John Nihas

"We have like 70 plus L1's live now. We're on track to be at about 200 by the end of this year... The tokconomics do need to change to meet that mission... to better align the system, right? So that there is more acral of that value and that Avalanche and AVAC specifically are central to the growth of the network." Avalanche is solving the "noisy neighbor" problem of general-purpose blockchains by giving enterprises their own sovereign, compliant block space. As hundreds of major businesses (like FIFA and Nexon) deploy these custom L1s, the upcoming tokenomic overhaul will directly funnel the value generated by these enterprise networks back into the core AVAX token. LONG AVAX as the premier infrastructure layer for enterprise blockchain adoption and application-specific networks. Delays in implementing the new tokenomics, competition from Ethereum Layer-2/Layer-3 ecosystems, or a prolonged crypto bear market suppressing network activity.

"Kite AI. They're launching their own Avalanche L1... backed by PayPal and General Catalyst. These are real builders in AI who are tackling the microp payments and the agentic payments space." As AI agents become increasingly autonomous, they will require high-throughput, low-friction blockchain rails to transact with one another programmatically. PayPal's strategic backing of AI-specific blockchain infrastructure shows they are positioning themselves to capture the next generation of machine-to-machine commerce, expanding their total addressable market beyond human retail payments. LONG PYPL as a forward-looking payments incumbent bridging traditional fintech with the emerging AI-to-AI crypto economy. AI agent commerce takes longer to materialize than expected, or crypto-native stablecoin issuers bypass traditional fintech infrastructure entirely.