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M31 Capital
@M31Capital
M31 Capital studies the civilizational patterns of history to invest in the technologies shaping our future.
New York City
m31.capital
Joined October 2019
165
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3,777
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  • user avatar
    M31 Capital
    @M31Capital
    Apr 22, 2022
    Replying to @M31Capital
    @TokenReactor generates ~$4.5m in monthly revenue with just 20% of its TVL deployed. At 50%, the protocol will earn ~$130m/yr A conservative 10x P/E multiple would price $TOKE at a $1.3bn valuation 6.2x higher than today's market cap
  • user avatar
    M31 Capital
    @M31Capital
    Jul 1, 2022
    🪂 The Weekly Airdrop 🪂 📉 #Crypto market (-9.9%), #BTC's worst month ever 🚀 @Sentinel_co $DVPN: data usage +88% ⛓️ #RealWorldAssets coming onchain, $100m+ 🎆 @synthetix $SNX: volumes spike +262% m31capital.my-social-card.top/jejedkr
  • user avatar
    M31 Capital
    @M31Capital
    Feb 17, 2021
    Long #DeFi, Long #Web3
  • user avatar
    M31 Capital
    @M31Capital
    Feb 10, 2021
    While the rest of the world was distracted by the saga of Retail vs. @RobinhoodApp, @thorchain_org was building a better platform for the democratization of finance... One where everyone can participate with no central authority standing in their way thorchain.org
  • user avatar
    M31 Capital
    @M31Capital
    Jul 8, 2022
    🪂 The Weekly Airdrop 🪂 📈 #Crypto market +9.2% despite hawkish Fed 👀 #DeFi +13.7%, @NexusMutual revenue +2x w/w 🔥 #Web3 +7.1%, @ensdomains registrations +230% 💪 @CurveFinance: Revenue +550% y/y m31capital.share-a-link.top/3u72xm
  • user avatar
    M31 Capital
    @M31Capital
    Jul 15, 2022
    🪂 The Weekly Airdrop 🪂 📉 Market (-2.8%) on 9.1% CPI 👑 #DeFi +6.4% thrives, #CeFi dies 🫡 #Web3 (-3.1%): @akashnet finds PMF 💪 @helium $HNT: Hotspots +50% YTD m31capital.social-link.top/nmvy6fdl
  • user avatar
    M31 Capital
    @M31Capital
    May 18, 2022
    “We’ve been a #DeFi & #Web3 fund since Day 1, even though there were only a handful of assets in the Web3 sector: $HNT, $LPT, $FIL… But that was enough to give us a sense of what’s coming: A truly decentralized, user-owned internet.” @NathanMontone api.hedgefundalert.com/wm/mail/e9ceb0…
  • user avatar
    M31 Capital
    @M31Capital
    Apr 15, 2022
    @TokenReactor & @helium generate the same revenue. But $HNT market cap is 8x bigger than $TOKE Are the pilots flying under the radar…?
    user avatar
    PlasmaFarmer
    @PlasmaFarmer
    Apr 15, 2022
    Tokemak is ranked 11th in crypto protocol revenue for the past 30 days at $4.4 million and we are just getting started! $TOKE @TokenReactor ☢️☢️☢️
  • user avatar
    M31 Capital
    @M31Capital
    Jul 27, 2022
    With a lack of CeFi risk management on display recently, M31 Capital's institutional-grade risk management approach continues to lead the industry COO @MichaelSwensson brings decades of best-in-class risk management expertise from Bridgewater Associates to #DeFi Onwards 🚀
  • user avatar
    M31 Capital
    @M31Capital
    Jul 13, 2022
    July 2022: The Federal Reverse ✅ #USD's pump & dump monetary policy ✅ Lending Crisis: #3AC, #Celsius, #Voyager ✅ #DeFi resiliency vs. #CeFi fragility ✅ Protocol Highlight: @akashnet $AKT us4.share-a-link.top/vur7wab
  • user avatar
    M31 Capital
    @M31Capital
    Jul 22, 2022
    🪂 The Weekly Airdrop 🪂 📈 Market +20.5%: Decoupling from equities ⛓️ #DeFi +17.0%: #ETH Merge boosts ERC20s 🚀 #Web3 +12.4%: @ensdomains demand +113% 🤫 @Sentinel_co $DVPN: Usage +520% m/m m31capital.share-a-link.top/rw7btcq8
  • user avatar
    M31 Capital
    @M31Capital
    Jun 3, 2022
    🪂 The Weekly Airdrop 🪂 📈 #Crypto market +3.2%, still highly linked to macro 😎 #Web3 +7.4%, best performing sector 👀 @maplefinance nets $40m in revenue, +337% 🚀 @Livepeer: 6 straight quarters of ATH network usage m31capital.click-link.top/3qi8mkwx
  • user avatar
    M31 Capital
    @M31Capital
    Jun 24, 2025
    Join us for M31 Academy’s Summer Speaker Series, this Wed, June 25 @ 12pm ET, here on X. We’re spotlighting M31 Capital portfolio founders shaping the future. Next Up: @MTorygreen, Co-Founder of @ionet RSVP: lu.ma/m31ventures
    19K
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    M31 Capital
    @M31Capital
    May 27, 2022
    🪂 The Weekly Airdrop 🪂 📉 #Crypto market (-4.6%), falling alongside macro 💪 #DeFi MAUs for bluechips like @AaveAave at ATHs 💰 @ArweaveTeam revenue climbs +319.8% w/w 💻 @huddle01com is the future of #Web3 video m31capital.my-social-card.top/i4qk7k