Jon Ma

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Jon Ma

Jon Ma

@jonbma

CEO @Artemis | ex @InsightPartners @Whalerock @Publiccomps | Crypto / Fintech / Software Analyst

Brooklyn, NY Katılım Mart 2009
2.6K Takip Edilen14.5K Takipçiler
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Jon Ma
Jon Ma@jonbma·
Coinbase is the winner of AI-native finance. We believe $COIN can be a ~$300B+ company (6x from today) Artemis open sources the BEST Coinbase financial model using onchain data. You can now build models like the BEST analysts. We believe Coinbase is WINNING in stablecoins, agentic commerce – not just as a crypto exchange. Here’s the core assumptions > Stablecoin supply reaches ~$3T in 2031 (~US Treasury official estimates) > USDC is 30% of stablecoin supply > Agentic Commerce ~$7.5T in yearly spend in 2031 > Coinbase Agentic Commerce is able to monetize and captures 1bp of the entire TAM > Net transaction revenue grows 11% CAGR > Subscription & Services goes from 40% of total revenue to 65% of revenue in 2031 In our bull case, Coinbase does ~$23B revenue in 2031 with ~$10B of net income. At 30x PE that assumes ~$300B of marketcap (6x+ from today) Full 12 page thesis drops at 5pm ET 👀
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Emilie Choi 🛡️
Emilie Choi 🛡️@emiliemc·
Incredible to celebrate the 14th anniversary of @coinbase’s founding today. It’s extra special to have Clarity pass through the Senate Banking Committee on a bipartisan vote. So many good memories and so much to look forward to! Coinbase has endurance.
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Citrini
Citrini@citrini·
Have gotten 4 different calls today from funds who are watching CBRS trade on @tradexyz for price discovery, pretty surreal
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Jon Ma
Jon Ma@jonbma·
Other stats for why Hinge Health: $3.9B enterprise value $729m ARR Growing 47% YoY (one of the fastest growing SaaS cos) 5.3x EV/ARR (cheap) Backed by great investors in $HNGE like @TheValuesVC at @BessemerVP , @insightpartners (used to work there but not involved with investment) Favorite part is its founder led by @danperez610 who is a force of nature and missionary
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Anthony Yim
Anthony Yim@anthonyyim·
Ma BAGS! I've been holding $NVDA since 2014 when I was obsessed with GPUs for deep learning (@AndrewYNg era of AI) Unfortunately, I didn't have something like @artemis to help me deeply understand $NVDA and size up
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Artemis@artemis

Introducing Portfolio Tracker on Artemis. Most investors don’t know the answer to the only question that matters: Am I beating the market? Now you can. Connect any brokerage through Plaid, or any onchain wallet, and see your full portfolio in one place. - Crypto and equities. - Performance vs. SPY - Backtested returns - Concentration risk Then go one layer deeper. See your holdings next to analyst consensus price targets to understand what you own and where the Street thinks it could go. Your portfolio should not live across five apps. And performance should not be a mystery. See if you’re beating the market today: artemis.ai/portfolio-trac…

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wing
wing@wing911·
@jonbma How I track Coinbase account?
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Jon Ma
Jon Ma@jonbma·
Track your crypto + equity bags in one place ☝🏼 ...And here are my crypto and equity bags 💰 + 16.1% $BTC + 11.9% $HOOD + 11.3% $NVDA + 8.3% $FIGR + 7.3% $NU + 6.7% $COIN + 6.4% $HYPE + 4.5% $TMSC + 4.5% $DDOG Returns in Last 1 Year 📈 +20.5% (+6% relative to SPY +14%) Thesis: - I love fintechs like Coinbase, Robinhood, Figure, Hyperliquid that benefit from tokenization, stablecoins and trading moving onchain. I believe value accrues to winners that have distribution. - Strongly thinking about putting 20% of networth into $HOOD given winner of prediction markets, tokenized equities, increasing equity trading with OpenAI, SpaceX, Anthropic IPOs. - I love businesses that benefit from shortages of CPUs / GPUs and just bought a basket of CPUs (kudos @earlvlee ) via Artemis themes as 10% of my portfolio..
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Artemis@artemis

