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.
Curve Finance faces $62mm exploit, SEC sees a wave of Ethereum ETF filings
Worldcoin launches World ID SDK and plans to scale Orb operations globally, Amazon Expands into Web3 Space with Cloud Tooling
Gnosis partners with Visa to deliver real-world transactions using crypto, House Republicans launch market structure crypto bill
XRP receives a small dose of regulatory clarity, Bloomberg evaluates cryptoassets, Fir Tree launches digital asset opportunities fund
TrueUSD continues its growth despite Prime Trust challenges, BlackRock CEO talks Bitcoin + blockchain
Shopify's blockchain team showcases token-gated storefronts, FTX unveils plans to restart exchange, BlueFin sees traction on Arbitrum
Bitcoin rallies to YTD highs on the back of multiple ETF filings by asset managers, JPM continues stablecoin testing
Tether sees Sell-off, Blackrock files Bitcoin ETF
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