Fundamental and thesis-driven crypto investment firm. No investment advice
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Modular Capital retweeted
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)
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Modular Capital retweeted
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.
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Modular Capital retweeted
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...
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Modular Capital retweeted
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.
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Modular Capital retweeted
162% revenue growth in the quarter.
Return to fundamentals.
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Modular Capital retweeted
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
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Modular Capital retweeted
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-ma…
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Modular Capital retweeted
ICYMI: YOU CAN NOW TRADE US EQUITIES PERPS FULLY ONCHAIN ON @avantisfi
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Modular Capital retweeted
The fastest launch to hit $1B onchain volumes on @base. Glad we partnered with the chads at @aeroxyz.
Never under-estimate the power of community !
$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.
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Modular Capital retweeted
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 ⚡
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Modular Capital retweeted
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
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Modular Capital retweeted
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.
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Modular Capital retweeted
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+.
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Modular Capital retweeted
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
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Modular Capital retweeted
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.
The Robotics narrative is heating up,
• Projected to hit $370B by 2034
• $5T humanoid market by 2050
• Hardware costs are collapsing
• AI models more capable than ever
Crypto’s robotics sector? Just $440M mcap. We are early, anon.
Here’s a list of builders worth watching🧵
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Modular Capital retweeted
Few teams in the space operating at the level of @PlasmaFDN . Add the @maplefinance growth machine and you get $200m raised < 1 minute
The @PlasmaFDN syrupUSDT Vault has been fully subscribed in under one minute.
A total of $200M USDT TVL will now be earning syrupUSDT interest, Drips rewards and XPL rewards (Post TGE).
Trillions.
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Modular Capital retweeted
$200mn in 1 minute.
The @PlasmaFDN syrupUSDT Vault has been fully subscribed in under one minute.
A total of $200M USDT TVL will now be earning syrupUSDT interest, Drips rewards and XPL rewards (Post TGE).
Trillions.
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Modular Capital retweeted
The @PlasmaFDN syrupUSDT Vault has been fully subscribed in under one minute.
A total of $200M USDT TVL will now be earning syrupUSDT interest, Drips rewards and XPL rewards (Post TGE).
Trillions.
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