Categorie: NFA Podcast

NFA Podcast with Nish & Frackers all about web3, tech and crypto, but never financial advice.

Categorieën
AI beleggen crypto NFA Podcast

Altcoin season incoming & Meta restructures AI efforts – again

Dr. Nisheta Sachdev and Michiel Frackers are back from their summer vacation! No, not together and actually, they didn’t really have a vacation but they were swamped getting ready for the Tracer Initial Exchange Offering (IEO). More on that later, but for now, please enjoy episode 25 of the NFA Podcast where Nish and Frackers are thrilled about the imminent altcoin season and not so much about Mark Zuckerberg’s AI efforts…

Episode Summary

In this week’s NFA Podcast, Nish and Frackers cover the biggest tech and crypto stories shaping the markets. The discussion starts with macro forces driving crypto, including ETF inflows and interest rates, and how these overshadow internal crypto news. They unpack the classic cycle of Bitcoin ATH, Ethereum surge, and the coming of altcoin season, with dominance and fear and greed indices painting a mixed picture.

The hosts then dissect Meta’s fourth AI restructuring in six months. They critique Mark Zuckerberg’s buy-versus-build track record and ask whether Meta can produce AI products that are more than bolt-on features. They also highlight how consumer awareness and competition from platforms like Telegram and TikTok could challenge Meta’s dominance.

Other stories include Thailand allowing tourists to convert crypto into Thai baht to boost tourism, new hardware wallet recovery models to replace vulnerable seed phrases, and Blue Origin accepting crypto (but converting to USDT immediately). The US government’s $6M reward for information on Garantex, a Russian crypto exchange used for illicit activity, rounds out the news.

Finally, Nish and Michiel update listeners on their trading competition. Both portfolios are at $128 after a tough week, with Pudgy Penguins dragging Michiel down and meme coin A$$DAQ giving Nish some excitement. Solana, Broadcom, and Nvidia continue to show strength, proving that AI remains the strongest market driver.

Chapter List

· 00:00 Intro and episode overview

· 01:07 Macro vs crypto drivers

· 02:30 Altcoin season signals

· 04:02 Meta’s AI restructuring

· 05:11 Zuckerberg’s business model critique

· 07:00 Competition and consumer shifts

· 08:03 Thailand’s crypto tourism plan

· 09:16 Seed phrase security and new wallet models

· 10:54 Blue Origin accepts crypto for space flights

· 12:03 US reward for Garantex information

· 13:08 Market update and predictions

· 14:42 Altcoin season indicators and XRP signals

· 16:01 Fear and greed vs altcoin index

· 17:01 Trading competition update

· 18:03 Pudgy Penguins loss and AI stock strength

· 19:37 Meme coin A$$DAQ explained

Keywords

NFA Podcast, crypto, altcoin season, Bitcoin, Ethereum, XRP, BNB, AI, Meta, Mark Zuckerberg, Blue Origin, Jeff Bezos, Thailand crypto, tourism, seed phrases, Rider wallet, Pudgy Penguins, Solana, Nvidia, Broadcom, A$$DAQ, Garantex, crypto trading competition

Q&A Section

Q: What signals suggest altcoin season is starting?

A: Bitcoin and Ethereum have hit highs, typically followed by alts moving. Market dominance is shifting but indices show a transition phase.

Q: Why does Meta keep restructuring its AI division?

A: Zuckerberg has hired many researchers and acquired startups, but struggles to integrate them into a coherent business strategy.

Q: How is Thailand using crypto to boost tourism?

A: The government is allowing tourists to exchange crypto into Thai baht for 18 months as a pilot program.

Q: What’s the issue with seed phrases?

A: They remain a massive vulnerability. New models like Rider wallet use backup tags and multi-friend recovery.

Q: Is Blue Origin really accepting crypto?

A: Yes, but payments are converted immediately into USDT, raising questions about whether it’s genuine adoption or just PR.

Q: How did the trading competition go this week?

A: Both Nish and Michiel ended at $128 after losses across the board. Pudgy Penguins dragged Michiel’s portfolio down while A$$DAQ provided volatility for Nish.

The NFA Podcast is not financial advice.

Categorieën
AI beleggen crypto NFA Podcast technologie

Zuck’s $1 billion offer, CoinDCX Hack Inside Job and the Trading Rollercoaster

Nish killed me in the trading competition and could not stop gloating. Very poor winner.

Summary

News and macro discussion

The episode begins with a breakdown of the biggest story in tech: Mark Zuckerberg’s billion-dollar attempt to poach AI talent from his competitors: Human Machines Lab (Mira Murati), OpenAI and Anthropic. Nish and Frackers discuss how Zuckerberg’s superintelligence memo was inspired by, if not copied, from a character.ai memo from several years ago.

They reflect on how investors reward execution and momentum over originality or ethics. Other headlines include strong earnings by Apple and Microsoft and Amazon’s weak AWS numbers. In crypto, the CoinDCX hack is revealed to be an insider job involving $44 million in stolen assets, with on-chain sleuth ZachXBT helping expose it. The SEC’s “Project Crypto” is also discussed as a potential shift toward lighter regulation, although the lack of clarity left markets unmoved.

Market commentary and token picks

The middle segment covers how traditional markets and crypto reacted to this mix of strong earnings and regulatory uncertainty. Michiel points out that Ethereum still hasn’t broken its previous all-time high, which he sees as a signal of weakness despite increased buying from large entities like Ether Machine. Nish notes Tether’s reported $4.9 billion profit in Q2, noting that the figure is unaudited.

Trading challenge and portfolio results

In the final part of the episode, Nish and Michiel reveal the results of their increasingly competitive trading competition. Nish went full degen, flipping $30 into $240 on the AIR token before swapping into another meme coin called A$$ and ending at $135. He describes the emotional rollercoaster of near-instant profits followed by losses, calling it a full round-trip. Michiel took a more conservative approach, sticking with a mix of Nvidia, Broadcom and Bitcoin, and ended the week with a 17 percent gain since the start of the competition in early June. They compare strategies, risk tolerance and the psychology of trading in volatile markets. The segment ends with reflections on why most traders underperform even during bull markets, and a reminder by Nish that the challenge is about learning, not outperforming each other. Michiel is not buying it.

