DeFi· ★★★· bullish·

Avalanche Treasury CEO: AI agents will overload general blockchains, subnet model will win

  • Smith: AI agents are transactionally active and compete for block space with DeFi users
  • Avalanche supports about 80 specialized L1s, with a goal of 200 institutional networks
  • AVAT listed on Nasdaq in June 2026 via a $675 million SPAC, treasury target over $1 billion AVAX
Why it matters: The argument for isolating workloads could strengthen Avalanche's position in the race for institutional adoption against Ethereum and Solana.
Source: Crypto Briefing