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To the Avalanche community:
I am not blind to where we stand. I see and share your frustration.
I took this role because I believe Avalanche has some of the strongest technical foundations in crypto. But strong foundations don't matter if the economics built on top of them haven't evolved with the ecosystem. What made sense at launch doesn't necessarily hold today, and having the honesty to rethink that is where it starts. But economics alone won't fix this either. The solution isn't singular. It's non-trivial. It's built from small things that compound over time. And it takes all of us coming together to make it happen. That starts with each of us being willing to ask the difficult questions first.
The priorities I've set for my team are about getting back to fundamentals. Focusing on what creates structural demand, the kind that doesn't disappear when market cycles turn. Building the right economic conditions for sustainable growth, not dependent on the next narrative.
Some things are working. Real-world asset growth on Avalanche is real. Institutional capital is showing up, not because of hype, but because the infrastructure earns it. That's the kind of growth you can build on.
But I'm not going to pretend everything is working. Some of our current mechanisms have design flaws. I'd rather say that publicly and work to fix them than pretend otherwise. That's how trust is built: through execution, not promises.
Sustainable growth doesn't come from one catalyst. It comes from getting the fundamentals right.
I want to hear from you. Not the "gm" replies or the "wen moon" questions. I want the hard feedback. Where are we failing? What's broken that nobody's talking about? What would make you stay, or come back?
If your criticism is constructive, I'll take it seriously, even if it's harsh. If it's just empty noise, I'll keep scrolling.
I came into crypto from institutional finance because I believe this technology can reshape how capital markets work. I chose Avalanche because I think the architecture can support that vision. But architecture alone doesn't win. Execution does. Community does.
The only way we win is together. 🔺
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