Lorenzo Valente(@LorenzoARK):Had a blast joining @artemis podcast with @jonbma and Mike. I think @circle’s story is widely misunderstood. We dug into stablecoins, competition, where value ultimately accrues, and how we see the market playing out from here. Disclosure: We own @circle stock (a lot)

2026.08.10 23:27

Had a blast joining @artemis podcast with @jonbma and Mike. I think @circle’s story is widely misunderstood. We dug into stablecoins, competition, where value ultimately accrues, and how we see the market playing out from here. Disclosure: We own @circle stock (a lot)

Artemis@artemis

2026.08.10 22:59

NEW: Stablecoins are becoming a winner-takes-most market. We sat down with @ARKInvest's Lorenzo Valente (@LorenzoARK) to break down why he thinks Circle could be one of the biggest winners: 0:00 Why most of the 1,000+ stablecoins don’t matter 10:52 How many ultimately win? 18:23 The threat from Open Standard 39:30 What investors should watch next Full episode 👇