose, so losing it all isn’t a concern. Just wondering if people have insight when it comes to handling the bear market if this is truly the start of it, since it would be my first bear market

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Post is by: TowelNo234 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pe71ht/what_i_learned_by_analyzing_how_different_ai/ I spent the past week studying how several AI-driven trading models operate on pairs like AVAX, DOGE, and BTC on Bitget GetAgent AI Trading Camp, and the structural differences between them were more interesting than I expected. Some observations: 1. Trend-following AI reacts faster than discretionary traders The momentum-based systems adjusted quickly during micro-breakouts on AVAX. Their entries weren’t perfect, but the consistency of reaction time was the real edge. 2. Mean-reversion models still thrive on DOGE volatility DOGE’s liquidity pockets and repetitive sweeps created ideal conditions for mean-reversion logic. The AI exploited these with near-mechanical accuracy. 3. BTC revealed the psychological gap between humans and algorithms Humans hesitate on key levels. Algorithms don’t. This difference was extremely clear during last week’s liquidity grabs. 4. Strategy divergence under identical conditions What surprised me the most was how different the outcomes were, even when all models were exposed to the same market environment. One AI barely traded and still outperformed an aggressive model that entered frequently. It reinforced the idea that selectivity can be a higher edge than frequency. 5. Emotional noise remains the biggest human disadvantage Watching emotionless execution exposed how often discretionary traders sabotage themselves: premature exits fear-based avoidance inconsistent sizing unnecessary intervention Which raises a serious question for the future of crypto trading: As AI systems become more accessible, do they become the new baseline for trader discipline? Or will human intuition still have an edge in chaotic markets? Would love to hear insights from quants, algo traders, and discretionary traders here. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

SomewhereBusiness503

BTC is the obvious one with ETFs and strong institutional support, so it’s likely to survive long-term. ETH is another big contender thanks to its smart contract ecosystem and growing adoption, especially with staking and layer-2 scaling. Other coins with real utility could stick around too, like BNB (used in Binance ecosystem), SOL (for fast smart contracts), and maybe ADA or AVAX if their networks keep growing. The general rule is: projects with strong developer ecosystems, real use cases, and network effects have the best shot. Everything else might fizzle when the next bear market hits.

layersofme72

i mean yeah if you're only looking at memecoins. but projects like SEI ADA AVAX are building real infrastructure. most people just gamble instead of researching what they buy

Rare_Rich6713

Honestly you’re not alone l a lot of people who started accumulating in 2022–2023 are feeling the same thing right now. What you’re experiencing is just the classic mid-cycle chop where BTC cools off, alts bleed, and everyone starts questioning the whole strategy. SOL, LINK, TAO, TRAC, PENDLE, AVAX, SUI that’s a legit list of high-conviction alts. and I think you should add some XMN too. None of those are dead projects

noviwu97

> SOL, LINK, TAO, TRAC, PENDLE, AVAX and SUI If you sell all of them and then the price is down 20%, would you buy back the same amount? If no, then you already lost conviction on those, just sell them now.

johshp

Yeah, I've been watching AVAX too. The consolidation period is pretty unusual given market volatility elsewhere. Sometimes these tight ranges build up pressure for a big move either way. Have you checked the trading volume? Often when price flattens like this, volume drops significantly before something happens.

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Post is by: Inner_Peace3456 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1p9dr0e/avax_action/ Anyone noticed how weird AVAX price action has been lately? Like it barely moves, stays in a super flat range for long periods. Really unusual to see. What’s going on? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

coinfeeds-bot

tldr; Bitcoin has recovered over $10,000 since hitting a seven-month low of $81,000 last week, climbing to over $92,000. The cryptocurrency market cap has also rebounded by more than $300 billion, reaching $3.23 trillion. Despite this recovery, historical trends suggest December could be bearish for Bitcoin and the broader crypto market. Bitcoin's dominance remains strong at 57.1%, though some altcoins like XRP and AVAX have outperformed it recently. Analysts are debating whether Bitcoin has truly bottomed after its recent volatility. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

nessahla89

AVAX is solid. One of the few blockchains that is becoming a prominent player in RWA.

Ok_Golf_6467

ETH, AVAX, and SOL should get you there. BTC is the safest but I don't see it doing a 6x in 4 years

A-Stock-A-Day

Everyone still bagholding $SOL.X, $AVAX.X, $SUI, $ENA.X, $SEI like it’s 2021 🤣 Meanwhile one token is literally building the first truly decentralized global roaming network with real revenue, real users, and real utility in 2025. $ROAM.X about to make the entire L1 meta look like a 2017 ICO scam. You’ve been warned.

Ok_Golf_6467

Still playing the long game on BTC/SOL/AVAX. No matter how much crying I hear here.

