BTCC / BTCC Square / Cryptopolitan /
Analysts Champion GeeFi (GEE) Over Avalanche (AVAX) After 32% Price Plunge, Project $1 Valuation by 2026

Analysts Champion GeeFi (GEE) Over Avalanche (AVAX) After 32% Price Plunge, Project $1 Valuation by 2026

Published:
2025-11-25 18:53:16
8
3

Amazon commits $50 billion to new federal AI and HPC buildout for U.S. government

Market shifts create new opportunities—and analysts are betting big on an underdog.

The Great Rotation Begins

Following Avalanche's 32% price collapse, investment sentiment pivots toward emerging contender GeeFi. Technical analysts point to fundamental strengths that position GEE for substantial growth while AVAX struggles to regain footing.

Numbers Don't Lie

The projected $1 valuation by 2026 represents significant upside potential from current levels. Market watchers note the timing aligns perfectly with broader adoption cycles in the decentralized finance space.

Smart Money Moves

Institutional interest quietly accumulates behind GeeFi's infrastructure advantages. The platform's technical architecture demonstrates resilience where established players show vulnerability during market volatility.

Because nothing says 'trust the process' like abandoning a sinking ship for a rocket—welcome to crypto portfolio management.

Amazon expands government AI push with new federal infrastructure

Amazon said its MOVE lines up with what others are already doing. Anthropic and Meta announced new AI data centers in the U.S. earlier this year.

Oracle, OpenAI, and SoftBank launched their Stargate joint venture in January, a plan built around a $500 billion U.S. infrastructure spend spread out over four years.

AWS said the new federal sites will let agencies build custom AI systems and clean up datasets while also helping teams “enhance workforce productivity,” a phrase the company used in its announcement.

Amazon said AWS already supports more than 11,000 government agencies, and that this investment is designed to increase that capacity.

AWS CEO Matt Garman said the $50 billion plan “removes the technology barriers that have held government back and further positions America to lead in the AI era.” Matt said it was about meeting the demand that federal agencies keep bringing forward, especially as the TRUMP administration pushes for stronger domestic AI systems.

Analysts have said Amazon leads cloud services overall, but has lost ground in AI‑driven cloud growth as Google and Oracle move faster.

Jacob Bourne, an analyst at Emarketer, said large infrastructure commitments are now required if Amazon wants to compete at the scale the AI market demands. Jacob said the company’s decision lines up with the direction of the federal technology market under Trump.

AWS said the move fits the WHITE House AI Action Plan, which the Trump team kept as part of its domestic AI strategy. The company also noted prior milestones in its government cloud work. It launched GovCloud (US‑West) in 2011 for federal security rules.

In 2014, it put out the first air‑gapped commercial cloud for classified workloads. In 2017, it became the first provider cleared to run regions for unclassified, secret, and top‑secret data. Amazon said this new investment builds on those steps and expands what agencies can run inside AWS.

Amazon builds new Indiana campuses as AI spending explodes

Amazon raised its capital spending forecast in October, saying it now expects to spend $125 billion in 2025, up from $118 billion.

This came as tech firms like OpenAI, Alphabet, and Microsoft kept raising their own spending on compute needed for large AI models. Everyone in the market is buying hardware at levels nobody even talked about five years ago, and nobody is slowing down.

Amazon said Monday it is also putting $15 billion into new data center campuses in Indiana, adding to the $11 billion it announced last year in St. Joseph County. These new sites will bring 2.4 gigawatts of capacity and use the same architecture used in Project Rainier, which Amazon describes as the world’s biggest AI supercomputer.

Amazon said the Indiana plan will create more than 1,100 technical jobs in areas like operations, networking, engineering, and security. The company added that the expansion will support thousands of supply‑chain roles, including construction workers, electricians, and fiber‑installation teams.

The company said the federal build, the Indiana sites, and the overall capital push are all tied to the same demand: government agencies want more compute, and Amazon wants to be the one selling it during Trump’s second term.

Claim your free seat in an exclusive crypto trading community - limited to 1,000 members.

|Square

Get the BTCC app to start your crypto journey

Get started today Scan to join our 100M+ users

All articles reposted on this platform are sourced from public networks and are intended solely for the purpose of disseminating industry information. They do not represent any official stance of BTCC. All intellectual property rights belong to their original authors. If you believe any content infringes upon your rights or is suspected of copyright violation, please contact us at [email protected]. We will address the matter promptly and in accordance with applicable laws.BTCC makes no explicit or implied warranties regarding the accuracy, timeliness, or completeness of the republished information and assumes no direct or indirect liability for any consequences arising from reliance on such content. All materials are provided for industry research reference only and shall not be construed as investment, legal, or business advice. BTCC bears no legal responsibility for any actions taken based on the content provided herein.