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Artemis Weekly Digital Finance Fundamentals 2026.4.11
This week: the Iran ceasefire rally, Morgan Stanley's MSBT launch, Strategy at 767K BTC, and the CLARITY Act Senate countdown.
Apr 11
•
Zheng Jie
5
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Crypto Factor Model Analysis: Launching Stablecoins 1
An analysis of using stablecoin flows to predict L1 performance.
Apr 10
•
Maggie Schwierking
6
SoFi: Mispriced at the Inflection
A bank-chartered neobank scaling profitability and diversification while trading at a valuation disconnected from its growth profile
Apr 9
•
Mario Stefanidis
11
2
Circle Internet Group ($CRCL)
Stablecoin Expansion & the Emerging Agentic Economy
Apr 7
•
Lucas Shin
13
1
The Financialization of Uncertainty
Prediction markets and the emergence of a new asset class
Apr 6
•
Kaviish
11
Artemis Crypto Factor Model Analysis: April 2026 Update
An update on how beta, size, value, momentum, and fundamentals systematically drove crypto returns over the past month.
Apr 6
•
Maggie Schwierking
6
1
Artemis Weekly Digital Finance Fundamentals 2026.4.03
This week we cover the $285M Drift exploit, Coinbase's OCC trust charter, Hyperliquid's token unlock, and the CLARITY Act stablecoin yield deal.
Apr 4
•
Lucas Shin
10
1
Bare Metal Banking
Between December 2025 and March 2026:
Apr 3
•
Alex Weseley
9
1
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