Portfolio Companies
12
3 on watchlist
Stablecoin MC Total
$241B
↑ +1.1% 24h
Agentic Finance TVL
$18.4B
↑ +5.7% 7d
S&P Live Adopters
8
of 101 screened
Team Monitor — Latest
Figure Markets press cycle moving sentiment — strong bullish signal on X.
USDC just crossed $58B. Adding to the weekly.
☀️ Morning: 3 portco's up 5%+, stablecoin MC +1.1% 24h.
Monitoring whale wallets on Bridge Protocol — nothing unusual yet.
USDC Market Cap
$58.1B
↑ +1.9% 24h · ↑ +4.2% 7d
USDT Market Cap
$142.3B
↑ +0.4% 24h
Agentic Tx Vol / 24h
$1.2B
↑ +6% vs yesterday
Agent Wallets Created
2.4M
↑ +18% 7d
Most Bullish Portco Signal
Figure Markets — +8.3% ↑
Institutional adoption piece driving X sentiment + volume. Record $120M mortgage origination on-chain.
Bridge Protocol — +5.1% ↑
Stripe integration live for 4M merchants. Stablecoin payments crossing mainstream threshold.
Today's News Highlights
REGULATION
GENIUS Act advances in Senate with bipartisan support for stablecoin framework
MACRO
Fed holds rates — crypto markets read the pause as broadly constructive
STABLECOINS
USDC crosses $58B as institutional treasury adoption accelerates
↑ Most Bullish
FIGURE MARKETS
Record $120M mortgage origination on-chain. Institutional adoption piece driving strong X sentiment.BRIDGE PROTOCOL
Stripe integration live for 4M merchants. Stablecoin payment volume crossing mainstream threshold.CENTRIFUGE
$500M+ in tokenized RWA milestone. Aave T-Bill pool gaining traction with institutions.↓ Bearish Watch
RAMP NETWORK
Volume dipping 2.7% — price competition from rivals in Southeast Asia. Support at $0.86 being watched.SLOPE FINANCE
No new public updates in 6 weeks. Supply chain market tightening. Flagged for quarterly check-in.No other portfolio companies in bearish territory this week.
Portfolio Companies
12 Total
X / Social
Last 3 Tweets · Placeholder
Last Updated
Team Monitor
Telegram Bot
✈
Inversion Portfolio Bot
@inversion_portfolio_bot
BOT
☀️ Good morning. 3 portco's up 5%+. USDC crossed $58B. Anything to flag today?
09:00
Watching Figure Markets — big press piece dropping. Any whale movement?
09:14
BOT
Figure Markets (FIG): $4.82 ↑ 8.3% 24h. Volume +14%. X sentiment: bullish. No significant wallet movements.
09:14
Flag any moves on Bridge Protocol today too.
09:22
BOT
On it. Will alert if any wallet moves >$500k on Bridge Protocol.
09:22
Sunday, 22 March 2026
09:22
Flagged whale monitoring for Bridge Protocol. Stripe deal volume looking strong.
09:14
Watching Figure Markets press cycle — institutional adoption piece is getting real traction. Bullish near-term.
09:00
Morning brief sent. 3 portco's up 5%+. USDC milestone at $58B.
Friday, 20 March 2026
16:40
Fed statement neutral-to-dovish. Good for risk assets broadly — worth framing in the weekly.
14:15
Call with Figure Markets team — product roadmap solid. Ahead of schedule on institutional integration.
09:30
GENIUS Act advanced in Senate committee 18–6. Bipartisan support is real. This is the one to watch.
08:55
Morning brief: Stablecoin MC up $3.4B this week. Bridge Protocol Stripe integration now live.