Django_McFly

Even then it's an if. A lot of people making these posts, they aren't holding stuff that's set new highs every cycle. They're in like ALGO, INJ, AVAX, NEM, FTM, ADA, XNO, EOS just like the most ultimate dog shit of dog shit. Like right now could literally be the best price they'll ever see going forward.

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Post is by: LightxKnight and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1p3an5p/thoughts_on_avax/ Are people buying? Selling? What are your projections for this coin? What are your overall opinions? Will it peak again in the near future - like Feb/March 2026? Or will it keep falling? How did folks hear about AVAX? I am trying to understand if it’s worth buying now…… *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

_DigiTap

Many are eyeing strong narratives like SOL, AVAX, LINK, and TAO during this dip. Just keep positions small and focus on projects you understand accumulation works best when you're confident in what you’re holding :)

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Post is by: Ubique008 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1p2gr23/playbook_from_a_crypto_veteran_nfa_dyor/ Been here since 2017. I lost everything in the FTX and Luna crash. Became a BTC maxi and it made me wonders this time. I bet the house in 15k BTC 2022 and sold it all at 107k. Never made back my 2021 paper gains, but still. What I am, me, me personally, have written down to do: BTC can go 75 80 85% down. It happens. The 4y cycle has not disproven itself yet. I am sitting all in safe treasure bonds until 13-14 months after all time high. By november decemver 2026 the bottom should be in. My guess is around 40-55k for BTC. When will I sell? 13-14 months after halving. I 100% got the bottom in 2022 and missed the top by not much tbh. It was the same time playbook that worked in 2017, and worked 2021, and worked again 2025. 2021 I lost 100% what I invested in the LUNA FTX crap. Never again. I myself will only buy BTC. Again, around nov 2026 and sell around 13-14 months after halvint whenever that is. This is not financial advice, this is just what a crypro veteran who got 100% wrecked did this time and will do again. Hold right now if you want. But Hold BTC. HOLD ONLY BTC. I would sell everything, even BTC, and way for nov 2026, but if you hold BTC i wouldnt blame you. I hold now what would be over 8 figures of alts at ATH, that are cents. Even bluechip alts like DOT and AVAX that I hold since 2021 ATH still wrecked me to hell. I would never in a million years hold alts agains, even ETH. Buckle up kids. The bear market memes are always amazing. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

stephenip12

I have an AVAX bag. It's been steady for me since i've been in crypto. Its like a cheaper solana or eth.

Hungry-Class9806

>Of course, to throw in another cliché, no one knows shit about fuck. But if there's one thing that I learned from the first cycle, take your profits and don't get caught holding the bag. Unless you're planning to long term hodl, in which case corrections are irrelevant. Pretty much this and I've been emphasising for the past years. Last bull I was fortunate enough to grab amass a considerable amount of tokens on ICOs and on their first months (mainly AVAX and DOT), realize profit when they went up, sold to get my initial investment and left the rest staking. Right now I have zero psychological pressure, I depend on my salary, occasionally DCA and don't see a reason to sell. But I know a lot of people who "fell in love" with their bags, didn't sold and had to sell on massive losses. >The bull is fun, but the bear is where you make money. 100%

LargeSnorlax

Same reason we need all this nonsense we have now - We don't. We don't need TRX or XRP or AVAX or <insert any coin here> - Welcome to a decentralized landscape where any failed finance bro can make their own token out of thin air, collect a bunch of cult tagalongs and have them yell about their token until it reaches cult status, then extract from people who are joining in late. Having the Trump cult in Crypto is irrelevant with all the other cults around. There's plenty of koolaid.

Small_Appearance2014

SOL and AVAX have growth potential, XRP is more stable with market cap, so 40/40/20 could work.

malikethhhh

That’s my final diversification of my portfolio 50% SOL / 40% AVAX / 20% XRP ! is it good

malikethhhh

Thank you bro, do you think that should i shift more to SOL and AVAX than XRP. like 40/40/20(XRP). because of XRP’s highest market cap

Small_Appearance2014

For a long-term small investment, XRP, SOL, and AVAX are solid picks. Diversifying like 40/30/30 makes sense. Just stick to a regular buy plan and avoid trying to time the market.

Blerp09876998

If you’re just starting, maybe spread between safer picks (BTC, ETH) and one or two other L1s bets like SOL, AVAX, SEI, XRP etc.

