@jonbma Jon MaJon Ma posts on X about crypto, $hood, solana, stablecoins the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 38% stocks 30% cryptocurrencies #4234 technology brands 13% exchanges 8% currencies 2% vc firms 1% travel destinations 1% countries 1%
Social topic influence crypto 19%, $hood #433, solana 9%, stablecoins 9%, onchain 7%, wall street 6%, we are 6%, in the 5%, ai 5%, finance 5%
Top accounts mentioned or mentioned by @artemis @solana @hyperliquidx @onchainlu @cloudflare @dok2001 @anthonyyim @kaviish @figure @sama @openai @aave @0xslayerrrr @robinhoodapp @ethereum @kristovpaulus @base @ondofinance @coinbasedev @phantom
Top assets mentioned Robinhood Markets, Inc. (HOOD) Solana (SOL) Cloudflare, Inc. (NET) Hyperliquid (HYPE) USDC (USDC) Ethereum (ETH) Alphabet Inc Class A (GOOGL) Coinbase Global Inc. (COIN) Figure Technology Solutions, Inc. (FIGR) Bitcoin (BTC) TRON (TRX) Hinge Health, Inc. (HNGE)
Top posts by engagements in the last [--] hours
"Robinhood looking attractive at $86 or 36x PE with decent upside (33% IRR) in the long run. Core assumptions: [--]. Equity trading market grows 12.7% CAGR and Robinhood has 6.5% of marketshare and [---] bps take rate in [----]. [--]. Crypto trading market grows 10% CAGR (quite conservative) and Robinhood has 10% of marketshare and [--] bps take rate in [----]. [--]. Option trading market grows 6% CAGR and Robinhood capture 15% of marketshare with $0.58 revenue per contract traded. [--]. $1T of assets on Robinhood in [----] growing 30% CAGR with 0.75% take rate for net revenue Core risks: [--]. General trading volume"
X Link 2026-02-10T17:00Z 13.8K followers, 27.7K engagements
"Would you rather own $HYPE or $HOOD @RobinhoodApp: $38b MC $4b run rate revs $157b monthly trading volume @HyperliquidX : $4.5b MC $242m run rate revs (up from $0 in [--] year) $170b monthly trading volume. Both up 24% in the last [--] hours"
X Link 2025-04-09T23:51Z 13.8K followers, 328.8K engagements
"If you love crypto and haven't followed @kaviish yet I would HIGHLY recommend it. Kaviish is sitting at the cutting edge of what's interesting in crypto -- looks like onchain activity is ramping back The trenches are waking up again https://t.co/SAKDfmzsmw returning users just hit an ATH These are wallets that went inactive for 180+ days and came back to trade on Pump Even with sentiment this bad onchain activity on Solana is showing real signs of life https://t.co/tZEWTdlmUO The trenches are waking up again https://t.co/SAKDfmzsmw returning users just hit an ATH These are wallets that went"
X Link 2026-01-28T18:59Z 13.8K followers, 10.8K engagements
"Contrarian take: Long beaten down FOUNDER LED software businesses that are sticky and can be AI winners b/c of unique distribution monetize. I'm buying these companies below the orange line basically. - Monday AI work grew to $1m ARR after [---] months since launch. 252k customers to cross sell AI to. NDR is 110% - Figma Make + Opus makes it MUCH easier for companies to build / prototype software quickly in existing design system. What's stopping Figma from being the Cursor for designer NDR Is 131% - Hinge Health (despite PT being available at your finger tips in ChatGPT) grew number of members"
X Link 2026-02-11T16:27Z 13.8K followers, [----] engagements
"Goal of life isnt to slay your inner demons but to love those parts"
X Link 2026-02-14T20:33Z 13.8K followers, [---] engagements
"Circle is now $74B enterprise value. Circle is now more valuable than Robinhood ($68B) Nubank ($59B) Block ($38B) and just $4B shy of Coinbase ($78B). Circle now trades at: - 32x revenue - 80x gross profit - 152x EBITDA - 285x earnings In comparison USDC is $60B of marketcap growing 90% YoY. We'll soon be able to estimate Q2'25 Circle numbers based on onchain stablecoin supply. Circle keeps getting crazier now $65B. In comparison - Robinhood $69B $1.3B of net income 51.5x NI - Coinbase is $78B $2B of net income 37.3x NI - Circle is $65B $259M of net income 216x NI Circle now trades for: -"
X Link 2025-06-23T15:17Z 13.8K followers, 414.6K engagements
"Let's verify this claim: Solana is the most used chain Here's a comparison of @solana KPIs in [----] [--]. Solana is #1 in MAU at 98M (5x Base MAU) [--]. Solana is #1 in Transactions at 34B (18x BNB) [--]. Solana is #1 in Trading Volume at $1.6T (1.7x ETH) [--]. Solana is #1 in Application Fees at $5B (2x ETH) [--]. Solana is #1 in Revenue at $1.5B (2.4x TRX) One area where @ethereum still dominates is total transfer volume (Solana is #3) TVL (Solana is #2) developer activity (Solana is #2) and stablecoin supply (Solana is #3) . But by pure usage Solana is indeed the most used chain in [----] CNBC: "Solana is"
X Link 2025-12-14T17:59Z 13.8K followers, 235.4K engagements
"Figure is up 50% in the last [--] weeks. Business is $625M run rate revenue growing 55% YoY. What is @Figure and what is the thesis behind $FIGR Here's an investment memo by @souza_tiago ๐ https://t.co/uFk42vB2OQ https://t.co/uFk42vB2OQ"
X Link 2026-01-07T17:40Z 13.8K followers, [----] engagements
"Robinhood now trades at 36.7x earnings even as markets melt. Despite all key metrics going up to the right. @kristovpaulus describes $HOOD as a hyper competitor that is underestimated by wall street in his Sohn [----] pitch. With prediction markets tokenized equities and Robinhood Banking Vlad and team can start growing earnings and revenue even if retail trading volume normalizes. Get all the key metrics that matter for Robinhood here: https://app.artemisanalytics.com/asset/robinhoodfrom=assets https://app.artemisanalytics.com/asset/robinhoodfrom=assets"
