2025-12-30 11:20:52

The Avalanche subnet ecosystem is really booming. Official data just released shows that the number of subnets has already surpassed 107, with a total locked-in value reaching $9.3 billion. This growth rate is quite impressive and worth paying attention to.

By carefully examining the application directions of the subnets, some differentiated strategies can also be observed. Beam, as a representative of GameFi chains, maintains a daily transaction volume of around 3 million, indicating a solid user base for game asset interactions. Intain is pursuing a tokenization route for institutional assets, with a scale reaching $2.8 billion, based on the logic of mapping traditional assets onto the blockchain. Additionally, Swimmer, a DeFi chain, has a TVL locked of $1.7 billion, making it one of the leading projects within the subnet ecosystem.

From the data, Avalanche's efforts in the subnet direction have indeed yielded initial results. Different fields have dedicated chains connecting, and whether this vertical division of labor can become an industry benchmark will depend on whether each subnet can continue to attract developers and users.

AVAX-0.39%

BEAM-0.19%

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EternalMiner

· 5h ago

$9.3 billion? That number looks impressive, but I'm worried it might just be虚胖 (false prosperity). --- Beam's 3 million daily transactions—game chain is at this level? I feel like it's still okay. --- Intain's idea of asset tokenization is indeed interesting, but will traditional institutions really buy into it? --- 107 subnets stacking up into an ecosystem—basically, it still depends on who can survive. Let’s see who makes it through the big wave. --- Vertical division of labor sounds good, but in practice, will everyone just do their own thing and become fragmented? --- Swimmer's $1.7 billion TVL isn't particularly eye-catching in this cycle. --- Avalanche is really serious about this wave; unlike some public chains that only hype concepts. --- Wait, are these subnet data real? If all of them were truly active, they would have gone viral long ago. --- I'm optimistic about Avalanche, but whether the subnets can succeed depends on whether developers are willing to come. --- Asset tokenization is, in my opinion, the real future.

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ShitcoinConnoisseur

· 7h ago

$9.3 billion? Wait, how much of that is inflated... The truly active users are just a few, the rest are just hype concepts. Beam's 3 million transactions sound impressive, but it depends on how many real users there are after deduplication; many of those were generated by bots before. Institutional asset tokenization definitely has potential, but it's hard to say how long Intain can sustain. I'm really optimistic about Swimmer; at least there is genuine demand in DeFi.

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BlockchainFoodie

· 7h ago

ngl, this is literally the farm-to-fork model but make it blockchain... 107 subnets doing their own thing, each one a michelin-rated kitchen instead of one chaotic buffet. love to see it honestly.

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ImaginaryWhale

· 7h ago

I haven't used any of the 107 subnets... They're all just blowing bubbles. Are those 3 million transactions on Beam from real users or bots? I'm a bit suspicious. 93 billion locked tokens sounds like a lot, but when divided among each subnet, it's only a few tens of millions per subnet. Not bad. Intain's asset tokenization approach is interesting; this is the real deal. Is the 1.7 billion for Swimmer real or fake data? We need to see how many people actually paid the gas fees.

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BearMarketSurvivor

· 7h ago

$9.3 billion sounds impressive, but there are only a few that are truly active.

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GasFeeSobber

· 7h ago

$9.3 billion locked, that number sounds pretty impressive, but is Intain's 2.8 billion real? --- Beam averages 3 million transactions per day, is that true? Why do I feel like the data might be inflated? --- Vertical division of labor sounds good, but I'm worried it might just be another L2 bubble. --- 107 subnets, what kind of congestion would that cause... --- Institutional asset tokenization, I don't quite understand it. Can it really attract traditional finance? --- Is Swimmer's $1.7 billion TVL still there? Did it not run away during this downturn? --- It sounds good, but it's all about whether it can attract users. Who isn't saying that now? --- Whether the number of subnets is large or not is the key, $9.3 billion spread across 107 chains, how much is that on average? --- GameFi is hot for Beam, what about the others? Are these just the top few projects?

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