Thesis: Long Circle
Last week we had Lorenzo Valente from ARK Invest on the podcast to discuss why Circle is under-appreciated by the market.
Artemis Big Fundamentals
Understand who are the winners and losers in AI and digital finance. We believe fundamentals matter in investing.
Live Last read · last published · next check
Latest posts
Analyst of the Month: Dr. Crossroads
This month we highlight an investor and creator known for deep-dive research across AI, fintech, and emerging technology on YouTube and X.
$FIGR: The Market May Be Underwriting the Wrong Business
Figure spent six years building a home equity lending platform designed to shorten origination times and reduce costs.
Thesis for the Week: Figma
I believe Figma will become the design layer for ALL creators and agents building software.
AI Investing For All.
Our first step toward building what we call the thesis investment platform
This Week in Digital Finance 2026.07.31
This week was a wild ride.
Announcing the S&P Pantera Digital Asset Index, powered by Artemis data
Digital asset markets are too often clouded by noise, while valuations are dictated by narratives instead of fundamentals or real economic activity.
This Week in Digital Finance (07.26.2026)
S&P Pantera Index powered by Artemis data and Robinhood Chain's memecoin casino starts turning into a tokenization platform
This Week in Digital Finance (07.17.2026)
A win for open weight models as memory sells off, Kalshi enters the compute derivatives race, and Stripe tries to buy PayPal.
Dear Robinhood, please do not build a memecoin chain.
Why Tokenized Equities, not memecoins, will help Robinhood get to $10B+ of revenue in 2030.