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.xyz
FOLLOW KEVIN & WHEN SHIFT HAPPENS👇
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinwshpod/
Linkedin: https://www.linkedin.com/in/kevinfollonier/
__________________________________
DISCLAIMER
The 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
__________________________________
Chapters
0:00 Trailer
1:33 Please Subscribe
1:55 Jupiter
2:03 Bitwise
2:16 Sui
2:26 Mantle
2:41 Aesthetic Maxing
6:29 Who is Meltem Demirors?
8:39 How Crypto Became My Religion
12:05 Price Drives Price
14:19 Trezor
15:11 Price Drives Price
17:22 Bitcoin: Not If, But When
20:06 Thesis VS Direction
20:59 Crypto World Fascination
23:33 Taking the Leap into Crypto
24:51 First Experience in Crypto
25:55 Bitcoin's Early Days
30:48 Thermoeconomics: The Core Behind Bitcoin
36:24 What is Infrastructure?
44:45 AI Agents and Crypto's Future
54:55 EtherRocks: Crypto's Absurd Art
1:02:53 Explaining Memes to Aliens
1:07:49 Building Crucible Capital
1:10:59 Why Building in Crypto Is Hard
1:17:09 Crypto Needs Outsiders
1:17:56 The Power of LinkedIn
1:21:05 The Crypto Content Dilemma
1:22:30 The Wild 2000s & Choice Chaos
1:29:03 Self Sovereignty Importance
1:33:41 Prediction for the Next 12 Months