Chapter list

00:00 – Intro and episode preview

Overview of topics including Meta, CoinDCX hack, SEC regulation and the trading competition

01:30 – Zuckerberg’s $1B AI poaching strategy

Discussion on Meta offering $5 to $10 million per engineer and the ethics behind it

04:00 – Meta’s plagiarized superintelligence memo

Breakdown of Zuck memo’s similarities to character.ai and what it reveals about Meta culture

06:20 – Big Tech earnings and market reactions

Apple, Amazon and Microsoft results and how the market is responding

08:10 – Circle and Figma IPO chatter

Comments on IPO valuations and investor psychology

09:30 – CoinDCX hack and insider involvement

How $44 million was drained from an Indian exchange by insiders, and how ZachXBT helped trace it

12:00 – SEC’s “Project Crypto” grace period

Discussion on a possible regulatory shift and its unclear impact on token markets

14:30 – Ethereum’s weak price action despite good news

Why ETH still hasn’t hit a new ATH and what that means for investor confidence

17:00 – Tether’s $4.9B quarterly profit

Questions around how Tether generates its profit and whether it’s sustainable or lega

20:00 – Trading competition recap begins

Nish explains how he turned $30 into $240 and then back to $135 using AIR and A$$

23:00 – Michiel’s conservative portfolio performance

Breakdown of a 17 percent gain using Bitcoin and equities

25:00 – Risk and psychology in crypto investing

Reflections on emotional discipline and portfolio math

27:30 – Outro and next episode preview

Wrap-up, lessons learned and what’s coming next week

Links

Keywords and hashtags

Meta

Zuckerberg

AI

CoinDCX

CryptoHack

SEC

Ethereum

Tether

Altcoins

CryptoTrading

AIRtoken

ASStoken

Degen

NotFinancialAdvice

NFAPodcast

⸻

Key learnings

Meta’s AI strategy relies on money over innovation

Insider risk remains a major vulnerability for crypto exchanges

SEC guidance is ambiguous and may shift investor behavior

Ethereum underperformance raises questions about narrative strength

Degenerate trading can outperform but carries emotional cost

Portfolio math needs constant double-checking

Categorieën
NFA Podcast

NFA Podcast S1E22: AI Agent Concerns & Finally Altcoin Season?

Summary

In this week’s episode of the NFA Podcast, Nish and Michiel unpack one of the most eventful weeks in crypto, AI, and regulation we’ve seen in months.

We begin with two major pieces of legislation that could reshape the crypto landscape in the US: the Genius Act and the Clarity Act. The Genius Act requires all stablecoin issuers operating in the US to maintain asset-backed reserves, a move clearly aimed at increasing trust and transparency in a market long criticized for its opacity, particularly with players like Tether, which still hasn’t completed a full audit. Meanwhile, the Clarity Act formally classifies digital assets as commodities, shifting the regulatory framework and potentially giving clearer jurisdiction to the CFTC over the SEC. What does this mean for companies like Circle, whose USDC coin is already regulated and backed by reserves? Nish and Michiel break it down.

From legislation to security breaches, the episode shifts focus to the $44 million hack of CoinDCX, one of India’s largest crypto exchanges. Although CoinDCX insists that no user funds were compromised, the theft from their liquidity wallet raises fresh questions about operational security. Michiel suspects North Korea’s involvement, especially given the regime’s recent history of targeting exchanges like Bybit. Nish points out that the scale of the loss is devastating even if users weren’t directly affected, especially in a fast-moving and trust-sensitive market like India.

The conversation then pivots to AI agents, specifically the launch of OpenAI’s ChatGPT Agent and Perplexity’s Comet. These new tools promise to automate web tasks and increase user efficiency, but they come with alarming trade-offs. These agents can take full control of your browser and system, with unclear limits on what data they access. Michiel raises the core question: “Why would anyone hand over control of their computer to a company they don’t fully trust?” He also tells a disturbing story involving a Dutch tech reporter and a ChatGPT hallucination that suggested pairing risotto with a “poop sandwich.” The story is both humorous and troubling and drives home how unreliable LLMs can be when misused or blindly trusted.

The pair then dive into market movements, specifically the altcoin rollercoaster that played out over the past week. The Altcoin Index fluctuated wildly, dropping from 62 to 42 in a matter of hours, only to rebound to 55. Bitcoin remained relatively stable, but altcoins like Solana (+24%), Dogecoin (+35%), XRP (+21%) and BNB (+16%) saw significant gains. Nish explains that this cycle is unlike previous bull runs, with institutions entering, regulations shifting, and meme coin frenzies returning. She also notes that staking protocols like Aave and Hype are losing momentum, while Layer 1s are back in favor.

Nish’s trading competition update is one for the books: despite not making a single move while on vacation, her NEAR position surged 43%, leading to a total portfolio gain of 38% over two weeks. Michiel’s more conservative portfolio—50% in Bitcoin, the rest split between Nvidia and Broadcom—returned just 1% this week, though he reminds listeners that he’s still up 14.57% since early June. Together, they discuss what this means for active vs passive strategies, risk management, and how fast recovery can happen in crypto – if you survive the drawdown.

The show closes with predictions for next week. Michiel thinks Bitcoin will remain stable and altcoins will rise slightly. Nish sees the Altcoin Index staying in the 50–60 range. Michiel plans to move half of his Bitcoin into a yet-to-be-determined altcoin, possibly Solana. They end with a reminder that none of this is financial advice—and a lesson both hosts agree on: if something in your portfolio is eating you up emotionally, it’s probably time to let it go.

Keywords

crypto news, Genius Act, Clarity Act, CoinDCX hack, ChatGPT hallucinations, AI agents, altcoin season, Ethereum, NEAR Protocol, Solana, Sui, trading strategy, meme coins, stablecoin regulation, US crypto law, emerging tech

Tags

#CryptoNews

#AltcoinSeason

#AIagents

#GeniusAct

#ClarityAct

#Solana

#Ethereum

#NEARprotocol

#Stablecoins

#ChatGPT

#CryptoHacks

#NotFinancialAdvice

#NFApodcast

YouTube Chapters

00:00 Intro and trading competition banter

01:10 Genius Act and Clarity Act explained

02:55 $44 million CoinDCX hack

03:35 Rise of AI agents and privacy concerns

05:15 ChatGPT and the poop sandwich story

08:00 LLMs, hallucination risk, and misinformation

09:45 Altcoin volatility and market signals

13:20 Ethereum institutional buying

14:25 DeFi vs layer 1s

16:00 Nish’s 38 percent gain with NEAR and Solana

18:30 Michiel’s conservative portfolio and gains

21:00 Predictions for altcoin index and Bitcoin

23:00 Next week’s trade plans

25:00 When to cut losses and not FOMO back in

25:57 Final thoughts and sign-off

Key Takeaways

  • The Genius Act and Clarity Act have significant implications for crypto regulations in the US.
  • CoinDCX, a major Indian exchange, was hacked for $44 million, raising concerns about security in the crypto space.
  • Agentic AI tools are emerging, but they raise privacy and security concerns.
  • Misinformation from AI tools like ChatGPT can have serious consequences, as seen in various examples.
  • The current altcoin season is unpredictable, with varying performances across different tokens.
  • Investing in crypto should be approached with caution, treating it like gambling.
  • Holding onto investments without trading can sometimes yield better results, as seen in the trading competition.
  • It’s important to accept losses and move on rather than waiting for a recovery.
  • The market is experiencing a shift, with new blockchain protocols emerging as potential leaders.
  • Do your own research and avoid making impulsive decisions based on market trends.
Categorieën
NFA Podcast

