/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Meltem Demirors

@melt_dem
45 posts
2025-11-20
nvidia earnings call, first sixty seconds “we have line of sight to a half trillion in revenue in 2026” the bubble hasn't started yet
2025-11-20 View on X
CNBC

Nvidia reports Q3 revenue up 62% YoY to $57.01B, above $54.92B est., Data Center revenue up 66% YoY, and forecasts Q4 revenue above est.

Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarte...

2025-04-02
congrats to @circle on filing their S-1 / IPO today it's great to have more high quality public crypto companies and equities research coverage gratz @jerallaire on the overnight success - fond memories buying corn on Circle in '15 and our early years @DCGco
2025-04-02 View on X
CNBC

Circle files for a US IPO, with plans to list on the NYSE under CRCL; Circle, which issues the USDC stablecoin, is reportedly seeking a $4B to $5B valuation

Circle, the company behind the USDC stablecoin, has filed for an initial public offering and plans to list on the New York Stock Exchange.

2024-09-22
microsoft bought 20 years of power at $800M / yr or $16B for one data center larry ellison said oracle is building a 800 mw and 1 gw data center returns to energy ($xle) outpaced returns to tech ($xlk) by 2x since the pandemic thermoeconomics enjoyooors are ecstatic [image]
2024-09-22 View on X
Bloomberg

Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers

Nuke Will Be Restarted To Power Microsoft Data Center Spencer Kimball / CNBC : Constellation Energy to restart Three Mile Island nuclear plant, sell the power to Microsoft for AI L...

2024-09-21
microsoft bought 20 years of power at $800M / yr or $16B for one data center larry ellison said oracle is building a 800 mw and 1 gw data center returns to energy ($xle) outpaced returns to tech ($xlk) by 2x since the pandemic thermoeconomics enjoyooors are ecstatic [image]
2024-09-21 View on X
Bloomberg

Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers

Nuke Will Be Restarted To Power Microsoft Data Center Jordan Valinsky / CNN : Three Mile Island is reopening and selling its power to Microsoft Reuters : Constellation to restart T...

2023-10-30
wake up babe, new executive order just dropped (AI exec order is mostly word salad to me, DHS and NIST have a big role to play + new board for AI safety will be created) https://www.whitehouse.gov/...
2023-10-30 View on X
The Verge

Biden signs an EO on generative AI, directing the NIST, DHS, and other agencies to create new safety standards, protect privacy, support workers, and more

President Joe Biden signed an executive order providing rules around generative AI, ahead of any legislation coming from lawmakers.

2023-03-13
and just like that, crypto in america has been unbanked Silvergate. Silicon Valley Bank. Signature. in one week https://twitter.com/...
2023-03-13 View on X
CNBC

New York shuts down Signature Bank as US regulators cite a “systemic risk exception” like for SVB, announcing all of Signature's depositors will be “made whole”

U.S. regulators said Sunday it shut down New York-based Signature Bank, a second financial institution …

2023-03-09
truly the end of an era sad to see our friends at @silvergatebank winding down - for nearly a decade, they've been amazing partners to crypto companies and were willing to bank the industry when no one else would what a ride 🎢 https://www.businesswire.com/ ...
2023-03-09 View on X
The Block

Silvergate Capital plans to wind down operations and voluntarily liquidate Silvergate Bank, including “full repayment of all deposits”; SI drops 40%+ to ~$5

- Silvergate Capital Corporation said it will wind down operations and voluntarily liquidate Silvergate Bank in accordance with applicable regulatory processes.

2022-11-25
that's showbiz baby bet this will be the best attended event @nytimes has ever had because people can't look away from a car crash 💥 it's gross but this is how attention works. it's why you watched the fire fest docs. it's why you watched the jeffrey dahmer shows. https://twitter.com/...
2022-11-25 View on X
Bloomberg

Sam Bankman-Fried plans to speak at The New York Times' annual DealBook Summit on November 30; Andrew Ross Sorkin says “nothing is off limits”

wait for it — headline a NYT conference with the people who run Wall Street, Silicon Valley, and the global dollar system 🤡 🤡 🤡 🤡 🤡 https://twitter.com/... Antonio García Martínez ...

2022-11-24
that's showbiz baby bet this will be the best attended event @nytimes has ever had because people can't look away from a car crash 💥 it's gross but this is how attention works. it's why you watched the fire fest docs. it's why you watched the jeffrey dahmer shows. https://twitter.com/...
2022-11-24 View on X
CoinDesk

SBF claims FTX had ~$60B in collateral in spring 2022, before a credit squeeze, market selloff, and “run on the bank” reduced it to $9B and led to bankruptcy

and Themselves” Now he has become a doormat apparently. https://twitter.com/... Cas Piancey / @caspiancey : Remember when the FDIC forced Brett Harrison, former CEO of FTX US, to d...

that's showbiz baby bet this will be the best attended event @nytimes has ever had because people can't look away from a car crash 💥 it's gross but this is how attention works. it's why you watched the fire fest docs. it's why you watched the jeffrey dahmer shows. https://twitter.com/...
2022-11-24 View on X
New York Times

FTX sister firm Alameda paid $11.5M for control of a small WA-based US-licensed bank, raising questions about why federal regulators approved the deal

Through a subsidiary, FTX invested $11.5 million in the parent company of Farmington State Bank, which has a single branch and, until this year, just three employees.

