Great interview w/ Mack 🦾 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 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

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,

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

Maple reaches $3B AUM. That's 300% growth in 3 months. Becoming the largest asset manager onchain wasn’t enough. Just getting started.🥞

The House just made history by passing major legislation on stablecoins (GENIUS Act) and market structure (CLARITY Act) in an overwhelmingly bipartisan way. This is a huge moment for crypto and for all Americans. We’re very close to having comprehensive, proactive rules in place

It's a good day for innovation in America. A federal framework for stablecoins gets us one step closer to making crypto the backbone of the global financial system. By enabling faster payments and streamlining settlement, the U.S. now has the opportunity to lead. 🇺🇸

All three crypto bills passing the house with significant Democrats support isn't on my bingo card. Most people expect the CLARITY Act to have lower chance of passing vs GENIUS and yet they are all passed at the same week. Truly a historical moment for crypto.

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

.@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 Trends | Capitalized Information Market and pushing the frontiers of

Tokens created through Metaplex have accelerated driven by the launchpad wars Each new token drives protocol fees, which are on track to hit $2.1M this month ($25.5M annualized) 50% goes to $MPLX buybacks for the DAO the following month (July fees will fuel August buybacks)

It’s been an insane 12 hours - Binance Alpha trading competition ended w/ ~$1mm $MPLX airdrop - First Genesis launch sold out in 4 mins (LFG DefiTuna) - Coinbase $MPLX listing soon All of this on zero sleep as the father of a newborn, the best gift of them all Accelerate

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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

July Metaplex revenue of $1.6mm on the verge of surpassing last month with still 1 week to go 50% of revenue goes towards buying back $MPLX for the DAO Accelerate

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!

Long path to build liquidity over the past 2yrs Many small steps until one giant leap Well deserved milestone by Mack 🦾 Stephen and the entire Metaplex team!

ATH TVL for Pendle ($6.8 B) ATH Issuance for Ethena Labs ($7.5 B) ATH Loan Book for Aave ($24 B) Pendle🤝 Ethena 🤝 Aave

Yesterday $AVNT Avantis smashed all records a 2025 TGE: - 4 simultaneous exchange listings less than an hour apart, from leading exchanges like Upbit Global, Binance, Bithumb and Crypto.com. We're grateful to all our new partners for their support. - Hitting $2.2B+

Pendle reaching $13 B+ TVL and $100M+ run rate revenue We continue to believe their platform is the best way to gain liquid exposure to next 3-5yrs of stablecoin growth Onwards