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Meltem Demirors

Former CSO, Coinshares

Search every verified Meltem Demirors interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During a June 2026 appearance, Meltem Demirors, Chief Strategy Officer at CoinShares, discussed her outlook on the next areas of opportunity in AI-related stocks. She stated that after strong runs in memory stocks and before that in power and cooling systems, her firm sees networking as the next major narrative. Demirors noted that hyperscaler research reports identify networking and memory as the two biggest bottlenecks for AI spending, and she pointed to recent moves by Nvidia, such as its investment in Marvell and a partnership announced in March, as evidence that the market's focus on memory is missing emerging signs in networking. She credited her firm's research with helping to anticipate market narratives, citing the example of "power shell stocks" like Bitcoin miners converted into AI data centers, which she said gained momentum after CoinShares published a paper on the topic.

Recent appearances

Notable quotes

“So, let's be really controversial. The AI boom would never have reached this magnitude without Bitcoin capitalizing hundreds of billions of dollars of data center buildout over the last decade.”

“We should financialize and bring physical infrastructure on-chain — for example, make the U.S. electricity grid transactive so the flow of payments follows the flow of electrons, using blockchains and digital money to optimize and orchestrate physical networks.”

“I don't see any near-term catalysts that are going to push Bitcoin over $150k; last year the majority of Bitcoin buying was MicroStrategy and BlackRock, and unless those institutions keep buying in size or ETFs see sustained large inflows, I don't see where the inflows are going to come from.”

“I believe in tokenization, I think it's a great way to put lipstick on a pig — you dress up something that is not pretty, not liquid, doesn't trade easily and just because you tokenize a pile of dog and put it on chain does not make it crypto or make it a better asset.”

“What are we doing? We are taking money out of the crypto ecosystem, we are taking liquidity out of the crypto ecosystem and giving it to BlackRock, the Fed and other traditional issuers who hold these assets — we are basically taking wealth that was non‑custodial in nature and giving it to custodial institutions.”

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