Meltdem Demirors @MeItDem
soon™️ Joined December 2014-
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recent @GoldmanSachs report on AI data centers and power needs - this is a generational opportunity for investing in the power supply chain ⚡️ goldmansachs.com/intelligence/p…
epic read
Lots of people stuck at airports so I've written a new blog: How solar is shearing off the base of the entire industrial stack and how this represents an incredible one-time investment opportunity to capture any of about a dozen distinct verticals. Link below ofc.
few
You Can Use Multiple Slurp Juices On An NVDA Share
something something bitcoin mining something
sunny day, so I went to check the California electricity price map. sure enough, pretty much everywhere, the current price of electricity is negative. poor generators that can't easily throttle their output, like nuclear or geothermal, apparently have to just pay for the
absolutely incredible imagine your AI agent serving up reddit shitposts as credible information 😂
Google AI overview suggests adding glue to get cheese to stick to pizza, and it turns out the source is an 11 year old Reddit comment from user F*cksmith 😂
nvidia will be the largest company in the world the age of energy and atoms is back infrastructure and hardware investing printer go BRRR
missed this but @coinbase launching retail sized oil and gold futures on june 3rd progress towards the thesis is accelerating - all assets will trade on one screen and settle onchain commodities are the RWAs we've all been waiting for 😍 coinbase.com/en-gb/blog/coi…
what’s the best place to earn yield on stables atm? trying to put together a little risk / reward matrix for my fellow stablecoin enjoyooors usdc on coinbase 5% usdc / usdt on aave ~6% sUSDe on ethena 37% looking at protocols with at least $1B in TVL
what a DAY for crypto in america - ETH ETF approval odds skyrocket as SEC returns comments + requests updated filings from issuers - FDIC chair out - SAB 121 repealed with bipartisan support (biden can still veto) - congress vote on FIT 121 this week
i feel like we've reached a point where founders (esp in hard tech / physical infra) have given up on trying to work within the existing institutional and regulatory structures and are just full send going for it energy is 11/10
you can’t send jeo boden a wells notice check mate baby
CUT THE RATES
today is the third time in less than a year that @TrustlessState has bullied a female founder / early employee at a company he’s a investor in and i’ve had enough this behavior is gross using whatever social capital or influence you have to bully women is insane behavior
2024 is the year of compute 2025 is going to be the year of energy as the transmission grid struggles to keep pace with the insatiable demand for POWER
study the number four
LET. THEM. COOK. day 1 is kind of an easy bet tho. let's up the ante - how about matching $10B net inflow in 3 months?
Hong Kong ETF issuer expressed confidence that the issuance scale of the HK cryptocurrency spot ETF on the first day of listing tomorrow will exceed the first day of the United States (US$125 million). Many investors in Singapore, the Middle East and other places are very
crypto twitter is so spicy rn so much shade
speculation is the first and most potent use case of crypto, and this is a GOOD thing intellectually dishonest of those who have gained wealth, power, and fame via crypto to frame speculation as an illegitimate or unproductive use case speculation powers the engine of growth
if you don’t pick right rick i don’t want to be friends anymore
inside you there are 2 ricks
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