Avalanche price

Key Insights: Ethereum dominates 92% of the Trump portfolio, spanning restaked, native, and L2 ETH, signaling strong conviction. RWA tokens on BASE and governance tokens on Avalanche, Mantle, and BNB form the remaining bets; no meme coins or noise. ETH exchange reserves are at multi-month lows, aligning with Trump’s positioning and hinting at a long-term bullish setup. Trump’s on-chain portfolio shows a very clear pattern: Ethereum now accounts for over 92% of his total crypto holdings via the World Liberty Finance wallet. And that’s not all. It’s spread across multiple versions of ETH, from native Ethereum to restaked assets and even bridged ETH on Layer 2s. That concentration, combined with shrinking ETH exchange reserves, suggests this move is a long-term conviction bet. While altcoins and speculative bets make up the rest, Trump’s allocations are spread smartly across chains. From RWA tokens on BASE to governance coins on BNB and Avalanche, the entire setup looks more intentional than reactionary. So what is Trump seeing that most traders are missing? Ethereum Dominance Hits 92%, and It’s Not Just One Version Trump isn’t holding just one type of ETH. He has a massive $33.6 million exposure to AETHWETH (Aave Ethereum Wrapped Ether), which is the wrapped and restaked version of Ethereum. Arbitrum is being picked up aggressively- Source: Nansen Alongside that, there’s native ETH, ETH bridged to Optimism, and ETH positions on Arbitrum. This isn’t just passive exposure; it reflects a strategy focused on long-term ETH network strength across layers. ETH takes center stage on the Trump Portfolio list- Source: Arkham On-chain data shows ETH exchange reserves are at multi-month lows. This includes ETH on Binance and Coinbase. These moves suggest whales are removing ETH from centralized platforms despite retail continuing with the selling. ETH supply shock coming- Source: Bullish Bear Ethereum price action hasn’t caught up yet. Yet these wallet trends, including the WLFI one, signal preparation for something bigger. Trump’s early rebalancing may be a frontrunning signal for the ETH price move. Ethereum price optimism highlighted by the Trump Portfolio- Source: CryptoGoos BASE and Avalanche Bags Signal a Tilt to Real-World Assets Outside of ETH, Trump’s portfolio stretches across BASE, Optimism, Mantle, and Avalanche. On BASE, the top holding is KTA, a token tied to real-world asset (RWA) tokenization. That’s a clear nod toward the RWA narrative gaining ground. Key chains- Source: Arkham On Optimism, he holds ETH itself, reinforcing a preference for layer-2 ecosystems. He’s not just chasing airdrops; he’s sitting on base-layer assets. Avalanche hosts his position in ID, the governance token of SPACE ID, a multichain naming service. The tokens held on each chain are tied to core functions, not meme coins or flyers. Mantle and Linear Show Mid-Cap Focus of the Trump Crypto Portfolio Trump is also holding MNT on Mantle, which recently crossed the $1 mark; right after whale wallets picked up more. These aren’t huge allocations, but they show he’s diversifying into second-tier protocols with real user metrics. Even TRX and EOS make appearances in the portfolio. TRX and stablecoins grab attention- Source: Arkham What Does He See? While retail eyes airdrop speculation, Trump’s portfolio stays focused on base layers, governance ecosystems, and RWA enablers. The presence of USDT and stablecoin-heavy positions shows capital is being parked rather than aggressively rotated. It’s a “wait and watch” mode, but one already anchored in long-term chains. The World Liberty Finance wallet is publicly linked to Trump’s broader blockchain play. That makes this portfolio more than a cold wallet. You can consider this a signal of positioning from one of the highest-profile crypto adopters this cycle. Whales seem to be following suit. With over 92% of holdings in Ethereum-based assets, this is a bet on infrastructure. The presence of chain-native governance tokens across Mantle, BASE, Avalanche, and BNB shows an awareness of evolving ecosystems. From real-world asset exposure to clean Layer 2 bets, this Trump portfolio might not scream “bull market frenzy,” but it whispers something else: readiness. The post Trump Crypto Portfolio Rebalancing Continues: What Does He See That Traders Don’t? appeared first on The Coin Republic.

