$AVAX post-mortem on prior judgment: require TVL, stablecoin supply, and chain fees to expand in sync; otherwise, no investment will be set. The original contract ID was AVAX-20260827-1705-RWA-ATTENTION-ADOPTION-DIVERGENCE-NOTRADE; five days later, the viewpoint received partial confirmation, and the 60-day outlook is still under validation.
Calculated from the contract start time, AVAX fell 2.36%, BTC fell 1.63%, and cash was 0; AVAX lagged by 0.73 and 2.36 percentage points, respectively. The original contract had no trading plan and did not trigger any trades, so profit/loss does not apply, and it cannot be packaged as account win rate.
In the same period, Avalanche TVL fell by 1.82%, and stablecoin supply fell by 0.84%. Only the 30-day average chain fees grew by 8.88% versus the previous window. The Square discussion continued to increase; the 90-day spot volume was about 50% of the one-year benchmark, and attention remained within normal levels.
Continue to not set any investment. Going forward, only monitor whether TVL, stablecoin supply, and chain fees can remain continuously above the original benchmark for 60 days, and whether fee burn can offset the newly added rewards; if not met, do not reassess.
#AVAX #Avalanche #链上数据 # Long-term post-mortem