Meltem Demirors
@Melt_Dem
thermodynamics enjoyer @CrucibleCap
1/ today is going to be a MASSIVE day for the US nuclear fuel industry @kellyjgreer and i spent the last few months writing an in-depth primer on the nuclear fuel value chain and how the US can win again full report download👇 incl tickers tl;dr 🧵 docsend.com/view/wsu2y8f8m…
the most expensive rock purchase was $2.4M just saying
It's still extremely early. Last run at the top we literally had Eminem rapping about crypto and people buying pictures of rocks for $200,000. We are no where remotely near this.
as you know, my outlook on crypto is all about the flows $4.39B inflow into crypto ETPs last week - $220B in global AUM sets a new record ETH and BTC flows at ~$2.1B each, but ETH fell $80M short of passing BTC inflows @CoinSharesCo as always 👉blog.coinshares.com/volume-243-dig…
excited to see @Polymarket continue to grow and evolve as the US regulatory environment becomes more permissive for stablecoins and crypto infrastructure haters in shambles - never bet against @shayne_coplan bloomberg.com/news/articles/…
ethereum up 50% on the month but also Cardano up 50%, DOGE up 60%, Stellar up 90%, Hedera Hashgraph up 90%, Algorand up 80%, Arbitrum up 69%, Bonk up 157%, Tezos up 110% momentum is a hell of a drug
me when someone subscribes me to their newsletter after we have exchanged emails precisely once
somebody is gonna need a lot of TRISO!
MEGAWATT IN A BOX? This high-temperature gas reactor being developed by @RadiantNuclear could be a potential replacement for diesel generators. Radiant is one of two companies selected to test its fueled reactor experiment in DOME — the world’s first microreactor test bed.
remember when everyone thought DeepSeek was going to end the AI boom? Nvidia dropped 17% in a single day, unheard of. VC was going to implode. since then? UP ONLY (with some sideways and down) believe in something 🫡 cruciblecapital.substack.com/p/believe-in-s…
just got a memo from my town hall here in NH effective august 1, residential electricity rates in our town rising by 24 - 76% depending on your supplier rising power costs will become a massive political issue. this is untenable and unsustainable.
crypto x private credit is a match made in heaven. two investments in infrastructure credit, more coming! we prioritize teams that focus on diligence, seniority in capital stack, real time risk management, recourse in case of default, and recovery optionality. DMs open!
PLEASE FOR THE LOVE OF SATOSHI
BREAKING: 🇺🇸 White House says it is exploring de minimis tax exemption for Bitcoin "to make crypto payments easier." 👀
high growth industrial software company looking for a senior software engineer, pref SF but open to remote stack is React, Node, Typescript, and then familiarity with protocols like Red Fish, Modbus, SNMP, IPMI is a big plus. if you push code daily, DM for intro!
crypto x AI narrative feels like it’s really dropped off despite multiple raises at nine to ten figure valuations over the last 18 months curious 🧐