标准特许的发起雪崩（avax）的覆盖范围，前往2029年$ 250

“关税噪音的一个正面是，它使我们有机会重新设置并为下一个数字资产价格上涨的获胜者选择赢家。”

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层区块链雪崩中启动了承保范围，预计该网络的原始代币Avax将在2029年底上涨10次，至250美元，从目前的价格约为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.”

“关税噪音的一个正面是，它使我们有机会重新设置并为下一个数字资产价格上涨的获奖者，”该银行全球数字资产研究负责人杰弗里·肯德里克（Geoffrey Kendrick）在周三的一封电子邮件中，同时分享了他的最新报告。 “而且我认为雪崩将是另一个赢家，也许是EVM（以太坊虚拟机）连锁店的赢家。”

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

肯德里克（Kendrick）说，他喜欢雪崩的扩展方法，尤其是在最近的ETNA升级（也称为Avalanche9000）之后。

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升级于2024年12月进行了激活，使任何人在雪崩上启动自己的子网或1层区块链变得更加便宜，更容易。肯德里克说，这些子网（现在称为L1S）不再需要大量的avax，这一更改将设置的成本从450,000美元削减到几乎零。

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.

他补充说，早期的迹象表明埃特纳升级正在起作用。肯德里克说，自升级以来，雪崩活动中的四分之一是ETNA兼容的，开发人员的数量已增长40％。他补充说，一些开发人员正在利用该平台与以太坊代码的兼容性，从以太坊第2层转向雪崩。

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升级还使低活动期间的交易费用更便宜。但是，据肯德里克（Kendrick）称，费用仍然高于某些以太坊L2（例如intinum）的费用 - 这就是为什么吸引全新应用程序而不是对现有应用程序进行移植的原因，对于雪崩的增长可能更为重要。他说，新的子网或L1可以帮助引入新的应用程序，尤其是在游戏和消费者工具等领域。

AVAX price prediction

avax价格预测

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.

鉴于雪崩似乎在埃特纳（Etna）后获得了吸引力，肯德里克（Kendrick）预计，到2025年底，阿瓦克斯（Avax）将达到55美元，达到2026年$ 100，到2027年（新的历史最高高），$ 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.”

肯德里克说：“结果，我们看到，在未来几年相对价格上涨方面，阿瓦克斯的表现都优于比特币和以太坊。” “我们注意到雪崩高度易变；其历史3个月的波动率接近100，大约是比特币的两倍。”

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，雪崩也在现实世界中的代币化中获得了基础。肯德里克说，贝莱克（Blackrock）的19亿美元代币化基金Buidl最近增加了对雪崩的支持，目前有5200万美元的网络 - 此举可能会随着时间的推移带来更多的标记资产。

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.

为了支持增长，雪崩基金会目前还通过两个计划提供了开发激励措施：Retro9000，这是一项耗资4000万美元的赠款基金，并通过ETNA升级推出，而Infrabuidl是AI相关项目的1500万美元资金，肯德里克（Kendrick）指出。