James Ho
@jamesjho_
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Lots of fun w this episode and sharing our investment frameworks, research process and fundamental / data driven approach to crypto. Thanks to @tokenterminal @Oskari_0x for hosting us!.
🎙️A new episode of the Fundamentals podcast is out!. This time, we had the pleasure of hosting @jamesjho_ and @vincentjow_ from @Modular_Capital, a fundamental & thesis-driven crypto investment firm. Tune in below!
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ATH TVL for @pendle_fi ($6.8 B). ATH Issuance for @ethena_labs ($7.5 B). ATH Loan Book for @aave ($24 B). Pendle🤝 Ethena 🤝 Aave.
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Long path to build liquidity over the past 2yrs . Many small steps until one giant leap. Well deserved milestone by @DegenMack @meta_hess and the entire @metaplex team!
$MPLX is now live on Coinbase. The world is waking up. The Internet Capital Markets are built with Metaplex.
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Pendle crossing $6b TVL as the platform and engine that powers growth of stablecoins with yield. <10% away from all time high TVL. Job's not done!
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RT @DegenMack: July Metaplex revenue of $1.6mm on the verge of surpassing last month with still 1 week to go. 50% of revenue goes towards b….
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A follow up to our initial Metaplex thesis from ~2 years ago. The roads have been choppy and the journey been long. With this week's Coinbase listing, reaching $30M annual protocol fees, ~10% annual buyback yield, rise of entrants like Bonk to challenge Pumpfun, and new products.
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RT @DegenMack: It’s been an insane 12 hours. - Binance Alpha trading competition ended w/ ~$1mm $MPLX airdrop. - First Genesis launch sold….
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RT @DegenMack: Tokens created through Metaplex have accelerated driven by the launchpad wars. Each new token drives protocol fees, which ar….
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.@Mable_Jiang was instrumental when we were launching @Modular_Capital and has been an incredible sounding board, thought partner, and first principles thinker from over the years. Really excited to see her embark on this new journey w @trendsdotfun and pushing the frontiers of.
I’m excited to announce that I have started Trends @trendsdotfun, a value-anchored social protocol that pushes the frontier of information finance. It’s also a bittersweet farewell moment: my full-time gig with @fslweb3 has come to an end, but I will continue to support the
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RT @vladtenev: It's a good day for innovation in America. A federal framework for stablecoins gets us one step closer to making crypto the….
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Today we have 3 crypto bills (GENIUS for stablecoin, CLARITY for market structure, and anti-CBDC) passing the house w/ bipartisan support - marking a watershed moment for the crypto industry to thrive in the US of A. 2025 has been a big year for the industry. BTC grew to a ~$2.5T.
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RT @Arthur_0x: All three crypto bills passing the house with significant Democrats support isn't on my bingo card. Most people expect the….
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RT @cdixon: The House just made history by passing major legislation on stablecoins (GENIUS Act) and market structure (CLARITY Act) in an o….
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RT @maplefinance: Maple reaches $3B AUM. That's 300% growth in 3 months. Becoming the largest asset manager onchain wasn’t enough. Just….
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Maple is crossing $3 B TVL, a remarkable milestone over the last yr. - 3X TVL growth in the past quarter.- 10X+ TVL growth in last 12 months.- syrupUSDC approaching ~$1B issuance.- $1.1B+ loan book.- $20M run rate protocol fees. product market fit has never been stronger
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As every part of the solana consumer stack fragments, $MPLX role in the ecosystem and pure play exposure to asset issuance continues to strengthen. - Trading front end (Axiom, Photon, Trojan, Phantom).- Launchpads (Pump, Bonk, Believe, Jup Studio).- DEX pools (Raydium, Orca,
A growing portion of launchpad volume is being routed from trading platforms, accounting for up to 59% of all launchpad volume. Approximately 10% of all Solana volume originates from trading apps, including Axiom, Photon, Trojan, and Phantom, among others. These apps focus on
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Metaplex daily trading volumes up 10X+ in last 18 months as the team continues to deepen liquidity for the token. - Binance Alpha program.- $5M+ liquidity pool from Metaplex Earn campaign.- DAO liquidity pool (~$8M) from MTP-004 which passed last month. Let the flywheel beginn
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Great interview w/ @DegenMack walking through @metaplex growth plans and roadmap . - $20M+ annualized run rate fees.- Buyback ~10% of total supply a year.- Infra standards behind all major launchpads.- Genesis primitive for on-chain token launches. Internet capital markets.
Metaplex is powering over 1M new tokens a month, generating ~$2M+ in monthly protocol fees. In this new interview, @DegenMack sits down with @MapleLeafCap to talk about what's new for Metaplex including Genesis. Watch the full interview 👇.
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RT @DegenMack: The new Silicon Valley is on Solana. No middleman necessary. Just an internet connection and a dream. This is exactly why we….
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