Solana now commands a larger share of weekly transaction counts. Layer-1 chains have different models of ordering transactions in order to achieve a smooth user experience. With institutional investors now entering crypto, the need for tech superiority has grown. Layer-1 blockchains are the bedrock of the digital currency ecosystem. The technologies, DApp activities, and community sentiment around these protocols tend to shape their overall outlook. In its recent Layer-1 Sector Analysis from CoinMetrics, a crypto data platform, Solana stands out in terms of on-chain usage and economic activities. Some of the specific metrics profiled in the report include transaction activity, transaction fees, and transaction ordering. Solana Tops in Layer-1 Transaction Activity Trends According to CoinMetrics, there are different yardsticks to measure a layer-1 protocol’s capabilities. Transaction activities are one of these measures. Despite coming off as one of the most important tech considerations, there is a limit to the number of transactions a chain can permit per technical architectural constraints. The report highlighted Solana’s dominance as it processes a weekly average of over 100 million non-vote transactions. This figure is noted as nearly 50x as high as the next chain. Layer-1 Transaction Metrics | Source: CoinMetrics Judging by the highlights of Solana’s year-to-date, the SOL memecoin ecosystem might be responsible for this big transaction shift. Ethereum was also featured, but was unable to compete in transaction activities because of its major tradeoff. This tradeoff is shown in how it has offloaded some of its execution capabilities to its Layer-2 ecosystems. Avalanche C Chain and the Bitcoin blockchain are also featured in the metrics with non-negligible transaction counts. Transaction Fees: The Adoption Make or Break Factor In the retail-dominated crypto ecosystem, the cost of fees remains a major determinant of whether a chain will grow or not. The rule is that the more costly the transaction fees, the less likely it is to be adopted for small transactions. Despite the benefit of fees to validators, the consumer factor cannot be ignored. As CoinMetrics noted, median fees may soar in line with high blockspace demand. In January, during the TRUMP token mania, Solana’s average fees spiked significantly. In the past market cycles, there have been different shifts in total fee dominance. L1 Transaction Fees Outlook | Source: CoinMetrics Bitcoin dominated the chains in the early years of the market. However, the emergence of NFTs and DeFi made Ethereum take over from Bitcoin. The higher transaction throughput of Solana has given the chain the upper hand in this regard. “While Bitcoin generated the lion’s share of total fees among L1s in prior years, Ethereum quickly grew to over 90% of total fees in 2021 as DeFi and NFT activity surged on the chain,” the report reads, adding that, “Since then, Solana’s high-throughput, low fee model has drawn growing volumes of on-chain activity, with both networks now capturing nearly ~40% of total fees. Layer-1 value capture from fees has often been the subject of intense discussion.” One major challenge innovators are working hard to balance is the need to lower costs while keeping the chain profitable for validators. While not naturally designed to be low-cost, Ethereum introduced Blob space through the Dencun Upgrade. This move helped lower the costs on its Layer-2 chains significantly. On Transaction Ordering This is a more technically based feature that largely determines user experience. If the design of an L-1 in terms of how transactions are organized in blocks offers a bad experience, it can impact the chain’s overall outlook. Ethereum uses a mempool where transactions are entered before the block is constructed. This contrasts with Solana’s constant streaming model, removing the lag Ethereum is known for. Every blockchain in the industry is working towards enhancing its speed, throughput, and fees. With the influx of institutional investors into the ecosystem, the narrative is changing across the board. Regulation is also seeking to shape the current innovation as new niches like RWA tokenization are set to define which layer-1 network will dominate in the future. The post State of The Network: Solana Leads Layer-1 Rivals In Key Economic Metrics appeared first on The Coin Republic.