X Link 2026-02-02T19:57Z 13.8K followers, [----] engagements
"The best Prediction Market dashboard in the world is on @artemis h/t @kaviish for cooking ๐ง๐ณ"
X Link 2026-02-06T20:44Z 13.8K followers, [----] engagements
"Track x402 activity by the agentic payments goat @OnchainLu Only on @artemis. Expect x402 activity to spike on Base with the Stripe partnership. Were launching with support for x402 using USDC stablecoins on @base with more protocols payment methods currencies and chains to come. Let us know which to prioritize. And sales tax refunds and reporting just work. (You only need to think about crypto if you want to) Were launching with support for x402 using USDC stablecoins on @base with more protocols payment methods currencies and chains to come. Let us know which to prioritize. And sales tax"
X Link 2026-02-10T23:13Z 13.8K followers, [----] engagements
"I agree At 12x sales and 27x earnings Figure is actually leveraging blockchains to speed up lending and offering a strictly better product than traditional HELOC providers. Figure might be getting crushed given lowering crypto sentiment but it's actually just a great lending business + RWA exchange. https://twitter.com/i/web/status/2021735737264324724 https://twitter.com/i/web/status/2021735737264324724"
X Link 2026-02-11T23:58Z 13.7K followers, [--] engagements
"Theres never been a better time to be a fundamental investor"
X Link 2026-02-12T17:24Z 13.8K followers, [----] engagements
"Consensus - Anthropic / Claude Code - Semiconductors - Google - Energy - Data Centers - OpenClaw Contrarian - B2B SaaS - Fintech - Trading Apps - DeFi - Bitcoin - Blockchains"
X Link 2026-02-15T22:41Z 13.8K followers, 29.5K engagements
"Hey EV3 Sal big fan of your work. I was thinking since Helium adds mobile subs on the demand side on recurring plans and the subs burn data credit business model felt akin to consumer SaaS or a price per usage (API biz almost like Twilio). So high growth software business that have a mixture of recurring software or usage based pricing felt like the best set of comps. Curious your take"
X Link 2025-10-29T01:23Z 13.2K followers, [---] engagements
"OpenAI will be the #1 fastest growing public SaaS co $13B ARR + 137% YoY $1B of enterprise value 76.9x EV/ARR (Palantir trades at 110.6x ๐คท) 84% rule of [--] revenue growth + LTM FCF (#3) -50% net income margins (estimate -$5B of burn in '25) Congrats @sama and @OpenAI $OPENAI JUST IN: OpenAI prepares for IPO at $1 trillion valuation Reuters reports. JUST IN: OpenAI prepares for IPO at $1 trillion valuation Reuters reports"
X Link 2025-10-30T00:06Z 13.2K followers, 10.6K engagements
"@apoo @sama @OpenAI @publiccomps or http://publiccomps.com http://publiccomps.com"
X Link 2025-10-30T01:36Z 12.9K followers, [---] engagements
"@StevenXi07 @sama @OpenAI Sorry typo wasnt used to putting $1T. The value is correct"
X Link 2025-10-30T18:07Z 13.1K followers, [--] engagements
"Tron is primarily a stablecoin chain. Majority of (labeled) onchain activity are: [--]. Peer to Peer Transfers using USDT [--]. Stablecoin. This is very different from other chains like @base @solana @BNBCHAIN where application activity is a lot more wide ranging. $TRX"
X Link 2025-10-30T19:05Z 13.1K followers, [----] engagements
"Tokenized equities is the coolest real use case of crypto for me. Allowing anyone globally to invest in the best companies and projects is a dream come true for someone who loves investing. Get the best teardown on tokenized equity wars ๐ The tokenized equities war has begun. Two players now control nearly 100% of all tokenized US equities onchain: @OndoFinance (67%) & @xStocksFi (30%+). This market has grown 4x in just [--] days. Lets break it down ๐งต/ https://t.co/DCaXYtINPJ The tokenized equities war has begun. Two players now control nearly 100% of all tokenized US equities onchain:"
X Link 2025-10-31T13:56Z 13.2K followers, [----] engagements
"Robinhood is now on @artemis ๐ See $HOOD tokenized equities metrics ๐ cc @vladtenev"
X Link 2025-10-31T16:28Z 13.2K followers, [----] engagements
"Solana will trade like oil & gas until Wall Street values blockchains using fundamentals Solana can become VERY profitable networks as finance moves onchain -- tokenization is projected to grow from $600B to $9T in [----]. Here's a model I built out for Solana with key drivers: - Asset Under Manage (TVL) as a % of Tokenization - Global Transfer Volume as a Velocity Multiple on AUM - Revenue as a % of Global Transfer Volume - Inflation Rate If you believe $SOL will [--]. Take 5% of TradFi markets in [----] in AUM [--]. The amount of AUM that moves per year is 55.6x (1/3rd of what it is today) [--]. Revenue"
X Link 2025-10-31T19:16Z 13.1K followers, [---] engagements
"Solana will trade like oil & gas until Wall Street values blockchains using fundamentals Solana can become VERY profitable networks as finance moves onchain -- tokenization is projected to grow from $600B to $9T in [----]. Here's a model I built out for Solana with key drivers: - Asset Under Manage (TVL) as a % of Tokenization - Global Transfer Volume as a Velocity Multiple on AUM - Revenue as a % of Global Transfer Volume - Inflation Rate If you believe $SOL will [--]. Take 5% of Tokenization markets in [----] in AUM [--]. The amount of AUM that moves per year is 55.6x (1/3rd of what it is today) 3."
