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.
Solana Experiences Network Degradation
MakerDao approves deployment of $100mm of DAI into USDe/DAI markets
Developments in the land of Ethereum Roll-ups
MakerDao Sees Competition Heat Up across Decentralized Stablecoins / Lending
Ethereum Upgrade ‘Dencun’ Goes Live, Reducing Data Costs for Layer 2 Roll-ups
Find what dApps and smart contracts are driving stablecoin activity per chain
Using machine learning to catch sybils on blockchains at scale
A data-driven look at stablecoin usage across blockchains
Subscribe to our newsletter and understand what's happening on-chain.