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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
Feb 11
1/ just wrapped my quarterly report for @CrucibleVC

our playbook is simple

as a GP, every quarter i quantify and qualify our ability to run this playbook. we double down on what works, experiment / re-visit with what isn't working.

let's dig into the data and tools👇 Image
2/ we use @attio to manage our pipeline

step one is analyzing the funnel - both raw #s and relative %s

with a small team, quality > quantity. low conversion % signals top of funnel is too broad. high conversion may signal you're not seeing enough deal flow. Image
@attio 3/ "customer experience" in the context of venture is largely based on responsiveness, so tracking time spent processing deal flow is an important metric

i'm pretty happy with our pacing. good to spend more time in later stages ensuring everything is ticked and tied. Image
Read 8 tweets
Meltem Demirors Profile picture
Jan 22
1/ gave a talk last week on "energy, compute, crypto" - the three pillars of the modern economy and the converge of three trillion dollar investment themes

sharing the slides and full deck - let's rip 👇
2/ compute rules capital markets

Nvidia was the big story in 2024, but Broadcom cracked the top 10 too and TSMC cemented its place alongside the rest of the Mag 7

expect 2025 to continue this trend as energy and compute carry capital markets Image
3/ while everyone was loading up on semiconductor names, energy had its own quiet rally

Vistra, an independent power producer, outperformed Nvidia and Bitcoin

this year, we'll see more focus on the US grid which is by far the greater bottleneck than GPUs Image
Read 22 tweets
Meltem Demirors Profile picture
Jan 10
1/ ok i think i have finally sort of gotten to the root of my issue with DePIN as a category

data gathering / observability is step one but it is in and of itself not a valuable exercise. generating tons of new data doesn't unlock billions of $ from buyers for this data.
2/ the bottleneck isn't data but rather actionable insight

the real value in data is *understanding whats going on* and then *doing something* with all of that data that generates economic value, either through unlocking revenue (top line) or lowering cost (bottom line)
3/ DePIN feels like people strapping sensors to things and then trying to sell data (of questionable value) and then saying later there's something else that they can do through that aggregation

some projects enabling optimization w data w various degrees of automation
Read 6 tweets
Meltem Demirors Profile picture
Nov 7, 2024
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, 2024
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

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