Avalanche | Research Reports | Blockworks Intel

Report	Date↓	Authors	Type	Subscription Tier	Tags
State of Avalanche: Q3 2026	Nov 6, 2026	Blockworks Advisory	Standard Reports	--	Quarterly Reports
State of Avalanche Q4 2025	Jan 29, 2026	Youssef Haidar	Quarterly Reports	--	Layer-1 · RWA · Quarterly Reports
State of Avalanche Q3 2025	Nov 12, 2025	Gunkan	Quarterly Reports	--	Quarterly Reports · Layer-1
State of Avalanche Q2 2025	Jul 24, 2025	Gunkan	Quarterly Reports	--	Quarterly Reports · Layer-1
Crypto Venture Weekly: June 30-July 4, 2025	Jul 7, 2025		Standard Reports	--	Fundraising
Fading Faith in the Monetary Premium	Jun 18, 2025	Kinji Steimetz	Standard Reports	Pro	Layer-1 · Valuations
Three Ways to Value a Layer-1: REV, Monetary Premium, and Security Demand	Jun 6, 2025		Standard Reports	Pro	Valuations · Layer-1
State of Avalanche Q1 2025	May 28, 2025	Matthew Nay	Quarterly Reports	--	Quarterly Reports · Layer-1 · Interoperability
State of Avalanche Q4 2024	Feb 13, 2025	Matthew Nay	Quarterly Reports	--	Layer-1 · Interoperability · Quarterly Reports
State of Avalanche Q3 2024	Dec 2, 2024	Matthew Nay	Quarterly Reports	--	Layer-1 · Interoperability · Quarterly Reports
Fee Sensitivity Analysis: Predicting ACP-125's Impact on Avalanche Network Activity	Nov 7, 2024	Nikhil Chat	--	--	--
AVAX’s Value Capture Problem & Off The Grid	Oct 18, 2024	Boccaccio	--	Pro	--
State of Avalanche Q2 2024	Sep 12, 2024	AJC	Quarterly Reports	--	Quarterly Reports · Layer-1
State of Smart Contract Platforms Q2 2024	Jul 12, 2024	Peter Horton	Deep Dives	Pro	Layer-2 · Layer-1
Avalanche: An Economic Analysis of ACP-77	Jun 7, 2024	EffortCapital	--	--	Layer-1
State of Avalanche Q1 2024	Apr 23, 2024	AJC	Quarterly Reports	--	Quarterly Reports · Layer-1
State of Smart Contract Platforms Q1 2024	Apr 12, 2024	Peter Horton	Deep Dives	Pro	Layer-2 · Layer-1
The Avalanche Ecosystem: An Analysis of Subnet Adoption	Apr 9, 2024	Matthew Fiebach	--	--	--
An Analysis of the Avalanche Architecture	Mar 7, 2024	Dan Smith	--	--	--
State of Avalanche Q4 2023	Feb 15, 2024	AJC	Quarterly Reports	--	Quarterly Reports · Layer-1
State of Smart Contract Platforms Q4 2023	Jan 16, 2024		Deep Dives	Pro	Layer-1 · Layer-2
Ecosystem Brief: Avalanche Institutional Adoption	Nov 20, 2023	Blockworks	Recaps	Pro	DeFi · Macro · Layer-2 · Layer-1
State of L1s Q3 2023	Nov 9, 2023	Peter Horton	Quarterly Reports	--	Layer-1 · Quarterly Reports
Ecosystems: Social Driving Onchain Activity	Oct 23, 2023	Blockworks	Recaps	Pro	Social Media · DeFi · Layer-1 · Layer-2
State of Avalanche Q3 2023	Oct 17, 2023	John_TotalValue_Locke	Quarterly Reports	--	Quarterly Reports · Layer-1
Layer-1 and Layer-2 Valuations: Where are they now?	Sep 20, 2023	Toe Bautista	Standard Reports	Pro	Layer-2
Ecosystem Brief: TON Growth and Optimism Valuation Premium	Sep 4, 2023	Blockworks	Recaps	Pro	Layer-1
State of Boba Network Q2 2023	Jul 30, 2023	Red Sheehan	Quarterly Reports	--	Quarterly Reports · Layer-2
State of L1s Q2 2023	Jul 20, 2023	Peter Horton	Deep Dives	--	Layer-1 · Quarterly Reports
