I’m incredibly excited to announce the launch of my next project: Avalanche Treasury Co. 🧵

Excited to see @avat_co begin trading on @Nasdaq today. We built AVAT to provide long-term exposure to one of the most important infrastructure shifts underway in global finance. Proud of the team. Excited for what's ahead.

.@consensus2026 Miami felt very different from past crypto conferences. This year's event drew more than 20,000 attendees representing firms with over $4 trillion in assets, but the biggest shift wasn’t just the scale of the event – it was the growing presence of Wall Street and traditional financial institutions actively moving toward digital assets and blockchain infrastructure. Conversations that once centered on the future are now focused on the present, with broad industry discussions shifting toward regulatory clarity and the infrastructure required to support institutional adoption at scale. Even the narrative itself is changing. The @WSJ's @Vlajournaliste recently highlighted the shift happening across the industry, describing how the “Lamborghinis” of past crypto cycles are increasingly being replaced by “suits.” Some people frame this as “Wall Street taking over crypto.” I see it as blockchain infrastructure maturing into something institutions can actually build on. That shift is already happening globally. Japan is now testing Japanese government bonds on AVAX infrastructure – another signal that blockchain is moving into real-world financial systems. More here: wsj.com/finance/currencies/o…

AVAT will be on the ground at @consensus2026 Miami, May 5-7. We’re looking forward to connecting with the institutions, builders, and policymakers shaping the future of financial infrastructure – and engaging in conversations around blockchain at scale, institutional integration, and the next phase of global markets. If you’re attending, come say hi – we’d love to connect.

Matias A. joins Avalanche Foundation as Chief Investment Officer, bringing over a decade of experience managing $20 billion in institutional portfolios across traditional finance and digital assets. Most recently serving as Head of Treasury at the Avalanche Foundation, Matias has been instrumental in architecting treasury strategies, designing DeFi-centric investment frameworks, and building algorithmic execution systems that bridge institutional rigor with crypto-native innovation. His background spans roles as Portfolio Manager at World Bank Treasury, where he directed $4.3B across fixed-income portfolios, created the backend infrastructure to manage $60B, and contributed to the external managers selection and tactical positioning for a $25B world bank pension fund portfolio, consistently delivering above-benchmark performance. Matias combines rare expertise across macroeconomic policy and capital markets execution. His career began as a Research Analyst at the International Monetary Fund, where he developed analytical frameworks for evaluating and designing policies for sovereign economies of European countries. At the World Bank, he worked on critical macroeconomic challenges including fiscal sustainability for El Salvador and the unfreezing of bond markets in Jamaica. These experiences gave Matias firsthand experience in how policy interventions can restore market function and catalyze economic growth. This dual foundation in macroeconomics and asset management gives him a distinctive lens: understanding both how economies generate growth and how capital markets channel resources to productive uses. Now applied to building Avalanche as the infrastructure for bringing real-world economic activity onchain at scale 🔺

They demand privacy. They demand blockspace. They demand Avalanche.

I'll be speaking today at the @Official_Cantor Crypto AI/Energy Infrastructure Conference at 11:40 AM (Track 1) on DATs alongside Hyunsu Jung, David Schamis, and Stephen Mackintosh. Make sure to drop by!

Excited to be sharing the stage with @zhang_matt, @MorganKrupetsky, and @rediamondjr on Day 1 of @SALTConference, where we will be discussing driving adoption and utility in the digital asset space. If you’re attending SALT, please drop by and say hello.

As a sports fan, it's great to see blockchain used to solve problems like ticket fraud and rampant fees. It’s these real-world use cases that will drive widespread adoption of Avalanche.

Unlike ETFs, which only track the price of the underlying asset, DATs offer broader exposure to the entire ecosystem.

Why institutions will run on Avalanche:

I’m speaking at the Digital Asset Summit by @blockworks in London! The Future of Crypto Trading Environments Monday at 1:30pm local time Institutional stage If you’ll be there, make sure to drop by—it’s always great to meet people building in this space.

That was quite rough and I think we're all shellshocked. We need to have a discussion about market integrity at some point, but right now, it's probably time to check up on people. Hope you all are ok out there. Sending you much love.

The sudden collapse of Tricolor, a subprime auto lender once praised for innovation and social impact, has become one of the most notable stories in structured credit this year. Regulators are probing whether the same loans were pledged to multiple lenders, a practice known as double-pledging and representative of a data integrity failure. Traditional surveillance tools can flag late payments or rising delinquencies, but not when collateral itself is misrepresented. Tricolor’s bankruptcy shows how easy it still is to “lose track” of ownership across warehouse lines, forward flows, and securitizations built on PDFs and spreadsheets. In a new piece, the team at @intainft proposes a practical fix: a verifiable “single loan record” that travels with each asset through its lifecycle. Their approach combines: - AI-assisted diligence to fingerprint and validate each loan - Certification by a verification agent or self-attest with full disclosure - Immutably recording that verified record as a token onchain (like Intain's @avax L1). The result is a non-duplicate, auditable asset record that makes double-pledging materially harder and faster to detect, while lowering the time and cost of verification. In short, Tricolor exposed a blind spot, and Intain is showing what a real fix looks like in practice. A timely reminder that the path to safer private credit could be better information infrastructure via Avalanche. cc @SidIntain1 Read the full post here 👇 medium.com/intain/turning-th…