Robinhood offers tokenized OpenAI and SpaceX shares and AI-designed drugs

Episode Summary

In episode 20, Nish records from a tropical war zone of broken podcast gear while Michiel holds steady with TradFi tech picks and an 8 percent portfolio gain. The episode opens with Robinhood’s wild move to offer tokenized shares of OpenAI and SpaceX, raising questions after OpenAI denied any involvement.

The hosts break down how this ties into the broader risk landscape post-SVB, with stablecoins like Tether still lacking a real audit, and USDC emerging as the safer bet. They also explore why OpenAI still can’t go public, how Microsoft quietly benefits through a revenue-sharing deal, and how Nvidia is nearing a 4 trillion dollar valuation despite a China sales ban.

One of the biggest tech stories: DeepMind has launched the first human trial of a drug designed entirely by AI, potentially compressing the pharmaceutical pipeline by years. Meanwhile, Samsung predicts a 40 percent drop in quarterly profits due to weak AI chip sales, showing the gap between AI hype and hardware reality.

In fintech, Soulflare adds stock trading with zero KYC or announcement, raising regulatory questions. And in the trading competition, Nish gets rugged again on Pump.Fun and drops to 24 dollars, while Michiel’s conservative picks push him to an 8 percent gain. The episode closes with reflections on market delusion, geopolitical risks, and a plea to the Illuminati to stop messing with their portfolios.

Links

  1. Reuters – Robinhood launches tokens for EU users:
https://www.reuters.com/business/robinhood-launches-tokens-allowing-eu-users-trade-us-stocks-2025-06-30
  1. Reuters – OpenAI says it has not partnered with Robinhood:
https://www.reuters.com/business/openai-says-it-has-not-partnered-with-robinhood-stock-token-2025-07-02
  1. MarketWatch – SEC chair comments on tokenized equities:
https://www.marketwatch.com/story/these-stocks-surged-as-sec-chair-sounds-positive-on-tokenization-of-equities-1a1528a1
  1. Fast Company – Google DeepMind AI-Designed Drug Trials:

            https://www.fastcompany.com/91363911/googles-ai-drug-company-says-human-          trials-are-very-closeStablecoins & SVB Fallout

  1. MarketWatch – Stablecoins and bank profit risks:
https://www.marketwatch.com/story/stablecoins-could-hurt-bank-profits-but-not-for-a-while-analyst-673b5778
  1. arXiv – Academic research on USDC vs USDT during SVB collapse:
https://arxiv.org/abs/2407.11716

Chapter List

  1. 00:00 — Tropic Thunder in Thailand and Podcast Tech Fail
  2. 01:30 — Robinhood Offers Tokenized OpenAI and SpaceX Shares
  3. 03:00 — DeFi Meets TradFi: Stablecoins and the SVB Risk Model
  4. 05:00 — Tether’s First Audit and Why It Still Isn’t Trustworthy
  5. 07:00 — Why OpenAI Still Can’t Go Public and Who Owns It
  6. 09:30 — Microsoft Quietly Wins with OpenAI’s Future Revenue
  7. 10:30 — Nvidia Hits $4 Trillion Despite China Sales Ban
  8. 11:00 — China and Australia Discuss AI Trade Collaboration
  9. 11:30 — DeepMind Launches First Human Trial of AI-Designed Drug
  10. 13:00 — Samsung Forecasts 40 Percent Profit Drop on Weak AI Chip Sales
  11. 14:30 — Soulflare Adds Stock Trading with Zero KYC or Announcement
  12. 15:30 — World War III Already Happening? Markets Don’t Care
  13. 17:00 — Stocks Beat Bitcoin in June Despite Global Tension
  14. 18:00 — Fear and Greed Index Swings and Market Confusion
  15. 19:30 — Trading Competition: Nish Gets Rugged Again on Pump.Fun
  16. 22:00 — Michiel’s Portfolio: Up 8 Percent with Nvidia and Broadcom
  17. 24:30 — Risk Lessons and the Problem with Holding Too Long
  18. 26:00 — Final Thoughts: Peace, Perspective, and Market Madness

Keywords:

Robinhood, Tokenized stocks, OpenAI, SpaceX, USDT, USDC, Tether audit, Stablecoins, DeepMind, AI drug trial, Microsoft, OpenAI IPO, Nvidia, Soulflare, No KYC, Pump.Fun, Rug pull, Bitcoin, Fear and Greed Index, Trading competition

Categorieën
beleggen crypto NFA Podcast

NISH GOT RUGGED*        

*In crypto, “getting rugged” (short for rug pulled) refers to a situation where a project’s creators or insiders suddenly and deliberately remove liquidity or value, leaving investors with worthless or severely devalued tokens.

Episode 19 of the NFA Podcast with Nish & Frackers is available here:

And of course on LinkedIn but in two parts, because for some odd reason LinkedIn does not allow videos longer than 15 minutes.

Here is part 1 and here is part 2 of Episode 19: Nish Got Rugged.

Summary

The NFA Podcast’s latest episode, hosted by Nisheta Sachdev and Michiel Frackers, covers recent developments in the crypto and tech world, while also featuring their ongoing trading competition. Nish and Michiel cover a whirlwind of crypto drama, political irony, and market twists.

They start with JP Morgan’s stablecoin launch, a $100M hack in Iran where the attackers burned the funds and BitGet’s partnership with UNICEF to fund girls’ education. Then they discuss Tron’s U.S. IPO following a possible presidential intervention and debate whether the SEC’s crypto probes are justified.

The episode heats up with a breakdown of Microsoft’s strategy to lock in OpenAI revenue while potentially blocking its IPO, and how Meta’s $100M AI sign-on bonuses reflect desperation in the AI arms race.

Nish shares a wild ride on PumpFun, turning $6 into $240 before getting rugged in a gamified token ecosystem that collapsed overnight.

The trading competition updates, personal AI cautionary tales, and a few sharp takes on egos (Trump, Zuck, and crypto bros alike) round out a packed episode.