X Link 2025-10-31T19:41Z 13.5K followers, 779K engagements
"We would love to chat with someone at @Cloudflare about NET Dollar to include in our next stablecoin report Who should we chat with Cloudflare introduces NET Dollar a new U.S. dollar-backed stablecoin that will enable instant secure transactions for the agentic web. https://t.co/FhFN4uEAf0 Cloudflare introduces NET Dollar a new U.S. dollar-backed stablecoin that will enable instant secure transactions for the agentic web. https://t.co/FhFN4uEAf0"
X Link 2025-10-31T21:12Z 13.2K followers, [----] engagements
"@richpinky3 @Cloudflare Thank you @richpinky3"
X Link 2025-10-31T21:35Z 13.1K followers, [--] engagements
"@dok2001 @Cloudflare Thank you Dane Will do"
X Link 2025-11-01T01:19Z 13.1K followers, [--] engagements
"Wall Street will focus instead on Total Economic Activity: stablecoin transfer volume + DEX volume + NFT volume + real volume that happens on blockchains + app fees + L1 fees. @Broderick__B @0xbeamish built out this more comprehensive money movement / transfer volume metric that is a better predictor of price: https://www.artemisanalytics.com/resources/reading-the-tea-total-economic-activity-leaves-the-metric-that-matters-for-blockchains https://www.artemisanalytics.com/resources/reading-the-tea-total-economic-activity-leaves-the-metric-that-matters-for-blockchains"
X Link 2025-11-02T17:56Z 13.2K followers, [---] engagements
"Metrics that matter for @Figure and @provenancefdn now on Artemis ๐ Real-world assets are moving on-chain. Today Artemis adds dashboards for: @Figure: $13.1B TVL + loan balance of $13.6B @provenancefdn (HASH): $17.7B TVL + 60.1K DAUs Track every metric below ๐ https://t.co/AtAGp4D4hP Real-world assets are moving on-chain. Today Artemis adds dashboards for: @Figure: $13.1B TVL + loan balance of $13.6B @provenancefdn (HASH): $17.7B TVL + 60.1K DAUs Track every metric below ๐ https://t.co/AtAGp4D4hP"
X Link 2025-11-03T17:21Z 13.3K followers, [----] engagements
"Robinhood crushed Q3'25: $5b run rate revenue growing +100% YoY $1b crypto revenue run rate growing +300% YoY $2.2b net income run rate 40% net income margins. 56.5x P/E (run rate) Other KPIs $333b total platform assets +119% YoY 3.9m Robinhod subs +77% YoY $191 ARPU +82% YoY Congrats $HOOD"
X Link 2025-11-06T05:04Z 13.6K followers, [----] engagements
"The AI for Crypto Analyst I wish I had when I first got into crypto. No need to go through docs click through charts or Excel formula builder. Just ART Chat for the answer :) Get it now ๐ Meet ART Chat the AI for crypto analysts. Available in Terminal & Sheets/Excel. https://t.co/zRp67RAk5P Meet ART Chat the AI for crypto analysts. Available in Terminal & Sheets/Excel. https://t.co/zRp67RAk5P"
X Link 2025-11-10T20:04Z 13.6K followers, [----] engagements
"I love who we serve and what we do at @artemis"
X Link 2025-11-11T02:21Z 13.3K followers, [----] engagements
"Get some baller x402 insights on if agentic commerce is happening๐ Lets go crypto x AI @OnchainLu ๐ โน agentic commerce is coming. x402 incubated by @CoinbaseDev has taken off in the past month peaking at 3.3M transactions ($3M) on a single day so whats really happening and whos positioned to capture this value lets take a look at what the data says. https://t.co/8gkqQ8rRiV agentic commerce is coming. x402 incubated by @CoinbaseDev has taken off in the past month peaking at 3.3M transactions ($3M) on a single day so whats really happening and whos positioned to capture this value lets take a"
X Link 2025-11-11T19:17Z 13.2K followers, [----] engagements
"@hyperlane @Starknet Hi @hyperlane Jon here the ceo. We would love to chat and build a deeper analytics page for Hyperlane. Please DM me Thank you for using our flows page :)"
X Link 2025-11-11T19:57Z 13.2K followers, [--] engagements
"@OnchainLu @CoinbaseDev @artemis @dok2001 flagging for Cloudflare NET Dollar team"
X Link 2025-11-12T20:54Z 13.2K followers, [--] engagements
"Congrats @Figure @MBTannenbaum on a killer Q3'25. $625m run rate revenue +55% YoY $90m net income (57% net income %) $2.5B consumer loan marketplace volume +70% YoY $1.1B FIgure Connect Volume +43% QoQ Stock +19% after hours. Businesses utilizing blockchains keep winning"
X Link 2025-11-15T03:28Z 13.3K followers, [----] engagements
"This was an honest mistake. We support over [----] metrics in our backend of which the following [--] metrics were misattributed (0.15% of all metrics) TVL - Tron - OP - Avalanche - Stacks DEX volume - Cardano - Stacks - Tron We do not ever intend to pass off others data as our own. We are fixing attribution of these metrics ASAP. All these metrics are available to download for free on our frontend and we make these metrics available and open to anyone consistent with the open data ethos. See the update for Cardano Spot Volume ๐ [--] months ago I tweeted about @artemis taking our data and selling it"
X Link 2025-11-20T16:09Z 13.3K followers, 41K engagements
"@dok2001 @Cloudflare @dok2001 our crypto x AI analyst @OnchainLu built a deep dive on x402 love to chat with your team Send you a DM"
X Link 2025-11-26T18:55Z 13.3K followers, [---] engagements
"Wild only ๐ข YTD in [----] are Tron Binance Hype. The similarties All are $100m+ in revenue. Congrats $TRX $BNB $HYPE holders"
