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.
Your go-to source for weekly fundamental updates.
A deep dive into the application verticals developing on the largest monolithic blockchains
The most fundamental metric in Web3 = developer activity
Artemis on Twitter + Crypto Market update + Uniswap mini-dive
We wanted to add rigor in determining how correlated crypto assets really are to major TradFi benchmarks.
A deep dive on Maple from the lens of a fundamental investor
Memecoins and BTC ETF demand drive on-chain transaction fees
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