Final score? Michiel’s steady portfolio beats Nish’s degen bets this week.

Links from this week’s stories

Keywords

NFA podcast, crypto news, market recap, JP Morgan stablecoin, Iran exchange hack, BitGet UNICEF partnership, SEC probe, AI in tech, market volatility, trading competition, Nvidia, Broadcom, Solana, PumpFun

Here are the key takeaways from the NFA S1E19 episode:

            1.        JP Morgan enters crypto (again)

Launching a stablecoin and possibly an ETF, JP Morgan signals deeper TradFi movement into blockchain though the market remains skeptical.

            2.        Iran’s biggest crypto exchange was hacked… and burned

Hackers allegedly discarded $100M in stolen crypto, not stealing it, raising questions about intent, ethics, and collateral damage.

            3.        Tron is going public in the U.S. after a Trump-era pardon

Justin Sun’s project makes a surprising comeback. The hosts question SEC consistency and the political influence behind enforcement.

            4.        BitGet & UNICEF announce a $10M CSR initiative

A rare positive headline: funding education for 300,000 girls globally. But the sudden appearance of an “extra” $100M raises eyebrows.

            5.        Meta’s AI push includes $100M signing bonuses

In its struggle to catch OpenAI, Meta acquires Scale AI but Nish and Michiel argue the money’s better spent elsewhere.

            6.        Microsoft’s real play: revenue, not equity

Satya Nadella blocks OpenAI’s IPO to protect Microsoft’s compute contract and 92B revenue clause, a smarter long-term win than owning 49%.

            7.        Using AI too early weakens your brain

An MIT study shows users who start with LLMs perform worse than those who write first. Nish shares a personal example from university.

            8.        Markets remain jittery but resilient

Despite global conflict signals and political noise, Bitcoin holds strong near 104K. Volatility persists, but dips are absorbed fast.

            9.        Nish gets rugged on PumpFun. Bigly.

Turning $6 into $240 trading gamified country tokens, then losing it all, she learns the old lesson: always take profits.

            10.      Trading comp: Risk vs. Restraint

Michiel’s steady strategy outperforms Nish’s high-volatility bets. They reflect on what makes a smart (or lucky) trader.

Chapters

00:00 – Crypto Chaos Incoming

Nish tees up the big stories: JP Morgan’s stablecoin, a major Middle East hack, Tron’s redemption arc and a wild trading week.

00:55 – JP Morgan Enters the Chat

Nish explains the stablecoin move, ETF rumors and why it signals a shift in TradFi’s crypto posture.

01:30 – Hack & Burn: Iran’s $100M Crypto Ghost

A pro-Israeli group hacks Iran’s biggest exchange and burns the tokens. Ethics, retaliation, and questions of civilian impact follow.

03:19 – BitGet x UNICEF: Finally, Some Good News

A rare feel-good headline: crypto helps educate 300,000 girls. But where did that extra $100M come from?

03:59 – Trump, Tron, and the Big D Energy

Tron goes public after a presidential pardon. What happened to the SEC probe? And why is Eric Trump an advisor?

05:09 – Corruption or Capitalism?

Michiel defends policy neutrality while Nish calls out open profiteering in every administration.

06:44 – AML, MetaMask & Who’s Responsible?

The SEC’s crackdown on crypto: fair regulation or policy overreach? Metamask, Binance, and double standards.

08:50 – Meta’s AI Faceplant

Meta tries to catch up in AI by buying Scale. But is a $100M sign-on bonus desperation or genius?

10:25 – WhatsApp AI: Cake, Confusion & Cringe

Why searching for “Nish” brings up Dutch cake recipes. A chaotic UX rant we all relate to.

11:12 – Microsoft v OpenAI: The SoftBank Ultimatum

Satya Nadella plays chess while the rest of tech plays checkers. The real reason Microsoft doesn’t want OpenAI to IPO.

13:30 – Who Needs 49% When You Own the Pipe?

Michiel explains how Microsoft gets $92B in revenue before any equity upside. It’s not about the shares, it’s about the compute business.

14:13 – Elon vs Zuck: The Ego Wars

Meta isn’t about data or AI, it’s about one-upping Musk. Zuckerberg’s Threads, rockets and rage.

15:28 – Short Man Syndrome & Global Instability

From Lord Farquad to Trump’s attention hunger: a comedic but sharp reflection on power, height and headlines.

16:31 – AI Is Making Us Dumb (Seriously)

An MIT study shows AI use reduces cognitive engagement. Nish shares a personal lesson on using AI in school.

18:15 – Market Check: Bombs, Bitcoin & BitVol

Ted Cruz “breaks” the news on U.S. war posture. Markets wobble. Anonymous drops a new video. BTC hangs around 104K.

20:43 – Bitcoin Up, Alts… Meh?

Predictions time. Bitcoin’s holding, alts are inconsistent, but both hosts expect an uptick.

21:09 – Trading Comp: Michiel Plays It Safe, Nish Goes Full Degen

Michiel’s portfolio edges up +2.69% with Nvidia and BTC. Meanwhile, Nish starts at $6 and hits $240 before getting rugged.

23:09 – Rugged After 40X: Nish’s PumpFun Epic

A gamified token with global domination vibes hits $4M cap… then vanishes. Telegram gone. Twitter gone. Devs gone.

25:40 – “Crypto Chad” vs The Exit Scam

How fake Twitter accounts, battle tokens and viral narratives fooled everyone. Could it have made top 100?

26:28 – Final Wallet Check: Michiel Wins This Round

Nish ends at $55, Michiel at $102.69. Lessons: take profits, don’t YOLO everything, and maybe skip PumpFun next week.

28:15 – Degens Gonna Degen

Nish embraces her degen roots. Michiel calls out hypocrisy: “You always tell me to sell half!” And yet…

28:59 – Next Week: Crypto Education & Viewer Questions

A light wrap-up. The team asks for token ideas and teases a segment on where to get real crypto education.

The NFA Podcast is Not Financial Information.

Categorieën
beleggen crypto NFA Podcast technologie

Israel vs Iran memecoin moons & Trump’s $1.2B Crypto Empire

Episode 18 of the NFA Podcast with Nish & Frackers is available here:

On YouTube

On Spotify

On Apple Podcasts

On Substack

On Medium

Summary

The NFA Podcast’s latest episode, hosted by Nisheta Sachdev and Michiel Frackers, covers recent developments in the crypto and tech world, while also featuring their ongoing trading competition.