X Link 2025-12-02T22:26Z 13.6K followers, [----] engagements
"The stablecoin marketmap updated ๐ Ultimate Stablecoin Landscape Map ๐ Stablecoin Map keeps growing. Added the companies below. Let me know who I missed and who we should add here. Tag them in the comments. Will keep updating the chart with new players. @AviciMoney @spark @CantonNetwork @sabermoney https://t.co/ANqd6nWmoG Ultimate Stablecoin Landscape Map ๐ Stablecoin Map keeps growing. Added the companies below. Let me know who I missed and who we should add here. Tag them in the comments. Will keep updating the chart with new players. @AviciMoney @spark @CantonNetwork @sabermoney"
X Link 2025-12-03T02:02Z 13.6K followers, 15.4K engagements
"Congrats @phantom $CASH for breaking $100m BREAKING: $CASH by @phantom crosses $100M supply https://t.co/wFSdBfPvWK BREAKING: $CASH by @phantom crosses $100M supply https://t.co/wFSdBfPvWK"
X Link 2025-12-08T14:33Z 13.6K followers, [----] engagements
"Only way to count real payments is bottoms up. We did a report this fall on which shows $122B run rate real payment volume which doesnt include DeFi. The stablecoin transfer volume can be a mix of MEV wallet to wallet transfers CEX wallet defi usage but can be very very noisy. Would use real payment volume instead versus looking at total transfer volume which can be inflated and quite noisy def not apples to apples with Visa. http://stablecoin.fyi http://stablecoin.fyi http://stablecoin.fyi http://stablecoin.fyi"
X Link 2025-12-09T22:32Z 13.6K followers, [--] engagements
"Phantom $CASH is the #1 stablecoin issued by @stripe open issuance platform at $103M. That's after only launching [--] months ago. Congrats @BChillman and @phantom team. CASH is now the largest stablecoin issued through @stripe's open issuance platform. https://t.co/DJNX5w7KtB CASH is now the largest stablecoin issued through @stripe's open issuance platform. https://t.co/DJNX5w7KtB"
X Link 2025-12-10T20:12Z 13.6K followers, [----] engagements
"We โค crypto data @ethanyish @smyyguy @hemaaanth Hello ๐ from Breakpoint @artemis @AlliumLabs @Blockworks_ @goldskyio"
X Link 2025-12-13T13:45Z 13.6K followers, [----] engagements
"@navana006 @solana There are a ton of apps that drive usage on Solana: Top [--] are Pump Raydium Meteora Jupiter Circle"
X Link 2025-12-14T18:20Z 13.6K followers, [----] engagements
"Digital payments - stablecoins - cash :) Digital finance ๐ Everyone else: omg stablecoins @Uber: hold my beer I have a new trick https://t.co/0UMcDTa1P8 Everyone else: omg stablecoins @Uber: hold my beer I have a new trick https://t.co/0UMcDTa1P8"
X Link 2025-12-15T14:34Z 13.6K followers, [----] engagements
"The x402 deep dive ๐ cc @dok2001 @programmer https://t.co/ryBySN61vO https://t.co/ryBySN61vO"
X Link 2025-12-16T22:17Z 13.6K followers, [----] engagements
"Shi Its how we calculate here from github repos and grouping all ETH and SOL ecosystems into a single number for weekly developers: Full Methodology: The number of active developers tagged to open-source repositories in a week. Dates on the x-axis represent the start of the given week. A developer is considered active if they have pushed at least one commit during the week. We are only tracking developers who commit to the main / master branch. https://app.artemisanalytics.com/developer-activity https://app.artemisanalytics.com/developer-activity"
X Link 2025-12-16T23:34Z 13.6K followers, [--] engagements
"Get the metrics that matter for fintech ๐ Crypto Tokens + Fintech Equities = Digital Finance ๐จNow Live: Comps for Fintech Equities Brokerages Perps and Lending. Crypto is converging with traditional finance. Fundamentals are now becoming ever important. With these tailwinds we created a tab dedicated to letting you compare crypto equities with financial giants: https://t.co/BHSslk2Rxm ๐จNow Live: Comps for Fintech Equities Brokerages Perps and Lending. Crypto is converging with traditional finance. Fundamentals are now becoming ever important. With these tailwinds we created a tab dedicated"
X Link 2025-12-17T22:30Z 13.6K followers, [----] engagements
"The best no code tool in digital finance. Create charts for tokens fintech DATs stablecoins in the new โ Workbench. LFG on shipping ๐ข @kdhk_ @crystaltaixyz Excited to see what analysts ship we just shipped ๐ Workbench in @artemis Terminal we rolled our free no-code custom chart builder + dashboard builder for onchain data into a single unified experience - with much cleaner UX and flow ive been personally excited to work on this and im extremely proud of our https://t.co/KYawavnbJS we just shipped ๐ Workbench in @artemis Terminal we rolled our free no-code custom chart builder + dashboard"
X Link 2025-12-20T00:31Z 13.6K followers, [----] engagements
"@0xslayerrrr Comp HYPE and Lighter. Comps HOOD and COIN. Love it sir"
X Link 2025-12-20T00:33Z 13.6K followers, [---] engagements
