Watch Episode 29 of the NFA Podcast with Nish & Frackers here:
Two major DeFi disasters, one exchange scandal, and a trillion-dollar AI story. In this episode of the NFA Podcast, Nish and Frackers cover one of the busiest weeks in crypto and AI. They start with a grim market mood — Solana down 20%, Bitcoin slipping 10% — and discuss how institutional investors are changing crypto’s long-term dynamics.
The conversation turns political when Nish highlights on-chain evidence suggesting Eric Trump’s wallets traded Solana before Donald Trump publicly endorsed it. Michiel questions the proof but agrees Trump’s policies were good for crypto adoption.
They move to the week’s biggest DeFi stories: Stream Finance’s $93 million loss and Balancer’s $128 million bridge hack, two reminders of how fragile decentralized systems remain. Nish points to ongoing trust issues with both DeFi and centralized exchanges, like MEXC’s admission it handled the situation where it froze assets of its customer “the White Whale” poorly.
Michiel then shifts the conversation to AI — OpenAI’s $38 billion AWS deal, its potential trillion-dollar IPO, and how that could ignite another AI-infrastructure boom. After having been criticial of OpenAI in the past, Michiel is unusually bullish about its prospects now that it can raise fund as a ‘normal company’ and fund its operating losses and growth through a potentially historic IPO.
The episode ends with a hard look at markets, the latest crypto crash, and Nish and Frackers make their predictions for next week:
Nish
- Bitcoin: $104.300
- Altcoin Index: 30
- Fear & Greed Index: 30
Frackers
- Bitcoin: $109.000
- Altcoin Index: 26
- Fear & Greed Index: 25
The NFA Trading Competition that took a very unexpected turn this week, because both Nish and Frackers made huge changes to their portfolios… with a very surprising result. You can see their portfolios here.
But remember: the NFA Podcast is not financial advice!
See you next week.
Chapter List
| 00:00 | Intro – What’s coming up this week |
| 01:14 | Market overview and current sentiment |
| 03:30 | Trump, insider trading, and crypto politics |
| 06:45 | The $93M Stream Finance loss |
| 08:26 | Stablecoins and system risks |
| 11:47 | The $128M Balancer hack |
| 14:00 | MEXC vs White Whale – exchange scandal |
| 16:49 | OpenAI, Microsoft, and the AWS megadeal |
| 20:10 | AI market impact and layoffs |
| 22:27 | Market data and crypto correction |
| 25:02 | Bitcoin and altcoin predictions |
| 26:10 | Trading competition results |
| 29:31 | Wrap-up and outro |
Tags and Keywords
- DeFi exploits
- Stream Finance loss
- Balancer bridge hack
- MEXC scandal
- Crypto regulation
- Institutional adoption
- Trump insider trading
- Stablecoins and audits
- OpenAI AWS deal
- AI infrastructure boom
- Market analysis
- Bitcoin prediction
- Altcoin index
- Trading competition
Hashtags
#NFAPodcast #DeFi #CryptoNews #OpenAI #AI #Bitcoin #Altcoins #Stablecoins #TrumpCrypto #MEXC #Balancer #StreamFinance #Markets #Web3 #Fintech #TechInvesting
The NFA Podcast is not financial advice.
