‘There’s not enough blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity
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
How far SuperX AI Technology (SUPX) has moved since 17 Sep 2026
Since the first closing price after “‘There’s not enough blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity,” 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.
Filings that name SuperX AI Technology (SUPX) around 17 Sep 2026
- 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 blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity.”
- 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 blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity.”
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 carried with this story
- SUPX SuperX AI Technology
For “‘There’s not enough blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity,” 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
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “‘There’s not enough blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity.” 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
Aecom (ACM) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “‘There’s not enough blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity.” 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
For “‘There’s not enough blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. 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 blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity,” 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 blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity,” 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)
SuperX AI Technology (SUPX) is the company in “‘There’s not enough blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity,” the 17 Sep 2026 this story story.
SuperX AI Technology (SUPX) is on the page because 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
Also listed, American Battery Technology (ABAT): 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
The price range for SuperX AI Technology (SUPX), and the dates in the story
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.
What the saved facts support for SuperX AI Technology (SUPX)
100 out of 100
“‘There’s not enough blockspace’: Avalanche Treasury CEO says AI agents could crunch L1 blockchain capacity” scores 100 out of 100. The score uses 6 linked companies.