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Artemis
6,190 posts
Artemis
@artemis
Investment research platform for the BEST. Crypto + Equities + Stablecoins. Trusted by Visa, McKinsey, VanEck, Sequoia & Ribbit.
- Artemis reposted
To justify $1.8T on rocket revenue, $SPCX would need to launch a Falcon 9 EVERY 33 minutes non-stop every day of the year 🤯 Its record in 2025 is one every 2 days That's a 87x in throughput increase ...and assuming there are that many customers If you thought this is
- Artemis repostedAt ~95x sales, SpaceX is going public at nearly 5x $NVDA multiple and ~25x the S&P 500 It will be the most expensive mega-cap debut ever while losing ~$5B a year 🤡
- Artemis reposted
Amazon Prime + generational wealth transfer + prediction markets -> all could be coming to $HOOD @NorthIslandVC and @artemis explain how - Artemis repostedNo surprise cos back in 2022, Forbes investigation found that Helium's executives and their friends quietly hoarded the majority of wealth at the project's inception. Meanwhile I thought Helium was underperforming because of overpayment to its network participants.
At ~95x sales, SpaceX is going public at nearly 5x $NVDA multiple and ~25x the S&P 500 It will be the most expensive mega-cap debut ever while losing ~$5B a year 🤡- Artemis reposted
the market is still valuing $HOOD like a slightly better brokerage (against COIN, IBKR and SCHW) but the business is starting to look more like a financial super-app: 1. gold turns users into higher-value customers 2. prediction markets create a new asset class 3. fixed costs
- Artemis reposted
We co-wrote an article with Artemis on Robinhood and why we believe it is positioned to succeed in this future of finance. Check it out! - We believe $HOOD should be benchmarked against the platform comp set, not the brokerage comp set. The flywheel of (1) demographic ownership × (2) Gold-driven asset compounding × (3) prediction market category leadership compounds. Each new @RobinhoodApp Gold sub raises ARPU >
- Artemis reposted
WHY ROBINHOOD $HOOD WILL WIN RETAIL FINANCE: 1. The coming intergenerational wealth transfer is the largest of all time, Robinhood is positioned to win 2. Prediction markets continue to go brrrrrrr 3. Robinhood Gold is the "Amazon Prime" of finance Outstanding article from - Artemis reposted
Robinhood just broke up with Bitcoin. Here's the @artemis @NorthIslandVC thesis on why Robinhood is the winner of retail finance.
- Artemis repostedagentic payments are starting to show signs of life again x402 transactions spiked to 672.8K on Jun 10 after cooling off hard from the Jan highs, activity has been slowly grinding back up since April still early, but interesting to watch: machine-to-machine payments may no
