Archive - Artemis Big Fundamentals

Crypto Factor Model Analysis: Launching Stablecoins 1

An analysis of using stablecoin flows to predict L1 performance.

15 hrs ago • Maggie Schwierking

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

Circle Internet Group ($CRCL)

Stablecoin Expansion & the Emerging Agentic Economy

Apr 7 • Lucas Shin

The Financialization of Uncertainty

Prediction markets and the emergence of a new asset class

Apr 6 • Kaviish

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

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

Bare Metal Banking

Between December 2025 and March 2026:

Apr 3 • Alex Weseley

The Anxiety Economy: Why Trading Explodes

The thesis behind the next decade of financial markets

Apr 2 • Zheng Jie

The Lending Stack Has Flipped - Who Owns the New Chokepoints?

The $348T credit market is being quietly rebuilt — from vertically integrated banks to a modular stack where AI underwriting and blockchain rails…

Apr 1 • Mario Stefanidis

March 2026

Machine Economy 2030

What will the new internet look like - and who wins?

Mar 30 • Lucas Shin

Artemis Weekly Digital Finance Fundamentals 2026.3.27

This week, we look at Tempo's main net launch, a 72B parameter model trained on a Tao subnet and CRCL's 22% drawdown

Mar 27 • Akhil Vajjhala

Crypto Factor Model Analysis: Launching Fundamentals 1

A systematic framework for identifying outperformers in crypto using on-chain fundamentals like users, revenue, and valuation

Mar 27 • Maggie Schwierking

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