Dubb18

All depends on when US legislation is passed. If that is highly likely to happen by EOY, then we may see bullish activity. If not, then likely 1Q or 2Q. Also, a wildcard will be approval of the various ETFs that have been filed. That'll be bullish for those assets (ie. SOL, AVAX, etc) over the coming months to a year. When the regulatory landscape becomes clearer, we'll see more institutions entering the sector, followed by retail. The institutions have been fueling the latest bullish activity with BTC, ETH, SOL, etc. Most of retail has other economic things going on that concerns them more than crypto, memes, etc. and may be a bit skeptical (for now) due to the fallout from the last run and collapse.

imdjd

There’s always a hundred new “next big thing” coins, and half will fade while a few stick around. My rule lately is to keep a small core (BTC + ETH) and one or two infra bets like SEI or AVAX, stuff that actually does something unique, not just another fork. Simplifies the noise a lot

Wdym_Brother

Hey, just wanted to clarify a bit about AVAX since it wasn't answered already. AVAX is different from both BTC and ETH. It has a maximum supply of 720 million tokens, which is a hard cap and is the most that can ever exist. About half of that (360 million) was part of the initial launch, and the other 360 million tokens are being released slowly over decades as staking rewards. So, when you stake your AVAX (either as a validator or by delegating to one), the rewards you earn are new AVAX being minted. AVAX also burns tokens, but unlike ETH (which burns only some of its fees), AVAX burns 100% of all transaction fees. Every single fee paid for a swap, a mint, a transfer, or anything else on the network is permanently destroyed. So while new AVAX gets minted for staking (which is an inflationary process until the maximum supply is reached), transaction fees are always burned (acting as a deflationary measure). Basically, as long as the network is being used, AVAX is constantly being burned. Because of this burning, the total supply will never actually reach the 720 million cap. It's a capped supply that also gets actively reduced by network activity.

Individual_Part_4229

I found DASH which is performing same like ZCash. I feel the old forgotten projects are getting hype which can show similar trend in other coins like LTC, HBAR, AVAX etc.

LargeSnorlax

There was actually an extended rally most of of 2024 as well, SOL and memecoins were going insane and you could easily make a ton of money if you were paying any attention Now I'm curious - What were people talking about in here in December 2023 when you could be making 100xs? https://www.reddit.com/r/CryptoCurrency/comments/18g8afh/daily_crypto_discussion_december_12_2023_gmt0/ - People complaining about the daily not being pinned - AVAX, vechain (they were going up I guess) - Nano (lol) - DOT - ATOM - TIA - ADA So really, people are just married to their old badly performing alts and only cheer when they're going up, totally ignoring everything else that's going on and missing out on all the stuff that's actually doing monstrous returns

randallmauel

I am about to sell my AVAX after leaving this comment. Big loss and big disappointment. Im taking whats left to the stock market so I have dry powder for the upcoming correction/crash of my tech stocks.

Top_Limit_

Everything else is just a distraction. I used to dive into all the different protocols, L1s, L2s, memes, etc. until I realized that all I need to know about is $BTC. I used to trade $ETH, $MATIC, $MANA, $SOL, $AVAX, etc. and I dropped all of it to hold $BTC and my life has been better for it. No more obsessive reading and looking at charts to know when to rotate. Just $BTC and growth.

ProvenantXchange

AI agents using crypto for micro transactions feels like the sleeper narrative. Once machines start paying each other for compute, data, or services, that’s real adoption. The key will be projects where the token actually captures that value, not just powers it. Fetch, Akash, maybe even Solana or AVAX could end up leading that wave.

BoringPrinciple2542

The answer correct answer is AVAX and their emphasis on turning the blockchain into a functional tool that powers transactions (not just financial but also things like supply chain and gaming data). People ignore it left and right because price action is relatively flat and they aren’t squandering millions on marketing. However, their subnets are quickly expanding as institutional partnerships build. It’s absolutely not something to worry about if you want to 10x your money tomorrow but I truly believe there is massive potential for people looking at a relatively safe bet over a 5-10 year horizon. Most narratives are hype trains which both the originator and paid shills know will not pan out but they hope to convince enough uninformed investors to pile in to have exit liquidity. Meanwhile AVAX is quietly partnering with financial institutions across the globe and providing solutions like alternative banking systems in underdeveloped parts of the globe along with rapid growth in RWA (largely powered by a strategy that emphasizes fast & cheap resolution for institutional users over high rewards or short term profit for retail investors).

Rory_1354

Oh yeah you'll be holding AVAX for a very long time

miboc4

%75 BTC, %20 SOL, %5 AVAX. I love my btc but SOL ( avg $14 plus all the staking awards) did make me rich so yes I love it.

crypt0kiddie

I invested a few thousand each in SOL and AVAX before the first ATH. I did not sell. 🤡😭 Solana's doing well again I suppose. I'm just under 100k XRP @$0.24, and I finally started investing in BTC and ETH. I'm still alive, have a job and I'm not homeless. 🤷🏻‍♂️

Tigernoodles1

It’s not the worst time since alts have been getting pummeled I just wouldn’t shill on xrp. Long term BTC, ETH, LINK, ADA, HBAR, AVAX is a pretty safe portfolio

randallmauel

My story is similar. Sitting on big losses with AVAX, HBAR that I bought around the Holidays last year. About even on ETH and BTC. I wish that money was in my tech stocks, much better result there (for now).

