personal avax thesis that i've mentioned a couple of times
ETH is ETH
SOL is the premier undeniably best L1
SUI was trying to be SOL, but didn't manage to pull enough of a tech or dapp lead, so it's in the same basket as...
AVAX.
What AVAX has - partnerships w/ gov/tradfi/financial crap.
The series of news drops for all this stuff came when no one cared.
LINK pumping recently on similar narratives tells me the market is ready to hear the tradfi news.
AVAX getting an ETF (likely now) + DAT (soon) + a few more news drops = a few pumps and a very bullish looking chart.
Anyway, I'll prob be sidelined, but next market dip i'll prob do some perps action on this if it hits HTF support.
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