Crypto in Focus: Avalanche (late 2025)

Investing Strategy
November 1, 2025
Every week, we deliver insights into popular crypto assets and hot topics, making it easy to learn about the crypto market in bite-sized pieces.


In this edition of Crypto in Focus, we take a closer look at Avalanche (AVAX) - why it’s still a major Layer-1 contender, and what’s driving its current momentum.

What’s New and Exciting About Avalanche

1) Subnets & Custom Blockchains

Avalanche’s subnet architecture continues to be a key differentiator. These custom blockchains allow developers to build tailored networks with their own validator sets, fee models, and governance rules.  

2) Massive Scalability & Throughput

With its modular design, Avalanche supports over 100 active subnets (as of Q3 2025) and delivers thousands of transactions per second.  

3) Institutional Adoption on the Rise

Big players are paying attention: subnets tailored for business use-cases help Avalanche onboard enterprises that need compliance and scalability.  

4) Grayscale’s AVAX ETF Application

Grayscale has filed an S-1 with the U.S. SEC to convert its existing Avalanche Trust into a spot AVAX ETF, potentially listing on Nasdaq under the ticker AVAX.  

5) Low Fees Thanks to Upgrades

Thanks to the “Etna” upgrade and Avalanche’s efficient consensus, transaction costs have dropped significantly - making subnets more affordable and powerful.  

6)Ecosystem Growth: DeFi, AI & Tokenization

  • DeFi: Avalanche’s subnet model allows DeFi apps to scale while staying performant.  
  • Real-world assets: Its architecture is ideal for tokenizing real-world assets such as financial instruments or real estate.  
  • Joint future with AI: The modular subnet framework opens doors for AI-native chains and dApps.  

7) Burn Mechanism & Tokenomics

Avalanche burns 100% of transaction fees paid in AVAX, reducing circulating supply and potentially adding deflationary pressure.  

Why AVAX Could Be an Attractive Entry Point Now?

  • Strong Long-Term Vision: With its modular architecture, Avalanche is building not just a blockchain - but an entire ecosystem of interoperable, custom chains.
  • Institutional Credibility: The ETF filing by Grayscale could open Avalanche to traditional finance and new capital inflows.
  • Scalable & Efficient: Subnets + low fees + high TPS make it ideal for both consumer and enterprise use.
  • Real-World Adoption: Projects in DeFi, tokenization, and AI are increasingly choosing AVAX.
  • Deflationary Model: Fee burning could create long-term value dynamics.

Risks to Consider

  • The subnet vision is still being built out - not all subnets will succeed or attract enough liquidity.
  • Regulatory risk persists - the ETF is still unapproved, and standards could change.
  • Tokenomics remain complex: how staking, burning, and network growth align isn’t fully proven.
  • Competition: Other Layer-1 and modular blockchains are also pushing interoperability.

Next Steps

  1. Monitor the ETF Filing: Track Grayscale’s progress and any regulatory developments.
  2. Explore Subnets: Research which subnets are active, and which projects are building on them.
  3. Use Change App: Watch AVAX’s price, staking options, and ecosystem growth right in your app.
  4. Stay Informed: Follow Avalanche’s roadmap - upcoming upgrades and subnet launches may change everything.

Ready to dive into Avalanche?

Open the Change App, find AVAX, and trade or invest with confidence.