Avalon Labs Makes Moves

PLUS: Bitcoin hits a record $118K, Ric Edelman urges 40% crypto portfolio allocation, an $8B whale wallet awakens, Genius Group boosts BTC holding

Author

Michael Stinson
July 11, 2025

Happy Friday, Maestros!

Welcome to a new edition of the Bitcoin Renaissance!

This week, Bitcoin surged to a new all-time high of $118K this week, wiping out $340M in short positions as institutions piled in. Ric Edelman recommended allocating up to 40% of portfolios to crypto, calling non-participation the bigger risk. Meanwhile, a dormant whale moved $8B in BTC amid rising quantum security concerns. Genius Group grew its Bitcoin treasury by 23%, highlighting rising corporate conviction.

We also released another API! Find out more here!

🚀 Featured Stories

Bitcoin reached a new all-time high of $118,000, driven by increased institutional demand and a favorable policy outlook. The surge triggered approximately $340 million in short liquidations.

Veteran financial advisor Ric Edelman argues that excluding crypto from investment portfolios is now more speculative than including it. He recommends allocating 10% to 40% of portfolios to crypto assets, citing Bitcoin's potential to reach $500,000 by 2030.

A dormant Bitcoin wallet transferred $8 billion worth of BTC, sparking speculation that concerns over quantum computing threats may be prompting long-term holders to enhance their digital defenses.

Singapore-based Genius Group announced a 23% increase in its Bitcoin treasury, bringing its total holdings to 148 BTC. The company achieved a 113% yield on its Bitcoin investments, reflecting growing corporate adoption of the cryptocurrency.

💡Spotlight: Avalon Labs

Avalon Finance is building a hybrid financial infrastructure centered on Bitcoin, merging elements of DeFi and CeFi to unlock new lending and stablecoin use cases. With a focus on capital efficiency and cross-chain accessibility, Avalon empowers BTC holders to deploy their assets productively—without compromising on decentralization or transparency.

History

Avalon Finance emerged in March 2024 when a team of six recognized that Bitcoin, despite being the world's largest cryptocurrency, remained largely excluded from the rapidly growing DeFi ecosystem. Avalon Labs set out to bridge this gap by creating a Bitcoin-focused DeFi lending protocol that would unlock the trillion-dollar asset's dormant value while preserving its core security and decentralization principles.

Key Features

  • CeDeFi CDP – USDa
    Avalon offers the world’s first yield-bearing collateralized debt position (CDP) backed by Bitcoin. Integrated into its CeDeFi framework, this feature lets users mint USDa stablecoins against their BTC while simultaneously earning yield—turning idle Bitcoin into productive collateral without giving up custody.

  • USDaLend
    USDaLend is a lending protocol powered by Avalon’s Bitcoin-backed stablecoin, USDa. It enables seamless borrowing and lending of stablecoins, with capital efficiency and cross-chain access as core pillars. Built for simplicity and scale, USDaLend supports multi-chain deployments through LayerZero.

  • CeDeFi Lending
    This hybrid protocol connects decentralized finance with centralized liquidity sources. Avalon’s CeDeFi lending enables users to access stablecoin loans (e.g., USDT, USDC) at fixed rates, with institutional capital helping ensure deep liquidity and minimized slippage during liquidations via a proprietary trading algorithm.

  • Decentralized Lending
    Avalon’s DeFi-native lending protocol uses isolation pools to support lending and borrowing of BTC and Bitcoin Liquid Staked Derivatives (LSDs). Designed for security and capital efficiency, it operates across Ethereum, Arbitrum, and BNB Chain, supporting deep liquidity and risk-managed exposure across ecosystems.

Recent News

Avalon Labs has taken significant steps to strengthen its position in the Bitcoin finance ecosystem. On June 8, the company permanently burned 80 million $AVL tokens (44% of circulating supply worth roughly $16M in unclaimed airdrop tokens), marking a shift into a deflationary phase to better align long-term incentives. On June 26, Avalon Labs participated in policy discussions in Washington, D.C., alongside the Bitcoin Policy Institute, voicing support for the Blockchain Regulatory Certainty Act (BRCA) to help safeguard non-custodial services and clarify regulatory frameworks for U.S.-based crypto builders.

The Future

Avalon Labs is entering a new phase focused on business expansion, deeper real-world asset integration, and regulatory alignment. With deflationary tokenomics now in play and momentum building around U.S. policy engagement, Avalon is positioning itself as a long-term player in the future of Bitcoin-native finance.

Check out more info here!

📣 Trending on X

Charles Hoskinson said the gigachad bull run is coming. $250K BTC. Trillions into alts. And it starts with the Genius & Clarity Acts.

A $1,000 increase in Bitcoin translates to a ~$597 million gain on Strategy’s balance sheet.
Based on today’s rally, they’re up nearly $2.7 billion.

Bitcoin is up 55% since its April 2025 low, smashing through to a new all-time high of $117,000. At the same time, the U.S. dollar is having its worst start to a year since 1973—down nearly 11% in just six months. (Thread)

Peter Zeihan predicted Bitcoin would crash below zero in 2023. It’s up $100,000 since. Oops.