Schwab’s $AVAX take: the institutional flex could matter more than volume

Charles Schwab said Avalanche’s positioning in real-world assets and institutional use cases could support a higher valuation for $AVAX despite its smaller market share. The assessment focused on the network’s potential to support institutional activity beyond transaction totals alone.

Research by Jim Ferraioli highlighted Avalanche’s customizable blockchain infrastructure. Stablecoin issuance, lending, asset management, and liquid staking were cited as key examples of economic activity on the network.

For Charles Schwab, the fundamental question was whether investors would focus solely on transaction volume or consider the economic value and quality of transactions. A stronger emphasis on the latter could make Avalanche’s institutional use case even more valuable.