Artemis

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Artemis

Artemis

@artemis

Metrics that matter for crypto, fintech, AI & stablecoins. Trusted by Visa, McKinsey, Grayscale, VanEck & Ribbit. Built for analysts.

New York Katılım Nisan 2022
1.3K Takip Edilen43.5K Takipçiler
Yuliya Chernova
Yuliya Chernova@ychernova·
Scoop out: Prediction-market platform Kalshi is raising about $1 billion in a funding round that values the startup at $22 billion, according to people familiar with the information wsj.com/articles/kalsh… via @WSJ
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Artemis@artemis·
HyperEVM Stablecoin Supply Crosses $1 Billion
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Anthony Yim
Anthony Yim@anthonyyim·
In the US, only ~half of all households own equities. Global average is more abysmal, around 10%. Yet, in a post-AI world, ownership in value-creating enterprises will be ✨more important than EVER✨ for socioeconomic mobility. With this much volatility, there's never been a better time to invest, but it's dangerous to go alone. From Day 1, @jonbma and my mission has been to create @artemis to help everyone be a world-class investor. We'll be here by your side.
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Artemis@artemis

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Mario S.
Mario S.@covered_call·
@Figure just launched Forge, a financial engineering layer that takes pools of messy, heterogeneous RWA/blockchain loans and turns them into standardized, fungible $1 participation tokens. You can't liquidate a fraction of a loan on a DEX because there is no price feed and no liquidity. These loans have unique FICOs, LTVs, and balances. Since Figure has the origination platform, the pricing desk, the securitization shelf, AND the blockchain infra, they provide liquidity themselves from day one and run a two-way flow. $FIGR can make money in a few ways from this: The most direct one is spread on the two-way flow. When tokens trade cheap, Figure buys them, redeems the underlying loans, and securitizes them into the TradFi markets. Something like how MMs and APs make money off creations and redemptions in the ETF ecosystem. Since Figure runs the limit order book themselves, they also earn the bid-ask spread on every trade. Figure also likely earns platform fees. The blog says "You originate; Figure handles the rest." That "rest" encompasses warehousing, registration, forging, liquidity, etc. Infrastructure-as-a-service for third-party originators is a fee business. The company started with their auto loan partner @AGORA_Data but the more external partners they onboard, the more volume flows through every layer they clip. Will be interesting to see how this new vertical shows up in upcoming earnings reports.
Mike Cagney 🇺🇸@mcagney

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Artemis@artemis·
Stablecoin Supply Nears a New All-Time High
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Artemis@artemis·
BREAKING: $HYPE Is Starting to Trade Like a Growth Asset
Mario S.@covered_call

The gap between $HYPE token price and @HyperliquidX platform revenue is at its widest level ever, indicating that markets now price it as a growth asset versus a value asset. 30D annualized revenue is down -34% while price up +40% since February. The market stopped pricing current fees and started pricing TAM. Only 7 of Hyperliquid's top 30 markets are crypto. The rest: oil, gold, silver, SPX. The revenue dip is crypto-cyclical while the market is pricing something else entirely.

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Mario S.
Mario S.@covered_call·
Lending is being completely unbundled and rebuilt. AI makes underwriting cheap, blockchain makes settlement instant. The old model of human loan officers and rigid FICO scores can't compete. I wrote about where the winners and losers shake out in our latest piece!
Artemis@artemis

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ZJ
ZJ@0xslayerrrr·
artemis’ view on digital finance in 2030 is now live we lay out what the future could look like across neobanks, lending, agentic payments, prediction markets, and trading. i’ll be covering trading in more depth soon
Artemis@artemis

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Dylan Bane
Dylan Bane@dylangbane·
When you combine AI agents, financial markets, and open blockchain infrastructure you create unprecedented autonomy and sovereignty for the ordinary investor. Rather than take away agency, the new financial system will fuel it with human judgment becoming the core bottleneck.
Artemis@artemis

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Rob Hadick >|<
Rob Hadick >|<@HadickM·
Artemis continues to build out the data platform for the future finance, payments, and investing. The digital finance revolution is happening, and Artemis will be at the center of all investors data diet.
Artemis@artemis

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Alex
Alex@x0wes·
We believe neobanks won't just win the interface, they'll eat the entire stack. Here's @artemis' vision for what a world powered by agents and permissionless finance looks like.
Artemis@artemis

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Lucas
Lucas@OnchainLu·
the world is crazy rn and changing at a wild pace but we @artemis have an optimistic view of what things can look like in 2030 (will be publishing a deeper dive on the agentic web and agentic payments next week) stay tuned
Artemis@artemis

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Chainspect
Chainspect@chainspect_app·
@artemis Why is it always Steven in these scenarios 😅
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Artemis@artemis·
It’s 2030. Steven is a 25 year old NYU grad making $90k/year at a robotics startup. Yet he is crushing SPY by double digits and managing a fleet of macro, fundamental, prediction market, and trading agents. PMs at hedgefunds are clamoring to invest in his solo fund. Digital finance in 2030 enables someone like Steven to be a world class investor because of the rise of Neobanks, Lending, Agentic Payments, Prediction Markets, and Trading. This is the Artemis Digital Finance Manifesto.
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Artemis@artemis

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Jon Ma
Jon Ma@jonbma·
.@Citrini7 2028 piece missed the launch of @tempo and what AI looks like for investors... Today we walk through what 2030 looks like for a high agency investor. Please meet Steven, the high agency investor who consistently beats SPY in 2030. Brought to you by the world class analysts at @artemis. We share the winners and losers of digital finance.
Artemis@artemis

It’s 2030. Steven is a 25 year old NYU grad making $90k/year at a robotics startup. Yet he is crushing SPY by double digits and managing a fleet of macro, fundamental, prediction market, and trading agents. PMs at hedgefunds are clamoring to invest in his solo fund. Digital finance in 2030 enables someone like Steven to be a world class investor because of the rise of Neobanks, Lending, Agentic Payments, Prediction Markets, and Trading. This is the Artemis Digital Finance Manifesto.

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