"ETH is the stablecoin king ๐ Most capital still sits on @ethereum ethereum dominates the stablecoin meta. total stablecoin supply hit a new ATH at $304 billion. $195.9 billion in stablecoins are issued on ethereum. 64.44% of the entire stablecoin supply is on ethereum. believe in ETH. https://t.co/R0OxE7gn9j ethereum dominates the stablecoin meta. total stablecoin supply hit a new ATH at $304 billion. $195.9 billion in stablecoins are issued on ethereum. 64.44% of the entire stablecoin supply is on ethereum. believe in ETH. https://t.co/R0OxE7gn9j"
X Link 2025-12-20T04:55Z 13.6K followers, [----] engagements
"Get the stablecoin alpha [----] from @artemis @TokenizedPod ๐ LFG. It's that time again Drumroll please. Stablecoin Wrapped [----] is here. Presented by Artemis & @TokenizedPod ๐งต/ https://t.co/NqQ9zmxH3T It's that time again Drumroll please. Stablecoin Wrapped [----] is here. Presented by Artemis & @TokenizedPod ๐งต/ https://t.co/NqQ9zmxH3T"
X Link 2025-12-22T18:16Z 13.6K followers, [----] engagements
"@Lighter_xyz metrics that matter and key questions ahead of TGE. All in one place. Kudos @crystaltaixyz @kaviish @anthonyyim for shipping โค Now Live: @Lighter_xyz on Artemis Just in time for Lighters TGE (๐) were announcing a new investor dashboard covering the metrics that matter. Track perp volume revenue TVL and open interest all in one place. New Investor Features: Thesis & FAQ Charts that Matter https://t.co/T596Zh8WdN Now Live: @Lighter_xyz on Artemis Just in time for Lighters TGE (๐) were announcing a new investor dashboard covering the metrics that matter. Track perp volume revenue"
X Link 2025-12-23T22:08Z 13.6K followers, [----] engagements
"Some holiday alpha from @pat_goodridge ๐ Should be clear by now that the domain-specific LLM thesis is here to stay Use GPT for anything crypto-related then use @artemis Use GPT for legal work then use @harvey Use GPT for academic research then use @elicitorg The difference in output quality is night and day Should be clear by now that the domain-specific LLM thesis is here to stay Use GPT for anything crypto-related then use @artemis Use GPT for legal work then use @harvey Use GPT for academic research then use @elicitorg The difference in output quality is night and day"
X Link 2025-12-30T00:04Z 13.6K followers, [----] engagements
"Aave fundamentals are up while prices are down. Check out @x0wes analysis ๐ Major dislocation between @Aave token price and protocol fundamentals. Deposits are up 60% year-over-year. Price is down 52%. Weekly revenue hit an all time high in October '25. Part of this is due to the ongoing DAO drama but that's merely a blip in the overall trend. At a https://t.co/lkyvyZHCmV Major dislocation between @Aave token price and protocol fundamentals. Deposits are up 60% year-over-year. Price is down 52%. Weekly revenue hit an all time high in October '25. Part of this is due to the ongoing DAO drama"
X Link 2026-01-06T11:02Z 13.6K followers, [----] engagements
"Wall Street will use GMV + TPV as the core volume metrics to value Solana and blockchains as a marketplace for internet capital. Appreciate the shout out @richhomiecon โค The #1 @solana metric that Wall Street cares about. Jon Ma (@jonbma) CEO of @artemis chimed in from Breakpoint to give us an update on Solana's year of ATHs and what matters most for institutional allocators: While Solana is number one in users number one in transactions https://t.co/V6eHOein7O The #1 @solana metric that Wall Street cares about. Jon Ma (@jonbma) CEO of @artemis chimed in from Breakpoint to give us an update"
X Link 2026-01-06T16:44Z 13.6K followers, [----] engagements
"@Kross_Roads @Kross_Roads we just published a memo on why $FIGR is a winner from blockchains and RWAs. Love your feedback: https://t.co/uFk42vB2OQ https://t.co/uFk42vB2OQ"
X Link 2026-01-08T20:16Z 13.6K followers, [----] engagements
"@Kross_Roads @artemis 20-30% CAGR for top line isn't crazy if Figure is the leading exchange for real world assets. Love to chat and jam sometime @kross_road -- we are fans of your coverage of Robinhood Polymarket Figure etc"
X Link 2026-01-10T05:21Z 13.6K followers, [--] engagements
"I'm super bullish @figma -- been moving from @Lovable to Figma Make. I'm able to use Figma Designs from our existing design systems to make iterations versus Lovable is just prototyping for me. Curious what folks think"
X Link 2026-01-14T04:11Z 13.6K followers, [----] engagements
"If you CEO isn't writing code your startup is NGMI"
X Link 2026-01-14T14:49Z 13.6K followers, [----] engagements
"The BEST damn crypto card report. Ever. Congrats @patkkim for shipping the MOST comprehensive crypto card report. Check it out ๐ BREAKING: We just published the most comprehensive report on crypto cards in the industry. Not because its a niche. But because it quietly became an $18B market. In early [----] crypto cards were doing $100M per month. Today theyre doing $1.5B. So we spent weeks digging https://t.co/gEsYU3jTlc BREAKING: We just published the most comprehensive report on crypto cards in the industry. Not because its a niche. But because it quietly became an $18B market. In early 2023"
X Link 2026-01-15T16:45Z 13.6K followers, 26K engagements
"When your cofounder @anthonyyim one shot vibe codes light mode ๐ค๐ฑ"
X Link 2026-01-21T21:54Z 13.8K followers, [----] engagements
"@shellvish @grok how is draftkings volume estimated here"
X Link 2026-01-22T19:58Z 13.6K followers, [--] engagements
