Avalanche news

Avalanche Policy Coalition announced an advisory council, led by Ava Labs General Counsel Lee Schneider and joined by UK House of Lords member Chris Holmes, Avalanche Treasury Co executives and Avax One Technology CEO. The council will focus on token classification, intermediary definition and protecting global internet access by 2026. The launch comes amid growing crypto regulation worldwide, with US lawmakers advancing legislation, SEC and CFTC modernizing rules, the EU rolling out MiCA, the UK setting a 2027 regime and Japan refining its framework. Schneider stresses the need for global regulatory synergy to reduce fragmentation.

Avalanche tokenized real‑world asset TVL jumped 68.6% in Q4 2025, topping $1.3 billion year‑to‑date, largely driven by BlackRock’s $500 million BUIDL fund launched in November. Institutional partners amplified the trend: FIS used Avalanche‑based Intain to securitize $6 billion in loans, while the S&P Dow Jones and Dinari launched a 50‑asset index on the platform. AVAX itself lagged in price, but DeFi TVL rose 34.5% to 97.5 million AVAX and daily transactions climbed 63%, though the stablecoin market cap stayed flat at $1.741 billion.

AVAX One shares fell 32% after insiders registered almost 74 million shares for sale, signaling potential dilution. The firm, linked to SkyBridge founder Anthony Scaramucci, holds AVAX tokens and Avalanche ecosystem assets. The filing did not specify a sale date, but the move triggered a steep market reaction. The dip underscores investor concerns over dilution in thinly traded crypto‑treasury stocks. AVAX One had recently announced a $40 million buyback to support the price if its net asset value fell below the market cap, mirroring similar strategies at BitMine and KindlyMD.

VanEck’s first U.S. spot Avalanche (AVAX) ETF, VAVX, began trading on Nasdaq Jan 26, 2026. The launch attracted only about $333,970 in volume and $2.41 million in net assets, with zero net inflows, contrasting with the strong inflows seen in Bitcoin and Ethereum ETFs during the same period. The muted debut reflects broader risk‑off sentiment amid macro uncertainty and geopolitical tensions that have turned investors toward safe‑haven assets. Although Avalanche’s on‑chain activity surged, the ETF’s performance remains tied to market conditions, and analysts say the product may become more influential when sentiment improves.

VanEck has launched the first U.S. spot Avalanche (AVAX) ETF, VAVX, on Nasdaq. The fund waives management fees until it reaches $500 million in assets or until February 28, whichever comes first. VAVX offers exposure to spot AVAX price and staking rewards, aiming to bring institutional investors to the platform. At launch, the ETF traded at $24.06, down more than 2%, while the AVAX token itself was up 3% in the prior 24 hours and is trading at about $11.71, roughly 69% below its 2021 all‑time high.

VanEck has launched the first U.S. spot Avalanche ETF, VAVX, which tracks the AVAX token and may generate staking returns. The product is not registered under the Investment Company Act of 1940, but will be subject to other U.S. securities laws. VanEck will waive sponsor fees on the first $500 million of assets until Feb. 28; assets above that amount will incur a 0.20 % fee thereafter, opening the product to RIAs, wealth‑management firms and institutional investors seeking network yield without managing infrastructure. The launch follows VanEck’s earlier regulatory filings and could pave the way for additional Avalanche spot ETFs, such as those being pursued by Grayscale and Bitwise. It reflects a broader shift toward crypto ETFs that combine digital assets with income‑generating or strategy features, highlighted by BlackRock’s Bitcoin Premium Income ETF, Amplify’s blockchain ETFs, Bitwise’s single‑token strategy ETFs and 21Shares’ Bitcoin‑Gold ETP.

VanEck launched VAVX, the first U.S.-listed ETF that tracks Avalanche’s native token AVAX and includes staking rewards. The fund debuted Monday under ticker VAVX and is the only U.S. ETP providing price return and potential staking yields for AVAX. VanEck is waiving sponsor fees for the first $500 million of assets or until Feb. 28; thereafter a 0.20% fee applies. The ETF expands VanEck’s crypto lineup, which already features bitcoin, Ethereum and Solana funds, and aims to bridge traditional finance with blockchain.

Galaxy Digital has completed its first tokenized CLO, using blockchain infrastructure to bring private credit and crypto-backed loans onchain.

Galaxy Digital issued its first tokenized collateralized loan obligation (CLO) for $75 million on the Avalanche blockchain, anchored by a $50 million tranche from Grove, an institutional credit protocol in the Sky ecosystem. The proceeds finance Arch Lending’s consumer‑loan facility, with $75 million already purchased and the ability to scale up to $200 million as new loans are originated. The CLO carries a senior coupon of SOFR + 570 bps and matures December 2026. Tokens were issued by INX, listed on its ATS platform, and the transaction is overseen by Anchorage Digital Bank and Atlas Settlement Network, with continuous performance monitoring via Accountable’s dashboard.

Solana (SOL) is poised to recover from a month‑long decline, trading near $127 as the Alpenglow testnet nears year‑end. Technical indicators suggest momentum could lift the price above $130 toward the $136 resistance, but a loss of confidence might see SOL retreat to $118. The Graph (GRT) faces a critical Horizon mainnet launch. With the token down 25.8% this month and trading around $0.0377, a bullish move could push GRT to $0.0421, while failure to gain traction may pull it toward $0.0353. Avalanche (AVAX) anticipates the Particle Chain, a Universal Transaction Layer that could unify assets and chains. Up 13.5% in the past 10 days and near $13.00, AVAX targets $14.89 resistance; a setback below $13.40 could bring the price back to $12.00.