HeyJaredArtemis Big Fundamentals
Understand who are the winners and losers in digital finance. We believe fundamentals matter in investing.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 23, 2026
- Audience
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- Earliest in this view
- Aug 7, 2026
Latest issues
Analyst of the Month: Mario Stefanidis (opens the original)
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Welcome to the 28th edition of Analyst of the Month.Every month, we highlight a leading analyst who takes a long-term view with investing.This month we highlight Mario Stefanidis at North Island Ventures<source type="ima
Analyst of the Month: Ishmael Asad (opens the original)
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Welcome to the 27th edition of Analyst of the Month.Every month, we highlight a leading analyst who takes a long-term view with investing.This month we highlight Ishmael Asad at Bitwise.<img a
Thesis: Long $BABA (opens the original)
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Alibaba, my dear alibaba…I first bought Alibaba back in 2021 at $200, rode it all the way down to $60 in 2022 and sold it at $150 in 2025. Crazy journey.My thesis back then was pretty simple: Alibaba had one of the strongest vertically integrated e-commerce ecosystems in China. Ant Financial was an incredibly valuable asset and Alibaba Cloud had the potential to become a major growth engine. My variant perception at the time was that the market had overreacted to China’s regulatory crackdown as
Analyst of the Month: David Kroger (opens the original)
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Welcome to the 26th edition of the Analyst of the Month.Every month, we highlight a leading analyst who takes a long-term view with investing.This month we highlight David Kroger at T. RowePrice Digital Assets.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!TFwd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fea610a76-fe4f-4d0d-9d6f-a9b
Thesis: KAST’s Stablecoin Opportunity (opens the original)
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“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 stablecoin...the biggest thing you could do was build a fintech or a bank on top of those rails”This is a bold thesis from Raagulan Pathy, the Founder and CEO of KAST. He doesn’t want KAST to be labeled a crypto company, rather KAST one day being in the same realm as Nubank and Revolut, or even bigger.<p class="cta-cap
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