Artemis (@artemis) / X

Artemis

6,398 posts

Artemis

@artemis

Thesis driven investment research platform for the BEST. Crypto + Equities + Stablecoins. Trusted by Visa, McKinsey, VanEck, Sequoia & Ribbit.

New York

Joined April 2022

@artemis

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Artemis
@artemis
Jul 3
Rob Hadick (@HadickM) joins Jon Ma and @ElBarto_Crypto for a deep dive on the stablecoin dogfight. 1:34 How $OUSD affects Rob's stablecoin thesis 10:51 Why people may be too bearish Circle 22:21 Future market share: banks, Tether, Circle 28:04 Mesh, Rain, and card infrastructure
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Artemis
@artemis
7h
Thesis: Robinhood continues to be the winner of the world cup and could beat on revenue Q2'26. Rothera $HOOD hit $58M in daily volume on the day of the USMNT vs Belgium game, just shy of ATH. With Robinhood aiming to vertically integrate 100% of PMs to Rothera / Susquehana JV,
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Artemis
@artemis
7h
Hyperliquid Model. Dropping on Artemis. Tomorrow.
Jon Ma
@jonbma
7h
The best damn $HYPE model drops tomorrow 👀 Massive kudos to @zhengjielimm
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Artemis
@artemis
Jul 6
Thesis: Robinhood is WINNING the World Cup. Robinhood $HOOD was over 16% of all world cup volume on July 4th. Started off at 0% in June '26 and now >15% marketshare. Rothera was 5% of ALL predicition market volume last week.
Artemis
@artemis
Jun 23
Rothera $HOOD is COOKING the World Cup. Rothera is now 15% of all World Cup volume -- up from 0% beginning of the month. $134M+ daily trade volume, 2.4M trades, and MORE open interest than Polymarket. Bullish $HOOD for going from 0 -> 15% in a month...
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Artemis
@artemis
Jul 6
With the announcement of $OUSD, are people overly bearish @circle?
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Artemis
@artemis
Jul 6
CARDS: @Collector_Crypt monthly revenue crosses $200 million
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Artemis
@artemis
Jul 6
Strategy makes its largest sale to date offloading 3,588 $BTC for $216 million.
Strategy
@Strategy
Jul 6
Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. strategy.com/press/strategy…
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Artemis
@artemis
Jul 6
Prediction markets are generating about $6 billion in weekly volume from the World Cup. The split is roughly, 47% @Kalshi, 40% @Polymarket, and 13% @RobinhoodApp. Follow the volume here, artemis.ai/sectors/predic…
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Artemis
@artemis
Jul 6
The World Cup added more than $6.6 billion to @Polymarket's volume in June.
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Artemis reposted
Artemis
@artemis
Jul 2
Who ultimately wins (and loses) from $OUSD? With @HadickM, @jonbma, & @ElBarto_Crypto
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Artemis
@artemis
Jul 4
Bullish RWA perp volumes and @tradexyz
David Alexander II
@Mega_Fund
Jul 3
Demand for tokenized equities, commodities, pre-IPOs, and 24/7 venues continues to swell. RWA perp volumes have now grown 2150% year-over-year and have reached record highs of $126B in volume in June. At the center of all this, @tradexyz extended its dominance, growing 45% from
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Artemis
@artemis
Jul 2
Circle’s next move is likely acquisition-led: buying businesses that accelerate it further up the payments and financial infrastructure stack.
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Rob Hadick ＞|＜
@HadickM
Jul 1
I believe that the correct takeaway from OUSD is actually quite nuanced, both specifically to what it means for Circle / Tether / Paxos and more broadly about what it means for adoption and the likelihood of being successful (warning, very long post). First, on CRCL, I wonder if
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Artemis
@artemis
Jul 2
Who ultimately wins (and loses) from $OUSD? With @HadickM, @jonbma, & @ElBarto_Crypto
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Artemis
@artemis
Jul 2
$OUSD vs $USDC is going to be a dogfight
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