The Ongoing Heat of Avalanche C Chain: New Market Trends and Investor Strategies

Recently, Avalanche's C-Chain has shown a counter-trend upward momentum, which is particularly noteworthy in the current market environment. While the total value locked (TVL) across most ecosystems is on a downward trend, and market hotspots are occupied by artificial intelligence, re-staking, and meme coins, the C-Chain has quietly followed an upward trajectory.

Data shows that the number of active addresses on the C chain has continued to grow for three consecutive weeks, and the TVL of major protocols has also started to rise again. It is worth mentioning that the old project BENQI, which was once "forgotten" by the market, has also shown strong signs of recovery.

At the same time, the infrastructure of the Avalanche ecosystem is continually improving. The newly launched virtual card service and the wallet feature that supports gas-free transactions highlight its ongoing innovation in user experience. These signs all hint at an important trend: the value of infrastructure is being repriced by the market.

During this process, some visionary investors have quietly positioned themselves. These investors, known as "smart money," often do not follow market trends, but instead focus on long-term value. Their investment characteristics include: maintaining calm judgment, avoiding excessive greed or fear; prioritizing risk control; and emphasizing the transparency of on-chain data and the liquidity of funds.

These investors are more like a combination of fund managers and technical experts in the Web3 space. They not only understand financial analysis but also have a deep understanding of the code behind smart contracts. Although they often keep a low profile, their investment decisions often become a barometer for the entire ecosystem.

Against the backdrop of market volatility and low sentiment, these investors are starting to turn their attention to stable yield protocols. For example, the BENQI project in the Avalanche ecosystem has gained favor, with its TVL soaring to $520 million, and the amount of liquid-staked sAVAX reaches new highs almost daily.

These investors focus not on the potential for short-term surges, but on the long-term stability and transparency of the project. Their key concerns include: stable annualized returns, flexible use of assets, a clear and transparent operating mechanism, and user-friendly interface design.

It is worth noting that Avalanche's C-Chain has not been marginalized due to the advancement of the Subnet strategy; instead, it is becoming the core of infrastructure development. The recently launched virtual card service, gas-free wallet operations, and upgraded on-chain data services all reflect the efforts of the C-Chain in enhancing user experience and attracting real asset inflows.

For visionary investors, this is precisely why they are optimistic about Avalanche: when the market is filled with various concepts and stories, only solid infrastructure can truly withstand the test of market cycles.

From a more macro perspective, stable yield protocols are becoming an important safe haven during market fear periods. Whether it's BENQI's sAVAX, Lido's stETH, or Frax's sfrxETH, they are all opening up new avenues for value release for non-tradable assets.

For investors intending to follow the "smart money" strategy, the following points are worth noting:

1. Review the project's security audit report and the availability of the source code.
2. Carefully analyze on-chain data, including TVL, active wallet count, and asset structure.
3. Assess the flexibility of asset use, such as whether it can still participate in lending after being staked.
4. Pay attention to the team's ability to provide continuous updates and the activity level of the community.

Overall, the foundation for the next round of market growth may be quietly forming in these robust, transparent, and sustainable projects. For investors, focusing on the underlying logic and long-term value of projects is more likely to yield sustained returns than chasing short-term trends.