Artemis Big Fundamentals

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August 2026

Analyst of the Month: David Kroger
This month we highlight one of the leading minds in digital asset research; an esteemed investor and data analyst that takes a quantimental approach to…
 • Isaiah Washington
Thesis: KAST’s Stablecoin Opportunity
“My thesis on why I left Circle was this is the greatest TAM opportunity of our lifetime and the biggest thing that you could do was not to build a…
 • Andrew Van Aken
Alpha With Artemis #1
We’ve launched an investing show!
 • Andrew Van Aken and Jon Ma
Thesis: Long Circle
Last week we had Lorenzo Valente from ARK Invest on the podcast to discuss why Circle is under-appreciated by the market.
 • Alex Weseley
Analyst of the Month: Dr. Crossroads
This month we highlight an investor and creator known for deep-dive research across AI, fintech, and emerging technology on YouTube and X.
 • Jon Ma
$FIGR: The Market May Be Underwriting the Wrong Business
Figure spent six years building a home equity lending platform designed to shorten origination times and reduce costs.
 • Jon Ma, Mario Stefanidis, and Sam Andrew
Thesis for the Week: Figma
I believe Figma will become the design layer for ALL creators and agents building software.
 • Zheng Jie
AI Investing For All.
Our first step toward building what we call the thesis investment platform
 • Jon Ma and Anthony Yim
This Week in Digital Finance 2026.07.31
This week was a wild ride.
 • Alex Weseley

July 2026

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