Meltem Demirors on crypto adoption
From CoinShares' Demirors on what's fueling bitcoin volatility · · CNBC Television
“The big shift that we're betting on and everyone in this asset class is betting on is distribution models that are fundamentally changing. Consumers want more optionality. We see this with millions of users every day logging onto these platforms and trading around the clock, day, weekends, weeknights, weekend evenings. This is a new paradigm.”
On , Meltem Demirors, CSO at CoinShares, spoke about crypto adoption 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.
This quote was transcribed and extracted with AI assistance from a verified, first-person interview, then reviewed by our team to confirm the speaker and the exact wording. See how we verify →