If you look at AVAX today, it's easy to overlook:
There is no whale story like that of SOL
No ETH ETF attention
No meme-driven volatility
Many people will jump to conclusions:
👉 "AVAX has already passed its peak."
Old Stone gives you a clear judgment first:
AVAX has not passed its peak,
It is just transitioning from "offensive L1",
Switched to "defensive infrastructure."
1. First, look at today's real market for AVAX (not just feelings)
1️⃣ Price structure
AVAX Today's main range: ≈33 – 38 USD
32–33 USD has been supported multiple times
The upper range of 40–42 USD is a clear resistance
In summary:
👉 No trend, but the structure remains.
2️⃣ Transactions and volatility
Transaction volume is not high
Volatility is significantly lower than SOL
No panic selling
What does this indicate?
Those willing to sell have already sold.
Two, why is AVAX 'undervalued' in this round of the market?
because market preferences have changed.
① The new cycle no longer blindly believes in 'single-chain performance king'
In the previous cycle:
TPS
Delay
Throughput
is the most seductive narrative.
But now the market cares more about:
Who can take on real business?
And this is exactly AVAX's home field.
② Subnet is the real moat of AVAX
Many people underestimate Avalanche's Subnet system.
The core value of Subnet can be summed up in one sentence:
To make blockchain a 'customizable enterprise-level infrastructure.'
This means:
No need to compete for resources with public chains
Can be deployed in compliance
Easier to be accepted by institutions
This type of demand is not driven by emotions.
③ The buying pressure of AVAX is inherently quiet
The true buyer profile of AVAX is:
Game studios
Enterprise chain projects
Financial institution PoC
They have a common point:
Bought but not spoken of, locked but not moved.
So you cannot feel the 'heat' in the market,
but the price never collapses.
Three, why is AVAX safer during a volatile period?
because it has already completed a round of 'de-fantasy'.
DeFi highlight period → has passed
Overvaluation → has been digested
Speculative chips → have been washed away
What remains now is basically:
Those who really want to use AVAX.
This type of chip structure is very popular in a volatile market.
Four, the current long-short boundary of AVAX (providing clear numbers)
Lao Shi does not provide a vague range, directly gives you practical standards:
Trend confirmation point: 42 USD (volume increase)
Structural breakdown point: 31 USD (only counts if it breaks)
In between:
👉 AVAX is more like 'an undervalued base asset',
rather than short-term explosive points.
Five, the real positioning of AVAX in the new cycle
I give you a very clear positioning picture:
SOL: speed + emotion
ETH: settlement + ecology
AVAX: enterprise-level blockchain underlying
These types of assets have only one characteristic:
Slow, but once selected, the lifecycle is extremely long.
Six, Lao Shi's conclusion (remember in one sentence)
The market of AVAX will not start with retail investors,
will not rely on emotions,
but will start from 'one day, real business begins to gain volume.'
Before that, it might have been dull;
But during a volatile period:
'Boredom' is itself a form of defense. $AVAX
