David Alexander II
@Mega_Fund
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Partner @anagramxyz | prev MD @BinanceLabs, OG @ConsenSys | Research @MetricsDAO | Chaotic Neutral 🌑
Joined October 2011
Pectra is here and quietly paves the way for real-world usage, meaningful consumer applications, optimized staking, and more. Let's explore what's ahead 😈
2/ Pectra: Towards Endgame Account Abstraction and Staking Optimization.
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Another day, another record smashed: $726M poured into $ETH ETFs, the highest daily inflow ever. This is more than the entire monthly net inflows for April ($66M) and May ($564M), combined. Meanwhile, daily trading volumes also hit a record $2.66B, shattering the $1.8B high
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Open interest on $ETH futures has surged by $13B (36%) this week to reach record highs, now standing at $48B. That’s 66% higher than when ETH traded above $4,000 in December 2024, and over 4x higher than the total open interest at ETH’s all-time high in November 2021. This
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Last week, $ETH ETFs posted their highest inflows ever at over $908M, a 314% increase week-over-week. This also accounted for 29% of all inflows in 2025. This week, we're already on pace to shatter that record and surpass $1B for the first time.
Yesterday saw the second highest daily inflows into $ETH ETFs ever, with over $383M pouring in. This pushes the weekly total to $703M, the highest weekly volume of 2025. And we still have one more day to go. Buckle up 😈
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In less than 2 months, @SharpLinkGaming has become the largest ETH treasury on the planet, amassing over 280,000 $ETH (~$836M) and surpassing @ethereumfndn. In June alone, SharpLink increased their ETH holdings by a staggering 59%. Meanwhile, the underlying $SBET stock is up
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Open interest on $PUMP futures jumped 275% over the weekend, surpassing $690M, and is now the 13th highest across all digital assets, just behind $AAVE ($729M) and $LINK ($742M). Every VC whomst missed $HYPE and bottom-ticked $ETH ahead of Pectra is in a FULL SPRINT to capture
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Historic week for $BTC ETFs. For the first time ever, Bitcoin ETFs had back-to-back days with over $1B in net inflows:. Thursday, July 10th: $1.17B.Friday, July 11th: $1.03B. Notably, @BlackRock's $IBIT accounted for 84% ($1.85B) of all inflows during this period. This pushes
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The first US-listed $SOL ETF offering exposure to Solana staking rewards, REX-Osprey's $SSK, experienced $58M of inflows in its first full week of trading. ETFs with imbedded staking yield are a powerful model: investors benefit from compounding rewards, while issuers can
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Yesterday saw the second highest daily inflows into $ETH ETFs ever, with over $383M pouring in. This pushes the weekly total to $703M, the highest weekly volume of 2025. And we still have one more day to go. Buckle up 😈
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With little fanfare, @Ripple's $RLUSD stablecoin has surpassed $500M in total circulating supply. RLUSD has grown by 63% since June and has quickly lept into the top 20 stablecoins in terms of total supply. It also processed over $1.8B of trading volume in June. RLUSD is pegged
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Onchain lending continues to accelerate. There are now more than $28B in total open loans across the ecosystem, the highest total ever. Borrowing activity grew by 30% ($6B) in June alone. There are now 9 different protocols with at least $1B in open loans, including:. @aave
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Quietly, @eulerfinance has grown its lending business by over 1200% in 2025. The protocol now manages $1.2B in active loans and $2.2B in deposits, generating $50M in annualized fees. This growth has catapulted Euler to the 5th largest active lender in the entire space. h/t
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Stablecoins are being used as a medium of exchange now more than ever. In June, fiat-backed stables like @circle USDC and @Tether_to USDT shattered previous records, processing over 236M transactions. This represents a 28% increase month-over-month, coming off a previous all-time
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No one is talking about it, but @PancakeSwap led all DEXs in total monthly volume for the second straight month, accounting for 45% ($153B) of all DEX volume in June. The protocol shattered its previous record from May ($98B), growing 56% month-over-month.
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Over $2.2B flowed into $BTC ETFs this week, including three days with $500M+ inflows. That marks 14 straight days of net inflows. Perhaps even more striking: since mid-April, we've only seen 8 total days of outflows. Demand remains resilient despite ongoing macro and
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What if I told you that there is a token launch this week from a team that already raised $43M from all the usual VCs, another $74M from a public round - and they're building in AI?. Buckle up, bucko 😈
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Traditional markets are up. But blockchain is dominating. Over the past year:. S&P 500: +11% .$QQQ: +11%. $COIN: +36%.$BTC: +67%.$CRCL: +217%.$HOOD: +242%. And we're just getting started. h/t @artemis
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