Ok_Golf_6467

Bought cardana at peak 2021, learned a thing or 2, averaged in until dec 2024 and sold it all for a 3x Pepe August 2024, sold in december for a 2x Pengu, bought the absolute bottom and took some profits at 2x, still holding most of it because I think its going to a 10 billion market cap. Most of my profits are now in AVAX (at the bottom) and Virtuals which is +50%

Ok_Education6042

Honestly, this is one of the most relatable posts I’ve read in a while 😂 The space moves so fast and every project sounds like *the next big thing* until the next cycle comes around. What helps me a bit is to separate projects by **use case** instead of hype, like payments (BTC, XRP, XLM), smart contracts (ETH, ADA, AVAX), infra/layer 1s (HBAR, Kaspa), and niche plays (Render for AI, Velo for remittances, etc). Then I try to see which ones actually *get used* or have real partnerships, not just whitepapers and promises. At the end of the day, nobody really knows which ones will survive long-term. The best you can do is diversify a bit, stay curious, and be ready to adapt. The confusion is part of the journey 😅

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Post is by: alclubtips and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1ojlvqx/portfolio_reallocation_worth_it/ Portfolio allocation question - trying to balance stability but diversify a little Been DCAing into BTC/ETH but researching SOL, SEI, and AVAX as additions. Thinking 35% BTC (digital gold), 25% ETH (ecosystem), 20% SOL (proven alt L1), 15% SEI (trading L1), 5% AVAX (subnet play) Any suggestions? Is it worth it? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Ok_Golf_6467

Japan knows what's up. Reddit is still sleeping AVAX...

stephenip12

Made some money off Nvidia. Took some profits and flowed it into some BTC, ETH, and AVAX.

miboc4

50 BTC, 20 SOL, 10 AVAX, 20 Stocks.

Hungry-Class9806

Personally, AVAX... been staking it for years, the APY is decent and I believe in the project.

randallmauel

I keep thinking AVAX will go up in value but Ive lost my ass on that token. Im ready to just give up on the alts and take my losses and just invest in ETH and BTC only. I sure wish my money had gone to tech stocks rather than alts that Ive been told have "utility".

Intrepid_Warthog_985

This is smart short term, but definitely needs to rearranging long-term. Make money in your alts then pull when they 4 or 5X whatever you’re comfortable with gaining, then put most earnings into bitcoin the rest in VOO. Keep ETH always but SOL and AVAX for your mains alts. They’re the only alts here with utility in the future. Keep redistributing and reinvesting. Wait for bitcoin and ETH to double then pull 30 or 40% out take profit and repeat.

blackflagnirvana

Goes down faster than you can say double spend! Seriously though AVAX has the most garbage chart this cycle of any major alt

Electrical_Main_4253

Right now some solid alt picks are ETH, SOL, AVAX, LINK, and INJ. They’ve got strong ecosystems and real use cases. I’m also watching newer ones like TAO and ARB for momentum plays.

biba8163

**1 Year of waiting for Altseason** Only 3 Alts from the top 200 Alts in December 2024 are higher today than ~1 Year ago. Most are at big losses. The Total Crypto marketcap is about the same only because of appreciation of BTC, BNB and the ~75 Billion in additional Stablecoins minted. > - BTC $106K > - ETH $4K > - BNB $720 > - XRP $2.48 > - SOL $216 > - DOGE $0.40 > - ADA $1.07 > - TRON - $0.29 > - AVAX $48 > - LINK $28 https://coinmarketcap.com/historical/20241216/

biba8163

> you'll see that nearly all alt are going really BAD in the long term, Even short term, Alts are getting totally rekt this time. You don't even have to wait a few years for Alts to bleed to death against BTC **1 Year of waiting for Altseason** Only 3 Alts from the top 200 Alts in December 2024 are higher today than ~1 Year ago. Most are at big losses. The Total Crypto marketcap is about the same only because of appreciation of BTC, BNB and the ~75 Billion in additional Stablecoins minted. > - BTC $106K > - ETH $4K > - BNB $720 > - XRP $2.48 > - SOL $216 > - DOGE $0.40 > - ADA $1.07 > - TRON - $0.29 > - AVAX $48 > - LINK $28 https://coinmarketcap.com/historical/20241216/

vincemarkg

60% BTC, 20% ETH, 10% SOL, 10% AVAX or LINK (your choice)

Suspicious-Skill1934

BTC must be the main allocation. ETH 2nd and 3rd SOL it is fine to bet on some alts like AVAX , LINK or HEDERA but must be small because you dont know if they will actually succeed.