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The convergence of TradFi and Web3 is happening, driving a massive shift across both enterprise technology and daily trading activity.
.@AvaLabs' @John1wu discusses what's driving crypto markets and investor behavior.
As for bitcoin:native, he believes the cryptocurrency is bottoming and explains why he sees growing focus on blockchain adoption.
For more: schwabnetwork.com/?CID=SM:Tw…
Great chat with Mr.Wonderful @kevinolearytv on where real-world assets are heading—from tokenized equity and physical collectibles to smart logistics and digital identity.
Here at the Avalanche Summit.
Today, I appointed @CharleyCooper01 as President of Ava Labs.
Charley is an exceptional operator whose skills have been honed by the US DoD, CFTC, and Tradfi institutions such as Deutsche Bank and State Street. Combined with over a decade in blockchain, he is the obvious choice to lead the company’s day-to-day operations through its next phase of growth. @encycloplydia has also been appointed Chief Financial Officer after proving herself in the role on an interim basis. I will transition to Senior Advisor, where I’ll continue advising on the long- term strategy and deepening Avalanche’s relationships on Wall Street and Silicon Valley. I will also take this chance to spend more time with the family and improve my tennis game.
When I joined Ava Labs, Tradfi was asking whether blockchain could tokenize real-world assets at all, whether the infrastructure was ready, whether the rails were real. We, as an industry, have won that debate. The institutions we work with today aren't running pilots on tokenized funds and on-chain credit — they're shipping. The question now isn't whether to move real-world value on-chain. It's which products and at what scale. I am extremely proud of the progress we have made as a company and an industry.
As I reflect on all that we’ve accomplished so far, I want to thank Gun and express my appreciation for our partnership. It was not so long ago when we were a team of ten Cornellians working out of a modest office in Brooklyn. We spent working dinners whiteboarding what the ideal user flow was for institutions to adopt asset digitization on-chain and talking about more efficient ways to store state of blockchains. We are now a company of over 200 people powering the preferred platform for institutional operations. Gun’s foundational work, from anticipating the risks that led to the DAO hack to authoring the metastability whitepaper to educating the world on coin-operated agents, continues to shape Avalanche and the blockchain industry as a whole. Our collective future remains uncharted but the best chapters are still ahead of us.
To the entire Ava Labs team, the Foundation, our business partners and vibrant community: thank you for standing alongside me during my tenure as President. It has been an absolute honor, and I am excited to continue championing our collective future.
I look forward to helping Gun, Charley, Lydia, and the entire team build on the past 7 years’ momentum.
For the last few years, the tokenization conversation has been stuck on "bringing assets onchain." That was Phase 1.
Phase 2 is about capital efficiency. Traditional finance leaves trillions in assets sitting idle.
By shifting these into open, programmatic credit markets like Aave V4 on Avalanche- we turn static representations into active collateral.
It’s no longer about proving you own the asset; it’s about putting it to work.
Stani Kulechov on Aave V4, Avalanche, and Why RWAs Hit $100B This Year
@aave Labs Founder @StaniKulechov joins @AvaLabs President @John1wu and @imyoungsparks to discuss the Aave V4 deployment on @avax , GHO, RWAs and more.
OUTLINE
00:00 - Introductions
03:15 - Aave by the Numbers
04:50 - V4 and Horizon
06:26 - The Great Convergence
11:11 - Why Avalanche
18:19 - Killing the Prime Broker
24:39 - Walled Gardens
32:33 - The GHO Engine
37:18 - The Aave App
44:23 - $100B by 2026
John Wu 🔺 retweeted
BREAKING: Hyundai completes first stablecoin payments on Avalanche
Hyundai Card and Hyundai Motor Company have laid the groundwork for stablecoin payments on Avalanche, completing a successful pilot with Tether and Axiym.
John Wu 🔺 retweeted
And tokenized over $300M of SECZ on Avalanche!!
