Watch episode 30 of the NFA Podcast here:
- On YouTube
- On Spotify
- On Apple Podcasts
In this episode of the NFA Podcast, Nish and Frackers work through one of the most turbulent weeks in crypto and AI. The conversation opens with live Bitcoin price alerts showing sharp volatility, setting the tone for a broader discussion on the market drawdown, and new rules proposed in the EU and UK that tighten oversight on cash and stable coins. The two explore why trust in central authorities is being tested and why gold and silver have suddenly diverged from crypto.
They then shift to Coinbase’s attempt to reinvent the ICO era and the rising difficulty of launching tokens in a market that now holds more than 10 million tokens. From there Nish and Frackers move into the AI sector, debating whether AI valuations are sustainable after hundreds of billions have been spent on infrastructure and whether big tech’s decision to use debt for AI expansion is a sign of strength or impending doom.
In the markets segment, our hosts review last week’s predictions of the Bitcoin price, the altcoin season index and the fear & greed index, compare their accuracy, and set new targets for next week – knowing they will probably be wrong.
The episode ends with the trading competition update, where Michiel’s diversified tech picks and Nish’s single-asset Solana position show very different risk profiles.
You can follow the portfolio’s of Nish and Frackers here.
They close with a discussion about long-term Bitcoin allocation, mainstream adoption and how early the industry still is. Oddly enough, both Nish and Frackers think Bitcoin will rebound next week. But they’re not so sure about the Big Tech stocks because of the ever growing AI-bubble.
