
大匡|Jul 31, 2025 06:56
Recently, many people have been interpreting this unlocking market trend, but if you only see that it hasn't dropped too much, then you may not have understood the true underlying logic of @ AvailProject.
Most project unlocking is a short-term hit, and after a wave of hot marketing, graphics plummet directly. But this time Avail unlocked $19 million, and the market remained largely stable - it's not that the market couldn't understand, but rather that the underlying structure has quietly changed.
On the one hand, short-term chips have long run away. Those funds that rely on news for arbitrage have basically exited early, leaving behind more long-term builders, nodes, and stakers. That is to say, this wave of unlocking has become a "gentle wash" for screening participants, without causing any physical harm, but rather clearing the field.
On the other hand, the fundamentals are surprisingly hard. In the past few months, DA has been launched, Nexus cross chain system has been running stably, Fusion has connected underlying components, and the ecosystem has been continuously integrated with real applications - these are not PPTs, but the pace of products that have been truly delivered.
Many people think cross chain is troublesome because the experience is too poor: wallets are cut back and forth, signatures are piled up, and confirmation is required through bridges. But what Nexus does is subtraction: three steps to complete, one transaction to complete, no bridges, no tinkering, this is the bottom layer that a modular world should have.
For developers, it is also a friendly base - one deployment, covering multiple chains, no need to repeatedly migrate code, automatic connection of funds and interactions, worry free and efficient.
More importantly, Avail's strategy is not to "wait for someone to do it", but to build the underlying layer and pull the ecosystem at the same time, directly introducing high-frequency projects such as Space and Time, SoonSVM, Lumia, etc. to run real scenes, quickly generating interaction and liquidity, and feeding back the basic layer capabilities. The logic of inferring product optimization from use cases is currently the most lacking path in the market.
Many people are still competing about whose RWA concept and whose chain can issue new tokens, but the real ability is whether you can solve the "details" of how assets on the chain move, combine, and generate profits.
In this round, @ AvailProject did not shout slogans, but worked hard to solve problems. Unlocking is not the end, it is the starting point for light combat. Next, the ecological flywheel will continue to accelerate, and those who understand the way before the excitement arrives will have a first mover advantage. Now is the time to carefully observe and judge the long-term value.
Avail KaitoAI
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