🚨New research: stablecoin flows are a clear leading indicator for L1 performance.
Our latest factor:
- 1.67 Sharpe over 5 years
- Near-zero market beta
- Profits in down markets (+6.8%/mo when BTC averages -10.9%).
Launching Stablecoin 1
Full breakdown: research.artemisanalytics.co…
Market sentiment in March turned cautious as the war between US and Iran progressed.
Despite the chaos, crypto (-1.81%) was oddly resilient relative to equities (7%+).
Long/short factors continue to quietly outperform passive exposure.
Here's the April Factor Update: research.artemisanalytics.co…
We built a long/short factor using on-chain fundamentals: user growth, revenue quality, revenue stability, and valuation mean reversion.
Results:
• 1.73 Sharpe (4+ yrs)
• +51.7% annualized alpha
• Near-zero beta
Read about our latest factor: Fundamentals 1
Maggie Schwierking retweeted
Shoutout to our awesome investments team director @mschwier17 for writing this piece!
Crypto markets just had one of their worst months in the dataset.
The broad market factor fell -23.5% in February.
But Artemis’ factor model shows something interesting:
• Momentum: +11.3%
• Value: +10.9%
• Growth: +2.6%
In other words, even in a major drawdown, systematic factors still generated positive returns.
Full analysis below 👇
Maggie Schwierking retweeted
Congrats to @mschwier17 and @ellisp_osborn for winning first in the technical track and @junokxm for winning third in the non-technical track at
@AlgoFoundation x @easya_app 's Harvard 2025 Hackathon this weekend! 🚀
At @AlgoFoundation x @easya_app's Harvard 2025 hackathon, @ellisp_osborn and I built a teen spending app with smart contract-verified purchases, parental controls, and financial education... all on Algorand!
Introducing Clear Spend: the future of teen finance.
At @AlgoFoundation x @easya_app's Harvard 2025 hackathon, @ellisp_osborn and I built a teen spending app with smart contract-verified purchases, parental controls, and financial education... all on Algorand!
Introducing Clear Spend: the future of teen finance.
Maggie Schwierking retweeted
🚀 Proposal from Maggie ( @mschwier17 ): 3 ETH investment in $AERO with a stop loss of $0.90🌐
With innovative mechanics and strong alignment to Base’s success, Aerodrome Finance is becoming a leader in DeFi on Ethereum’s L2 ecosystem. Let’s break it down 🧵👇
Maggie Schwierking retweeted
Two weeks ago, we accepted eight teams into Season 1 of Dorm Builders – a student hackathon with @opentensor.
Students were tasked with building a project that would advance the Bittensor ecosystem.
All eight teams have now selected their project🧵👇:
Maggie Schwierking retweeted
1/ During the '23-'24 Academic Year, our 9 university clubs completed 75 token pitches, resulting in 62 positions across our student-led portfolio of $500k.🏆
Huge congrats to @PennBlockchain for delivering the highest returning portfolio: +84.66% (USD) & +18.80% alpha to ETH!🥇
For access to all student research, see the embedded "pitch" links here: tinyurl.com/dorm23-24



















