‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace
Published . Updated .
Smith expects traditional financial markets to shift to 24/5 trading by mid-2027, requiring new blockchain infrastructure.
Directly affected
- AVAT Avalanche Treasury
Named in this report.
Indirectly affected
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- WFC Wells Fargo
Bank profits move with lending and interest rates
- C Citigroup
Bank profits move with lending and interest rates
- GS Goldman Sachs
Bank profits move with lending and interest rates
- MS Morgan Stanley
Bank profits move with lending and interest rates
- XLF Financial Select Sector SPDR
A fund of financial companies
- KBE SPDR S&P Bank
A fund of bank stocks
- KRE SPDR S&P Regional Banking
Regional banks are sensitive to deposits and rates
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Smith expects traditional financial markets to shift to 24/5 trading by mid-2027, requiring new blockchain infrastructure.
Source: The Block
The price since 17 Sep 2026: SuperX AI Technology (SUPX) versus the S&P 500
Since the first closing price after “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is +0.65% over the same days, a -3.47% difference versus the market.
Who reported a SuperX AI Technology (SUPX) trade near this story
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 24 days before publication, inside 30 days. The filing is listed beside the story “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around SuperX AI Technology (SUPX)
Companies mentioned with this story
- SUPX SuperX AI Technology
For “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
For “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
For “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
In “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CHAT Roundhill Generative AI & Tech
For “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
SuperX AI Technology (SUPX)
The 17 Sep 2026 story “‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace” names SuperX AI Technology (SUPX) because of this story.
What ties SuperX AI Technology (SUPX) to the headline is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, American Battery Technology (ABAT), is listed for a different reason: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Price levels for SuperX AI Technology (SUPX)
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
How strong the case is around SuperX AI Technology (SUPX)
46 out of 100
“‘There’s not enough block space’: Avalanche Treasury CEO says AI agents could crunch L1 blockspace” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.