Sign In

James Ho

Co-Founder at Modular Capital

James Ho is a co-founder and Managing Partner at Modular Capital, a crypto investment firm that focuses on liquid tokens and decentralized finance (DeFi). He co-founded the firm alongside Vincent Jow in 2022, aiming to support the expanding use cases within the cryptocurrency space. Modular Capital has successfully raised $20 million from various investors, including Multicoin Capital and ParaFi Capital, to invest in liquid tokens and DeFi protocols, among other areas.14

Before establishing Modular Capital, Ho held significant roles in the finance industry. He was a Principal at Altimeter Capital, where he concentrated on fintech and crypto investments, and served as a Vice President at The D.E. Shaw Group, focusing on technology and payments investments. His early career included a position as a software developer at Bridgewater Associates.234

Ho graduated magna cum laude from Harvard University with a Bachelor of Arts in Statistics, which laid a strong foundation for his analytical approach to investments in the rapidly evolving tech and crypto sectors.23

Highlights

Jul 23 · twitter

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

Jul 23 · twitter

https://t.co/BL3dS6fOfk

Related Questions

What are James Ho's main investment strategies at Modular Capital?
How did James Ho transition from software engineering to investment management?
What are James Ho's predictions for the future of DeFi?
How did James Ho's experience at Altimeter Capital influence his approach at Modular Capital?
What makes James Ho believe crypto will be "one of the most transformative technologies"?
James Ho
James Ho, photo 1
James Ho, photo 2
Add to my network

Experience

Co-Founder at Modular Capital (2022 - Present)
Principal at Altimeter Capital (2020 - 2022), Vice President at The D. E. Shaw Group (2015 - 2020), Analyst at Harvard Management Company (2014), Software Engineer at Bridgewater Associates (2013)

Education

Bachelor of Arts (B.A.) from Harvard University

Location

San Francisco, California, United States