AVAX One Provides Strategic Update on AVAX Treasury and Ongoing Growth Initiatives

Rhea-AI Summary

AVAX One (Nasdaq: AVX) outlined an AVAX-centric treasury and growth plan emphasizing staking, validator infrastructure, fintech M&A, capital allocation, and investor transparency on January 28, 2026. Key metrics include approximately $600,000 staking rewards through December 31, 2025; >90% of AVAX holdings staked; and an expected 180,000 AVAX in Q1 2026 (~$2.0 million at current prices).

The company launched proprietary validator infrastructure, continues opportunistic share repurchases (649,845 shares for ~$1.1 million through January 25, 2026), targets a majority fintech acquisition in H1 2026, and provides a Treasury Analytics dashboard for real-time metrics.

Positive

• Staking rewards totaling $600,000 through Dec 31, 2025
• Expect ~180,000 AVAX staking rewards in Q1 2026 (~$2.0M)
• Currently staking >90% of AVAX holdings
• Launched proprietary validator infrastructure to generate delegation revenue
• Repurchased 649,845 shares for ~$1.1M (avg $1.71)

Negative

• Treasury concentration in AVAX tokens increases market-price exposure
• Projected Q1 staking value (~$2.0M) is dependent on current AVAX price
• PIPE registration may enable future share resale, creating potential share overhang

Market Reaction

+5.29% $1.09 2.1x vol

15m delay 6 alerts

+5.29% Since News

$1.09 Last Price

$1.00 $1.14 Day Range

+$5M Valuation Impact

$102M Market Cap

2.1x Rel. Volume

Following this news, AVX has gained 5.29%, reflecting a notable positive market reaction. Our momentum scanner has triggered 6 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $1.09. This price movement has added approximately $5M to the company's valuation. Trading volume is elevated at 2.1x the average, suggesting notable buying interest.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.

Key Figures

Staking rewards to 2025: $600,000 AVAX staked: more than 90% of AVAX holdings Expected Q1 2026 rewards: 180,000 AVAX +4 more

7 metrics

Staking rewards to 2025 $600,000 Cumulative staking rewards through Dec 31, 2025

AVAX staked more than 90% of AVAX holdings Portion of AVAX treasury currently staked

Expected Q1 2026 rewards 180,000 AVAX Projected AVAX staking rewards in Q1 2026

Value of Q1 2026 rewards $2.0 million Estimated value of 180,000 AVAX rewards at current prices

Shares repurchased 649,845 shares Cumulative buybacks through Jan 25, 2026

Buyback spend $1.1 million Total spend under share repurchase program to Jan 25, 2026

Average repurchase price $1.71 per share Average price paid for repurchased shares

Market Reality Check

Price: $1.04 Vol: Volume 8,938,813 is 14.15...

high vol

$1.04 Last Close

Volume Volume 8,938,813 is 14.15x the 20-day average of 631,830, indicating unusually heavy trading ahead of/around this update. high

Technical Shares at $1.04 are well below the 200-day MA of $14.15 and sit 95.25% under the 52-week high, near the 52-week low of $0.97.

Peers on Argus

No peer stocks with momentum data or same-day headlines are provided, so the -39...

No peer stocks with momentum data or same-day headlines are provided, so the -39.88% move in AVX appears stock-specific rather than part of a broader sector rotation.

Previous Crypto Reports

2 past events · Latest: Jan 21 (Positive)

Same Type Pattern 2 events

Date	Event	Sentiment	Move	Catalyst
Jan 21	Validator launch	Positive	-1.0%	First public Avalanche validator node aimed at delegation and fee revenue.
Jan 06	Treasury dashboard	Positive	+0.7%	Launch of Avalanche treasury dashboard with real-time NAV and AVAX metrics.

Pattern Detected

Crypto-focused updates have historically triggered modest, mixed price moves, making the current steep decline unusually severe versus prior crypto-tag news.

