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.
Roll-up economics pre / post EIP-4844 (Cody @ Spartan Group!), Avalanche’s New Social Application Stars Arena grows to ~10k daily active users within two weeks of launch, Analysis of Q3 YoY Change in Ethereum Gas Fees and Transactions
FASB’s new fair value accounting for cryptocurrencies such as Bitcoin receives positive feedback from pro-crypto constituents, GMX new users spike on Arbitrum after quests launch on Arbitrum Odyssey: Reignited, Analysis of Ethereum Layer 2 Networks Gas Usage
Google Cloud expands Web3 presence with the addition of 11 new blockchain networks and start-up partnerships, Spike in NEAR daily active user activity driven by e-commerce application Kai-Ching, ERC-4337 activity continues to heat up across chains
Deutsche Bank dives deeper into Crypto Custody, Tokenization with Taurus Partnership, Ethereum sees spike in New Users (Wallet Transfers, ERC4337 contracts see increased activity on Optimism
Luxury Houses launch services on Aura consortium's blockchain, Artemis Data Insights on Uniswap Gas Usage
Coinbase takes a stake in stablecoin issuer Circle, Artemis Data Insights: Ethereum Gas Usage and Arbitrum vs. Optimism Fundamentals Deep Dive
Stablecoin regulation and adoption progresses in ex-US jurisdictions, Artemis data insights on Base and Decentralized Perps
Paypal Launches USD-backed stablecoin, Visa tests on-chain gas payments through fiat currencies / credit card payments
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