Jon Ma🏹

Jon Ma🏹

8,165 Twitter followers

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Building @Artemis__xyz 🔨 l Previously @PublicComps @insightpartners @moderntreasury @whalerock | Not investment advice!

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Meteora $MET is a top 12 token by annualized revenue at $120M/year Congrats @0xSoju @0xevanarp and @MeteoraAG team.

$MET continues to be a top fee generating protocol. #2 only to Uniswap among DEXs for Spot Fees at $60m month to date. Congrats @MeteoraAG team. twitter.com/jonbma/status/1981...

Metrics that matter for @MeteoraAG on TGE day 1. Meteora daily volume: $633m +13% MoM 👉Most volume from Dynamic Liquidity Market Make 2. Meteora daily fees: $4.5M +309% MoM 👉Most fees comes from LPs 3. Meteora daily revenue: $579k +366% MoM 👉Annualized revenue is $170m+

.@Citi cited Artemis stablecoin data for their piece "Stablecoin 2030: Web3 to Wall Street" Great piece. Give it a read. Link below. twitter.com/jonbma/status/1971...

Wasn’t too far off on the projected $515B valuation for Tether in June. Congrats @paoloardoino @Tether_to and team. twitter.com/jonbma/status/1971...

Excited for @artemis to be infra partners for @tempo. Let's build an open and permisionless payments blockchain that got us excited about crypto in the first place! twitter.com/jonbma/status/1970...

Some data to consider on @HyperliquidX stablecoin transition -What % of addresses hold how much USDC on @HyperliquidX ? -Where do they get their USDC? -What about @USDT0_to ? A 🧵using some hard to get data 👀

Circle at ~$118/share makes it more challenging for Circle's upside. Here's our financial model. Going to add upside with CPN and take rate there. I'm sure I'm midcurving this 🤣

Berachain seeing large net outflows after incentives end. Ecosystems and DeFi protocols need stronger incentive mechanisms to get capital otherwise easy come, easy go.

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