Thank you for being a part of the Artemis stablecoin report @binance! Looking forward to more opportunities to collaborate in the future 🤝

Artemis Founder: USDC Market Cap May Surpass $370 Billion by 2029

The on-chain yield landscape is maturing, as institutions and users seek more sophisticated opportunities on-chain. We partnered with @vaultsfyi to dive into the world of on-chain yield — here’s what we found 🧵 https://t.co/tDL8AukXLo

Artemis Report: Institutions Favor "Invisible DeFi," On-Chain Yield Platforms Gradually Mature

$COIN vs. $HOOD: The real battle is bringing TradFi assets on-chain vs. bringing Web2 users on-chain. Asset-first or user-driven? $HOOD is gaining retail market share while raising take rate. $COIN is cutting fees—and still losing market share. Who’s playing it right? Drop your take in the comments👇

$CRCL $COIN Coinbase pulls $1 billion from Circle. But there’s more beneath the surface: approximately 40% of the stablecoin revenue goes straight to users as yield. Stripping everything out, Coinbase and Circle earn roughly the same: around $600 million. Broadly: 1. COIN gets revenue split from trading 2. CRCL gets revenue split from payments 3. They split DeFi revenue

Please welcome Broderick to Artemis! Broderick joins Artemis as a Senior Analytics Engineer and Data Scientist, where he’ll be modeling protocols, contributing to the data platform and performing quantitative research to identify data points and metrics that have impact on price and move markets. Previously, Broderick was an Analytics Engineer at @MessariCrypto and @opensea. At Messari, he focused on modeling L1’s and creating standardized metrics, and supporting researchers by abstracting protocols and providing data for quarterlies. At OpenSea, he provided on-chain analysis to inform product direction and provide business analytics, built out key trust and safety components such as Spam detection and Inorganic Volume detection, and administrated and maintained our data infrastructure. Join us in welcoming Broderick!

We’re only in Year 2 of Bitcoin’s institutional era. TradFi is merging with crypto in real time. 🔸 $BTC > $100K — near ATH 🔸 Just ~8% of gold’s $23T market cap 🔸 BlackRock’s BTC ETF doubled its gold ETF AUM in

$HYPE Not all tokens are created equal. Hyperliquid is showing MAG5-tier buybacks and posting ~150% YoY growth. With $500.000M–$1.000B in projected buybacks this year, fundamentals are driving value in crypto. This isn’t just hype — it’s Hyperliquid. Our deep dive drops soon. Stay tuned.

Great stablecoin data and insights are HARD! Our brilliant engineer @0xpastaman wrote up a piece on all the things you need to figure out in order to get actionable insights from raw blockchain data 🧠 Link below

What’s really going on under the hood of Strategy’s (MSTR’s) playbook? Why are investors choosing MSTR over simply buying Bitcoin? Artemis just completed a full deep dive. We break down the unit economics behind their convertible and preferred offerings, explain key concepts like “Volatility is Vitality,” and tackle common questions — like why the premium exists in the first place. To fully understand MSTR’s strategy, check out the full report in the comments. Here’s the executive summary of key insights: 1. The launch of Bitcoin ETFs and public support from figures like President Trump signal a major inflection point for global institutional adoption — setting the stage for a compelling long-term, high-CAGR outlook for Bitcoin. 2. ETFs act as a bridge between the crypto ecosystem and global financial markets, providing a secure, regulated, and scalable vehicle for capital inflows into digital assets. 3. Strategy’s core thesis is to arbitrage its cost of capital and Bitcoin’s long-term CAGR. 4. No margin calls — their financing structure is built on non-callable, long-dated liquidity. 5. They’ve seemed to have MOVED AWAY from convertible bonds (selling vol) to the fixed-income market — 100x the liquidity. This is their next growth phase. 6. mNAV premium reflects BTC/share growth expectations — not BTC price. High mNAV = faster growth, not overvaluation. 7. The MSTR trade is durable because its convertibles and preferred equity — especially STRK — are superior to other bond products in the market. 8. Expect regional MSTR replicas driven by jurisdictional regulatory constraints. 9. The MSTR playbook doesn’t extend to other crypto assets — institutions will not buy derivatives/bonds backed by Altcoins. 10. As US Treasuries decline as a global hedge/reserve asset, the door is opening for Bitcoin-backed bonds to emerge as a credible alternative.

Want the full scoop? Check out our new @TokenizedPod where we dive deep into each report https://t.co/fm9O58fyFg

With @circle IPO on everyone's minds, our May 2025 stablecoin update focuses on USDC + other stablecoin insights: - What's driving the increase in USDC supply (hint @binance and @HyperliquidX) - Delta neutral stablecoin growth returns - @EtherFi Cash volumes surge https://t.co/VCMVxmYXvK

Here is the translated content: Welcome Anish Toomu to Artemis! Anish joins Artemis as a Software Engineering Intern, where he will be contributing to help build and scale our data platform. Outside of work, Anish builds fighting game controllers, and he used to be a part of a manga scanlation group. Join us in welcoming Anish!

