Modular_Capital's profile picture. Fundamental and thesis-driven crypto investment firm. No investment advice

Modular Capital

@Modular_Capital

Fundamental and thesis-driven crypto investment firm. No investment advice

Modular Capital 已轉發

Metaplex DAO continues to accumulate $MPLX That's 25% of the total supply held by the DAO that's not in circulation Eventually there won't be any supply left

DegenMack's tweet image. Metaplex DAO continues to accumulate $MPLX

That's 25% of the total supply held by the DAO that's not in circulation

Eventually there won't be any supply left

1/ The September data is in, here are the highlights: • $2.5M protocol revenue • $1.1M used to buyback 4.8M $MPLX for the DAO (0.8% of outstanding supply) • $2.3M Token Metadata revenue (highest in the last 7 months)

metaplex's tweet image. 1/ The September data is in, here are the highlights:

• $2.5M protocol revenue
• $1.1M used to buyback 4.8M $MPLX for the DAO (0.8% of outstanding supply)
• $2.3M Token Metadata revenue (highest in the last 7 months)


Modular Capital 已轉發

A year ago Euler had under $4m in deposits. Today Euler has almost $4b. We’ve spent a minuscule fraction of what others have to get here. We are relentless. We are just getting started. More coming soon.


Modular Capital 已轉發

🔒in.

0xSehaj's tweet image. 🔒in.

Modular Capital 已轉發

ATH ATH ATH ATH The northstar for us post TGE was to scale OI and Liquidity. We've gone 3x now - scaled OI capacity to over $200M. 100M OI loading...

314yush's tweet image. ATH ATH ATH ATH

The northstar for us post TGE was to scale OI and Liquidity. 

We've gone 3x now - scaled OI capacity to over $200M.  

100M OI loading...

Modular Capital 已轉發

Euler is disproportionately good at generating fees and revenue. 7d fees on Euler the same as Morpho, and we have our fee switch ON. Did you know the protocol quietly bought back 172k EUL and burned an additional 50k EUL? That's 0.8% of the total supply in 1 year, anon.

euler_mab's tweet image. Euler is disproportionately good at generating fees and revenue. 

7d fees on Euler the same as Morpho, and we have our fee switch ON.

Did you know the protocol quietly bought back 172k EUL and burned an additional 50k EUL? 

That's 0.8% of the total supply in 1 year, anon.

Modular Capital 已轉發

162% revenue growth in the quarter. Return to fundamentals.

eulerfinance's tweet image. 162% revenue growth in the quarter.

Return to fundamentals.

Modular Capital 已轉發

Lots of comments lately about $AVNT price action. The job of a good team in DeFi is to never comment on price, but rather focus on three important pillars, 24/7: - Long-term alignment: To ensure this is systematically the case for Avantis team and investors, we have a one year…


Modular Capital 已轉發

Since our TGE 2.5 weeks ago, here's the change in @avantisfi metrics: - Open interest: Up 5x. - Avg Daily Volumes: Up 3x. - Run-rate revenues: Up 100% (crossing $30M annualized). - DAUs: Up 3x. - LP fee share -> 100% of fees. Post TGE is the true day 1: analytics.avantisfi.com


Modular Capital 已轉發

Deep look report at the future of Asset Management. Now with $4bn in AUM @maplefinance is at a scale to imagine and create that future...Onchain Asset Management

Onchain Asset Management: Designing the Future of Investment Strategies Dive into the future of asset management in our latest report, co-produced with @maplefinance, and insights from @pendle_fi, @MorphoLabs, @yearnfi, @MEVCapital, @gauntlet_xyz. keyrock.com/onchain-asset-…



Modular Capital 已轉發

ICYMI: YOU CAN NOW TRADE US EQUITIES PERPS FULLY ONCHAIN ON @avantisfi

314yush's tweet image. ICYMI: YOU CAN NOW TRADE US EQUITIES PERPS FULLY ONCHAIN ON @avantisfi

Modular Capital 已轉發

The fastest launch to hit $1B onchain volumes on @base. Glad we partnered with the chads at @AerodromeFi. Never under-estimate the power of community ! x.com/AerodromeFi/st…

$1 Billion on Avantis ✈️ @avantisfi launched on Aerodrome just 2 weeks ago, and already total $AVNT volumes have surpassed $1B— Making it the fastest launch to ever hit the billion-dollar mark on @base. Aerodrome is built to launch.

AerodromeFi's tweet image. $1 Billion on Avantis ✈️

@avantisfi launched on Aerodrome just 2 weeks ago, and already total $AVNT volumes have surpassed $1B—

Making it the fastest launch to ever hit the billion-dollar mark on @base.

Aerodrome is built to launch.


