AVAX One Advances Institutional Onchain Finance Strategy Amid Growing Staking Yields

• AVAX One Technology Ltd. (Nasdaq: AVX) has generated $600,000 in staking rewards as of December 31, 2025, and plans to produce ~180,000 AVAX tokens (~$2 million) in Q1 2026.
• The company is currently staking over 90% of its AVAX holdings, a strategy that is central to its AVAX-centric treasury and institutional onchain finance model.
• AVAX One has launched proprietary validator infrastructure to enable third-party delegators to stake AVAX at competitive costs while generating delegation fees.

AVAX One is building a regulated institutional gateway to the onchain financial economy using the Avalanche blockchain network. The company's strategy centers on AVAX accumulation, protocol-native staking, and the development of institutional-grade infrastructure.

Institutional adoption of Avalanche's real-world asset (RWA) ecosystem has surged, with total value locked (TVL) reaching $1.33 billion in Q4 2025. This growth was driven by projects such as BlackRock's $500 million tokenized fund and Galaxy Digital's tokenized collateralized loan obligation.

What are AVAX One's key strategic initiatives in 2026?

AVAX One's strategic initiatives include disciplined AVAX accumulation, protocol-native staking, validator infrastructure, and selective fintech acquisitions. The company aims to migrate core financial workflows onchain and expand the Avalanche ecosystem. AVAX One expects to complete its first fintech acquisition by H1 2026, targeting a business aligned with the onchain AVAX economy.

Why is AVAX price not reflecting the growing institutional adoption of Avalanche?

Despite strong institutional adoption and rising RWA TVL, AVAX price has remained stagnant near $10–$12 as of early 2026. This dislocation is attributed to macroeconomic headwinds, token supply pressures, and regulatory uncertainty. While ETF filings from Bitwise and VanEck indicate growing institutional interest, AVAX price remains bearish due to seller dominance and key support levels under pressure.

What are the implications for investors and the onchain finance market?

AVAX One is generating onchain yield through staking and validator infrastructure, creating diversified revenue streams. The company also continues to repurchase shares, having spent ~$1.1 million on 649,845 shares as of January 25, 2026.

For investors, AVAX One's execution of its institutional onchain finance strategy could provide exposure to the growing Avalanche ecosystem while offering capital appreciation through staking and acquisitions. However, AVAX price remains disconnected from these fundamentals, highlighting the importance of monitoring token supply dynamics and macroeconomic factors.

The long-term success of AVAX One and Avalanche depends on continued institutional adoption and regulatory clarity. The company's ability to expand its validator infrastructure and integrate tokenized assets into traditional financial systems could further accelerate growth in the onchain finance sector.