Curious Invstr

Product @ Artemis

[Kyle Reidhead | Milk Road @KyleReidhead]

SpaceX is the best in the world at launching rockets into space (w/ 10 year+ lead on competitors)

SpaceX has built the best connectivity product in the world with Starlink (best & cheapest)

SpaceX is the best in the world at building data centers fast and at scale

now SpaceX is also one of the most valuable companies in the world and has shown time and time again they are not afraid to use that equity to acquire big time companies

They've acquired Twitter, xAI and Cursor in the last few years

I just don't see how anyone can bet against @elonmusk and @SpaceX

great charts @jonbma and @artemis 🫡

[Curious Invstr @CuriousInvstr]

@mroliverpt @Morpho yeooo this is hype! Congrats

[Artemis @artemis]

🚨 BREAKING: 3000+ equities and crypto:
1) financials (GAAP & non-GAAP)
2) earnings transcripts
3) IR presentations
4) analyst estimates

All in ONE place. Works with all your favorite AI agents

Get access now: https://t.co/fM1Cic8Wim

[Anthony Yim @anthonyyim]

Especially when share price and EPS have been going up in lockstep like this

No vaporware here: just a good biz!

Credit: @Speculator_io

[Viktor Bunin 🛡️🇺🇸 @ViktorBunin]

Actual alpha holy shit.

[Jon Ma @jonbma]

Find alpha in crypto / equities that supercharge us at @artemis
- ATH
- Acceleration
- Streaks
- Breakout
- etc

[ElBarto_Crypto @ElBarto_Crypto]

Who has time to go through countless sites to find insights? Get them in one place here

https://t.co/GSgJt5h7hE

[Curious Invstr @CuriousInvstr]

@artemis lets gooooo

[Artemis @artemis]

Introducing Insights.

We're releasing an internal tool to the public that has helped us a ton.

Problem: data often shows what matters before the headlines do. The challenge is finding the signal early.

A metric breaks out.
A trend rolls over.
An asset quietly hits a new high.

Artemis Insights shows what is breaking out, breaking down, and accelerating across digital finance.

ATHs. ATLs. Streaks. Major moves.

For hundreds of crypto assets, stablecoins, equities, and metrics.

Know what's going on in the market faster.

Live now (and free for a little): https://t.co/vivXlCGKwo

[Artemis @artemis]

I found 59 all-time highs in crypto last week.

- @Kalshi OI
- @tempo MPP Volume and TXNs
- @RobinhoodApp Tokenized Shares
- @ether_fi Card Volume
- HIP-3 OI, HIP-4 Volume
- @ventuals OI
- and more from @tradexyz, @trondao, @solana, and others

The full list is here, https://t.co/GmaiBtKkuR

[Jon Ma @jonbma]

Coinbase is the winner of AI-native finance.

We believe $COIN can be a ~$300B+ company (6x from today)

Artemis open sources the BEST Coinbase financial model using onchain data.

You can now build models like the BEST analysts.

We believe Coinbase is WINNING in stablecoins, agentic commerce – not just as a crypto exchange.

Here’s the core assumptions
> Stablecoin supply reaches ~$3T in 2031 (~US Treasury official estimates)
> USDC is 30% of stablecoin supply
> Agentic Commerce ~$7.5T in yearly spend in 2031
> Coinbase Agentic Commerce is able to monetize and captures 1bp of the entire TAM
> Net transaction revenue grows 11% CAGR
> Subscription & Services goes from 40% of total revenue to 65% of revenue in 2031

In our bull case, Coinbase does ~$23B revenue in 2031 with ~$10B of net income.

At 30x PE that assumes ~$300B of marketcap (6x+ from today)

Full 12 page thesis drops at 5pm ET 👀

[Anthony Yim @anthonyyim]

What they don't tell you about being a founder is the sheer amount of MISTAKES you'll make, and how often you'll feel like an IDIOT. 🙃

For three years, @artemis tried to bring intelligence and rationality into crypto.

The reality? The market is too early still. So, we changed directions*. It’s terrifying. But as @Alfred_Lin likes to remind founders: "founders in the middle of their crisis don’t feel legendary. They just refuse to die."

Today is proof of life 🌱 Seeing a prominent $HOOD analyst like Roy (@Dr_Crossroads) publish on Artemis today is an indescribable milestone for us: https://t.co/8d1iYsTCET

Roy represents a SIGNIFICANT market shift. Prosumer investors are now actively influencing outcomes for public companies like $HOOD. Even Vlad, CEO of Robinhood, recognizes this edge: inviting smart, non-institutional investors like Roy directly onto their earnings calls.

We are incredibly grateful to trailblazers like Roy for believing in Artemis. We can't wait to build with him, and with the millions of other investors out there.

Ad astra per aspera 🌠

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[1] We will continue to be best-in-class in supporting all crypto product that we feel strongly have a right to win like tokens with well-design tokenomics, stablecoins, DEXes, and prediction markets.

Treating crypto as one of many asset classes and expanding into equities and beyond allows us to get closer to our mission of ⭐ empowering EVERY investor in the world to have world-class investing data, tools, and research ⭐

[Curious Invstr @CuriousInvstr]

@blknoiz06 I agree with bullish PMs but don't you think big exchanges like CBOE will usurp more sophisticated flows not just degen trading?

This is my thesis: https://t.co/ELeDY82ylw

[Curious Invstr @CuriousInvstr]

@Kalshi My take - Prediction Market's are the best forecasting tool we have:

https://t.co/ELeDY82ylw

[Curious Invstr @CuriousInvstr]

@aaronguan @VannaCharmer :)

[Curious Invstr @CuriousInvstr]

@aaronguan @artemis literally what dat mean

[Curious Invstr @CuriousInvstr]

Check out this great piece written by the guys @artemis

It's a frightening, but exciting piece about how the we believe the world will change.

[Artemis @artemis]

https://t.co/eiNrmVEFef

[Curious Invstr @CuriousInvstr]

@aaronguan "I've never seen a man lose so much aura"

[Curious Invstr @CuriousInvstr]

@artemischat
Can you generate a price chart of the most performant token in the last 30 days.