INTRODUCING: Part 2 of our Stablecoin Payments Report! Co-written with Castle Island Ventures and Dragonfly ＞|＜, 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

The tokenized equities war has begun. Two players now control nearly 100% of all tokenized US equities onchain: Ondo Finance (67%) & xStocks (30%+). This market has grown 4x in just 60 days. Let’s break it down 🧵/

🚨Now Live: Comps for Fintech Equities, Brokerages, Perps, and Lending. Crypto is converging with traditional finance. Fundamentals are now becoming ever important. With these tailwinds, we created a tab dedicated to letting you compare crypto equities with financial giants:

Numbers in a void mean nothing... Context is everything.

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.

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

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,