David Alexander II (megafund)

David Alexander II

Partner @ Anagram | Ex-Binance Labs, OG @ConsenSys | Research MetricsDAO Building, advising, investing

131 Followers

Recent casts

2026 is starting with a risk-on signal. On the first trading day of the year, $ETH ETFs pulled in $174M — their best day since early December — after suffering $2B in total outflows from November through December. $BTC ETFs followed with $471M, the strongest inflow since November, after $4.6B of outflows over the same period.

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As onchain banks surge past $70B in deposits and $27B in active loans, one of the more under-appreciated dynamics is what’s happening beneath the surface with repayments and liquidations, especially the scale of forced deleveraging. November just posted the highest liquidation volume ever, with more than $422M in positions forcibly unwound. Combined with October, that brings two-month forced deleveraging to a staggering $727M. Importantly, this occurred without contagion or protocol instability and instead was a meaningful validation of onchain risk frameworks

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Top casts

Over the last 3 days, net inflows to $ETH ETFs have surpassed $578M, including record levels of daily volume. Total inflows have now flipped to positive for the first time. Institutional Wartime ETH

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One of the most underrated charts right now: Stablecoins continue to experience considerable growth and adoption despite significant headwinds in the broader market. Overall, the total crypto marketcap has declined by 16% ($440B) YTD. Nevertheless, total stablecoins in circulation grew by 8% ($14B), steadily increasing virtually every week since September 2023, and now stand at new record levels ($202B+).

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BASE in the building: -“A superchain, not a monolith.” -“It’s not about picking the right L2, it’s about making sure that all of the available L2s can work together seamlessly.” -“Base is a bridge, not an island. We want our users to go everywhere.” https://i.imgur.com/mR5CxAU.jpg

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Traditional markets are up. But blockchain is dominating. Over the past year: S&P 500: +11% $QQQ: +11% $COIN: +36% $BTC: +67% $CRCL: +217% $HOOD: +242% And we're just getting started.

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Onchain profile

Ethereum addresses