Episode Details
| Title | E109: Why Speculation Drives Crypto (And How To Win The Game) - Meltem Demirors |
|---|---|
| Date | 2/22/2025 |
| Podcast | When Shift Happens Podcast ↗ |
Key Insights
Bullish:
- 🟢 $HARDWARETECH - Shift in investment focus from software to hardware, driven by crypto and AI demands, making previously unattractive hardware categories more compelling for investors.
- “Over the last fifteen years, really, the dominant focus has been investing in in software and bits and bytes. But I think we're now starting to see that we need new new hardware, new chips, new energy generation, new models for robotics, Like, all of these interesting categories that historically have been really unattractive to investors are now becoming really compelling and really attractive because I think crypto and these early beginnings of AI are showing tremendous upside lift.” - Meltem (44:45)
- 🟢 $DATACENTERAI - 🔒
- 🟢 $INFRA - 🔒
- 🟢 $CRYPTOAI - 🔒
Bearish:
- 🔻 $ALTCOINS - 🔒