Hi all,
Thank you so much for all your comments so far. Writing out the questions that were raised in the governance call here for clarity and posterity:
Difference between Artemis and GrowThePie?
GrowThePie is great for quickly viewing analytics on L2s but institutional investors don’t want to just look at L2s but want a more holistic product to cross-compare L1s and L2s. Artemis tracks dapp activity for both L1s and L2s as well stablecoin activity for 9 chains. GrowThePie isn’t as deep in both dapp activity as well as stablecoin activity. In addition, Artemis is going to publish one of the largest stablecoin reports in the industry in Sept with Nic Carter and Visa that will be read by institutional investors across the world. Finally, we also host a quarterly dinner for all the top institutional investors. We are just far more embedded in the workflows and lives of institutional investors as an institution-focused product.
Will the Celo Activity Monitor be added to here - Artemis Dashboard?
Yes
Will cost to maintain next year be lower since upfront cost has been paid?
It depends on what Celo Foundation and the Celo community’s asks and requirements are for next year. We’ll work with the Celo community to ensure that the pricing is acceptable and fair and that the Celo community feels like the product is worth it!
Difference between the existing Celo stablecoin on Artemis’ site vs Stabila dashboard in the proposal?
The existing Celo stablecoin dashboard (Artemis Dashboard) provides stablecoin activity at a high level that’s crucial for investors but does not answer questions like how individual Celo stable-pools on Uniswap are changing (e.g., is there more liquidity?) over time as well as track the ROI for the Stabila incentives (e.g., how much TVL does $1 of incentives bring?). The Stabila dashboards will help answer these more specific questions.
Will the Stabila dashboard be private?
The Celo Foundation requested to keep the dashboard private for now but Artemis is happy to make it open if Celo Foundation is okay with it.
Would it cost more to maintain the L2 when rolls out?
It depends on how the L2 is implemented–we will work with Celo Foundation and the Celo Community to minimize disruption and changes in pricing. We want to make sure the Celo community benefits as much as possible and that we’re long-term partners!
Should the Stabila dashboard be funded out of the Stabila fund?
TBD
Example of institutional investors using Artemis to make investment decisions
Here is a list of liquid token funds and asset managers citing Artemis in their research:
- Grayscale Ethereum Q2 2024 Report
- Franklin Templeton on Base
- Grayscale on NEAR retention
- Dragonfly using Artemis to compare L1 daily active addresses
- VanEck L2 Research
In addition, we have liquid token funds interested in investing in Celo but were not able to find the data they want because there is no Celo Activity Monitor. E.g., Cody is an analyst at Spartan Group, a liquid token fund out of Singapore, who was interested in Celo:
Finally, many Celo Foundation, Mento members, and KOLs in the stablecoin space continue to rely on Artemis every day. E.g.: