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小兔吃菠萝
AVAX今天略显承压，盘中冲高后回落，说明上方仍有一定抛压。Avalanche的长期叙事并不弱，子网、机构链、RWA和游戏生态都是市场曾经重点关注的方向，但当下资金更挑剔，只有生态数据和实际业务增量才能支撑持续行情。近期市场围绕稳定币、机构产品和监管消息反复定价，AVAX暂时没有形成特别强的独立驱动。后续若整体L1赛道回暖，AVAX具备较高弹性；但在量能不足的情况下，走势大概率仍会以反复震荡为主。$AVAX
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