Artemis

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

[Artemis @artemis]

https://t.co/i2ubilAamv

[Artemis @artemis]

And open interest ... you can get it here @kidponga !

https://t.co/wfU5H3iJAz

[Artemis @artemis]

Kalshi perp crypto volume is flying going from $0m -> ~$1B daily volume in <10 days.

cc @Kalshi

[Artemis @artemis]

@TheOneandOmsy Prediction market volumes are on fire 🔥

[Artemis @artemis]

SpaceX is trading at 134x P/S.

[Jon Ma @jonbma]

SpaceX is the most expensive IPO. Ever.

At $2.5T and $18.4B 2025 revenue growing 33% YoY, that's 134x P/S 🤡

At $1T in 2030 revenue based on @elonmusk estimates... that's 2.5x 2023 sales 😘

$SPCX.

[Artemis @artemis]

$SPCX is now at $186.59, up ~16% on day 2, and 38% total from the $135 offer price.

[Artemis @artemis]

SpaceX ($SPCX) is currently trading roughly 30% above its IPO offer price of $135.

That puts it well ahead of Facebook and Saudi Aramco, and roughly in line with Alibaba’s two-day performance, but still behind Snowflake’s extraordinary post-IPO surge.

The Key Takeaway: @SpaceX is not the biggest two-day IPO winner, but intraday on day two, it is showing the strongest follow-through.

Shares are up roughly 10% today, extending the day-one pop while most comparable mega IPOs faded after their debut.

[Artemis @artemis]

Start analyzing anything, with https://t.co/zplHXGDnZg

[Artemis @artemis]

SpaceX ($SPCX) is currently trading roughly 30% above its IPO offer price of $135.

That puts it well ahead of Facebook and Saudi Aramco, and roughly in line with Alibaba’s two-day performance, but still behind Snowflake’s extraordinary post-IPO surge.

The Key Takeaway: @SpaceX is not the biggest two-day IPO winner, but intraday on day two, it is showing the strongest follow-through.

Shares are up roughly 10% today, extending the day-one pop while most comparable mega IPOs faded after their debut.

[Artemis @artemis]

Polymarket market maker rebates cross $400k for the first time

[Artemis @artemis]

It's a good day to be a bull

[ZJ @zhengjielimm]

riskon day

everything is ripping

the catalyst: US-Iran deal to reopen the Strait of Hormuz

[Greenfield Capital @greenfield_cap]

10/ For allocators: at 1 and 3 months you are mostly trading beta; the premium is clearest at 6 months. For teams: TVL anchors, revenue is increasingly rewarded over fees. Full update with data by @artemis: https://t.co/K9nqfI2Psh

[Artemis @artemis]

$HOOD: from burning cash in 2022 to software-grade margins in 2025

Adjusted EBITDA margin went from -7% in 2022 to 29% in 2023, 48% in 2024, and 56% in 2025.

Costs are largely fixed, with technology, operations, and G&A together account for ~70% of the cost base.

Incremental revenue lands at >70% incremental margins.

[Artemis @artemis]

https://t.co/i2ubilAamv

[Artemis @artemis]

SpaceX’s IPO could be one of the most consequential listings in public market history.

Across SpaceX, Starlink, and its AI ambitions, the company is pointing at a potential $28.5 trillion addressable market:

> $370 billion in Space
> $1.6 trillion in Connectivity: $870 billion in Starlink Broadband, $740 billion in Starlink Mobile, plus additional opportunities in enterprise and government
> $26.5 trillion in AI: $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications

As Stratechery put it, the $26.5 trillion AI opportunity is more than 13 times larger than the space and connectivity opportunity combined.

[ZJ @zhengjielimm]

prediction markets might be the most underrated part of the $HOOD story

event contracts went from 300M to 8.8B traded in one year (+2833.3% YoY growth)

kalshi and polymarket need to acquire retail users

while, robinhood already has the distribution (13.5 Million MAU)

[Artemis @artemis]

Diligence and chart any asset or event with Artemis Analyst.

Try it today: https://t.co/zplHXGDVOO

[ZJ @zhengjielimm]

SpaceX IPO is so large it breaks the chart.

$1.8T valuation at IPO.

For context, the previous largest US IPO valuation was Alibaba at ~$168B.

SpaceX is coming public at more than 10x that.

Meta IPO’d at ~$104B.
Uber at ~$82B.
Rivian at ~$67B.
GM at ~$63B.

SpaceX isn’t just bigger. it feels like a completely different asset class.

[Artemis @artemis]

@datadashboards 🫡

[Artemis @artemis]

@Altcoinist

[Artemis @artemis]

@Altcoinist 💜 appreciate you Altcoinist

[Artemis @artemis]

Diligence the SpaceX IPO ($SPCX) with https://t.co/zplHXGDVOO

[Artemis @artemis]

SpaceX’s IPO could be one of the most consequential listings in public market history.

Across SpaceX, Starlink, and its AI ambitions, the company is pointing at a potential $28.5 trillion addressable market:

> $370 billion in Space
> $1.6 trillion in Connectivity: $870 billion in Starlink Broadband, $740 billion in Starlink Mobile, plus additional opportunities in enterprise and government
> $26.5 trillion in AI: $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications

As Stratechery put it, the $26.5 trillion AI opportunity is more than 13 times larger than the space and connectivity opportunity combined.