標準特許在雪崩（Avax）上的覆蓋範圍，前往2029年$ 250

“關稅噪音的一個正面是，它使我們有機會重新設置並為下一個數字資產價格上漲的獲勝者選擇贏家。”

Standard Chartered has initiated coverage on Layer 1 blockchain Avalanche, expecting the network’s native token AVAX to rise over 10 times to $250 by the end of 2029 from its current price of around $20.

Standard Chartered已在第1層區塊鏈雪崩中啟動了承保範圍，預計該網絡的原始代幣Avax將在2029年底上漲10次，至250美元，從目前的價格約為20美元。

“One positive of the tariff noise is that it gives us a chance to re-set and pick winners for the next upswing in digital asset prices,” said Geoffrey Kendrick, the bank’s global head of digital assets research, in an email to The Block on Wednesday while sharing his latest report. “And I think Avalanche will be another winner, perhaps the winner in EVM [Ethereum Virtual Machine] chains.”

“關稅噪音的一個正面是，它使我們有機會重新設置並為下一個數字資產價格上漲的獲獎者，”該銀行全球數字資產研究負責人杰弗裡·肯德里克（Geoffrey Kendrick）在周三的一封電子郵件中，同時分享了他的最新報告。 “而且我認為雪崩將是另一個贏家，也許是EVM（以太坊虛擬機）連鎖店的贏家。”

Kendrick said he likes Avalanche’s approach to scaling, especially after the recent Etna upgrade, also known as Avalanche9000.

肯德里克（Kendrick）說，他喜歡雪崩的擴展方法，尤其是在最近的ETNA升級（也稱為Avalanche9000）之後。

The Etna upgrade, which was activated in December 2024, makes it much cheaper and easier for anyone to launch their own subnet or Layer 1 blockchain on Avalanche. These subnets — now called L1s — no longer require staking large amounts of AVAX, a change that slashed setup costs from up to $450,000 to nearly zero, Kendrick said.

ETNA升級於2024年12月進行了激活，使任何人在雪崩上啟動自己的子網或1層區塊鏈變得更加便宜，更容易。肯德里克說，這些子網（現在稱為L1S）不再需要大量的avax，這一更改將設置的成本從450,000美元削減到幾乎零。

Early signs show the Etna upgrade is working, he added. A quarter of Avalanche’s active subnets are now Etna-compatible, and developer numbers have jumped 40% since the upgrade, Kendrick said. Some developers are moving from Ethereum Layer 2s to Avalanche, taking advantage of the platform’s compatibility with Ethereum code, he added.

他補充說，早期的跡象表明埃特納升級正在起作用。肯德里克說，自升級以來，雪崩活動中的四分之一是ETNA兼容的，開發人員的數量已增長40％。他補充說，一些開發人員正在利用該平台與以太坊代碼的兼容性，從以太坊第2層轉向雪崩。

Avalanche's Etna upgrade also made transaction fees cheaper during low activity periods. However, fees are still higher than some Ethereum L2s like Arbitrum — which is why attracting brand new apps, rather than porting over existing ones, may be more important for Avalanche’s growth, according to Kendrick. He said the new subnets or L1s could help bring in fresh applications, especially in areas like gaming and consumer tools.

雪崩的ETNA升級還使低活動期間的交易費用更便宜。但是，據肯德里克（Kendrick）稱，費用仍然高於某些以太坊L2（例如intinum）的費用 - 這就是為什麼吸引全新應用程序而不是對現有應用程序進行移植的原因，對於雪崩的增長可能更為重要。他說，新的子網或L1可以幫助引入新的應用程序，尤其是在遊戲和消費者工具等領域。

AVAX price prediction

avax價格預測

Given Avalanche appears to be gaining traction post-Etna, Kendrick expects AVAX to hit $55 by the end of 2025, $100 by 2026, $150 by 2027 (a new all-time high), $200 by 2028 and $250 by 2029.

鑑於雪崩似乎在埃特納（Etna）後獲得了吸引力，肯德里克（Kendrick）預計，到2025年底，阿瓦克斯（Avax）將達到55美元，達到2026年$ 100，到2027年（新的歷史最高高），$ 200乘2028，$ 250，到2029年250美元。

“As a result, we see AVAX outperforming both Bitcoin and Ethereum in terms of relative price gains in the coming years,” Kendrick said. “We note that Avalanche is highly volatile; its historical 3-month volatility is close to 100, around double that of Bitcoin.”

肯德里克說：“結果，我們看到，在未來幾年相對價格上漲方面，阿瓦克斯的表現都優於比特幣和以太坊。” “我們注意到雪崩高度易變；其歷史3個月的波動率接近100，大約是比特幣的兩倍。”

Avalanche is also gaining ground in real-world asset tokenization, according to Kendrick. BlackRock’s $1.9 billion tokenized fund BUIDL recently added support for Avalanche, with $52 million now on the network — a move that could bring more tokenized assets over time, Kendrick said.

肯德里克（Kendrick）表示，雪崩也在現實世界中的代幣化中獲得了基礎。肯德里克說，貝萊克（Blackrock）的19億美元代幣化基金Buidl最近增加了對雪崩的支持，目前有5200萬美元的網絡 - 此舉可能會隨著時間的推移帶來更多的標記資產。

To support growth, the Avalanche Foundation is also currently offering development incentives through two programs: Retro9000, a $40 million grant fund launched with the Etna upgrade, and InfraBUIDL, a $15 million fund for AI-related projects, Kendrick noted.

為了支持增長，雪崩基金會目前還通過兩個計劃提供了開發激勵措施：Retro9000，這是一項耗資4000萬美元的贈款基金，並通過ETNA升級推出，而Infrabuidl是AI相關項目的1500萬美元資金，肯德里克（Kendrick）指出。