Modular Capital
@Modular_Capital
Fundamental and thesis-driven crypto investment firm. No investment advice
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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)
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.
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...
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.
162% revenue growth in the quarter. Return to fundamentals.
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…
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
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-…
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.
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 🥰
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 ⚡
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
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 🧵
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.
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 🧵
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+.
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
The Robotics narrative is just getting started 🤖🔥 While the sector heads toward trillions ($370B by 2034, $5T by 2050), crypto’s robotics mcap sits at only ~$440M. We are still early, anon.
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