Alex

Still waiting for the Bloomberg @business where they write about @tether reclaiming all time high status. We should write about insights when they go both ways, right? :)

@mert @LanaAI haven't seen innovation here in a while, excited to try it out!

block explorers are dead introducing @LanaAI — an AI that lets you talk to Solana interactively - ask anything about tokens or wallets - trace transactions, flows, and histories - generate reports and CSVs - rebalance your portfolio, place trades, and more now in open beta

Kalshi is generating nearly 2x more fees than Hyperliquid and Polymarket combined. 7d avg daily: Kalshi $5.1M (est.) Hyperliquid $1.6M Polymarket $1.2M At this run rate Kalshi does over a billion in fees this year

Hyperliquid did $78M revenue per employee in 2025. That’s: - 2.1x OnlyFans - 4.5x Tether - 8.4x Jane Street - 17.7x Anthropic The most productive company in the world works in crypto (2025) -- Hyperliquid

@zhengjielimm Hyperliquid

@redphone @CharlesSchwab @artemis It’s all @5HR3Y445 :)

@0xpampa @CharlesSchwab @artemis Nice. That was fast 🤛

Schwab Crypto™ is on the way. Schwab Crypto accounts (offered by Charles Schwab Premier Bank, SSB) will provide direct access to Bitcoin and Ethereum trading, in-depth digital assets education, and more. Read the full press release: brnw.ch/21x1F79

March Madness was an interesting stretch for prediction markets and incentives. From March 19 to April 9, 2026, Polymarket US averaged $43.1M in daily notional, up 4.3x from the prior period, while estimated incentive spend averaged ~$900K/day. Kalshi did not run a separate dedicated incentive campaign during its March 10 to April 9, 2026 window. Its ongoing programs were around ~$12K/day, while avg daily volume remained broadly flat overall around $400m. Track both below: artemis.ai/prediction-mar…

@proofofnathan @Octop3s love to work with you to get the right numbers! cc: @patkkim

@Octop3s This data is actually incorrect. Numbers are way higher.

plasma one is currently doing over $10k/day in beta imagine what that would be at official launch literally trillions

@JeSuisNaga @Bitnomial @krakenfx kraken has been cooking in capital markets

Kraken is going deeper into U.S. derivatives. Parent company Payward agreed to acquire @Bitnomial for up to $550M. It gives @krakenfx a CFTC-licensed derivatives platform. Why it matters: • U.S.-regulated futures + options • Institutional expansion • More infra ahead of Kraken’s IPO push • Comes after Deutsche Börse’s $200M Payward stake Kraken is building a full market stack.

ETFs work because of enforceable claims, fiduciary duties, and NAV arbitrage. Strip those and you have a ticker with a vesting cliff, which is what most tokens are. Also, ETFs are wrappers because the law forces them to transmit value. 99% of tokens don't transmit anything, which is why most of them don't.

@mubiilaw @USDC that might be the winning answer. only 28 seconds on the Bridge page

@0xpampa @USDC ETA 20mins?? 👀

Introducing the USDC Bridge. A direct way to move USDC crosschain. Built and operated by Circle, USDC Bridge gives you a predictable, transparent way to move USDC between chains: → Native burn-and-mint transfers → Clear fees upfront, with live status and progress → No route selection. No bridge complexity. → Destination gas handled automatically Move USDC. That’s it. bridge.usdc.com

@redphone @CharlesSchwab @artemis Good catch - looks like we were pulling the wrong comps. This is fixed now :)

@0xpampa @CharlesSchwab @artemis Those numbers look off for hood and lpl?

In spite of (or maybe because of?) the pulled IPO, Kraken has been on fire in the capital markets.

@0xbeamish @jonbma @artemis

@jonbma @artemis to the moon 🚀🚀 (?)

Dear Crypto, It took us 4 years to admit the hard truth: tokens don’t make sense and value enabled by blockchains accrues to equities. We built @artemis in 2022 to bring fundamentals to crypto. We succeeded spectacularly. The best liquid token funds use Artemis. However, most tokens that don’t have strong revenue are down only. Along the way we pioneered stablecoin analytics, app-level revenue tracking, and comparing blockchains across real KPIs. We were jeered as normies for focusing on revenue in crypto and trying to figure out what's real. Turns out the normies were right. Revenue and Free Cash Flow is what matters. Today we announce the launch of Artemis II: The open investment terminal for ANY and EVERY investor who wants to be smart. It's the terminal I wish I had when I left the hedge fund industry in 2022. It's the terminal I wish my Yeh Yeh had when he was investing to try and feed his family of 7, and the terminal @anthonyyim’s Dad wished he had when he was trying to break into Wall Street. The first sector we’re tackling is Digital Finance. It’s for the fintech investor —the ones comparing Robinhood and Hyperliquid, drilling into Circle CPN vs Stripe Tempo on the same screen, comparing Polymarket and Kalshi incentives. Next is AI, then Energy, and beyond. Link below. Reach out if you want to build with us. Clear Eyes, Full Hearts, Can't Lose, Jon & Anthony

@jonbma @artemis worlds greatest investment platform

Track the future of digital value exchange on artemis.ai!

It's nice to see $SOFI's $SOFIUSD stablecoin hit $100m this quickly. This will get quite interesting if the Clarity Act (in any form) passes, as they're well-positioned to benefit, and other companies may be waiting to see what happens before significant further adoption.