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Understanding Strategy from the Ground Up: The TradFi express train to crypto
We deep dive into Strategy (fka MicroStrategy)—the architect of the Bitcoin treasury company model.
Jun 12
•
Kevin Li
6
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Understanding Strategy from the Ground Up: The TradFi express train to crypto
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CoreWeave: Fundamental Deep Dive
As part of our weekly fundamentals, we deep dive CoreWeave, a leading AI Hyperscaler.
Jun 6
•
Kevin Li
8
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CoreWeave: Fundamental Deep Dive
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Digital Finance Fundamentals 06.02.2025 - Circle IPO Financial Model
Circle Q1'25 financials and the bull case at $7.2B + we share a Circle financial model.
Jun 3
•
Jon Ma
13
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Digital Finance Fundamentals 06.02.2025 - Circle IPO Financial Model
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May 2025
What are stablecoins used for?
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…
May 29
•
Andrew Van Aken
,
Anthony Yim
, and
Jon Ma
5
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What are stablecoins used for?
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Digital Finance Fundamentals 05.26.2025 - How to invest behind AI
Coreweave is up 167% since IPO -- what are the other potential plays for AI?
May 26
•
Jon Ma
5
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Digital Finance Fundamentals 05.26.2025 - How to invest behind AI
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Digital Finance Fundamentals 05.20.2025 - Should Coinbase buy Circle?
Coinbase buying Circle for $5B? Does REV or Revenue matter for blockchains?
May 20
•
Jon Ma
4
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Digital Finance Fundamentals 05.20.2025 - Should Coinbase buy Circle?
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Artemis - Digital Finance Fundamentals (05/11/2025)
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…
May 11
•
Jon Ma
11
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Artemis - Digital Finance Fundamentals (05/11/2025)
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March 2025
Artemis - Weekly Fundamentals (03/3/2025)
Markets are down, up, down, stablecoins are up, Geodnet is flat. Onchain finance is happening and we need global Venmo
Mar 4
•
Jon Ma
8
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Artemis - Weekly Fundamentals (03/3/2025)
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February 2025
Artemis - Weekly Fundamentals (02/24/2025)
Fundamentals matter for crypto to be real.
Feb 25
•
Jon Ma
8
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Artemis - Weekly Fundamentals (02/24/2025)
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January 2025
Artemis Weekly Wrap Up (01/06/2025)
your go-to resource for fundamental updates
Jan 7
•
Alex Weseley
8
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Artemis Weekly Wrap Up (01/06/2025)
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December 2024
Artemis Weekly Wrap Up (12/16/2024)
your go-to resource for fundamental updates
Dec 16, 2024
•
Alex Weseley
5
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Artemis Weekly Wrap Up (12/16/2024)
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Artemis Weekly Wrap Up (12/09/2024)
your go-to resource for fundamental updates
Dec 9, 2024
•
Alex Weseley
6
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Artemis Weekly Wrap Up (12/09/2024)
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