Introducing Portfolio Tracker on Artemis. Most investors don’t know the answer to the only question that matters: Am I beating the market? Now you can. Connect any brokerage through Plaid, or any onchain wallet, and see your full portfolio in one place. - Crypto and equities. - Performance vs. SPY - Backtested returns - Concentration risk Then go one layer deeper. See your holdings next to analyst consensus price targets to understand what you own and where the Street thinks it could go. Your portfolio should not live across five apps. And performance should not be a mystery. See if you’re beating the market today: artemis.ai/portfolio-trac…

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Jon Ma
Jon Ma@jonbma·
@artemis So excited for rate my portfolio via our quant 👀
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Artemis
Artemis@artemis·
Introducing Portfolio Tracker on Artemis. Most investors don’t know the answer to the only question that matters: Am I beating the market? Now you can. Connect any brokerage through Plaid, or any onchain wallet, and see your full portfolio in one place. - Crypto and equities. - Performance vs. SPY - Backtested returns - Concentration risk Then go one layer deeper. See your holdings next to analyst consensus price targets to understand what you own and where the Street thinks it could go. Your portfolio should not live across five apps. And performance should not be a mystery. See if you’re beating the market today: artemis.ai/portfolio-trac…
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Artemis
Artemis@artemis·
Ondo (@OndoFinance) just added $2 BILLION+ in tokenized market cap in one month. And there's more: • Tokenized market cap is +236% over 8 months • Tokenized equities holders is +276% over past 20 wks • Number of tokenized companies is + 149.5% over 4m • Weekly lending supply hit a new ATH of 65.07M More here: artemis.ai/insights
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Stephanie Guild, CFA
Stephanie Guild, CFA@StephGuildNYC·
Excited to speak at the Modern Investor Summit NYC on May 19. We’ll be breaking down the biggest risks and opportunities in markets right now — where money’s moving, what sectors are setting up, and what retail trends are signaling for the rest of 2026. 🎟️ luma.com/event/evt-USyu… Investing involves risk. Comments provided for informational purposes only and should not be considered investment advice or an indicator of future results. Portfolio management offered by Robinhood Asset Management, LLC (“Robinhood Strategies”), an SEC-registered investment advisor. Brokerage services offered through Robinhood Financial LLC, a registered broker-dealer (member SIPC).
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Artemis
Artemis@artemis·
.@BNBCHAIN Stablecoin Supply is up 73% from a year ago today. It grew from ~$9B to ~$16B in just one year. More insights: artemis.ai/insights
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Brian Jung
Brian Jung@thebrianjung·
@jonbma Your recent Coinbase agentic economy post was super well done!
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Brian Jung
Brian Jung@thebrianjung·
5 Crypto Narratives that you can front run now 1. AI 2. Stablecoins 3. Hyperliquid chain 4. Privacy 5. Memecoins
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Public Comps
Public Comps@publiccomps·
Coinbase is the winner of stablecoisn and agentic commerce Check out the research our friends did at @artemis
Jon Ma@jonbma

Coinbase is the winner of AI-native finance. We believe $COIN can be a ~$300B+ company (6x from today) Artemis open sources the BEST Coinbase financial model using onchain data. You can now build models like the BEST analysts. We believe Coinbase is WINNING in stablecoins, agentic commerce – not just as a crypto exchange. Here’s the core assumptions > Stablecoin supply reaches ~$3T in 2031 (~US Treasury official estimates) > USDC is 30% of stablecoin supply > Agentic Commerce ~$7.5T in yearly spend in 2031 > Coinbase Agentic Commerce is able to monetize and captures 1bp of the entire TAM > Net transaction revenue grows 11% CAGR > Subscription & Services goes from 40% of total revenue to 65% of revenue in 2031 In our bull case, Coinbase does ~$23B revenue in 2031 with ~$10B of net income. At 30x PE that assumes ~$300B of marketcap (6x+ from today) Full 12 page thesis drops at 5pm ET 👀

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Keşfet

@emiliemc @CoinbaseDuck @coinbase @citrini @tradexyz @zhengjielimm @TheValuesVC @BessemerVP