AVAX Slides as Volume Spikes; AVAX One Fund Looms

AVAX Slides as Volume Spikes; AVAX One Fund Looms

Wed, December 03, 2025

AVAX Slides as Volume Spikes; AVAX One Fund Looms

Introduction
Avalanche’s native token AVAX experienced a notable short-term pullback while trading activity increased sharply. Over a recent multi-day window AVAX declined from about $13.67 to $12.74 even as reported 24‑hour volumes climbed toward $345 million. At the same time, concrete institutional moves — most prominently the AgriFORCE rebrand to AVAX One and foundation-backed treasury initiatives — are positioning to materially affect token flow once executed. This article breaks down the price/volume action, outlines the events that matter, and explains what traders should watch next.

Short-term Price & Volume Snapshot

Observed price movement

Between late November and early December AVAX moved lower from approximately $13.67 to $12.74. That decline coincided with elevated liquidity and trading interest, suggesting the move was driven by strong activity rather than a quiet drift.

Volume tells the story

Trading volume accelerated from roughly $271 million to about $345 million during the same period. When price falls alongside rising volume it often signals heavier selling pressure — participants are liquidating positions at scale rather than merely reducing net exposure. In plain terms: more AVAX changed hands as prices dropped, pointing to distribution rather than accumulation in the immediate window.

Major Events Influencing AVAX Supply and Demand

AVAX One (formerly AgriFORCE) fundraising push

AgriFORCE Growing Systems recently rebranded to AVAX One and announced aggressive fundraising targets, aiming to raise roughly $550 million to acquire AVAX and tokenize traditional assets on Avalanche. Management and backers — including notable names in crypto finance — indicated plans to accumulate sizeable AVAX holdings (projected acquisitions were discussed in the hundreds of millions). The company’s announcement produced pronounced equity volatility in its listed shares, reflecting investor reaction to the token-accumulation strategy.

Avalanche Foundation treasury initiatives

Separately, the Avalanche Foundation has been reported to explore treasury vehicles and capital raises that could total around $1 billion. The structure discussed combines a private investment tranche and a SPAC-style vehicle, which could be used to purchase AVAX from the foundation directly. If implemented, these mechanisms would meaningfully alter demand dynamics: large coordinated buys compress circulating supply and raise price support — but the mechanics, timing and pricing (discounted foundation sales were discussed) will determine net impact.

What this means for traders and investors

Near-term outlook

The immediate price action points to consolidation under selling pressure. Elevated volume during price drops suggests supply-side dominance for now. Absent a short-term on-chain event or protocol upgrade, expect more choppy trading until one of the institutional initiatives moves from announcement to execution with clear timelines.

Medium-term catalysts to monitor

  • Official filings or confirmations from AVAX One on actual AVAX purchases and schedule.
  • Concrete terms from Avalanche Foundation on treasury mechanics, pricing and lock-up periods.
  • On-chain metrics: net exchange flows, large whale transfers, and changes in AVAX held by institutional addresses.

Large, verified accumulations will likely tighten supply and create upward pressure; conversely, foundation sales at discounts or early sell-downs by treasury vehicles could add liquidity and depress price.

Conclusion

AVAX’s recent decline from about $13.67 to $12.74 amid rising volumes reflects short-term distribution. However, institutional moves — especially the AVAX One accumulation plan and the foundation’s treasury proposals — are concrete, event-driven factors that could reshape supply dynamics if executed. Traders should prioritize verified execution details and on-chain flow data over speculation, watching for confirmed buy programs, lockups, or large transfers that would translate announcements into price action.

Data points referenced are based on reported price levels and volume figures over the recent week and public statements related to AVAX One and Avalanche Foundation treasury activity.