Stablecoin Market Cap
↻ Fetched from CoinGecko
Total MC
$241B
↑ +1.1% 24h
USDT Dominance
59%
— unchanged
USDC MC
$58.1B
↑ +1.9% 24h
New Issuers 30d
7
↑ +3 vs last month
Agentic Finance
AI × DeFi
Agent Wallets
2.4M
↑ +18% 7d
Autonomous Tx Vol
$1.2B
↑ +6% 24h
Agent Protocols
48
↑ +4 this week
Avg Agent APY
6.8%
vs 5.1% human
Emerging Protocol
X402 — HTTP Payment Protocol
X402 enables machines to pay machines natively over HTTP — using the 402 Payment Required status to trigger automatic stablecoin micropayments. The foundational rail for agentic commerce: AI agents can autonomously pay for APIs, compute, and data without human approval loops. Built on USDC / Base.
$0.001
Avg Tx Cost
<1s
Settlement
420+
Integrations
Yield Optimization
Autonomous agents rebalancing liquidity across protocols in real time to capture yield differential.
$4.2B
TVL Managed
7.2%
Avg APY
Payment Routing
AI-driven cross-border routing selecting optimal rails and stablecoin assets dynamically.
$890M
Vol / Day
0.08%
Avg Fee
Lending & Credit
Autonomous underwriting and collateral management reducing origination cost.
$2.1B
Originated
93%
Cost Cut
Treasury Management
Real-time FX hedging, liquidity sweeping, and reserve optimisation for corporates.
$6.8B
Under Mgmt
41
Corporates
X402 API Commerce
HTTP-native machine payments — agents paying for compute, data, APIs via stablecoin micropayments.
420+
APIs Live
$12M
Vol / Month
Market Intelligence
LLM-powered news and on-chain signal synthesis surfacing alpha for portfolio monitoring.
1,400
Sources
Real-time
Latency
Agentic Payments Ecosystem Map
artemisanalytics.com — live ecosystem tracker
News Intelligence
AI-Curated · Placeholder
Macro
Macro
Fed holds rates — crypto markets read the pause as broadly constructive for risk assets
Powell's press conference signalled no imminent cuts but reiterated data dependency. Digital asset markets rallied modestly on reduced near-term tightening risk.
WSJ · 4h ago↑ Bullish
Macro
Dollar weakens vs major pairs as Treasury yields pull back from March highs
The DXY slid 0.4% as 10-year yields retreated on softer PMI data, creating a mild tailwind for dollar-denominated digital assets and stablecoin flows.
Bloomberg · 6h ago↑ Bullish
Macro
Legacy payment infrastructure costs US businesses $50B annually — modernisation window is now
New research quantifies the full cost of outdated rails, making blockchain-native payment upgrades increasingly hard for CFOs to ignore going into budget season.
Inversion Insights · 2d ago→ Neutral
Stablecoins
Stablecoins
USDC crosses $58B as institutional demand accelerates into Q2
Circle's dollar-backed stablecoin hits a new ATH as treasury teams shift toward blockchain-native cash management, driving sustained institutional inflows.
The Block · 2h ago↑ Bullish
Stablecoins
PayPal's PYUSD surges 41% in 30 days — enterprise B2B push driving adoption beyond retail
PYUSD market cap approaches $7.2B as PayPal targets corporate invoicing and supplier payment networks with new integrations announced this week.
CoinDesk · 8h ago↑ Bullish
Stablecoins
Ripple's RLUSD crosses $400M in 90 days — fastest growing stablecoin of the cycle
With backing from XRP Ledger and institutional partnerships, RLUSD has grown 89% in 30 days, emerging as the most watched new issuer in the market right now.
The Defiant · 12h ago↑ Bullish
Regulation
Regulation
GENIUS Act advances in Senate with bipartisan support for stablecoin framework
Committee vote 18–6. Reserve requirements are workable for major issuers. Floor vote expected Q2. The most significant stablecoin legislation in US history is gaining real momentum.
Politico · 6h ago↑ Bullish
Regulation
EU MiCA Phase 2 compliance window closing for USDT in June — Circle positioned to benefit
Tether faces harder scrutiny under European rules while USDC's pre-compliance positioning looks increasingly strategic as the June deadline approaches for euro-area issuers.
