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55616430 No.55616430 [Reply] [Original]

Gm. Coming up for air after a nice grind sesh post-Summit. Here's what I’m seeing.

Key regulatory wins are happening in the USA, creating clarity and confidence with all the founders and investors I’ve talked to. The biggest asset manager in the world is pushing for tokenization and RWAs, starting with a Bitcoin spot ETF and likely more to follow. US founders are historically some of the best founders, and the heavy shackles are finally coming off. Founders are getting better at their jobs, and learning the crypto market — shipping cycles are getting tighter and targets are becoming more ambitious. The bluechip Avalanche protocols you know and love are working on big things behind the scenes to move the space forward, most of which are very surprising. Community members are becoming active on chain again, and trying out new protocols (structfinance, deltaprime, and gogopool are all new + and growing steadily). New Telegram groups are being created and cultivated, and the level of discussion is much higher than anything I’ve seen in the bull market. Community and developer interest is at an ATH post-Luna.

>> No.55616442

Have recently talked to over 40 projects working with Subnets, and much more that are considering building blockchains. The next cohort of subnets are getting ready to launch, each with an extremely exciting 6 month roadmap. The “Subnet Playbook” is being written right now, paving the way for deals currently closing and leading to bigger and faster launches. Despite heavy grant deployments from other chains to purchase their traction, Avalanche is holding steady and investing in the network. Projects in other ecosystems are starting to notice and want to experiment with Subnets, especially as they hit scaling constraints on their home bases - turns out, no amount of grant money solves bad tech. The enthusiasm around experimentation with blockchain tech has never been higher, I’m floored by the amount of web2 institutions that are taking this seriously. Project interest is at an ATH, period.

>> No.55616450

The last core primitives needed to complete the MVP Subnet Vision are being worked on now, with concrete roadmaps defined. Building blockchains is becoming very fun because of the heavy investment into DevRel and HyperSDK from Ava Labs, with things like the Avalanche Academy creating a welcome mat for new devs. Robust and usable AWM, extremely fast custom VMs, a customizable EVM framework, and staking ERC20s for permissionless subnets are all within sight, creating a strong platform effect for the Avalanche Network where any builder in the world can test novel designs and create a blockchain system that is globally accessible from day zero. Subnets-as-a-service are a thing, and gaining traction quickly. This is becoming a highly competitive space as hardware providers are looking to differentiate, which is extremely good news for the broader community + end users. Gaming Subnets are getting traction, and I’m having lots of conversations around novel Subnet tokenomics. Game launches have been delayed, but now accelerated (due to Subnet providers) for Q4/Q1 which will bring in millions of new users. Other chains are starting to launch their own appchain initiatives, borrowing lots of ideas from AVAX. A new market equilibrium for blockspace is currently being created, with Avalanche at least 6-12 months ahead of everyone via Subnets.

>> No.55616464

We are in a much better spot today than we were in Jan’22. It’s never been a better time to be in the Avalanche Ecosystem. The trend is your friend, and everything from macro to micro is lining up. Now’s the time to keep on the gas pedal and double down the investment in our community by making your voice heard, experimenting, giving feedback, and sharing learnings. Digitize the world’s assets, upgrade the financial system, enable financial freedom… call it what you want, but we are all on the same mission: empower the little guy by bringing blockchain to the world. @JonJonGault and I have done many startups and been a part of many communities - we have never felt this much love for a vision before. Those here right now are those that are going to stay and see this through. Excited for the next years + decades together.

>> No.55616505
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55616505

>>55616430
>>55616442
>>55616450
>>55616464
Give it to me anon
How much time do I have left to keep on accumulating?

>> No.55616599
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55616599

>>55616442
>The enthusiasm around experimentation with blockchain tech has never been higher, I’m floored by the amount of web2 institutions that are taking this seriously. Project interest is at an ATH, period.

one example? One notable person or company and source before I put more money into this hyperinflating coin