"Artemis just launched a stablecoin payments report with @McKinsey ๐ญ Stablecoins have barely scratched traditional payment volumes (1%)-- at @artemis we are extremely bullish on this next leg of growth for stablecoins and blockchains that facilitate payments. Give this report a read Big shout out to @ElBarto_Crypto @anthonyyim @Ishavarshneyx for making this happen. https://twitter.com/i/web/status/2014745857535410177 https://twitter.com/i/web/status/2014745857535410177"
X Link 2026-01-23T17:03Z 13.6K followers, [--] engagements
"#1 Winner from growth of DATs crypto equities Robinhood. Returns in last [--] year $HOOD +467% $BTC +97.3% $ETH +63% $COIN +56.9% @RobinhoodApp. Equity Trading Volume up 100% YoY to $209B in just July '25 Coinbase did $230B of an ENTIRE quarter (April - June '25) worth of volume in Q2'25 for retail + institution. Crypto Equity + DAT trading volume + meme stock volume going to Robinhood and traditional brokerages not onchain players or CEXs as of now (outside of BTC ETH and tokens getting inflows). That should change overtime with $COIN moving into stocks. h/t @TheOneandOmsy for the insight on"
X Link 2025-08-20T00:00Z 13.8K followers, 19.6K engagements
"Artemis just launched a stablecoin payments report with @McKinsey Stablecoins have barely scratched traditional payment volumes (1%) At @artemis we are extremely bullish on this next leg of growth for stablecoins and blockchains that facilitate payments. Give this report a read Big shout out to @ElBarto_Crypto @anthonyyim @Ishavarshneyx for making this happen. We just published the most accurate onchain estimate of stablecoin payments ever. Everyone keeps quoting $10T$30T stablecoin payments. That number is wrong. By a lot. Built with @McKinsey payments team we used a bottom-up approach to"
X Link 2026-01-23T17:05Z 13.8K followers, 18.2K engagements
"Convinced that startups win through pure belief and persistence. It's not some crazy or elegant strategy. Its just being consistency showing up every day talking to customers and shipping for them. There's no secret formula"
X Link 2026-01-31T02:53Z 13.8K followers, [----] engagements
"https://app.artemisanalytics.com/comparablestab=payments https://app.artemisanalytics.com/comparablestab=payments"
X Link 2026-01-30T17:20Z 13.8K followers, [---] engagements
"๐จ December [----] Stablecoin Market Map ๐จ Any others we should add"
X Link 2024-12-06T02:35Z 13.7K followers, 18K engagements
"Stablecoins are real. We added over [---] stablecoin players to our market map in the last [--] months. Excited for the stablecoin market map to keep growing in [----] and beyond ๐ Happy Holidays Artemis Analysts โจ"
X Link 2024-12-26T15:42Z 13.7K followers, 39.5K engagements
"Who wants a Chime financial model ๐โ"
X Link 2025-06-13T16:30Z 13.7K followers, [----] engagements
"Circle is currently valued at $55B enterprise value. That implies on [----] numbers: - 58.1x Gross Profit. - 125.2x EBITDA - 163.7x Net Income I added Circle Payment Network as a revenue line item - $570b+ B2B Payment Volume in [----] - 20% of volume goes to CPN - 0.10% of take rate to CPN revenue Updated stablecoin growth assumptions - Stablecoin supply growing 30% YoY in [----] to $1.2T - USDC takes 28.50% of marketshare - USDC is $370B growing 32% YoY - Distribution costs stay flat at 65% versus going to 70% Where I end up in 2029: - $9B revenue growing 25% YoY - 35% Gross Margins - $3.1B gross"
X Link 2025-06-19T15:54Z 13.7K followers, 89.5K engagements
"@ShanAggarwal Congrats Shan Still remember when you were a VC back in the day at Greycroft and hooping in LA :P huge man"
X Link 2025-08-12T15:23Z 13.7K followers, [---] engagements
"After buying 143k ETH $SBET now trades at 1.15x mNAV That's down from at 3.86x on July 19th. Key Stats: [--]. Total ETH = [------] or 0.61% of ETH supply [--]. Total NAV is $3.061B [--]. Total Shares = [---------] [--]. Share Price = $20.12 (-10% L7 Dats) [--]. Total Market Cap = $3.530B (Shares * Share Price) Great entry point for $SBET cc: @joechalom @ethereumJoseph JUST IN: SharpLink Gaming buys [------] $ETH worth $667 million. JUST IN: SharpLink Gaming buys [------] $ETH worth $667 million"
X Link 2025-08-19T17:43Z 13.7K followers, [----] engagements
"We are hiring a stablecoin intern. You will help research about the most interesting stablecoin projects and chains like Agora m0 Stripe's Tempo Circle's Arc Codex and get interesting insights with data. You will help figure out how much about of stablecoin volume is actually REAL and ORGANIC. Reach out if you are interested. We are looking for someone who LOVES stablecoins and fintech. This is a generalist role -- anyone is welcome to apply. Drop a note below if you are interested on your favorite stablecoin project or data nugget or feel free to shoot us an email at team at artemis dot xyz"
X Link 2025-08-23T15:38Z 13.7K followers, 129.6K engagements
"Hyperliquid Perp + Spot Volumes = $420B in Aug '25 That's $1.16B revenue run rate (buybacks of $HYPE)-- 0.27% take rate on volume - revenue. Perp Volumes up 10x YoY at $393B in Aug '25 up $32B in Sept '24. Wow. What's driving Perp volumes 70% of Perp Volumes in Aug '25 were the majors so $BTC $ETH $SOL. Seems like real volume continues to move from CEX to @HyperliquidX. Not crazy with HypeEVM build out more and more capital and more volume on both Spot and Perp Volume and DEX CEX volume. Hyperliquid. https://twitter.com/i/web/status/1968370161343213915"
