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Meltem Demirors Profile picture
@Melt_Dem
Oct 7, 2021 • 7 tweets • 4 min read • Read on X
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1/ my lil' pudgy penguin fren is chatting w a @gmoneyNFT's @BoredApeYC. this NFT convo was recorded completely AI-to-AI.

this is a thread on the future of NFTs. pay close attention to what @real_alethea is doing right now …
2/ alethea is bringing NFTs from apes to punks to waifus to life in their Intelligent Metaverse known as Noah's Ark

... and they’re working on my 2D boyfriend next - can't wait to have pillow talk with sephiroth 🖤
3/ until my 2D bf arrives, i’ve been talking to my @EtherRock

imbuing my rock with a personality through AI, what could be better?
4/ can't forget about my lil' pudgy pengu - this one has my voice!

these characters are LIVE on the @real_alethea site, where you can interact with them. my pengu can now become as famous as a cameo.com celebrity, and send custom video messages to ur frenz 👩‍🚀
5/ my iNFT's also WORK FOR ME. my pengu and my rock make $ for me by providing their AI services!

whenever they have an interaction, I earn ALI credits

i have a 2D worker bee army, and soon i can rent out my 2D boyfriend too!
6/ and pretty soon, you'll be able to make your NFTs come to life...

on October 14th, keep your eyes on @real_alethea for an exclusive launch with @OpenSea.

let’s build this weird and wonderful world with our JPEGs!

SEIZE THE MEMES OF PRODUCTION!
disclosure: i'm an investor in @real_alethea via my personal holding company

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More from @Melt_Dem

Meltem Demirors Profile picture
Nov 7
1/ quick rip on why @Polymarket matters and why the future of information is markets

markets are efficient at pricing information. if you have information or insight that others don't, there's a huge opportunity to generate alpha. alpha generation requires information edge. Image
2/ the last few months show distrust of main stream media (MSM) and formal, credentialed sources of information is at an all time high.

so where is information coming from?
- citizen reporters on X
- indie media / podcasts

and markets will price the signals generated Image
3/ not all markets are equal - liquidity is key. more liquid equals more better.

see the divergence in odds btw Polymarket and Kalshi. Polymarket had 10x the liquidity -> higher signal.

market microstructure also drives differences but the effect is more subtle imho Image
Image
Read 6 tweets
Meltem Demirors Profile picture
Aug 14
1/ melts and kaledora, sitting in a tree
talking about commodities

thanks to @EV3Research @MoneroMahesh @DAnconia_Crypto for hosting me and @kaledora @OstiumLabs for bringing the rizz

slides and commentary 👇 below the jump Image
2/ history of oil and what it can teach us about DePIN

standard oil - rockefeller started by horizontally integrating and rolling up refineries, and then realized operating leverage would come from controlling the upstream inputs and the downstream transport and retailing
Image
Image
3/ we are starting to see DePIN ecosystems repeating this playbook. @helium has gone from deWi to building generalized DePIN infrastructure. @hotspotty started with deWi optimization software and is now building a broader DePIN aggregation platform.
Read 13 tweets
Meltem Demirors Profile picture
Dec 8, 2023
1/ quick notes and data points from the discussion @kellyjgreer and i had at @PubKey_NYC last night

'tis the season of the most hated rally - bitcoin is ripping and macro folks are not happy about it

jamie dimon and elizabeth warren seem especially mad 😠 max cope incoming Image
2/ bitcoin pricing is driven by FLOWS

it's tempting to get lost in piles of analysis but as we'll discuss later on, the key to understanding is looking at open positions, trade volume, inflows and outflows

sentiment doesn't matter until it's expressed as a trade Image
3/ bitcoin is highly reflexive

i had a moment of enlightenment a few years back. i used to believe narrative -> sentiment -> flows -> price but it's really much simpler

price drives action

this is what @saylor $MSTR has perfected. buy, price goes up, follow with narrative Image
Read 17 tweets
Meltem Demirors Profile picture
Jul 18, 2023
1/ a short summary of a recent talk on silicon, satoshis, and superpowers

power in our world is changing. a decade ago, oil and gas companies and banks ruled markets. now it's tech companies and financialization runs rampant (>100x P/E ratios etc) Image
2/ as our lives become increasingly digitized, value creation is happening on a new frontier, and a handful of industries and companies are well positioned to capitalize on this shift Image
3/ this is also impacting the geopolitical landscape. we live in a multipolar world, and power has historically been dependent on the ability of a nation to secure access to natural resources, namely oil Image
Read 15 tweets
Meltem Demirors Profile picture
Jun 26, 2023
1/ last week's @BlackRock spot Bitcoin ETF filing was big news!

but, it's not the only story. many of the largest financial institutions in the US are actively working to provide access to Bitcoin and more.

a quick glance - $27 trillion of client assets here!
2/ this is by no means a complete overview of all the offerings available, but its always helpful to zoom out and look at the bigger picture

while "the institutions are coming" has been more of a trickle than a wave, we're seeing the bridges being built in real time
3/ it's also helpful to analyze whether firms are choosing to build, buy, or partner

so far, we've seen a lot of "partner" but some are choosing "build"

we haven't seen much "buy" - established crypto firms are expensive acquisition targets w/ $B+ valuations and + EBITDA
Read 7 tweets
Meltem Demirors Profile picture
Sep 27, 2022
1/ stuff i'm thinking about right now (hence quiet and mostly off social) - a brain dump with links
2/ web3 infra business models very analogous to web2, hence business metrics end up converging over time

limited examples of scalable token-driven models that work, most successful co's are web2 / centralized models

tomtunguz.com/spot-the-diffe…
3/ most profitable businesses in crypto, outside of interchange, is selling services to venture funded crypto co's

hosting and web3 infra will be a huge category, but custom SaaS growing rapidly esp in cybersecurity, compliance, and legal tech Image
Read 16 tweets

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