The Quiet Revival of Avalanche C-Chain

Amid the overall sluggishness of the cryptocurrency market, Avalanche's C-Chain is quietly recovering. Recent data shows that the number of active addresses on the C-Chain has risen for three consecutive weeks, and the total value locked (TVL) of mainstream protocols is also showing a rebound trend. It is worth noting that some forgotten old projects like BENQI are making a strong comeback.

At the same time, the Avalanche ecosystem continues to upgrade its infrastructure. The recently launched virtual card service and wallet functions that support gas-free operations have significantly improved the user experience. These signs indicate that the market is reassessing the value of infrastructure.

In this process, some seasoned investors have quietly laid out their plans. Their investment strategies do not follow short-term trends but focus on long-term value. These investors typically possess the following characteristics:

1. Stay calm and rational, unaffected by market sentiment.
2. Focus on risk control and pay attention to the technical foundation of the project.
3. Emphasize the transparency of on-chain data and asset liquidity

These types of investors often possess dual abilities in financial analysis and technical assessment, and their investment decisions often become a barometer for the market. For example, the recent surge in liquidity for BENQI originated from the choices made by these investors.

In the current market environment, these investors tend to focus on stable yield protocols. Taking BENQI as an example, its TVL has risen to 520 million USD, with nearly 10 million sAVAX in liquid staking, reaching new highs almost every day. The characteristics of such projects include:

• Stable Annual Percentage Rate (APR)
• Reusability of assets
• Clear and transparent operational mechanism
• User-friendly interface

On-chain data shows that large addresses have been converting AVAX to sAVAX for several consecutive days and using it for lending cycles, with a total amount exceeding one million dollars. This "yield-collateral-compounding" combination strategy reflects a robust approach of these investors during market downturns.

It is worth mentioning that Avalanche's C-Chain is becoming the core of infrastructure development. A series of recent upgrades include:

• Virtual card service that supports direct consumption of various cryptocurrencies
• Wallet feature that supports gas-free transactions
• Upgraded on-chain data services

These upgrades are aimed at attracting real users and asset inflows, rather than mere technical showmanship. For seasoned investors, this is precisely the core reason they are optimistic about Avalanche: amidst a market filled with various concepts, only solid infrastructure can truly withstand cycles.

From a more macro perspective, stable yields are becoming an important safeguard during market panic periods. Whether it's BENQI's sAVAX or similar products in other ecosystems, they are finding new ways to unlock value for non-tradeable assets.

These investors' arrangements also include:

• Stablecoin pools focused on improving asset utilization
• Popular structured income products
• Projects that enhance long-term stability through improved governance structures
• Innovative solutions to attract TVL using new technologies like Restaking.

These choices may seem conservative, but they are actually laying the foundation for the next bull market.

For ordinary investors, if you want to improve the quality of investment decisions, you can start with the following aspects:

1. Pay attention to the project's audit status and code open-source conditions.
2. Learn to analyze on-chain data, such as TVL, active wallet count, etc.
3. Assess the availability of assets, such as whether they can still participate in other financial activities after being staked.
4. Observe the project team's ability to continuously update and the community's activity level.

In the cryptocurrency market, true wisdom lies not in chasing short-term trends, but in insights into infrastructure and long-term value. As the market matures, this robust investment philosophy will be increasingly valued.