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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

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Please remember: the NFA Podcast is Not Financial Advice!

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AI beleggen crypto technologie

Is the Libra-scandal the end of memecoins, Alibaba is back and what is next for Solana?

Is the Libra-disaster finally the end of the memecoin craze? And what does it mean for the future of Solana? Dr. Nisheta Sachdev is bullish, Michiel is skeptical, plus much more like the president of China talking with tech titans which sparked a comeback for the Alibaba stock price, the amazing amount of crypto sponsorships in Formula 1 and who predicts the market right, does not have to eat a green chili next week….

We originally did this as a joke, but a few hours later, this was our real reaction when Bybit got robbed of $1.46 billion.

Welcome back to the NFA Podcast newsletter! This week’s episode was packed with major developments in crypto, AI, and finance.

Episode 4 is here on YouTube and here on Spotify!

Here’s everything we discussed:

Mubadala Invests $436M in Bitcoin ETF

Mubadala, the Abu Dhabi sovereign wealth fund with $300 billion under management, has made a significant move into crypto by investing $436 million in BlackRock’s iShares Bitcoin ETF. This signals growing institutional confidence in Bitcoin, despite short-term market fluctuations.

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Libra Scandal: The Next FTX?

The Libra scandal has rocked the crypto world, with allegations of insider trading and fraud surrounding its launch. Kelsier Capital is accused of front-running the token and dumping $200 million worth of assets. Investigations reveal that the founders orchestrated a rug pull via sniping, leaving investors with massive losses. Some are calling this the FTX moment for memecoins.

Coffeezilla investigates:

Full breakdown of the Kelsier case:

https://open.substack.com/pub/lex/p/analysis-is-kelsiers-200mm-insider

Is this the end of the memecoin era? Nish thinks so, while Michiel argues that speculative trading will always find new outlets.

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Microsoft’s Quantum Computing Breakthrough

Microsoft has announced a major milestone in quantum computing with its topological qubits, which it claims will be more stable and scalable than other technologies. While some physicists remain skeptical, this could be a game-changer for encryption, AI, and blockchain security.

Michiel recalls a conversation with Ray Harishankar, an IBM fellow, who warned that once quantum computing reaches a certain level, it could break all existing encryption methods—including crypto wallets.

Watch Ray Harishankar’s talk (after 25 minutes):

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Ex-OpenAI Leaders Raising Billions for Competitors

Two former OpenAI executives are making waves:

– Ilya Sutskever’s Safe Superintelligence (SSI) is raising funds at a $30 billion valuation to develop AI with a focus on security and stability.

– Mira Murati’s Thinking Machines Lab is also in fundraising mode, though its valuation remains undisclosed. Murati has already recruited more than 30 former OpenAI and Anthropic employees.

Safe Superintelligence: https://ssi.inc/

Thinking Machines Lab: https://thinkingmachines.ai/

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Xi Jinping Meets China’s Tech Titans

For the first time in six years, Chinese President Xi Jinping has summoned the country’s top tech leaders, including Jack Ma (Alibaba/Ant Group). This meeting could signal a shift in China’s approach to regulating its tech sector, potentially opening the door for more innovation and foreign investment.

Read more: BBC

https://www.bbc.com/news/articles/c5yvyl710jpo

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Formula 1’s Crypto Sponsorship Boom

Crypto is more present than ever in Formula 1, with major teams backed by leading exchanges and blockchain companies:

– Aston Martin – Sponsored by Coinbase (paid entirely in USDC)

– Red Bull Racing – Now sponsored by Gate.io, replacing Bybit

– McLaren – Partnering with OKX since 2022

– Williams – Sponsored by Kraken

– Alpine – Backed by Binance

– Stake F1 Team (Sauber) – Sponsored by Stake.com

– Formula 1 (officially) – Long-term partner Crypto.com

Full list of sponsors: News GP

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🎧 Listen to or watch the Full Episode Now!

Get the full breakdown and insights by tuning in to this week’s episode on YouTube & Spotify. Episode 4 is here on YouTube and here on Spotify!

Don’t forget to like and subscribe and share your thoughts with Nish and Michiel in the comments.

Thanks for being part of the NFA Podcast community! 🚀

#Crypto #AI #Web3 #QuantumComputing #Bitcoin #F1 #NFApodcast