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.
This month we spoke with Martin de Rijke, Head of Growth at Maple Finance.
Raydium is fundamentally heads and shoulders above all DEXes on Solana, and is in one of the best positions to succeed with continued...
Emory University becomes first major American university to hold BTC on its balance sheet (SEC Edgar), rumors resurfaced that Tether is being investigated by the FBI
HBO released a new documentary claiming to discover who the mysterious Satoshi Nakamoto is (HBO), the SEC charges Cumberland DRW with acting as 'unregistered dealer' in crypto transactions (Reuters), while Crypto.com received a Wells Notice (X/kris)
OpenAI raised a record $6.6 billion in venture financing amid executive departures and a shift towards a for-profit structure (Axios), Hamster Kombat's HMSTR token debuted on TON with a $1.2 billion trading volume in 24 hours (Decrypt)
In the past two weeks, the SEC settled with NFT-based restaurant Flyfish Club for $750k alleging an unregistered securities offering (Yahoo), Coinbase to bring native cbBTC to Solana (Cointelegraph).
This week, Artemis is flying to Singapore for Token2049! Friend.tech creators walked off with $44m as the project shut down (DLNews)
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