Artemis Big Fundamentals
Jon Ma, Andrew Van Aken, Alex Weseley, Maggie Schwierking, Lucas Shin, Akhil Vajjhala, Kaviish, Mario Stefanidis, Zheng Jie, Modular CapitalUnderstand who are the winners and losers in digital finance. We believe fundamentals matter in investing.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 205 | Founded | 4 years ago | Last Issue | 12 days ago |
| Active | |||||
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research.artemis.aiLatest Issues
This Week in Digital Finance
Market Overview: The Weekly Recap
Risk assets split hard this week, with crypto taking the worst of it. US strikes near the Strait of Hormuz on May 25-26 broke the ceasefire and sent BTC below $73,000, with ETH under $2,000 for the firs...
This Week in Digital Finance
Market Overview: The Weekly Recap
This week we continued to see high dispersion in markets as indices were down on the week (SPY and QQQ -0.73%), and so were digital asset leaders like BTC (-4.33%) and ETH (-6.57%). Through this down ma...
This Week in Digital Finance
Market Overview: The Weekly Recap
Market Sentiment: risk-off. The week kicked off on the back foot with a hot April CPI print on May 12 (3.8% YoY, hottest since May 2023) and a record $635M single-day BTC ETF outflow on May 13. Kevin Wa...
Artemis Crypto Factor Model Analysis: May 2026 Update
Executive Summary
- April marked a sharp reversal from the Q1 risk-off regime. The crypto market factor rallied +17.2%, led by BTC (+19.2%) and ETH (+19.5%), as the broader macro backdrop shifted toward optimism on Middle East conflic...
The Rise of Stablecoins and the Case for Coinbase
Coinbase is one of the cleanest public-market ways to underwrite stablecoin adoption.
The thesis is not simply that stablecoins grow. It is that Coinbase is structurally positioned to monetize that growth through USDC distribution, on-plat...
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Authors
The writers behind this newsletter.
Co-founder/CEO of Artemis
Data Science @Artemis
Artemis
Quant, crypto, & macro
writing about crypto x ai
Blockchain Data Refinooor @ Artemis
Data Engineer @ Artemis Analytics
Fundamental research lead at Artemis Analytics
Artemis
not financial advice
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