Modular Capital – Crypto investment firm with a fundamental and thesis-driven approach | Fundamentals ep.67

In this episode of the Fundamentals podcast, we’re joined by James and Vincent, the founders of Modular Capital – a crypto investment firm with a fundamental and thesis-driven approach. In this episode, we discuss Modular Capital, their investment strategy, the underwriting process, and how they work with the projects they invest in. We discuss what makes crypto interesting, and what the most common misconceptions are that traditional investors have about the asset class. We speak about the pros and cons of liquid venture, the role that data plays as part of the investment process, and walk through some case examples of investments Modular has made. Finally, we discuss what developments James and Vincent are most excited about in crypto right now. Tune in for a great discussion about the fundamentals of crypto. Modular Capital: Site: https://www.modularcapital.xyz/ Twitter: https://twitter.com/Modular_Capital James: https://twitter.com/jamesjho_ Vincent: https://twitter.com/vincentjow_ Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Timestamps: 00:00 Introduction 01:10 First impressions of Base 04:10 James' introduction & background 06:13 Vincent's introduction & background 07:38 Overview of Modular Capital 10:51 The problem that Modular Capital solves for investors 12:10 What makes crypto interesting from an investor's point of view? 17:38 Biggest misconceptions that traditional investors have about crypto 20:36 Traditional vs. liquid venture: pros and cons 25:34 Is liquid venture more resource intensive? 29:28 What do fundamentals mean in crypto? 31:00 Modular Capital's investment underwriting process 33:15 Data's role in the underwriting process & what metrics does Modular focus on 38:03 Case: dYdX 43:47 Case: Across 47:24 How does Modular work with the projects they invest in? 49:40 What trends or market sectors currently stand out? 56:42 The biggest challenges that funds face in crypto today Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol.Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Fundamentals #ModularCapital #Blockchain #Crypto #TokenTerminal