James Ho@jamesjho_ · 2025/09/18政策影响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
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
James Ho@jamesjho_ · 2025/09/15观点输出RT @0xSehaj: Yesterday $AVNT @avantisfi smashed all records a 2025 TGE:
- 4 simultaneous exchange listings less than an hour apart, from l…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
James Ho@jamesjho_ · 2025/07/28观点输出ATH TVL for @pendle_fi ($6.8 B)
ATH Issuance for @ethena ($7.5 B)
ATH Loan Book for @aave ($24 B)
Pendle🤝 Ethena 🤝 Aave
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
James Ho@jamesjho_ · 2025/07/24观点输出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! https://t.co/XysW4uyjcI
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
James Ho@jamesjho_ · 2025/07/24政策影响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! https://t.co/7tujmAh7Qp
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
James Ho@jamesjho_ · 2025/07/24观点输出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…
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
James Ho@jamesjho_ · 2025/07/23观点输出@quinnmbarry 1) no equity entity. There is a foundation that helps carry out the buyback. Other 50% fees used to fund payroll / opex
2) one-time fee per token issued. Not an ongoing charge
3) historical snapshots on solscan here will help
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
James Ho@jamesjho_ · 2025/07/23政策影响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 like Genesis to bring back ICOs - we think Metaplex's path ahead is incredibly bright
Solana unlocked and accelerated asset issuance. We believe Metaplex will benefit from this secular tailwind and compound for longer
We believe the best is yet ahead
Internet capital markets
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
James Ho@jamesjho_ · 2025/07/23观点输出https://t.co/BL3dS6fOfk
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
James Ho@jamesjho_ · 2025/07/22赛道影响RT @DegenMack: It’s been an insane 12 hours
- Binance Alpha trading competition ended w/ ~$1mm $MPLX airdrop
- First Genesis launch sold…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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