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ParaFi Capital
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@paraficapital

ParaFi Capital

@paraficapital
Alternative asset management and technology firm that operates liquid and venture strategies focused on the digital asset ecosystem. parafi.com/disclosures
parafi.com
Joined May 2019
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  • @paraficapital
    ParaFi Capital
    @paraficapital
    Aug 27
    Non-US market hours still drive Bitcoin’s largest moves. Despite the swift rise of Bitcoin spot ETFs, IBIT being the fastest ETF on record to hit $50 billion in AUM, a 10% or greater price move week still usually prints outside NYSE hours. Since January 2021, Asia has owned 51 of
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  • @paraficapital
    ParaFi Capital
    @paraficapital
    Aug 11
    Perpetual futures trading volume linked to Real World Assets (“RWAs”) reached $152 billion in July 2026, up ~6x since the start of the year and more than 100x YoY. RWAs now represent 33% of all perp decentralized exchange (DEX) volume. Trading spans commodities such as crude
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  • @paraficapital
    ParaFi Capital
    @paraficapital
    Jul 27
    New-chain launches are far from over, but the playbook is changing. Robinhood Chain crossed $10 billion of DEX volume in 22 days, showing how an established consumer platform can bootstrap liquidity and activity far faster than a standalone network building distribution from
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    2
  • @paraficapital
    ParaFi Capital
    @paraficapital
    Jul 14
    Trading activity in crypto treasury preferreds has accelerated sharply in 2026, with monthly par-normalized volume reaching approximately $13B in June. The step-change has been driven by STRC and a growing number of new preferred listings, transforming what was once a niche
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  • @paraficapital
    ParaFi Capital
    @paraficapital
    Jul 2
    Solana apps like @phantom, @Pumpfun, and @JupiterExchange now generate meaningfully more revenue than the chain itself. In May 2026, Solana apps generated ~$94M in monthly retained revenue versus ~$18.6M in Solana Real Economic Value (REV), a measure of chain fees plus MEV tips.
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