State of Avalanche Q2 2023	Jul 18, 2023	James Trautman	Quarterly Reports	--	Layer-1 · Quarterly Reports
Ecosystem Brief: Rollup Specialization	Jun 12, 2023	Dustin Teander	Recaps	Pro	Layer-2 · Layer-1
Weekly Recap: Crypto’s Regulatory Battle, Optimism Bedrock, and more	Jun 9, 2023	Blockworks	Recaps	Pro	--
Evaluating Validator Decentralization: Geographic and Infrastructure Distribution in Proof-of-Stake Networks	Jun 1, 2023	Stephanie Dunbar	Deep Dives	--	Layer-1
State of L1s Q1 2023	Jun 1, 2023	Peter Horton	Deep Dives	--	Layer-1 · Quarterly Reports
The Wealth Effect	May 10, 2023	Ally Zach	Standard Reports	Pro	Layer-1 · Layer-2
State of Avalanche Q1 2023	May 2, 2023	James Trautman	Quarterly Reports	--	Layer-1 · Quarterly Reports
State of Boba Network Q1 2023	Apr 9, 2023	Red Sheehan	Quarterly Reports	--	Layer-2 · Quarterly Reports
User Acquisition and Retention Across EVM Chains	Mar 28, 2023	Ally Zach	Deep Dives	Pro	DeFi · Web3 · Layer-2 · Layer-1
Layer-1 Value Thesis: Quantifying Demand for Security	Mar 24, 2023	Kunal Goel	Deep Dives	Pro	Valuations · Layer-1
Avalanche Update: Elastic Subnets, AWM, and The HyperSDK	Mar 23, 2023	Matthew Fiebach	--	Pro	--
State of Avalanche Q4 2022	Jan 29, 2023	James Trautman	Quarterly Reports	--	Layer-1 · Quarterly Reports
Trader Joe Liquidity Book: The Next Chapter in AMM Evolution	Jan 5, 2023	Ren Yu Kong	--	Pro	DEX
2022 Year End Review: Network Coverage, Layer 1s & 2s	Dec 27, 2022	+1	--	--	Infrastructure · Layer-2 · Layer-1
The Withdrawals are Coming and More Ethereum Roadmap Clarity	Dec 14, 2022	Tom Dunleavy	Standard Reports	Pro	--
Data Decoded: GMX	Nov 3, 2022		--	Pro	--
State of Avalanche Q3 2022	Oct 10, 2022	James Trautman	Quarterly Reports	--	Layer-1 · Quarterly Reports
Exploring DeFi Stability	Oct 6, 2022	Keroshan Pillay	Standard Reports	Pro	DeFi · Stablecoins
Q3 Protocol Outlooks	Aug 3, 2022	+2	--	Pro	Layer-2 · DeFi · Layer-1
Q2 Report Part 2: Network Coverage, Layer 1s and 2s	Jul 28, 2022	+1	--	Pro	Layer-2 · DeFi · Layer-1
EVM-Chains in the Bear Market	Jul 17, 2022	Kunal Goel	Deep Dives	Pro	Layer-1
Avalanche Ecosystem Overview	Jul 15, 2022	Ashu	Standard Reports	--	Layer-1 · DeFi · Protocol Overview
State of Avalanche Q2 2022	Jul 10, 2022		Quarterly Reports	--	Layer-1 · Quarterly Reports
The Theory of Relativity	Jun 19, 2022	Kunal Goel	Deep Dives	Pro	Valuations · Layer-1
Understanding Market Caps and Flows	Jun 12, 2022	Dustin Teander	Deep Dives	Pro	Valuations · Tokenomics · Macro
Ascending Everest: Avalanche Scalability Through Subnets	May 13, 2022	0xpibblez	--	Pro	--
NFT Q1’22 Market Rundown	Apr 27, 2022	Mason Nystrom	Deep Dives	Pro	NFTs · Layer-1
State of Avalanche Q1 2022 Analyst Call Transcript	Apr 23, 2022	James Trautman	Quarterly Reports	--	Quarterly Reports · Layer-1
State of Avalanche Q1 2022	Apr 12, 2022	James Trautman	Quarterly Reports	--	Layer-1 · Quarterly Reports
Fantom of the Crypto Ecosystem: Peeking Behind the Curtain	Apr 10, 2022	Tom Dunleavy	Deep Dives	Pro	Layer-1
Analyst Notes: Cracks in the Fat Protocol Theory	Mar 27, 2022		Standard Reports	Pro	Macro