Introducing: Artemis Analyst
I learned from the best investors at @whalerock and @insightpartners.
Today we productize all the learnings I had as an analyst to help make AI investing accessible to ALL.
We connected Fable 5 with 12+ proprietary data sources: 3,000+ equities, consensus estimates, crypto fundamentals, ETF flows, tokenization, prediction markets, and stablecoins.
A top investor told us “after using Artemis Analyst 3x, I’m hooked”
Questions you can answer and create charts for:
> What is EV / NTM revenue for high growth SaaS ✅
> What is Anthropic vs OpenAI ARR? ✅
> What is the prediction market share of $HOOD Rothera during the World Cup ✅
> Build me a $HYPE model ✅
It’s still in beta and free in July.
It’s what I wanted when I was an analyst at Whale Rock / Insight, packed with skills and data so I can focus on the fun part of investing: creating thesis and making calls.
Use the Artemis Analyst today :)
your llm chat history is probably on the web.
in the past 18 months:
- major AI lab leaked millions of chat logs due to a misconfigured database
- thousands of Grok conversations showed up in google results
this is why i'm building Zima, a new way to chat and access LLMs securely where no one ever sees or can see your data, including us.
Zima hosts open-source models on this infrastructure and retains zero data, so whatever you say to your llm stays private, forever.
your personal chats with AI should never be up for sale.
try Zima at the link below :)
🚨 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
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
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 👀
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 🌠
---------------------------------------
[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 ⭐