2022-11-17
“the FTX fallout shows crypto needs regulation” ummm this offshore group was talking to every regulator while running what appears to be a ponzi scheme and no one asked any questions maybe we need better regulators who actually do, like, basic due diligence?
2022-11-17 View on X
Washington Post

Congress, slow to move on regulating crypto, becomes transfixed by FTX's collapse, as lawmakers wonder if the crisis could have been prevented

The stunning collapse of the world's third-largest exchange has forced politicians to grapple with the costs of legislative inaction

2022-11-15
only the NYT would write a breathless love letter to a man who committed financial crime to the tune of billions of dollars without a shred of remorse or self awareness https://www.nytimes.com/...
2022-11-15 View on X
Gizmodo

The New York Times' bizarre SBF profile presents the disgraced founder through a gauzy lens, fails to challenge him, and gives him the benefit of the doubt

FTX filed for bankruptcy on Friday, leaving reasonable people to wonder how a cryptocurrency platform founded in 2019 …

2022-10-13
you love to see it thanks to the entire @coincenter team and industry supporters for pursuing this landmark case and attempting to establish an important and much-needed legal precedent 👏 https://twitter.com/...
2022-10-13 View on X
The Block

DC-based policy nonprofit Coin Center sues the US Treasury Department, saying the treasury overstepped its authority by sanctioning Tornado Cash in August 2022

Lawsuit Says Government's Action ‘Was Unlawful’ Aditya Anand / Ethereum World News : U.S Treasury Hit With Second Lawsuit For Tornado Cash Sanctions Reynaldo Marquez / Bitcoinist.c...

2022-06-18
this is a thread that shows how quickly misinformation in crypto gets amplified 😑 3AC is a PROP TRADING firm, not VC, not a hedge fund. they have NO outside money. therefore, more like Bill Hwang / Archegos. also * lending counterparties* responsible for being way too lax. https://twitter.com/...
2022-06-18 View on X
Financial Times

Sources: BlockFi was among the groups that liquidated at least some positions held by Three Arrows Capital, which failed to meet margin calls this past weekend

Negativity Continues to Plague the Crypto Hedge Fund Anushsamal / Bitcoinist.com : BlockFi Mentions That It Liquidated Three Arrows Capital, Here's What We Know! John P. Njui / Eth...

1/ an explainer on asset liability mismatch and why crypto firms are especially susceptible to this phenomenon due to issues around duration matching and risk management tl;dr the finänce explanation for celsius, 3AC, and many others struggling this is a balance sheet ⚖️ https://twitter.com/...
2022-06-18 View on X
Financial Times

Sources: BlockFi was among the groups that liquidated at least some positions held by Three Arrows Capital, which failed to meet margin calls this past weekend

Negativity Continues to Plague the Crypto Hedge Fund Anushsamal / Bitcoinist.com : BlockFi Mentions That It Liquidated Three Arrows Capital, Here's What We Know! John P. Njui / Eth...

2022-06-17
this is a thread that shows how quickly misinformation in crypto gets amplified 😑 3AC is a PROP TRADING firm, not VC, not a hedge fund. they have NO outside money. therefore, more like Bill Hwang / Archegos. also * lending counterparties* responsible for being way too lax. https://twitter.com/...
2022-06-17 View on X
Financial Times

Sources: BlockFi was among the groups that liquidated at least some positions held by Three Arrows Capital, which failed to meet margin calls this past weekend

BlockFi was among a clutch of firms that liquidated the Singapore-based group's positions  —  Three Arrows Capital failed …

1/ an explainer on asset liability mismatch and why crypto firms are especially susceptible to this phenomenon due to issues around duration matching and risk management tl;dr the finänce explanation for celsius, 3AC, and many others struggling this is a balance sheet ⚖️ https://twitter.com/...
2022-06-17 View on X
Financial Times

Sources: BlockFi was among the groups that liquidated at least some positions held by Three Arrows Capital, which failed to meet margin calls this past weekend

BlockFi was among a clutch of firms that liquidated the Singapore-based group's positions  —  Three Arrows Capital failed …

2022-03-11
you love to see it massive upgrade for the entire crypto payments ecosystem https://twitter.com/...
2022-03-11 View on X
The Block

Stripe now supports crypto businesses, including exchanges, wallet providers, and NFT marketplaces, and offers flexible on-ramps for crypto exchanges

Apple held one of its 3-4 annual launch days this week and showed us the M1-Ultra. TechRadar : Stripe is finally moving into the crypto world Waivly : 🎉 Stripe now supports crypto ...

2022-02-08
absolutely fantastic and detailed piece on the rise of funds managed by individuals and influencers, and delighted to see my friends ⁦@soona⁩ and ⁦@alice__LG⁩ in it operating as a firm of one is a massive advantage in todays market https://www.readthegeneralist.com/ ...
2022-02-08 View on X
The Generalist

A deep dive into the rise of “solo capitalists”, who are increasingly competing to lead seed, Series A, and later stage rounds against traditional VC firms

Mario Gabriele / The Generalist : Tweets: @mariogabriele , @andreasklinger , @melt_dem , @nikmilanovic , and @moniquewoodard Tweets: Mario Gabriele / @mariogabriele : Ever since @...

2022-01-17
this was an interesting read based on recent performance, the price maximizing strategy for a token project or protocol might be to: 1. never ship a product (hopium sells) 2. never list on a fiat pair exchange 3. minimize insto VC $$$ https://startupsandecon.substack.com/ ...
2022-01-17 View on X
startups and econ

Analysis: Coinbase influences cryptocurrency returns, most coins underperform BTC and ETH over time, and VC-backed coins give the worst returns of all