Key news topics include Binance’s launch in Syria and Hong Kong’s efforts to create a crypto tracking tool against money laundering. They discuss the ongoing Iran-Israel conflict and its surprisingly muted impact on the markets, attributing it to market adaptation to frequent negative news.

Michiel highlights a significant European initiative led by France’s President Macron, Nvidia, and Mistral, aiming to offer an AI platform that keeps data within Europe, countering US dominance and data control concerns, especially in light of the Trump administration’s influence.

Nish reveals staggering figures from a Forbes article detailing Trump’s $1.2 billion wealth creation through crypto, including NFTs, meme coins, and a stablecoin business.

In their trading competition, Michiel admits to being “way down” , while Nish details her strategy of investing in a “Uranium” meme coin on PumpFun, turning her initial $78 into $140 by the end of the episode. They conclude with market predictions, both believing Bitcoin will go up next week, and Nish advises against high-risk trades with significant capital.

Chapter List with Timestamps

       1.    00:00 — Welcome & What’s Coming Up

Nish introduces the episode’s topics: Iran-Israel conflict, Binance news, Trump’s crypto wealth, and the trading competition.

       2.    00:29 — Trading Competition Banter

Nish teases her portfolio success, Michiel calls her out on meme coin obsession.

       3.    02:32 — News Section Kickoff

The hosts lay out the episode format: news first, markets second.

       4.    03:46 — Iran-Israel Tensions & Market Impact

Discussion on Israel’s strike, media narratives, and muted market reactions.

       5.    07:09 — Binance Launches in Syria & Hong Kong’s New Crypto Tool

Breakdown of Binance’s controversial expansion and Hong Kong’s proposed blockchain tracking system.

       6.    09:58 — France, Mistral & AI Sovereignty

Michiel explains Macron’s alignment with Mistral and Nvidia, plus the European backlash over US tech dominance.

       7.    12:55 — Decentralized Storage & BitTensor Shoutout

Debating global data decentralization and Nish’s bullish take on BitTensor.

       8.    15:40 — Trump’s Crypto Windfall

Forbes breakdown of Trump’s crypto earnings: NFTs, meme coins, and stablecoins.

       9.    19:05 — Blockchain Transparency & Wallet Tracking

How Trump’s wallets were analyzed — and Nish shares her own near-miss with a $50 Pepe moonshot.

       10.  21:31 — Trading Updates: Uranium, SOL, USDT

Nish walks through her portfolio moves, uranium meme coin profits, and Michiel questions the numbers.

       11.  24:56 — Portfolio Recap: Nish +40%, Michiel Flat

Michiel summarizes both performances — and declares meme coins as market winners.

       12.  26:33 — Next Week’s Market Predictions

Bold forecasts for Bitcoin and altcoins plus Michiel’s psychological trading block.

       13.  28:30 — Risk vs Reward: Would You Bet $1M?

Final lessons on degenerate trading, top 10 token churn, and portfolio caution.

       14.  29:45 — Sign-Off: $25 Turns Into $34

Nish wraps up with her uranium profit update. Episode ends.

Keywords

With Hashtags: #NFAPodcast #CryptoNews #Binance #HongKongCrypto #MoneyLaundering #IranIsraelConflict #MarketSentiment #TrumpCryptoWealth #NFTs #MemeCoins #WorldLibertyToken #Stablecoin #EuropeanAI #MistralAI #Nvidia #Macron #DataSovereignty #DecentralizedStorage #BitTensor #Bitcoin #Ethereum #Altcoins #TradingCompetition #PumpFun #UraniumToken #Solana #Sui #USDT #MarketAnalysis #CryptoTrading #FinancialAdvice

Without Hashtags: NFA Podcast, Crypto News, Binance, Hong Kong Crypto, Money Laundering, Iran Israel Conflict, Market Sentiment, Trump Crypto Wealth, NFTs, Meme Coins, World Liberty Token, Stablecoin, European AI, Mistral AI, Nvidia, Macron, Data Sovereignty, Decentralized Storage, BitTensor, Bitcoin, Ethereum, Altcoins, Trading Competition, PumpFun, Uranium Token, Solana, Sui, USDT, Market Analysis, Crypto Trading, Financial Advice

The NFA Podcast is not financial advice.

Categorieën
AI beleggen crypto NFA Podcast technologie

Circle Moons, Builder.ai Bombs and a new trading competition

Oh and Trump and Elon aren’t BFF’s anymore, but it won’t affect tech and crypto policy

And on LinkedIn in two parts, because for some odd reason LinkedIn does not allow videos longer than 15 minutes. Here is part 1 and here is part 2.

This week on the NFA Podcast, Nish and Michiel break down a packed week in crypto and tech. They discuss Circle’s IPO and what it signals for crypto’s position in public markets. The collapse of Builder AI raises questions about due diligence and investor hype. On the political front, Trump and Elon Musk are in open conflict but the hosts think it will not change the crypto policy and tech influence in the White House.

They also cover how social media algorithms affect younger users, why AI live shopping hasn’t taken off and how it’s possible that Kyrgyzstan and Pakistan are being labeled as emerging crypto hubs. The episode wraps up with updates from the NFA trading challenge where Nish is kicking Michiel’s butt. Finally, Nish and Michiel share their short takes on Bitcoin, altcoins and the market sentiment.

Keywords / Tags

#nfapodcast #cryptopodcast #CircleIPO #CRCL #Builderai #ElonMusk #USDC #Tether #USDT #altcoinseason #AIliveshopping #bitcoin #solana #sui #tradingchallenge #stablecoins #pumpfun #nvidia #NVDA #Broadcom #AVGO

Categorieën
beleggen crypto NFA Podcast

Token2049 Revealed: Crypto Meets AI and Defense – NFA S1E14

Summary

This week’s NFA Podcast breaks down what actually happened at Token2049 in Dubai: more escorts than engineers, overcrowded venues, and 530 side events. Nish shares stories from the crypto trenches, Abu Dhabi’s investment into Binance via the Trump Family’s vehicle World Liberty Finance. We also talk about the scandal around Movement Labs, why Apple’s AI promise is still vaporware, how Zuvu is building the AI orchestration layer we need, and ex-OpenAI CTO Mira Murati’s new startup Thinking Machines Lab with full Andreessen Horowitz backing and her 100% control. Plus: AI chip stock moves, Eric Trump’s take on banks, and tokenized marble bunkers in the Italian mountains.

