Keep up with the latest research from the Artemis team.
NY financial regulator approves Paxos expansion to Solana
FASB changes rules to allow for fair-value accounting of cryptocurrencies including Bitcoin on corporate balance sheets
Sam Altman-backed Investment Vehicle Launches Bitcoin Private Credit Fund and Insurance Vehicle
We highlight what's driving NEAR on-chain activity and how that affects NEAR's tokenomics.
This week, Saylor’s MicroStrategy makes ~$600mm Bitcoin purchase, the largest since February 2021, Grayscale Investments hires former Invesco ETF lead John Hoffman to take on managing director role, and Bitcoin hits an 18 month high at $38.8k.
Argentina's president elect Milei has a plan to abolish the central bank and to dollarize Argentina. That plan could be a big spark for stablecoin adoption.
Apollo and JP Morgan partner with blockchain platforms to transform the asset management space, NEAR is supported on the Artemis Blockchain Activity Monitor, UpvsDown User Activity (Gaming Application on Polygon)
JPM institutes programmable payments for its native digital currency, JPM Coin, BTC Price vs. On-Chain Active Addresses, Telegram Bot User Growth (Banana Gun, Unibot, Maestro)
Review of Modular Capital's Braintrust thesis, SocialFi User Retention, RabbitX Price vs. Trading Volume follow-ups
On-chain insights for web3 builders and investors
JP Morgan Sees $1bn of Daily Transaction Volume of its native digital token (JPM Coin), RabbitX gains Perp Trading Market Share as Trading Volumes Rebound, Bot vs. Human User Filter on the Blockchain Activity Monitor!
Review of Metaplex Investment Thesis (Modular Capital), friend.tech dominates active addresses and gas usage on Base, Q3 2023 gas usage across top Bridges declines ~32% QoQ
Artemis Data Insights - YTD 2023 Roll-up Review: Launch of Base resulted in ~30% QoQ decline in transactions for Arbitrum, Average Fees / Transaction have compressed by ~17% QoQ in Q3 2023, zkSync boasts highest fees and transactions across layer 2 networks in Q3 2023
Roll-up economics pre / post EIP-4844 (Cody @ Spartan Group!), Avalanche’s New Social Application Stars Arena grows to ~10k daily active users within two weeks of launch, Analysis of Q3 YoY Change in Ethereum Gas Fees and Transactions
FASB’s new fair value accounting for cryptocurrencies such as Bitcoin receives positive feedback from pro-crypto constituents, GMX new users spike on Arbitrum after quests launch on Arbitrum Odyssey: Reignited, Analysis of Ethereum Layer 2 Networks Gas Usage
Google Cloud expands Web3 presence with the addition of 11 new blockchain networks and start-up partnerships, Spike in NEAR daily active user activity driven by e-commerce application Kai-Ching, ERC-4337 activity continues to heat up across chains
Deutsche Bank dives deeper into Crypto Custody, Tokenization with Taurus Partnership, Ethereum sees spike in New Users (Wallet Transfers, ERC4337 contracts see increased activity on Optimism
Luxury Houses launch services on Aura consortium's blockchain, Artemis Data Insights on Uniswap Gas Usage
Coinbase takes a stake in stablecoin issuer Circle, Artemis Data Insights: Ethereum Gas Usage and Arbitrum vs. Optimism Fundamentals Deep Dive
Stablecoin regulation and adoption progresses in ex-US jurisdictions, Artemis data insights on Base and Decentralized Perps