Recent Company History

Over the past months, AVAX One has steadily built out its Avalanche-focused strategy. On January 6, 2026 it launched an institutional-grade treasury dashboard, followed by a validator infrastructure launch on January 21, 2026 to earn delegation fees. Earlier disclosures in late 2025 highlighted growing AVAX holdings and a sizeable repurchase program. Today’s strategic update extends this same crypto-treasury and staking roadmap, but the pre-news trading context shows AVX already deeply below its 52-week high and close to its 52-week low.

Historical Comparison

crypto

+0.8 %

Average Historical Move

Historical Analysis

Past crypto-related updates moved AVX by an average of 0.81%. The current -39.88% reaction to a similar strategic crypto update represents a stark outlier versus that history.

Typical Pattern

Crypto-tag news shows a progression from analytics tools to validator infrastructure and now a broader AVAX-centric treasury and capital-allocation strategy.

Market Pulse Summary

The stock is up +5.3% following this news. A strong positive reaction aligns with the company’s ongo...

Analysis

The stock is up +5.3% following this news. A strong positive reaction aligns with the company’s ongoing pivot toward an AVAX-centric model, which already included a treasury dashboard and validator launch. Historically, crypto-tag news moved AVX by about 0.81%, so a much larger gain would stand out versus recent behavior. Investors would likely weigh the scale of staking rewards, buybacks, and broader ecosystem positioning against prior episodes where follow-through depended on sustained execution.

Key Terms

staking, validator infrastructure, delegation fees, pipe transaction, +3 more

7 terms

staking technical

"AVAX One’s strategy is anchored by an AVAX-centric treasury model focused on disciplined accumulation of the AVAX token, protocol-native staking and long-term participation..."

Staking is the practice of locking up digital tokens to help run a blockchain network in return for rewards, similar to leaving money in a time deposit that pays interest while it’s unavailable. It matters to investors because staking can generate regular income and affect a token’s circulating supply and price, but it also ties up assets and can carry risks like lock-up periods, reduced liquidity, or technical and platform failures.

validator infrastructure technical

"AVAX One recently launched its proprietary validator infrastructure, enabling third-party delegators to stake AVAX..."

Validator infrastructure is the network of computers and systems that verify and confirm transactions or data within a digital system, such as a blockchain. It functions like a group of trusted judges who ensure everything is accurate and legitimate before it becomes part of the official record. For investors, this infrastructure is crucial because it underpins the security, reliability, and integrity of the digital environment they are investing in.

delegation fees financial

"enabling third-party delegators to stake AVAX at competitive costs while generating revenue through delegation fees."

Delegation fees are payments a company makes when it hires an outside party to carry out specific tasks or services that the company could otherwise do itself, similar to paying a contractor to mow a lawn instead of doing it yourself. For investors, these fees matter because they increase operating costs, can change profit margins, and may signal reliance on third parties — which affects risk, service quality and potential conflicts of interest.

pipe transaction financial

"In connection with its previously completed PIPE transaction, the Company filed a registration statement..."

A PIPE transaction is when a publicly traded company sells new shares or convertible securities directly to a select group of private investors, rather than through a public offering. It’s essentially a quick way for a company to raise cash, but it can dilute existing shareholders and often involves a price discount, so investors watch PIPEs for their potential impact on share value and ownership stakes—like a private top-up that changes the size of everyone’s slice of the pie.

registration statement regulatory

"the Company filed a registration statement on January 26, 2025, to satisfy its contractual registration obligation."

A registration statement is a formal document that companies file with a government agency to offer new shares of stock to the public. It provides essential information about the company's finances, operations, and risks, helping investors make informed decisions. Think of it as a detailed product description that ensures transparency and trust before buying into a company.

share repurchase program financial

"As part of its capital allocation framework, the Company continues to utilize its previously announced share repurchase program."

A share repurchase program is when a company buys back its own shares from the marketplace. This reduces the total number of shares available, which can increase the value of each remaining share and signal confidence in the company's prospects. For investors, it often suggests that the company believes its stock is undervalued or that it has extra cash to return to shareholders.

onchain finance technical

"long-term participation in the expansion of institutional onchain finance."