Chapters

00:00 – Intro and Token2049 Recap

09:50 – Trump Token Deal: Abu Dhabi, Liberty Finance, and Binance

13:43 – Movement Labs Scandal & Market Maker Manipulation

15:17 – Tech Earnings: Meta, Amazon, Apple

19:07 – AI Orchestration, Zuvu, and Apple’s Missed Promise

23:45 – Mira Murati’s New Startup with Full Control

27:31 – OpenAI’s Bold Revenue Claims & VC AI Hype

29:58 – Eric Trump Predicts Bank Extinction

31:20 – Stock Moves: From Nvidia to Broadcom

32:11 – Defense Tech and Tokenized Bunkers

Keywords

Movement $38 million dump, AI fragmentation, AI orchestration, AI subscriptions, AI tools integration, Abu Dhabi Binance investment, Amazon ads revenue, Andreessen Horowitz, Apple AI fail, Binance delisting, Broadcom stock, CoinDesk investigation, Dubai crypto event, Eric Trump, Eric Trump banks, Human Machines Lab, Kuwait bitcoin mining, Liberty stablecoin, Meta earnings, Mira Murati, Movement Labs, Nvidia, OpenAI $129B revenue claim, Palantir sell-off, Token2049, Trump token, World Liberty Finance, Zuvu, crypto conferences, defense tech, escorts at crypto events, founder control, marble bunkers Italy, market maker scandal, side events, tokenized bunkers

Categorieën
AI crypto NFA Podcast technologie

NFA Podcast S1E13: Sui, Bitcoin, and Palantir Are Winning – But Is a Correction Coming?

SUMMARY

In this lively episode, Nish and Michiel navigate a turbulent but exciting week in markets, tech, and crypto. They kick off by celebrating crypto’s rebound, with Sui and Bitcoin leading a surprising rally. Michiel shares quirky news from a Brooklyn spa heating hot tubs with Bitcoin miners, before discussing Elon Musk’s carbon removal X-Prize – and the irony given Musk’s ties to Trump. The duo dive deep into the growing antitrust troubles for Meta, with Instagram’s co-founder testifying against Mark Zuckerberg.

Nish brings big crypto wins: Ripple clears its legal battles, Trump’s meme coin explodes, and the Federal Reserve backs off its anti-crypto banking stance. Plus, a wild kidnapping story tied to Bitcoin fortunes highlights the dark side of crypto wealth.

In the tech stock world, Palantir outshines Nvidia, reversing the old rule that tech is less volatile than crypto. Michiel argues volatility is everywhere – and sometimes, crypto is the safer bet.

Chapters

            1.        00:00 — Taurus Season, Crypto Season

Bitcoin, Sui, and altcoins are pumping — but are we back or getting wrecked again?

            2.        01:58 — Lambos, Dubai, and Hot Tubs

The Dubai crypto crowd, and a Brooklyn spa heats its hot tubs with Bitcoin miners.

            3.        04:20 — Musk vs. Trump: Climate Hypocrisy?

Elon backs $100M in carbon removal tech… while advising a climate change denier.

            4.        07:28 — Zuck’s Instagram Sabotage

Kevin Systrom testifies Zuckerberg starved Instagram of resources — out of fear?

            5.        09:32 — Your Grandmother’s Facebook

Facebook is now where old classmates and surgical selfies meet. Nish explains why she avoids it.

            6.        14:07 — Dinner with Trump? Just Buy His Meme Coin

Trump’s TRUMP token pumps after he offers a private dinner to top 220 holders.

            7.        15:37 — Kuwait’s Crypto Crackdown

Illegal mining causes blackouts. Not every country is using Bitcoin heat for spa luxury.

            8.        16:04 — US Fed Walks Back Anti-Crypto Banking

The Federal Reserve quietly ends its crypto-unfriendly bank guidance.

            9.        17:04 — Crypto Enters the Tech Elite

Even The Information is covering crypto banks now. Silicon Valley is watching.

            10.      17:59 — Crypto Kidnapping in Florida

$230M in Bitcoin, a kidnapped son, and a gang of 18- to 22-year-olds.

            11.      19:34 — Podcast Tips, TikTok Dreams, and Family Spotify Plans

Demis Hassabis on AI, family accounts gone wrong, and what’s wrong with LinkedIn content.

            12.      24:20 — Palantir vs. Bitcoin: Who’s More Volatile?

Tech stocks like Palantir are now crazier than crypto. Is your pension fund ready?

            13.      26:21 — Bull or Bear? Depends on the Week

Nish is bullish, Michiel is bearish, and Sygnum Bank backs altcoins.

            14.      27:46 — Closing Notes: Don’t Post Your Gains

In a world of kidnappings and flexing, the final tip: stay low and stay safe.

NFA Podcast – Episode 13 Show Notes

1. ⁠Bitcoin and Sui Surge⁠

Altcoins rally with Trumpcoin and Sui leading the charge

2. ⁠Brooklyn Bitcoin Mining Spa⁠

3. ⁠Elon Musk donated $100M Carbon XPrize⁠

·      ⁠IPCC Report: the Physical Science Basis⁠

·     ⁠Persuasion, not coercion⁠

4. ⁠Meta Antitrust Case & Zuckerberg Drama⁠

5. Trump Meme Coin & Dinner

6. ZachXBT – ⁠Brilliant Crypto sleuth’s X account⁠

7. ⁠Kuwait Energy Crisis because of Bitcoin⁠

8. ⁠Fed Withdraws Anti-Crypto Banking Guidance⁠

9. ⁠Crypto Kidnapping Case⁠

10. AI & Nobelprize winner & Startups

11. ⁠Sygnum Bank bullish on altcoins⁠

NFA Podcast on other channels

Please remember: the NFA Podcast is Not Financial Advice!

Categorieën
AI crypto NFA Podcast technologie Tips

Zuckerberg jaloers op Instagram, OpenAI bouwt nieuw Twitter en Mantra verloor 5 miljard

Deze week werd opnieuw duidelijk dat leidende techbedrijven als Google, Meta en Nvidia, ondanks de rugwind vanuit het Witte Huis, steeds harder botsen met de rest van de samenleving, waardoor rechters en overheden vaker ingrijpen. Verder deze week:

  • OpenAI werkt aan eigen sociaal netwerk: Sam Altman test een AI-gedreven sociaal platform en drijft zijn vete met Elon Musk op de spits.
  • Meer hallucinaties in nieuwe AI-modellen van OpenAI: ze presteren beter qua logica, maar fantaseren vaker.
  • AI spoort olielekken op zee op: Slimme algoritmes analyseren satellietbeelden voor snellere detectie van vervuiling.
  • Netflix verbreekt records: hoogste kwartaalomzet ooit.