Honored to be at the NYSE today with @carlosDomingo as @Securitize begins trading as $SECZ. Tokenization has grown from concept to powering billions in real-world assets onchain, and now it’s trading on the world's most iconic exchange. This isn't just a milestone for one company, it's validation that the infrastructure layer for tokenized finance is here, it works, and institutions are building on it. The next chapter for capital markets is being written onchain. Congrats to Carlos and the entire team. Tokenize the World.
Business outcomes define the future of blockchain: faster payments, more efficient markets and stronger customer experiences.
Avalanche is built for entrepreneurs turning those needs into products & services.
Over the past several months, we’ve focused on one thing: showing what’s possible when blockchain technology is put to work.
Today, we’re bringing that story together.
Our new brand reflects a simple belief: the future of blockchain will be defined by businesses using the technology to move money, modernize infrastructure, and create entirely new products and experiences.
You’ll also notice a renewed connection to the imagery that inspired our name. Because like an avalanche, transformational change builds slowly, gains momentum, and eventually becomes impossible to ignore.
That’s the moment we believe this industry is entering.
Avalanche. Technology Built for Business.
avalanche.com
John Wu 🔺 retweeted
Today, we’re launching the Avalanche Payments Collective.
Founding participants include Franklin Templeton, VanEck, Anchorage Digital, Paxos, Agora, Ethena, Rain, Axiym, Tassat, and others spanning the payments stack.
The Collective brings together companies spanning stablecoins, settlement, treasury infrastructure, foreign exchange, custody, card issuance, business payments, asset management, and global payouts.
Why?
Because the future of payments requires more than faster transactions.
Moving money globally requires liquidity, settlement, compliance, treasury management, custody, foreign exchange, and local payment networks working together as one. 🔺
28 leading organizations supporting payment flows across 150+ countries, 96 currencies, and ~22 billion payout endpoints are building on Avalanche.
Over the last several years, Avalanche has quietly become home to one of the industry's broadest payments ecosystems.
Now, that ecosystem has a name.
Read more: avax.network/about/blog/aval…
avax.network/payments
Founding Members:
AeraTech @Anchorage @AxiymFinance @brale_xyz @coreapp @dakota_xyz @ethena @FTDA_US @grovedotfinance @krakenfx @Lynq_Network @meshpay NHN KCP @nonco_otc OatFi @opentrade_io @Paxos @raincards @RequestFinance @rise_pay SETTL @StraitsX @tassatgroup @vaneck_us @WisdomTreeFunds @withAUSD @wyostable @zerohashx
John Wu 🔺 retweeted
Blockchain Capital’s Contrarian Bet on Crypto’s Next Decade
"The best returns are always going to come from non-consensus investments"
In Episode 15 of Layer One, @imyoungsparks and co-host, @AvaLabs President @John1Wu, are joined by @bcap General Partner Spencer Bogart (@CremeDeLaCrypto). The conversation explores stablecoins, prediction markets, privacy, and the future of crypto.
OUTLINE
00:00 - Introduction
02:01 - Things That Don't Exist
05:25 - Token Buybacks
09:11 - Privacy Challenge
11:06 - Regulation vs Privacy
12:17 - Value Accrual Debate
13:59 - Public vs Private Chains
17:43 - The Great Repricing
20:42 - Stablecoin Adoption
28:06 - Prediction Markets
45:18 - Crypto's Next Opportunity
US stocks are going on-chain and the rails are being built right now on @avax.
Great episode of Layer One with @annabelleacta from @DinariGlobal breaking down tokenized equities, 24/7 markets, and global access to US capital markets.
Dinari’s Anna Wroblewska on Bringing US Stocks Onchain
In Episode 13 of Layer One, @imyoungsparks and co-host @AvaLabs President @John1wu are joined by @annabelleacta, Chief Business Officer at @DinariGlobal, to break down how tokenized equities are expanding access to U.S. capital markets globally.
