Keep up with the latest research from the Artemis team.
An update on how beta, size, value, and momentum systematically drove crypto returns.
A 26% crash erased $2B in value, after a record quarter. Inside the disconnect between Figure’s accelerating fundamentals and a market pricing fear, not earnings power.
Coinbase is building durable infrastructure beyond trading, but near-term volatility and optimistic forecasts skew the risk-reward to the downside.
A brutal rotation out of the most crowded corners of tech and crypto is forcing a generation of growth investors to confront drawdowns that barely register in the broader market.
Figure is an important stock to understand for digital finance investors given they leverage blockchains to reduce friction for lending and are building a marketplace for tokenized loans.
This report empirically examines how stablecoins are used for payments, analyzing person-to-person (P2P), business-to-business (B2B), and person-to-business (P2B/B2P) transactions.
A deep dive into Aztec’s mission, ecosystem, and how programmable privacy is reshaping what’s possible on Ethereum.
A data-driven look at how beta, size, value, and momentum systematically drive crypto returns.
B2B Stablecoin Payments Surge 123%; Supply at $300bn
Another weekly fundamental from a former VC and HF analyst who takes a no-BS lens into blockchains, protocols, fintechs, DATs, stablecoins, etc
This month we spoke with DeFi Dave, Head of Growth at Cap Labs
How we measure crypto protocol revenue matters.
A deep dive into ether.fi's evolution from a simple staking fund to a comprehensive DeFi banking platform
Why ETH Is the Reserve Asset of the Onchain Economy.
Total Economic Activity is a better metric in our opinion compared to REV, Chain Fees to measuring and valuing blockchains.
Hyperliquid, a consensus long, has outperformed Bitcoin YTD up 50% versus BTC at 13.5%. We share a valuation model for Hyperliquid.
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