Overig nieuws:

  • Was Katy Perry stewardess of astronaut?
  • Vrouwen kiezen vriendinnen mede op basis van geur
  • Robots rennen halve marathon in Beijing
  • Tip: volg je vaardigheden, niet je passie

Zuckerberg’s rubberen ruggengraat

Eerst de pijnlijke onthullingen die aan het licht kwamen bij het onderzoek naar de praktijken van Meta, in de tijd dat het nog Facebook heette en concurrenten van de markt kocht.

Een veelzeggend citaat uit een mail die Zuckerberg aan collega’s stuurde vóór de overname van Instagram, in februari 2012:

“Je kunt het zo zien: wat we eigenlijk kopen, is tijd. Zelfs als er nieuwe concurrenten opduiken, geeft de overname van Instagram, Path, Foursquare, enz. ons een jaar of meer om hun dynamiek te integreren voordat iemand ook maar in de buurt van hun schaal komt.”

Mark Zuckerberg in een email uit 2012, voor de aankoop van Instagram

Juist het kopen van een concurrent om je monopoliepositie te verdedigen, is in de VS verboden.

Het pijnlijkste was niet dat deze week duidelijk werd dat Zuckerberg Instagram kocht uit angst voor concurrentie voor Facebook; niemand dacht dat hij een miljard uitgaf uit liefde voor foto’s met kekke filters. Veel schofteriger was dat Zuckerberg er geen enkel probleem in zag om privé-gegevens van Facebook-gebruikers uit Amerika en Europa te delen met de Chinese overheid. 

De BBC maakte een goede reportage over de zaak die nog jaren kan voortslepen, maar de kans bestaat dat Meta wordt gedwongen om Whatsapp en Instagram te verkopen.

Waarom AI het nieuwe sociale netwerk is

Zuckerberg erkende tijdens zijn verhoor dat Meta tegenwoordig “meer een brede ontdekking- en entertainmentruimte” is. Slechts 17 procent van de tijd op Facebook en 7 procent op Instagram wordt nog besteed aan posts van vrienden. Voor de rest worden we bezig gehouden met clickbait van vreemden. Threads, de AliExpress-versie van Twitter, is voor vrijwel niemand een serieuze optie.

Generatieve AI lijkt die leegte nu op te vullen. Apps als ChatGPT en Claude wachten niet op linkjes van je vrienden, maar doorzoeken het internet op verzoek, vatten het in seconden samen en praten met je als een vertrouweling. Doordat de taalvaardigheid van nieuwe AI-modellen goed is, kun je erop wachten dat kwetsbare mensen, aangespoord door een niet bestaande virtuele AI-vriend of AI-therapeut, de meest verschrikkelijke beslissingen gaan nemen.

Jaloezie op Instagram

De Washington Post vroeg zich af waarom Zuckerberg jaloers is op Instagram. Hij kocht zelf goedkoop deze kip met de gouden eieren maar, zo concludeert de Post, ‘na gesprekken met twee psychologen en een cultuurjournalist, blijkt zijn gedrag herkenbaar. Het lijkt op de afgunst die je kunt voelen tegenover iemand uit je eigen kring die plotseling succesvoller wordt. Of, zo stelden zij, het lijkt op de platonische variant van de angst van een partner dat jij hem overvleugelt.‘ 

Alle aandacht die Zuckerberg richt op een wederopstanding van Facebook is tot nu toe vergeefs, Facebook is een uit zijn krachten gegroeide versie van Seniorweb.

Google opnieuw veroordeeld als monopolist

Een Amerikaanse federale rechter heeft geoordeeld dat Google illegaal de advertentietechnologie-markt domineert. De monopolistische praktijken hebben volgens de rechtbank de markt geschaad. Mogelijke gevolgen zijn het opsplitsen van onderdelen van Google, dat uiteraard van plan is om in beroep te gaan.

Het bijzondere is dat Google hiermee voor de tweede keer door een rechter wordt veroordeeld voor het misbruik maken van een monopolie-positie. Vorig jaar werd Google al door een rechter veroordeeld voor het misbruiken van de monopoliepositie als zoekmachine. Het is niet verboden om monopolist te zijn, maar wel om die machtspositie te misbruiken in andere markten.

Ooit had Google als slogan “don’t be evil”, maar nu het binnen een paar maanden door twee rechtbanken schuldig is bevonden aan het illegaal uitnutten van monopolies op het gebied van zoeken en online advertenties, begint het er verdomd veel op te lijken dat het bedrijf is uitgegroeid tot alles wat het nooit wilde worden.

Het is ook te zien op de arbeidsmarkt: waar ooit Google-medewerkers zelfs voor dubbele salarissen weigerden naar Facebook te gaan, wisselen mensen tegenwoordig van Meta naar Alphabet en terug, alsof ze van bus overstappen. 

Wie zit er te wachten op een nieuw sociaal netwerk dat onze data gaat uitventen?
Beeld gemaakt met ChatGPT.

OpenAI wil eigen sociaal netwerk bouwen 

Over “don’t be evil gesproken”, OpenAI ontwikkelt een prototype voor een sociaal netwerkdat geïntegreerd is met de beeldgeneratie van ChatGPT. CEO Sam Altman hint erop dat dit project mogelijk als zelfstandige app wordt gelanceerd of binnen ChatGPT geïntegreerd wordt, als grote concurrent van Elon Musk’s X.

Kern is dat OpenAI meer data van gebruikers nodig heeft om de honger naar data en kennis te stillen. De aankondiging zet de vete tussen Sam Altman en Elon Musk verder op scherp, zeker na Musk’s mislukte overnamebod op OpenAI. De enthousiastelingen die elk sociaal netwerk toejuichen dat niet door Musk wordt geleid, moeten zich de vraag stellen of een sociaal netwerk geleid door Sam Altman gebaseerd zal zijn op een beter functionerend moreel kompas.

OpenAI’s nieuwste modellen hallucineren meer

OpenAI’s nieuwe AI-modellen, o3 en o4-mini, vertonen ondanks hun geavanceerde redeneercapaciteiten een hoger percentage hallucinaties dan eerdere modellen. Het bedrijf begrijpt nog niet precies waarom deze toename optreedt, wat vragen oproept over de betrouwbaarheid van deze technologie. Dat sociaal netwerk van OpenAI klinkt nu al, laten we het beschaafd houden, intrigerend.

AI helpt bij het opsporen van olielekken

Het is onmogelijk om over AI blind enthousiast of compleet negatief te zijn. Het is een complexe, genuanceerde technologische ontwikkeling en, dat moge duidelijk zijn in nieuwsbrief 93, als ik iets ben, behalve nederig, dan is het genuanceerd.