The group also touched on:
• Onchain Brokerage
• Global Market Access
• Regulatory Infrastructure
OUTLINE
00:00 - Introduction
01:32 - What Dinari Is
03:21 - Institutions Arrive
06:01 - Tokenized Trades
08:38 - 24/7 Markets
13:24 - Why B2B Rails
16:18 - Regulation and Access
24:31 - Global Investor Demand
30:29 - S&P Digital Index
47:54 - DeFi and Collateral
John Wu 🔺 retweeted
Avalanche is under celebrated.
Tireless work to bring the real world onchain. Exciting news —
Japan’s ~$1.6T government bond repo market is the next frontier for onchain finance.
Progmat, Japan’s largest tokenized securities platform and a dedicated Avalanche L1 builder, is leading this study on tokenized JGBs, stablecoin settlement, and onchain repo infrastructure for commercial use in Japan. 👇
Today at 2:30pm, I'll be speaking at
@InnovateMiami with @michaelh_0g , Cynthia Lo Bessette @Fidelity, and German Soto Sanchez
@Broadridge answering the real question:
What opportunities in crypto is institutional capital actually willing to stand behind?@avax
See you there.
There was a different type of energy at @consensus2026 yesterday.
The conversation has fully shifted to enterprise- grade entrepreneurship.
Tradfi institutions are leading the dialogue on RWA, settlement and integration of blockchain technology with their business lines.
Excited to officially join @TheBlockCo Layer One as co-host with @imyoungsparks.
Episode 12 gets right into the work. @Tassatgroup and @Lynq_Network are rebuilding financial infrastructure on @avax with real-time settlement and yield-bearing assets.
Exactly the kind of work that moves the industry forward.
More to come. 🎙️
After appearing in recent episodes, @AvaLabs President @John1wu joins Layer One as an official co-host. 🥳
In Episode 12, he joins @imyoungsparks alongside Andre Frank, COO of @Tassatgroup, and Jerald David, CEO of @Lynq_Network, to discuss how Tassat and Lynq are rebuilding financial infrastructure with real-time settlement and yield-bearing assets powered by @avax.
The group also touched on:
• Always-on blockchain rails
• Capital efficiency
• Demand for compliant solutions
OUTLINE
00:00 - Introduction
01:38 - Tassat Background
03:37 - What Lynq Is
05:55 - Episode Overview
06:42 - Avalanche Migration
08:48 - Why Avalanche
10:57 - Institutional Adoption
17:15 - Regulation and Compliance
25:23 - Yield in Transit
36:59 - Real-World Use Cases
John Wu 🔺 retweeted
Ten years ago, I typed out a warning in real time in Google docs while hundreds of anonymous wombats and chupacabras watched over my shoulder. Three weeks later a hacker drained $60M, 15% of all ether was at risk, and Ethereum forked to survive. We called it before it happened. A decade of audits, formal verification, and hard lessons later, I think we've made enough progress to get it right the next time. I shared my story in @FortuneMagazine, out today.
Emin Gün Sirer saw the warning signs early.
@el33th4xor flagged risks in The DAO Ethereum-based fund in 2016, identifying the vulnerabilities later exploited in the hack.
Ten years on, he reflects on the moment for @FortuneMagazine, and how far the space has come since.
Fascinating discussion with @Matt_Hougan on the future of Bitcoin, L1s and his thesis for this space overall.
You don't want to miss this.
In Episode 11 of Layer One, @imyoungsparks and special co-host @AvaLabs President @John1wu are joined by @Matt_Hougan, CIO of @Bitwise, to discuss the launch of the Avalanche ETP and how institutional investors are approaching crypto exposure.
The group also touched on:
• Tokenized real-world assets
• ETFs in onboarding capital
• Why this cycle may differ from previous ones
OUTLINE
00:00 - Introduction
01:40 - Avalanche ETP Overview
02:45 - ETF Differentiation
04:34 - Staking and Yield
06:19 - Institutional Strategy
09:04 - Competing L1 Models
14:22 - Bitcoin Price Thesis
18:49 - Dual Market Narratives
21:57 - Institutional Capital Flows
30:02 - AI and Crypto Future
