OpenSea Mobile is now open to everyone.
Everything you own. Everything you trade. Everyone you trade with.
Memes, art, trading cards, perps. 25+ chains, all your wallets, one app.
Trade everything, together.
Global Activity on @opensea is INSANE! 🤯
You can see which trades are coming through on which platforms
Interesting to see the difference in how people trade on Axiom v Fomo v OpenSea v Uniswap and many more!
INTRODUCING: Part 2 of our Stablecoin Payments Report!
Co-written with @CastleIslandVC and @dragonflyvc, with data now through August 2025.
Stablecoin payments hit $10.2B monthly, up 70% since February and 137% since Aug '24, now at a $122B annual rate.
Here’s how the market evolved in just 6 months 🧵
Ondo Global Markets is driving adoption of tokenized stocks and ETFs.
Data from @artemis highlights:
→ Consistent TVL growth
→ Millions in daily volume
→ Tokenized ETF adoption outpacing tokenized stocks
Ondo Finance is setting the standard for onchain capital markets.
Excited to announce our new Ondo Deep Dive including coverage for the newly launched Ondo GM Tokenized Stocks!
You can now track deeper cuts of data including tokenized market cap by product and chain, tokenized stock volumes, etc.
Highlights:
1️⃣ Ondo GM tokenized stocks continue to gain adoption, with over $280M in tokenized market cap
2️⃣ Tokenized stock volume remains strong, averaging almost $20M per day since launch with the majority occurring through Ondo GM versus on DEX’s
3️⃣ Tokenized ETFs seeing high demand, with SPYon, QQQon, and IVVon consistently leading in terms of tokenized market cap and volume compared to popular individual names like TSLAon and AAPLon
Check out the new @OndoFinance dashboard from our analyst @Broderick__B!
Once people realize that you can store any content onchain with Net, and that can be included in other stored content, I think the potential will become more clear
Imagine documents, songs, photos, onchain websites, or even code that’s reusable by others stored via Net. People can store content for free (just gas costs) and upvotes translate to demand for $ALPHA
All of this is public info I’ve shared, just need to make everything more clear to the world once I get these building blocks out
Guess what graph this is? # of PRs shipped by the @opensea eng team. Yes that's right, 730 PRs last week. Only up and to the right. Half of this stuff isn't even live yet either 😉
🚨 Crypto Revenue: a standard and consistent definition for value accrual to token holders 🚨
💰 The Artemis community has been thinking deeply about what revenue means for crypto protocols.
↓ Below we synthesize some key points.
🚨 The next stage of DATs is expansion in preferred equity 🚨
Thrilled to announce the very first DATs Preferred Equity Dashboard!
Track $STRK, $STRF, $STRD & $STRC across market cap, volume, yield/div, returns vs $BTC & historical vol.
Here are three takeaways:
1️⃣ $STRC is a $2.7B massive success — double both $STRK & $STRF in size and trading.
2️⃣ $STRF has outperformed Bitcoin YTD, with lower historical volatility (WUT!).
3️⃣ $STRK yields are back near 9%, while embedding long-term call options on $MSTR!
With @KyleSamani's new SOL DAT, we’re especially excited about non-BTC preferred equity offerings. Native yield from composable assets like $ETH and $SOL provides certainty to dividends and preferred offerings allow DATs to accretively increase tokens per share even when mNAV is at 1.
✨ The next wave is just beginning.
📣 Introducing ART Chat 💬
Imagine asking one chat to handle all your onchain research
Ask it to:
• Pull protocol comps in seconds (e.g. Hyperliquid)
• Generate custom charts instantly (BTC vs ETH price)
• Query all Artemis-supported metrics for any asset
• Find assets that support a given metric (e.g. Revenue)
• Explain market moves (e.g. why did BTC move today?)
We’re kicking off with a 🔒 private beta 🔒 - selecting 25 onchain investors / analysts to test ART Chat + help shape the product
👇 Reply below if you’re interested, and we'll DM you
@AvgJoesCrypto "revenue" for L1s is anti network effect and counterproductive to ecosystem growth.
Correct metrics for apps. Incorrect metric for networks.
Aerodrome is the leading DEX on Base by nearly all metrics.
1. It consistently leads other DEX's in volume, capturing roughly 60% of volume market share on Base.
2. Aerodrome also has the deepest liquidity on Base with ~70% TVL market share.
3. Fundamentals continue to accelerate, with Fees & Third Party Incentives (bribes) increasing month-over-month for the last 3 months straight.
With Coinbase continuing to roll out Dex trading on Base in-app, Aerodrome will continue to be the primary benefactor. Bullish.