X Link 2025-09-17T17:43Z 13.7K followers, [----] engagements
"Wasnt too far off on the projected $515B valuation for Tether in June. Congrats @paoloardoino @Tether_to and team. If @tether went public TODAY Tether would be the 19th largest company in the world at $515B. That's ahead of Costco and Coca Cola. Here's why: - Circle is now public at $30B marketcap - Our financial model has Circle at $410B EBITDA in [----] or 69.3x EBITDA - Tether claims https://t.co/JCzNwjQI5z If @tether went public TODAY Tether would be the 19th largest company in the world at $515B. That's ahead of Costco and Coca Cola. Here's why: - Circle is now public at $30B marketcap -"
X Link 2025-09-25T01:15Z 13.7K followers, [----] engagements
"Can confirm: @MeteoraAG is one of the top fee generating protocols at $4.4M daily fees. Happy TGE day $MET team. The biggest protocols in crypto generate over $1B in fees each. We put those fees back into the hands of our users. Since inception Meteora generated over $1.3 billion in fees and $1.2 billion of that went directly back to our users. While other protocols earn fees for https://t.co/GX8paeO1uV The biggest protocols in crypto generate over $1B in fees each. We put those fees back into the hands of our users. Since inception Meteora generated over $1.3 billion in fees and $1.2 billion"
X Link 2025-10-22T19:15Z 13.7K followers, 32.9K engagements
"Crypto factor model results below ๐ We need to shift from purely narrative driven in crypto to factor analysis and decomposing returns like we do in equities. LFG @covered_call Equities have lived on factor models for 30+ years. So we tested them in crypto: Market Beta portfolio: 42% annualized performance Size (SMB): 53% annualized Momentum: 75% annualized On diversified portfolios factors explained 75% of returns. Full analysis from https://t.co/S9WEpsdTQT Equities have lived on factor models for 30+ years. So we tested them in crypto: Market Beta portfolio: 42% annualized performance Size"
X Link 2025-11-12T19:49Z 13.6K followers, [----] engagements
"Crypto tokens wont have a price floor until theres M&A of token projects trading below buybacks or fees"
X Link 2025-11-17T00:58Z 13.6K followers, 16.9K engagements
"Get ready Saturn ๐ช Proud of former @artemis employees @kevinlhr88 and @0xpastaman for making crypto credit a reality on their raise and launch. Let's get it fam. 1/ We are excited to announce that Saturn raised $800K from @YZiLabs @Sora_ventures and prominent crypto angels to build USDat a stablecoin protocol delivering 11%+ yield backed by Bitcoin. We generate yields through @Strategys $STRC and unlock global onchain access to https://t.co/bsBvl8t2Pi 1/ We are excited to announce that Saturn raised $800K from @YZiLabs @Sora_ventures and prominent crypto angels to build USDat a stablecoin"
X Link 2026-01-15T19:05Z 13.7K followers, [----] engagements
"Welcome @sreevanth to @artemis Excited to cook up some quant strategies :). @sreevanth @overminn ๐ Sree joins Artemis as a Quantitative Developer Intern where he'll be diving into portfolio analytics and backtesting systematic strategies. Prior to Artemis Sree honed his skills as a Research Analyst Intern at Digital Currency Group (DCG) where he produced data https://t.co/iqxqneQtsE Sree joins Artemis as a Quantitative Developer Intern where he'll be diving into portfolio analytics and backtesting systematic strategies. Prior to Artemis Sree honed his skills as a Research Analyst Intern at"
X Link 2026-01-21T18:40Z 13.6K followers, [----] engagements
"@saxena_puru @grok what are the best stocks to invest in given AI inference workloads will keep growing"
X Link 2026-01-23T03:18Z 13.7K followers, [----] engagements
"Big announcement coming soon from Artemis ๐ Crypto + Equities here we go. https://twitter.com/i/web/status/2017077722640486669 https://twitter.com/i/web/status/2017077722640486669"
X Link 2026-01-30T03:29Z 13.8K followers, [----] engagements
"BREAKING: We compare Fintech and Crypto Metrics that Matter in one place with @LexSokolin . - Neobanks: Nubank vs Phantom - Payments: Paypal vs Solana - Lending: Aave vs Klarna - Trading: Hyperliquid vs Robinhood - Prediction Markets: Draftkings vs Polymarket Find out who is winning fintech vs crypto ๐ For the first time @LexSokolin and Artemis put Fintech and Crypto KPIs on the same page. - @aave ($22B) has more loans outstanding than ALL BNPL ($21B). - @HyperliquidX ($2.6T) does 50% of Robinhoods trading volume ($4.6T). - @Polymarket ($25B) does 50% of DraftKings ($52B)"
X Link 2026-01-30T17:20Z 13.8K followers, [----] engagements
"The meaning of life is love and connection"
X Link 2026-02-02T17:06Z 13.8K followers, [----] engagements
"@TheOneandOmsy @artemis @LexSokolin @aave @HyperliquidX @Polymarket we built this for you man. thank you for inspiring us Omar"
X Link 2026-02-02T17:08Z 13.7K followers, [--] engagements
"@joeljohn ๐คฃ aw Joel John"
X Link 2026-02-02T17:23Z 13.7K followers, [---] engagements
