Meltem Demirors on crypto trading
From CoinShares' Demirors on what's fueling bitcoin volatility · · CNBC Television
“On the trading side it's really less about the price of Bitcoin. It's more about volatility.”
On , Meltem Demirors, CSO at CoinShares, spoke about crypto trading during CoinShares' Demirors on what's fueling bitcoin volatility on CNBC Television.
About Meltem Demirors
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.
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