Meltem Demirors of Athena Capital and recently of Digital Currency Group explains how the crypto world is creating artificial scarcity and how investors can uncover the true scarcity (or lack thereof). She describes why many projects have not yet able to create natural demand and how the downturn has affected many of their balance sheets. She also talks about how she’s looking for investments and businesses that aren’t necessarily sexy but will make money in both bull and bear markets — and reveals what types of businesses fit that description.
Some recent writing and presentations in which Meltem elaborated on these thoughts: https://medium.com/@Melt_Dem/drowning-in-tokens-184ccfa1641a
https://www.slideshare.net/DCGCo/playing-the-game-the-nature-of-competition-among-blockchain-networks
The Carlota Perez book we mention: https://www.e-elgar.com/shop/technological-revolutions-and-financial-capital
OnChainFX: https://onchainfx.com/
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