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AVALANCHE

Netfigo Verdict
on Avalanche

A Cornell professor looked at every blockchain on Earth, decided they were all too slow, and built one that processes 4,500 transactions per second with sub-second finality. Emin Gün Sirer didn't just publish a whitepaper — he published the academic research that proved his consensus mechanism was mathematically superior. Avalanche is the blockchain for people who read footnotes. It's also one of the few chains where institutions — JPMorgan, Deloitte, governments — are actually building real things.

Founded

2018

HQ

New York, New York

Total Raised

$350 million

Founder

Emin Gün Sirer

Status

Active

THE ORIGIN STORY

Emin Gün Sirer was a computer science professor at Cornell University who had been researching distributed systems and cryptocurrency since before Bitcoin existed. He created Karma, a virtual currency concept, in 2003 — five years before Bitcoin's whitepaper.

In 2018, a pseudonymous group called "Team Rocket" published a paper describing a new consensus protocol called Avalanche. Sirer and his team at Cornell built on this research, founding Ava Labs.

They raised $6 million in a 2019 seed round and launched the Avalanche mainnet in September 2020.

WHAT THEY ACTUALLY DO

Avalanche is a Layer 1 blockchain platform. Revenue comes from transaction fees paid in AVAX tokens.

Ava Labs (the company behind Avalanche) earns from enterprise consulting, subnet deployments for institutions, and the AvaCloud managed blockchain service. The AVAX token also has a deflationary burn mechanism — all transaction fees are permanently destroyed, reducing supply over time.

Subnets (custom blockchains on Avalanche) are the key enterprise play — institutions can launch their own blockchains with custom rules while benefiting from Avalanche's security.

THE PRODUCTS

Avalanche C-Chain (EVM-compatible smart contracts), Avalanche Subnets/L1s (custom blockchains), AvaCloud (managed blockchain service), Core Wallet, Avalanche Bridge (cross-chain), Avalanche Warp Messaging.

HOW THEY GREW

Avalanche grew through a combination of DeFi incentive programs (Avalanche Rush — $180 million in incentives), enterprise partnerships, and subnet technology. The subnet strategy is their differentiator: institutions can launch custom blockchains that are compliant, permissioned, and tailored to their needs — while still connected to the broader Avalanche network.

Partnerships with JPMorgan (Onyx), Deloitte, and several governments for real-world asset tokenization give Avalanche enterprise credibility that most chains lack.

THE HARD PART

The Layer 1 blockchain war is brutally competitive. Avalanche competes with Ethereum, Solana, Cardano, and dozens of other chains for developers and users.

The collapse of Three Arrows Capital (a major investor and ecosystem participant) in 2022 hurt confidence. DeFi activity on Avalanche, measured by Total Value Locked, dropped significantly from its 2021 peak.

Keeping developers building on Avalanche rather than migrating to trendier chains requires constant ecosystem investment and incentive programs.

MONEY TRAIL

Seed

2019 · Led by

$6M raised

Private Sale

2020 · Led by

$12M raised

Public Sale

2020 · Led by

$42M raised

Series B

2022 · Led by

$350M raised

WHO BACKED THEM

Polychain Capital, Andreessen Horowitz (a16z), Galaxy Digital, Dragonfly Capital, Three Arrows Capital (pre-collapse), Bitmain, Initiative Capital, NGC Ventures

Head-to-Head

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