And we're back up!

🚨 Artemis Terminal is currently down, but we are fixing it shortly!

Here is the translated content: Welcome Kevin Li to Artemis! Kevin joins Artemis as a Fundamental Analyst, where he'll be analyzing financial statements, industry data, and economic indicators across various assets. He was most recently an Analyst Intern at NLVC and one of the Co-Founders at Keo Plus AI. Join us in welcoming Kevin!

Artemis Research Report: Global Adoption of Stablecoin Payments

Artemis: Where is the 240 billion stablecoin supply headed?

🚨 Updates: Our stablecoin yield page.You asked, we delivered. 🎯 You can now filter yield opportunities by your favorite stablecoins on our Yield page — making it easier than ever to find what matters to you. https://t.co/RyQt7Z783D

Artemis on Bloomberg @crypto 👀

Good morning, our May Ship Log is here!📃 New Stablecoins report🌊 Flows breakdown🏗️ Various projects added...and more! https://t.co/n8ewX9Cp7Y

🚨 NEW: Create your own custom watchlist and keep track of the assets you care about most Pick from our full asset list, add your favorites, and monitor them all in one place Check below for the link to our watchlist builder 👇 https://t.co/wYq5A2B6Ub

✨This morning, we want to say a huge THANK YOU to our data partners who participated in the "Payments from the Ground Up" report we released yesterday—it wouldn't have been possible without you.✨So far we have over 350,000 impressions on Twitter alone!@binance@BVNKFinance@ConduitPay@ReapGlobal@Bitso@Felixpago@yellowcard_app@humafinance@lemonapp_ar@AcctualTeam@belo_app@loopcrypto_xyz@MANSA_FI@meso_network@OrbitalFinance@shield_xyz@walapay_io@xMoney_com

Here is the translated content: How are stablecoins used for payments? Alongside @CastleIslandVC and @dragonfly_xyz, we sourced data from 20 leading stablecoin companies (with public data from 11 more) to answer the question. A thread on the incredible growth of stablecoin payments https://t.co/YXhcciKao6

🚨 Stablecoin Updates:Artemis is going international! 🌎We currently index 7 stablecoins pegged to non-USD currencies!Comment👇 what other non-USD stablecoins you would like to see in our terminal! https://t.co/XsVkt0WQD5

🚨 Updates: Our stablecoin yield page now has a Protocol Safety Score and the last 7-day daily average APY! Next up: ⭐ More Pools! https://t.co/CTkRKnrdqL

Best performing asset in the last 7 days = AI tokens Coreweave (AI Hyperscaler) is up +209% since IPO. AI tokens are up ~30% since then. https://t.co/xqxGeChcVO

Algorand is now live on Artemis!@AlgoFoundationWith instant finality, low fees, and consistent uptime since its 2019 mainnet launch, Algorand powers Web3 innovation across DeFi, real-world assets, and enterprise applications. https://t.co/eqLHMchclN

We now track Believe Fees on Artemis! @launchcoin Believe generates almost 600k in Fees at the peak! Will Launch Coin on Believe reach its peak again? https://t.co/MTx8tvaYWd

Stargate 🤝 Stablecoins Two massive forces for the good of the greater onchain economy

Litecoin is now available on Artemis! @litecoin Litecoin is a peer-to-peer cryptocurrency launched in 2011 as a lightweight alternative to Bitcoin. It is designed for efficient payments and remains one of the most transacted cryptocurrencies, with consistent uptime and wide exchange support.

Launchpad DAU and Volume keeps spiking for @believeapp to ~100k DAU and >$1B of volume. https://t.co/dZAKnoEiN5

https://t.co/sX8ZyxCFEx

Fundamentals matter for price There's a slight positive correlation between 30 Day Change in Revenue and 30 Change in Price. On the top right you have $SYRUP up 150% and revenue up 200%. @SuiNetwork up 70% in 30D revenue, price up 79% Revenue up, price up.

KPIs on @launchcoin inflecting ↗️ - Launchpad Volumes >$318m - Launchpad DAUs 89.1k $LAUNCHCOIN https://t.co/udLMNO0b3K

Launch Coin on Believe is now live on Artemis! @launchcoin Believe is a Web3 SocialFi platform that enables anyone to launch tokens through social engagement, particularly on X (formerly Twitter). It aims to replace traditional venture capital with a decentralized, community-driven fundraising model. So now the question is https://t.co/ofGLq7TKu0 or https://t.co/Z22aPdzU3g?