Modular Capital 已轉發

There’s now >$1,000,000,000 in Superstate tokenized funds, $USTB and $USCC. I’m grateful to our partners, clients, and friends that have helped us reach this milestone 🥰


Modular Capital 已轉發

Update: @avantisfi in top 3 now. Job is far from done 🫰

0xSehaj's tweet image. Update: @avantisfi in top 3 now.

Job is far from done 🫰

Cool to see @avantisfi be a top 5 fee generating protocol on @base today, with 100% of fees going to our liquidity providers 🤝 Post-TGE is the best time to ship. Lots of aces up our sleeves ⚡

0xSehaj's tweet image. Cool to see @avantisfi be a top 5 fee generating protocol on @base today, with 100% of fees going to our liquidity providers 🤝

Post-TGE is the best time to ship. Lots of aces up our sleeves ⚡


Modular Capital 已轉發

The $MPLX circulating supply on Coingecko and Coinmarket Cap has been updated to exclude the 242mm tokens (24% of total supply) held by the Metaplex DAO While the token is fully unlocked, there is a substantial portion of the supply that is unlikely to ever enter circulation

DegenMack's tweet image. The $MPLX circulating supply on Coingecko and Coinmarket Cap has been updated to exclude the 242mm tokens (24% of total supply) held by the Metaplex DAO

While the token is fully unlocked, there is a substantial portion of the supply that is unlikely to ever enter circulation
DegenMack's tweet image. The $MPLX circulating supply on Coingecko and Coinmarket Cap has been updated to exclude the 242mm tokens (24% of total supply) held by the Metaplex DAO

While the token is fully unlocked, there is a substantial portion of the supply that is unlikely to ever enter circulation

This is something that is not well understood about $MPLX Token is fully unlocked, but ~40% is held by the @metaplex DAO and Metaplex Foundation Working on improving the visibility of token-related data, including participating in the @Blockworks_ transparency framework soon



Modular Capital 已轉發

Season 3 is 3 times larger in dollar value than S1+S2 combined, yet its only 1/3rd the duration🤯. See you in the trenches, I'll be competing fair and square across both trading and LP points, just like I did in S1 and S2. Great for building user empathy, and even better for…

We're excited to announce 40,000,000 in $AVNT rewards for Season 3! With 4% of $AVNT (currently worth over $80M) allocated for XP holders within the next 5 months, Season 3 is set to be not only our most rewarding points season ever, but also the shortest 🧵

avantisfi's tweet image. We're excited to announce 40,000,000 in $AVNT rewards for Season 3!

With 4% of $AVNT (currently worth over $80M) allocated for XP holders within the next 5 months, Season 3 is set to be not only our most rewarding points season ever, but also the shortest 🧵


Modular Capital 已轉發

Today, we're excited to announce GLADOS-1, the first computer-use (CUA) model post-trained using collective, crowd-sourced trajectories. Post-trained on UI-TARS-7B-SFT, we improved performance of the base model on OSWorld.

chakra_ai's tweet image. Today, we're excited to announce GLADOS-1, the first computer-use (CUA) model post-trained using collective, crowd-sourced trajectories.

Post-trained on UI-TARS-7B-SFT, we improved performance of the base model on OSWorld.

Modular Capital 已轉發

We're excited to announce 40,000,000 in $AVNT rewards for Season 3! With 4% of $AVNT (currently worth over $80M) allocated for XP holders within the next 5 months, Season 3 is set to be not only our most rewarding points season ever, but also the shortest 🧵

avantisfi's tweet image. We're excited to announce 40,000,000 in $AVNT rewards for Season 3!

With 4% of $AVNT (currently worth over $80M) allocated for XP holders within the next 5 months, Season 3 is set to be not only our most rewarding points season ever, but also the shortest 🧵

Modular Capital 已轉發

Happy ATH day @avantisfi ! Meeting demand is always a great problem to solve for, but please bear with us as we scale up OI capacity to $100M+.

0xSehaj's tweet image. Happy ATH day @avantisfi !

Meeting demand is always a great problem to solve for, but please bear with us as we scale up OI capacity to $100M+.
0xSehaj's tweet image. Happy ATH day @avantisfi !

Meeting demand is always a great problem to solve for, but please bear with us as we scale up OI capacity to $100M+.

Modular Capital 已轉發

Pendle now generates > $100m revenue per year That is quite a bit of money(!!!) 👏 Might do a breakdown of our different revenue streams in a bit so y'all can see what we're playing with Pendle

PendleIntern's tweet image. Pendle now generates > $100m revenue per year

That is quite a bit of money(!!!) 👏

Might do a breakdown of our different revenue streams in a bit so y'all can see what we're playing with

Pendle

Modular Capital 已轉發

Your aimbot for trading. Waitlist in bio...


Loading...

Something went wrong.


Something went wrong.