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.
Ethereum gets the Shapella upgrade, Avalanche launches the “Spruce” subnet, FTX has recovered $7.3bn in assets
Mr. Gensler looks to shake things up in traditional equity markets, Binance faces further regulatory pressure, MicroStrategy keeps buying bitcoin
Binance sued by the CFTC, US Govt sold BTC and no one knew, Crypto efforts continue from tradfi and tech giants
Coinbase served a Wells Notice, Bitcoin sees highest weekly spot trading volume, Arbitrum airdrop hits
Silicon Valley Bank depositors bailed out, Balaji sends out the “BitSignal”, Arbitrum launches a token!!
RIP Silicon Valley Bank, Open questions about USDC, Binance suspends auto-conversion of USDC to BUSD
Crypto institutions drop Silvergate, DEX activity on Arbitrum, new Artemis product updates.
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