Artemis

Investment Research Platform for Crypto + Equities + Stablecoins. Trusted by Visa, McKinsey, VanEck, Sequoia & Ribbit.

[Artemis @artemis]

Alpha with Artemis #6: The Bull and Bear Case for Anthropic $ANTHR
https://t.co/k3rKHd4jg1

[Artemis @artemis]

It's been hard to impress investors this earnings season. Revenue beats ≠ price go up

- $SPCX has had a clear beat + price go up, one of only a handful of companies
-Tech names beating revenue include $WDC + $BE, but prices tanked

What gets investors to lighten up?

[Artemis @artemis]

@TonyDrummond @HyperliquidX @solana @ethereum @Pumpfun Thank you Tony!

[Artemis @artemis]

Introducing: Financial Statements for Protocols

Find out how profitable a protocol like @HyperliquidX @solana @ethereum @Pumpfun and more are.

Get started: https://t.co/lXIXd50vKw

[Artemis @artemis]

Each week of the 2026 @NFL season brings new weekly highs for prediction market volume.

Does the trend continue for week 7?

[Artemis @artemis]

@charlieperk4 @HyperliquidX @solana @ethereum @Pumpfun Thank you Charlie! We love the Grayscale squad you all have.

[Artemis @artemis]

@Kevihaiceth @HyperliquidX @solana @ethereum @Pumpfun Ty ser

[Artemis @artemis]

Winner of RWA perps, wins perps.

Awesome nugget from @LorenzoARK

[Lorenzo Valente @LorenzoARK]

The big boys are entering the arena.

In July, @HyperliquidX (via https://t.co/8E2n7L0KFy) had ~80% of RWA perp volume. This week: 26%.

The market doubled in that time frame. Weekly RWA perp volume went from ~$20B to ~$40–60B, but CEXes took nearly all of the new flow.

Binance went from 3% share to 30% in two weeks. OKX went from zero to 14% this week alone. Gate and Bitget are scaling too.

CEXs now hold 64% of the market.

They know what’s at stake: if they lose RWA perps to on-chain venues, they lose their claim to being the default trading venue, period.

[Artemis @artemis]

@Ryanhlx Thanks Ryan!

[Artemis @artemis]

Alpha with Artemis #9: AI Drug Discovery Winners https://t.co/ID2scBUBWl

[Artemis @artemis]

Alpha with Artemis #8: New Way of Finding AI Winners / Bottleneck picks 👀 https://t.co/Tt5vOftqBf

[Artemis @artemis]

Alpha with Artemis #4: https://t.co/J4OStekkfD

[Vlad Teyne @volgar_eth]

Zcash ETF AUM recently reached $1B, congrats!

[Artemis @artemis]

Zcash ETF AUM is about to cross $1 billion.

[Artemis @artemis]

Analyst of the Month: Mario Stefanidis (@covered_call)

"Most people looking for mispricing are looking for forecasting errors, trying to find where the market has the wrong number.

Those are hard to find and get competed away fast. Classification errors are different: the market has the right numbers and the wrong category, so it applies the wrong multiple to a perfectly accurate model.

Those persist for years, because nothing in a screen catches them. Block (XYZ), a company that just grew gross profit 25% year over year in 2Q26 with 27% operating margins, is trading much cheaper than the Nasdaq-100 at 18x NTM P/E (versus 23x) because it gets lumped into the beleaguered payments sector rather than a consumer lending and commerce platform with a payments business attached."

Full interview 👇

[Artemis @artemis]

https://t.co/jDOXEjgUd9

[Artemis @artemis]

https://t.co/jDOXEjgUd9

[Artemis @artemis]

Anthropic to TRILLIONS

[Crossroads @Dr_Crossroads]

Can Anthropic reach $10T by 2030? (Plus, HOOD Stock) https://t.co/tT64bLc4xC

[Artemis @artemis]

The Anthropic Thesis 👇

[Crossroads @Dr_Crossroads]

Can Anthropic reach $10T by 2030? (Plus, HOOD Stock) https://t.co/tT64bLc4xC

[Artemis @artemis]

Alpha with Artemis #7: Anthropic Live Thesis. Why $100B ARR end of 2026 is conservative.
https://t.co/OqRm4XZMSc