@artemis artemis
Onchain-data shop turning stablecoin and AI-infra metrics into tickered theses
Publishes proprietary crypto/stablecoin and prediction-marke
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 50% hit rate, -0.36% mean alpha, trader score -0.68. Their last-14d mentions, direction-adjusted, have moved +3.7% since posting (mean over 19 mentions with price data).
Artemis is mostly focused on SPCX as synthetic SpaceX exposure, including one explicit buy call alongside repeated liquidity, follow-through, and repricing observations. The distinctive read is that SPCX may be forcing broader SpaceX-linked repricing, though the author also flags valuation and unlock overhangs. Secondary attention sits in HOOD’s margin improvement and prediction-market volume growth, with NVDA framed mainly as a mindshare leader.
SPCX conviction intensified across the window: early price-performance posts became an explicit buy call on 2026-06-16, followed by open-interest and sector repricing arguments. The same SPCX cluster also contains valuation and unlock caution, so the theme is mixed despite the directional buy. No adds, trims, exits, or position disclosures were present; concentration risk is high because SPCX accounts for the majority of ticker-linked signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @artemis | · | Predicts Circle will pursue acquisitions up the payments and infrastructure stack. | · | tweet ↗ |
| 2026-07-02 | · | @artemis | · | Reports Hyperliquid weekly ETF inflows reached an ATH. | · | tweet ↗ |
| 2026-06-30 | CRCL | @artemis | +0.70 | Says USDC remains dominant and Circle is a top stablecoin winner for the decade ahead. | +3.2% | tweet ↗ |
| 2026-06-29 | · | @artemis | · | DLUSD stablecoin volume begins to spike on Tempo. | · | tweet ↗ |
| 2026-06-29 | HYPE | @artemis | +0.35 | Reddit trends show HYPE up 51% while other topics rise or decline over 30 days. | · | tweet ↗ |
| 2026-06-28 | HOOD | @artemis | +0.55 | Says Robinhood prediction markets, not crypto, will drive HOOD price. | +14.2% | tweet ↗ |
| 2026-06-26 | AMD | @artemis | +0.00 | Reports Micron Q3 blowout with revenue beat and demand outpacing supply. | -0.7% | tweet ↗ |
| 2026-06-26 | NVDA | @artemis | +0.00 | Reports Micron Q3 blowout with revenue beat and demand outpacing supply. | +1.2% | tweet ↗ |
| 2026-06-26 | META | @artemis | +0.00 | Reports Micron Q3 blowout with revenue beat and demand outpacing supply. | +5.9% | tweet ↗ |
| 2026-06-26 | MU | @artemis | +0.60 | Reports Micron Q3 blowout with revenue beat and demand outpacing supply. | -13.8% | tweet ↗ |
| 2026-06-26 | GOOGL | @artemis | +0.00 | Reports Micron Q3 blowout with revenue beat and demand outpacing supply. | +6.7% | tweet ↗ |
| 2026-06-26 | MSFT | @artemis | +0.00 | Reports Micron Q3 blowout with revenue beat and demand outpacing supply. | +4.7% | tweet ↗ |
| 2026-06-26 | · | @artemis | · | Reports 10K/10Q cybersecurity mentions up 143% YoY and tariff mentions down 68%. | · | tweet ↗ |
| 2026-06-24 | PUSD | @artemis | +0.25 | Reports Polymarket's PUSD crosses $500M in stablecoin supply. | · | tweet ↗ |
| 2026-06-24 | · | @artemis | · | Mentions Kalshi PreStocks at $15B while rumors swirl of a $40B raise. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.