Check out @gakonst's piece on the changing crypto world 👇

🚨 NEW: We just launched our Stablecoin Yield page! https://t.co/S5dh1GP5gI

What are your TOP @artemis data and product requests 🫵? Best ones get free Artemis swag :)

Happy $236B of stablecoin supply. With Facebook, Stripe, Ramp launching major products in the last week, we'll see the long term shift towards $1T+ supply. https://t.co/2aUxE4XpIZ

Can't wait to cohost with @noble_xyz at @consensus2025 🇨🇦 Excited to chat stablecoins ⭐️

Fundamentals matter. @maplefinance is up approximately 57%, while TVL has increased by 170% over the past three months. The revenue run rate is $7.7 million, up 70% in the last 30 days. Study the KPIs that move price ✍️ https://t.co/PxEoKsvGan

gm, our April Ship Log is here! 📈 New Application Activity landing page 🪙 Stablecoin page enhancements 📊 New projects listed on our Terminal ...and more! https://t.co/eEpPN0K1DE

Our April 2025 stablecoin report is here. This month we feature non-USD stablecoins - Euro denominated coins make the majority, with @circle EURC driving the supply - KRW, GBP, BRL have high CEX stablecoin volumes and could be the next breakout stable More insights + report 👇 https://t.co/cwdRJTZobh

Onchain businesses generate revenue but have low multiples - GMX is at a $70m revenue run rate and trades at 2.1x MC / Rev - Trades below the median comparable set of 5.7x cc @GMX_IO 

We agree 🫡. Check out the live adjusted stablecoin volume versus other financial systems 👇 https://t.co/ctYc280bTw 

We're back at >$3T market cap! And massive inflows back into ETH 👀 https://t.co/KxOYlebbxS

Markets are up 🧠 AI: +40.6% 🖼️ NFT Apps: +32.4% ₿ Bitcoin Ecosystem: +30.6% 🐸 Memecoins: +26.0% 🧱 DeFi: +23.0% 📡 DePIN & Data: +22%+ Lagging: 🏦 CEXs: +2.7% 🕵️ Privacy: +7.1% https://t.co/pkcnE2Qrt3

Could USDC supply on @binance flip @coinbase? We now estimate USDC on Binance is over $10 billion for the first time, with @solana driving over $2 billion YTD. https://t.co/CyKm6KtYfY

🚨 NEW: Application Activity Explorer 🧭 Explore the top fee-generating apps + contracts over the last 30 days based on real transaction-level activity 🔍 Search by app name or contract address 🧠 Discover emerging apps before they're on everyone’s radar 📊 Filter by chain, sort by fees, growth, or active wallets 🧩 See a contract and know the app? Let us know and we'll tag it! A few findings ranking the top 30D average addresses: 1. @solana dominates - 4 of the top 10 apps: Raydium, Pump AMM, Pump, and Jupiter. Pump AMM is closing the gap with Raydium 👀 2. @NEARProtocol comes in second with 2 apps in the top 10: Kaiching and HOT Wallet 3. New app, @RECRDapp, on @SuiNetwork has 1.2M+ daily active addresses, holding daily consistently and sticky Link to page below ⬇️

USDf is now live on Artemis! USDf is a synthetic dollar by Falcon Finance, backed by crypto and stablecoin deposits, that can be staked to earn yield-bearing sUSDf through institutional-grade trading strategies. https://t.co/dRxBJNpaLX

We believed stablecoins were a killer use case of blockchains in 2023 with the launch of our first stablecoin dashboard. We continue to double down on stablecoin analytics and data as we believe stablecoins are how money will be moved globally. Reach out if you want to jam more!

Quick weekend market update: 1) Eggs up 205% 2) BTC up 100% 3) S&P up 21% (since Jan '24)

🚨 Stablecoin Updates: 1. Added 2 new charts on our Stablecoin Overview page! 2. Currently supporting 58 stablecoins with 6 different types of pegged currencies! 3. Incorporated transfer volume from the likes of Visa, Paypal, Remittance, etc., and compares it to adjusted stablecoin transfer volume! Credit to @nic__carter for the chart inspiration. Happy Good Friday and Easter Sunday ahead!🐰

Where are stablecoins happening geographically? It's the #1 question we always get. Answer 👇 https://t.co/hzCRKDNNMv

We're proud to partner with @base to offer free, no-code onchain analytics built for builders shipping onchain apps. Each builder gets an out-of-the-box dashboard, ready to go from day one. This way you can spend less time wrangling data, and more time building. If you're interested in a free dashboard, fill out the form below or DM @crystaltaixyz.

👀👀👀 https://t.co/443Hx3H88l

Thank you sir 🫡

Congrats to @maplefinance: TVL is up >$1B! But the price is down -- is there clear value in plain sight? $SYRUP has a fully diluted valuation (FDV) of $157M and a market cap (MC) of $124M, with a run rate revenue of ~$5M, resulting in an FDV/revenue ratio of ~31x or an MC/revenue ratio of ~25x. Fundamentals matter, study them! https://t.co/tbxWjDlPty