Total Economic Activity is a better metric in our opinion compared to REV, Chain Fees to measuring and valuing blockchains.
Keep up with the latest research from the Artemis team.
Blockchain data presents unique challenges that don’t exist outside of crypto.
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?
Hyperliquid, a consensus long, has outperformed Bitcoin YTD up 50% versus BTC at 13.5%. We share a valuation model for Hyperliquid.
The natural conclusion is to long Coinbase after Circle's ~10x since IPO. We help articulate the downside and risks associated with Coinbase at $77B.
We deep dive into Strategy (fka MicroStrategy)—the architect of the Bitcoin treasury company model.
As part of our weekly fundamentals, we deep dive CoreWeave, a leading AI Hyperscaler.
Circle Q1'25 financials and the bull case at $7.2B + we share a Circle financial model.
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