Circle Q1'25 financials and the bull case at $7.2B + we share a Circle financial model.
Keep up with the latest research from the Artemis team.
Stablecoins are real. We team up with Dragonfly and Castle Island Ventures to answer WHAT stablecoins are being used for by working with 20 stablecoin companies.
Coinbase buying Circle for $5B? Does REV or Revenue matter for blockchains?
Revenue and Earnings is all the matters for DeFi and Fintech. We estimate Bridge at $1.5B/month in TPV w/ 20-30 bps of take rate = $40-$50m revenue run rate.
Argentina's president elect Milei has a plan to abolish the central bank and to dollarize Argentina. That plan could be a big spark for stablecoin adoption.
Apollo and JP Morgan partner with blockchain platforms to transform the asset management space, NEAR is supported on the Artemis Blockchain Activity Monitor, UpvsDown User Activity (Gaming Application on Polygon)
JPM institutes programmable payments for its native digital currency, JPM Coin, BTC Price vs. On-Chain Active Addresses, Telegram Bot User Growth (Banana Gun, Unibot, Maestro)
Review of Modular Capital's Braintrust thesis, SocialFi User Retention, RabbitX Price vs. Trading Volume follow-ups
On-chain insights for web3 builders and investors
JP Morgan Sees $1bn of Daily Transaction Volume of its native digital token (JPM Coin), RabbitX gains Perp Trading Market Share as Trading Volumes Rebound, Bot vs. Human User Filter on the Blockchain Activity Monitor!
Review of Metaplex Investment Thesis (Modular Capital), friend.tech dominates active addresses and gas usage on Base, Q3 2023 gas usage across top Bridges declines ~32% QoQ
Artemis Data Insights - YTD 2023 Roll-up Review: Launch of Base resulted in ~30% QoQ decline in transactions for Arbitrum, Average Fees / Transaction have compressed by ~17% QoQ in Q3 2023, zkSync boasts highest fees and transactions across layer 2 networks in Q3 2023
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