Modular Capital

Modular Capital

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Fundamental and thesis-driven crypto investment firm. No investment advice

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Modular Capital

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.

Modular Capital

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

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. twitter.com/GEODNET_/status/19...

Modular Capital

Binance will list Avantis (AVNT) with Seed Tag applied 👉binance.com/en/support/announc...…

Modular Capital

Announcement of Trading Support for the New Digital Asset Avantis (AVNT) ✅ Supported Markets: KRW, BTC, USDT 📅 Trading Support Start Date: Scheduled for 2025-09-15 14:00 KST 🔗 Go to the Announcement: upbit.com/service_center/notic...… #Upbit #AVNT @avantisfi

Modular Capital

Surreal to see $AVNT flipping BTC and DOGE to be a top 3 traded token on @coinbase today. To every founder looking at this -> Please be generous with your community, their love knows no bounds!!

Modular Capital

> Stablecoin market projected to cross $1.6T by 2030 > Pendle is positioned to ride this explosive growth > Pendle is a "Customer Acquisition Engine" for underlying protocols (and TradFi institutions?) > Multi-exposure to multiple stablecoins/assets/narratives Would highly twitter.com/PendleIntern/statu...

Modular Capital

Pendle has emerged as the premier infrastructure for yield-bearing stablecoins—capturing 30 %+ market share, 60× TVL growth in 18 months, & onboarding 18 new issuers @Pendle_fi

Modular Capital

Sharing our @pendle_fi thesis co-authored with @TheSpartanGroup @tumilett Stables are a huge growth area for crypto Pendle has vacuumed up >$3B of stables and we believe the # 1 stablecoin play across equities + liquid tokens http:/modularcapital.xyz/writi... Stablecoin Expansion ↔️

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