Dus laten we niet uit het oog verliezen dat er ook positief nieuws is over AI: zo wordt het steeds effectiever ingezet bij het detecteren van olievervuiling op zee. Via satelliet- en dronebeelden kunnen algoritmes snel risico’s signaleren en overheden waarschuwen. 

Netflix boekt recordwinst

Naast Google en Meta is Netflix een andere gigant die afhankelijk wordt van reclame-inkomsten. Het bedrijf behaalde in het eerste kwartaal een recordomzet van 10.5 miljard dollar, een stijging van 12.5 procent op jaarbasis. De nettowinst steeg met 24 procent naar 2.9 miljard dollar. Voor heel 2025 verwacht Netflix tussen de 43.5 en 44.5 miljard dollar omzet.

Het is opvallend dat Netflix sinds dit jaar weigert om totale abonnee-aantallen bekend te maken, in een poging om beleggers te laten focusen op de omzetgroei en hogere winsten. Omdat Netflix als een van de weinige grote bedrijven niet wordt geraakt door de handelstarieven van president Trump, zou die aanpak goed kunnen werken.

Het blijft wonderbaarlijk dat de hele wereld klaagt over tijdgebrek en drukke dagen, maar honderden miljoenen mensen per dag twee uur Netflix kijken. Dat is geen typefout, het gemiddelde ligt rond de twee uur kijktijd *per dag*.

Nvidia CEO Jensen Huang zit op 5.5 miljard dollar aan chips. Beeld gemaakt met Midjourney.

Nvidia: miljardenverlies door exportrestricties VS

Nvidia gaat wel gebukt onder de exportrestricties die president Trump heeft ingesteld, nadat president Biden ermee was begonnen, en moet een voorziening treffen van 5.5 miljard dollar boeken op zijn H20 AI-chips die niet meer naar China mogen.

Ook andere chipbedrijven zoals AMD en ASML worden geraakt, terwijl TSMC het onverwacht goed deed, maar niet zo goed dat het Nvidia mee omhoog sleepte. Ik zal binnenkort de droevige resultaten delen van mijn experiment om vorig jaar een technologie-portefeuille te beginnen met 100 dollar, want na kortstondig succes is het inmiddels huilen en bijstorten.

NFA Podcast afl. 12: Mantra verliest 5 miljard dollar in een paar uur

Aflevering 12 van de NFA Podcast zit vol geopolitieke crypto-manoeuvres, schandalen en platformoorlogen. Nish trapte af met nieuws over CZ (Changpeng Zhao), de oprichter van ’s werelds grootste cryptobeurs Binance, die overheden van Kirgizië tot Pakistan adviseert. We bespreken of Binance de aangewezen partij is om staatsbeleid rond crypto te sturen. We nemen Binance’s verleden onder de loep, Richard Tengs rol als CEO, en Dubai’s innovatieve cryptobeleid, waaronder de opvallende samenwerking van Crypto.com met de regering van sjeik Maktoum.

Aflevering 12 van de NFA Podcast is hier te zien:

We bespraken ook hoe de bredere digitale ambities van de Emiraten en Ras Al Khaimah vooroplopen in DAO-regulering. Tracer, waar zowel Nish als ik bij betrokken zijn, wordt genoemd als een van de partijen die profiteren van dit vernieuwende juridische kader.

Daarna bespreken we het debacle rond Mantra (maker van de OM-token) nadat er in een paar uur 5 miljard dollar aan waarde werd verloren. Nish legt uit hoe OTC-deals, gebrek aan transparantie en de onthullingen van Coffeezilla mogelijke manipulatie aan het licht brachten.

Nish wijst ook op de online golf aan namaakproducten uit China en de aflevering eindigt met het sociale-mediageweld: Sam Altman die mogelijk een OpenAI-alternatief voor X lanceert en de gebrekkige gebruikservaring van Threads. We sluiten af met Meta’s antitrustproblemen, Googles ad-tech-monopolie en mijn gemopper over Nvidia’s koersval door Amerikaanse exportbeperkingen op chips.

Overig opvallend nieuws:

Katy Perry mag zich niet identificeren als astronaut

Na een elf minuten durende ruimtevlucht met Blue Origin noemde Katy Perry zichzelf astronaut, wat leidde tot hoongelach en kritiek. Ook de bijslaap van Jeff Bezos en de bestie van Oprah Winfrey zaten aan boord.

“Dit gaat parodie voorbij,” reageerde model Emily Ratajkowski, “Dat je zegt dat je om Moeder Aarde geeft en dat het om Moeder Aarde draait, terwijl je in een ruimteschip stapt dat is gebouwd en betaald door een bedrijf dat in z’n eentje de planeet vernietigt?” Niets aan toe te voegen.

Vrouwen kiezen vriendinnen op geur

Onderzoek van Cornell University toont aan dat vrouwen mogelijk onbewust gebruik maken van geur bij het kiezen van vriendschappen. Deelneemsters aan het onderzoek met vergelijkbare lichaamsgeur bleken sneller een vriendschapsband op te bouwen. Wie het niet gelooft, klikke op de links, want het komt niet uit de Libelle maar uit Nature. Het is overigens maar goed dat dit onderzoek niet onder mannen is uitgevoerd.

Robots in de halve marathon van Beijing

Tijdens de halve marathon van Beijing renden 21 robots mee met de menselijke deelnemers. De robots, ontwikkeld door onder meer DroidVP en Noetix Robotics, liepen uiteraard op AI en voltooiden de race in tijden tot 2 uur en 40 minuten. Ook alle lof voor de knakkers die achter de robots aan hobbelden met hun afstandsbediening. Want je kunt veel zeggen over robotontwerpers en AI-ontwikkelaars, maar het zijn doorgaans geen fitboys.

Tip: volg je vaardigheden, niet je passie

Ondernemer Janneke Niessen zei het al een paar jaar geleden: volg vooral je passie niet. In een oude toespraak van venture capitalist Ben Horowitz die momenteel viral gaat op Instagram, adviseert Horowitz ook om je te richten op waar je goed in bent, in plaats van blind je passie te volgen.

Vaardigheden die aansluiten bij de markt leiden volgens Horowitz tot meer succes. Horowitz sprak jaren geleden op SXSW al met rapper Nas over ondernemerschap naar aanleiding van zijn boek The Hard Thing About Hard Things, een absolute aanrader voor iedereen met interesse in ondernemerschap.

Ik sluit af met de aansporing om vandaag twee minuten vrij te maken om te kijken en luisteren naar professor Scott Galloway, die uitlegt waarom het volgen van je passie ‘utter bullshit’ is.

Dank voor de belangstelling, tot volgende week!