Fundamental and thesis-driven crypto investment firm. No investment advice
New York
Joined October 2021
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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)
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...
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.
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…
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 !
xitter.cf/AerodromeFi/status/197…
$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 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
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.
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
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.
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.
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.
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.
Modular Capital retweeted
"Pendle is our capital markets layer for yield"
In TradFi, interest rate swaps are the foundation of the yield market. The mechanism that lets institutions exchange fixed and floating cashflows, turning uncertainty into predictable returns.
It’s this simple yet powerful primitive that underpins trillions in lending, borrowing, and portfolio construction.
We're excited to bring that same yield economy with @PlasmaFDN and USD₮ 🫡
Modular Capital retweeted
the ticker is $DL
Get ready! Binance Alpha will be the first platform to feature Dill (DL) on September 19.
Eligible users can claim their airdrop using Binance Alpha Points on the Alpha Events page once trading opens. Further details will be announced soon.
Please stay tuned to Binance’s official channels for the latest updates.
Modular Capital retweeted
$AVNT perps will be available on @CoinbaseMarkets on 9/18.
Perpetual futures trading for Avantis $AVNT, World Liberty Financial $WLFI, Sky $SKY, and Cronos $CRO will go live on 18 SEP 2025.
The opening of our AVNT-PERP, WLFI-PERP, SKY-PERP, and CRO-PERP markets will begin on or after 9:30 am UTC, if liquidity conditions are met, in regions where trading is supported.