Onchain finance is financial activity carried out directly on a blockchain using programmable rules (smart contracts), where transactions and records are stored on a public digital ledger that anyone can verify — like banking rules written into a shared spreadsheet that runs itself. It matters to investors because it can lower costs, speed settlement, and increase transparency while introducing new risks such as software bugs, key custody issues and changing regulation, so it changes how value is created, moved and verified.

AI-generated analysis. Not financial advice.

Company Details Execution Across Staking, Validator Infrastructure, Fintech M&A Strategy, and Capital Allocation

WEST PALM BEACH, FL, Jan. 28, 2026 (GLOBE NEWSWIRE) -- AVAX One Technology Ltd. (Nasdaq: AVX) (“AVAX One” or the “Company”), today provided an update on its strategic priorities and ongoing initiatives designed to drive long-term shareholder value and support the continued growth of the Avalanche ecosystem.

AVAX One’s strategy is anchored by an AVAX-centric treasury model focused on disciplined accumulation of the AVAX token, protocol-native staking and long-term participation in the expansion of institutional onchain finance. In addition to its treasury strategy, the Company is executing on multiple complementary initiatives intended to create diversified revenue streams, enhance capital efficiency and increase transparency for investors.

“We are focused on building a durable, long-term value creation platform anchored by AVAX and supported by multiple reinforcing economic levers,” said Jolie Kahn, Chief Executive Officer of AVAX One. “By combining onchain yield generation, disciplined capital allocation and strategic ecosystem participation, we believe AVAX One is well positioned to deliver transparent, compounding value for shareholders.”

Execution Across Multiple Strategic Initiatives

• Institutional Staking and Onchain Yield Generation - Since inception, the Company has generated approximately $600,000 in staking rewards through December 31, 2025. AVAX One is currently staking more than 90% of its AVAX holdings and expects to generate approximately 180,000 AVAX in staking rewards during the first quarter of 2026, representing approximately $2.0 million in value based on current market prices.
• Validator Infrastructure and Delegation Revenue - AVAX One recently launched its proprietary validator infrastructure, enabling third-party delegators to stake AVAX at competitive costs while generating revenue through delegation fees. This infrastructure strengthens operational control, improves capital efficiency and creates an incremental, protocol-native revenue stream.
• Fintech M&A Strategy - The Company continues to advance its previously announced fintech acquisition strategy and is actively evaluating potential transactions. AVAX One is targeting a majority acquisition of a synergistic business with the goal of completing its first transaction in the first half of 2026, focused on accelerating growth within the onchain AVAX economy.
• Industry Leadership and Policy Engagement - AVAX One remains actively engaged as a thought leader across the digital asset industry, including ongoing dialogue with policymakers and regulators in Washington, D.C. and internationally, supporting the responsible development and institutional adoption of blockchain-based financial infrastructure.
• Share Repurchase Program - As part of its capital allocation framework, the Company continues to utilize its previously announced share repurchase program. Through January 25, 2026, AVAX One has repurchased 649,845 shares for approximately $1.1 million or an average price of $1.71 per share. The Company expects to continue opportunistic repurchases when management believes the stock is trading below its intrinsic value.
• Enhanced Transparency and Visibility - To further support investor engagement and transparency, AVAX One continues to provide real-time visibility into key performance metrics through its AVAX One Treasury Analytics dashboard. The dashboard includes metrics such as AVX share price, AVAX tokens held, mNAV, and net asset value, and is available https://analytics-avaxone.theblueprint.xyz/.
  
  

In connection with its previously completed PIPE transaction, the Company filed a registration statement on January 26, 2025, to satisfy its contractual registration obligation. The registration enables the potential resale of shares but does not indicate that all, or any, of the registered shareholders are currently selling or intend to sell their shares. Any sales, if they occur, are determined solely by individual holders and market conditions.

About AVAX One Technology Ltd.