"Robinhood now trades at 36.7x earnings even as markets melt. Despite all key metrics going up to the right. @kristovpaulus describes $HOOD as a hyper competitor that is underestimated by wall street in his Sohn [----] pitch. With prediction markets tokenized equities and Robinhood Banking @djvlad and team can start growing earnings and revenue even if retail trading volume normalizes. Get all the key metrics that matter for Robinhood here: https://app.artemisanalytics.com/asset/robinhoodfrom=assets https://app.artemisanalytics.com/asset/robinhoodfrom=assets"
X Link 2026-02-02T19:30Z 13.7K followers, [----] engagements
"Oof @PayPal now trades at 2x Gross Profit and 8x earnings ๐คฎ Keep in mind Venmo TPV is still growing is still growing 13% Venmo revenue is growing 20% and 67m MAU +7% YoY. Paypal has a CORE asset is valuable in a world of stablecoins where distribution is king and EVERYONE would love to have the Venmo that utilizes stablecoin rails. $PYPL right here is ultra contrarian. https://twitter.com/i/web/status/2018757821173489915 https://twitter.com/i/web/status/2018757821173489915"
X Link 2026-02-03T18:45Z 13.8K followers, [----] engagements
"Crypto is real. I traveled to Nairobi and met the @Haraka_xyz team which is building on @Celo and using @MentoLabs issued cKES. Haraka provides microloans to small business owners in Kenya and Ghana collateralized by social reputation (e.g. group of friends who form a savings circle). We spoke with business owners who own beauty and grocery stores in Nairobi. Through the Haraka 2-month pilot they received 10k Kenyan Schillings and were able to grow their business faster by stocking more products and experimenting with new items (e.g. fresh produce like tomatoes perfume shoes etc.). The"
X Link 2024-09-11T18:43Z 13.8K followers, 27.7K engagements
"Pancake Swap rapidly growing share to 30% of Spot DEX Volume Memecoin season on BNB Top Tokens Traded: [--]. Tether USD ($USDT) [--]. Wrapped BNB ($WBNB) [--]. Polyhedra Network ($ZKJ) [--]. BSquared Token ($B2) [--]. OKZOO ($AIOT)"
X Link 2025-05-20T14:00Z 13.8K followers, [----] engagements
"Circle at $118/share makes it more challenging for Circle's upside. Here's our financial model. Going to add upside with CPN and take rate there. I'm sure I'm midcurving this ๐คฃ"
X Link 2025-06-06T16:53Z 13.8K followers, 77.9K engagements
"Hinge Health with a monstrous quarter -$556m ARR growing 55% YoY - Non-GAAP Gross Margin 83% (+6%) - $130m FCF (23% FCF margin) - 117% Net Dollar Retention - 98% Client Retention - At $3.9B enterprise value trades for 7x ARR Up 9% After Hours. $HNGE https://twitter.com/i/web/status/1952836791377248384 https://twitter.com/i/web/status/1952836791377248384"
X Link 2025-08-05T20:59Z 13.8K followers, [----] engagements
"@Rick_Zullo Agreed think Hinge Health is really misunderstood given people view it more healthcare versus just a really high quality enterprise software business"
X Link 2025-08-06T20:27Z 13.8K followers, [---] engagements
"@heymisha_ @wagmiAlexander See Hinge Health Hyperliquid Robinhood Google Microsoft etc. A lot of assets up bc of better than expected fundamentals"
X Link 2025-08-06T21:03Z 13.8K followers, [---] engagements
"@Jason Hinge Health $HNGE has top decile growth and was valued at 2x its val in private markets by Coatue / Tiger. Hinge Health with a monstrous quarter -$556m ARR growing 55% YoY - Non-GAAP Gross Margin 83% (+6%) - $130m FCF (23% FCF margin) - 117% Net Dollar Retention - 98% Client Retention - At $3.9B enterprise value trades for 7x ARR Up 9% After Hours. $HNGE https://t.co/CUdoX9vCLX Hinge Health with a monstrous quarter -$556m ARR growing 55% YoY - Non-GAAP Gross Margin 83% (+6%) - $130m FCF (23% FCF margin) - 117% Net Dollar Retention - 98% Client Retention - At $3.9B enterprise value"
X Link 2025-08-19T18:39Z 13.8K followers, [----] engagements
"Get Protocol Comps in Google Sheets with ART Chat ๐ฌ We are shipping ๐ Introducing ART Chat in Google Sheets ๐ฌ Your onchain research analyst - now inside Sheets. Ask it to: โ
Instantly pull onchain data tables into your sheet โ
Generate charts on the fly โ
Pull protocol comps + chart them side by side โ
Query all Artemis-supported metrics https://t.co/pvDO7pwpgh ๐ Introducing ART Chat in Google Sheets ๐ฌ Your onchain research analyst - now inside Sheets. Ask it to: โ
Instantly pull onchain data tables into your sheet โ
Generate charts on the fly โ
Pull protocol comps + chart them side by"
X Link 2025-09-16T16:57Z 13.8K followers, [----] engagements
""Tokenized equities is bullsh*t and isn't happening" Not true. Look no further than @OndoFinance $300m marketcap after [--] month๐"
X Link 2025-09-29T16:00Z 13.8K followers, 25.8K engagements
"Thank you @solana for having us. Track total payment volume on Solana in Q126 ๐ only on @artemis "How do we know that Solana is winning in payments The secret is you can't get it onchain." - @jonbma CEO at @artemis https://t.co/It9OKDB96H "How do we know that Solana is winning in payments The secret is you can't get it onchain." - @jonbma CEO at @artemis https://t.co/It9OKDB96H"
X Link 2025-12-11T18:52Z 13.8K followers, 12.9K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing