E109: Meltem Demirors: Why Speculation Drives Crypto (And How To Win The Game)
In this episode, I sit down with one of crypto's most insightful investors, Meltem Demirors, to uncover the truth about what really drives the crypto markets — speculation.Meltem shares her unfiltered thoughts on how speculation isn't just a side-effect of crypto — it’s the fuel that keeps it alive. From memecoins and NFTs to billion-dollar protocols, we dive into the speculative cycles that shape the industry, who benefits the most, and why greed is actually a feature — not a bug.Topics this video covers: crypto investing, cryptocurrency, Bitcoin, Ethereum, memecoins, NFT speculation, DeFi, blockchain technology, altcoins, crypto market cycles, crypto bubbles, Web3, crypto trading, crypto VC, decentralized finance, crypto wealth, speculative investing, crypto bull run, market manipulation, crypto greed, crypto hype, NFT investing, crypto scams, Ethereum NFTs, Solana memecoins, crypto speculation, how to get rich in crypto__________________________________PARTNERS💳 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana.https://jup.ag/🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation.Sign up with this link and earn up to €100 : https://join.swissborg.com/r/kevinH6E7♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. https://www.mantle.xyz__________________________________FOLLOW MELTEM DEMIRORS• Twitter: https://x.com/Melt_Dem• Website: https://www.cruciblecap.xyzFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome__________________________________Chapters0:00 Trailer1:33 Please Subscribe1:55 Jupiter2:03 Bitwise2:16 Sui2:26 Mantle2:41 Aesthetic Maxing6:29 Who is Meltem Demirors?8:39 How Crypto Became My Religion12:05 Price Drives Price14:19 Trezor15:11 Price Drives Price17:22 Bitcoin: Not If, But When20:06 Thesis VS Direction20:59 Crypto World Fascination23:33 Taking the Leap into Crypto24:51 First Experience in Crypto25:55 Bitcoin's Early Days30:48 Thermoeconomics: The Core Behind Bitcoin36:24 What is Infrastructure?44:45 AI Agents and Crypto's Future54:55 EtherRocks: Crypto's Absurd Art1:02:53 Explaining Memes to Aliens1:07:49 Building Crucible Capital1:10:59 Why Building in Crypto Is Hard1:17:09 Crypto Needs Outsiders1:17:56 The Power of LinkedIn1:21:05 The Crypto Content Dilemma1:22:30 The Wild 2000s & Choice Chaos1:29:03 Self Sovereignty Importance1:33:41 Prediction for the Next 12 Months