AVAX One Technology Ltd. (NASDAQ: AVX) is the first publicly traded Avalanche Treasury company, building the premier institutional gateway to the onchain financial economy powered by the Avalanche blockchain network. Through AVAX accumulation, onchain yield and strategic acquisitions, the Company aims to compound long-term value for its shareholders while supporting the growth of the Avalanche ecosystem. Led by a team of veterans from institutional finance and public company backgrounds and advised by leaders from across the digital asset industry, AVAX One is being built to be a scalable, regulated gateway for public market investors to participate in the growth of the onchain economy. For more information, visit www.avax-one.com.

Forward Looking Statements

This press release includes forward-looking statements within the meaning of Section 27A of the Act, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements generally can be identified by the use of words such as "anticipate," "expect," "plan," "could," "may," "will," "believe," "estimate," "forecast," "goal," "project," and other words of similar meaning. These forward-looking statements address various matters including statements relating to the anticipated benefits and timing of the completion of the proposed offering and related transactions, the intended use of proceeds from the PIPE offering, expectations regarding future capital raising activity, the assets to be held by the Company, expectations regarding adoption of the Avalanche network, the expected future market, price and liquidity of the digital assets the Company acquires, the macro and political conditions surrounding digital assets, the Company's plan for value creation and strategic advantages, market size and growth opportunities, regulatory conditions, competitive position and the interest of other entities in similar business strategies, technological and market trends, future financial condition and performance, the expected financial impacts of the proposed transactions described herein, and the timing of the closing of the PIPE offering. Each forward-looking statement contained in this press release is subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statement. Applicable risks and uncertainties include, among others, the proposed transactions described herein may not be completed in a timely manner or at all; failure to realize the anticipated benefits of the transactions and the proposed AVAX strategy; changes in business, market, financial, political and regulatory conditions; risks relating to the Company's operations and business, including the highly volatile nature of the price of AVAX and other cryptocurrencies; the risk that the price of the Company's securities may be highly correlated to the price of the digital assets that it holds; risks related to increased competition in the industries and markets in which the Company does and will operate (including the applicable digital assets market); risks relating to significant legal, commercial, regulatory and technical uncertainty regarding digital assets generally; risks relating to the treatment of crypto assets for U.S. and foreign tax purposes, as well as those risks and uncertainties identified in the Company's filings with the SEC. The forward-looking statements in this press release speak only as of the date of this document, and the Company undertakes no obligation to update or revise any of these statements. The statements made in this press release are not intended to be projections of the Company's future results nor an offer of a future securities transaction by the Company. Any offering in the future will be made through compliance with all applicable regulations and the filing of appropriate documents with the SEC, as required under those regulations.

Investor Relations Contact
Sean Mansouri, CFA or Aaron D’Souza
Elevate IR
(720) 330-2829
AVX@elevate-ir.com

Media Contact
Ebony Lewkovitz
ebony@edencommunications.com

FAQ

How much staking reward has AVAX One (AVX) generated through December 31, 2025?

AVAX One generated approximately $600,000 in staking rewards through December 31, 2025. According to the company, this reflects onchain yield since inception and supports its AVAX-centric treasury and staking strategy going forward.

What does AVAX One expect in staking rewards for Q1 2026 and how was the value estimated?

AVAX One expects about 180,000 AVAX in staking rewards during Q1 2026, valued at roughly $2.0 million at current prices. According to the company, the dollar estimate is based on prevailing AVAX market prices and staking projections.

What is AVAX One's recent activity on share repurchases (AVX) through January 25, 2026?

Through January 25, 2026, AVAX One repurchased 649,845 shares for approximately $1.1 million, averaging $1.71 per share. According to the company, repurchases are opportunistic when management deems stock below intrinsic value.

How will AVAX One's validator infrastructure affect revenue and operations for AVX?

The proprietary validator infrastructure enables delegation fees and protocol-native revenue while improving operational control. According to the company, third-party delegators can stake AVAX at competitive costs, creating incremental, onchain revenue streams.

Is AVAX One pursuing acquisitions and what is the timing for potential fintech M&A (AVX)?

AVAX One is actively evaluating fintech targets and is targeting a majority acquisition in the first half of 2026. According to the company, the goal is to accelerate growth within the onchain AVAX economy, though no definitive transaction closing was reported.