Crypto Integrated into Frontier Investing

This marks the end of crypto as a standalone portfolio lane and the start of crypto as one input inside a broader frontier investing stack.

• The practical reason is where value is showing up. Investors can now express a crypto view through tokens, but also through businesses like Coinbase, Circle, Tether, Robinhood, Kraken, or private companies like Securitize, depending on which part of the value chain captures the economics.
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• That changes the job of a research platform. Artemis started as a CapIQ style crypto fundamentals tool, but now its terminal compares tokens, fintech equities, private companies, and prediction markets side by side because the same analyst is underwriting all of them in one workflow.
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• Messari and Token Terminal still show there is demand for crypto data, but the market is narrower. Messari now offers only an enterprise plan, while Artemis positions itself around cross asset comps and AI decision support rather than serving a large universe of long only token funds.
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The next step is not more token only funds. It is research and execution systems built for portfolios that move across public stocks, private deals, prediction markets, and tokenized assets, with crypto research becoming one module inside a much larger investing product.