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Meltem Demirors, Meltem Demirors, General Partner and Founder at Crucible Capital Group, described recent panic over Coreweave as overdone. Demirors said a healthy market pullback was necessary and that credit was always going to be re-rated, with both the market and business model currently undergoing price discovery. She added that everyone is learning and adjusting expectations in real time, making it challenging to stay grounded.
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Demirors recently discussed whether agents could impact bank deposit stickiness, citing a 25% rise in deposit churn since the emergence of FinTech in a separate article. She also warned that the evolution of mathematical capabilities is expanding risk exposure for the crypto sector, according to an earlier report. Her commentary has focused on operational and systemic changes across financial markets.