Reuters · 1d ago→ Neutral
Regulation
Fed Reserve stablecoin systemic risk study expected April — what it might conclude
Analysis of likely conclusions from the Federal Reserve's forthcoming working paper on reserve requirements and systemic risk for large-scale stablecoin issuers in the US market.
FT · 1d ago→ Neutral
DePIN Dashboard
Decentralised Physical Infrastructure
??? Fetched from CoinGecko
Total DePIN MC
$28.4B
↑ +3.2% 7d
Active Projects
740+
↑ +18% vs last year
Total Nodes Online
14.2M
↑ +6.1% 30d
Token Rewards / Day
$4.8M
Across all networks
Sectors by Share
Compute / GPU
34%
Wireless / IoT
22%
Storage
18%
Energy
12%
Mobility / Maps
8%
Other
6%
AI × DePIN Convergence
GPU Compute Demand ↑
AI training and inference demand for decentralised GPU compute is rising fast — Render and Akash both seeing 40%+ utilisation growth this quarter.
Helium Network
Mobile Subscriber Growth
Helium Mobile crossed 120K subscribers. T-Mobile roaming deal intact. First DePIN project with meaningful real-world user traction at scale.
Regulatory Watch
FCC / Spectrum Clarity
US spectrum policy becoming a near-term risk and opportunity. Favourable ruling could unlock regulated DePIN wireless at scale. Watch Q2 FCC agenda.
DeFi Dashboard
Decentralised Finance
??? Fetched from CoinGecko
Total Value Locked
$118B
↑ +4.8% 7d
DEX Volume 24h
$8.4B
↑ +12.3% vs yesterday
Active Protocols
1,240
↑ +3.2% 30d
Liquidations 24h
$84M
↓ −18% vs yesterday
ETH Staking APY
3.9%
↑ +0.2% 7d
stETH Premium
+0.04%
vs ETH spot
Top Yield (Stables)
8.4%
Aave USDC · Base
Avg Borrowing Rate
5.2%
↓ −0.4% 7d
TVL by Chain
Ethereum
$73B
Solana
$16B
Base
$11B
Arbitrum
$9B
Other
$9B
Lending Markets
Aave v3 — Record Deposits
Aave v3 hit $22B TVL — highest since 2022. Institutional borrowers driving USDC and GHO demand. RWA collateral onboarding accelerating via Centrifuge integration.
DEX Activity
Uniswap v4 Hooks Live
Uniswap v4 hook ecosystem is attracting developer attention. Custom AMM logic and MEV protection hooks are the near-term volume catalyst to monitor.
Inversion Watch
RWA × DeFi Flywheel
Centrifuge + Aave integration positions Inversion portcos at the intersection of DeFi liquidity and real-world credit. TVL flowing into RWA pools up 34% this month.
Companies Screened
101
S&P 100 universe
Live on Blockchain
8
7.9% adoption rate
High Priority Watch
14
Monitor monthly
Last Updated
Mar 22, 2026
sp100_blockchain_readiness_screen.csv
Filter:
Live Adopters
8 companies
Full S&P 100 Screen
101 companies
Names Tracked
12
proxy basket
Average 24H Move
+3.8%
sector beta rising
Strongest Name
COIN
exchange + infra lead
Last Updated
Mar 22, 2026
placeholder feed
Top Performer
COIN
↑ +6.4% 24h
Most Correlated
MSTR
tracking BTC beta
Watch Item
HOOD
retail crypto activity up
Crypto Stocks Monitor
Placeholder basket
Tokens Tracked
18
liquid majors + themes
Best 24H Sector
DeFi
lending-led move
Weakest 24H Sector
Infra
mixed follow-through
Last Updated
Mar 22, 2026
placeholder feed
Highest Conviction Move
AAVE
↑ lending strength
RWA Watch
CFG
tokenized credit tailwind
Stablecoin Rail Proxy
MKR
rates + collateral focus
Tokens Monitor
Placeholder universe
Settings
API Configuration
Telegram Bot
X (Twitter) API
Price Data
News
Portfolio