Episode SummaryIn this week’s NFA Podcast, Nish and Frackers cover the biggesttech 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 sixmonths. 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 likeTelegram 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 tradingcompetition. Both portfolios are at $128 after a tough week, with Pudgy Penguins dragging Michiel down and meme coin A$$DAQ giving Nish some excitement. Solana, Broadcom, and Nvidia continue to show strength, proving that AI remains the strongest market driver. Chapter List
· 00:00 Intro and episode overview
· 01:07 Macro vs crypto drivers
· 02:30 Altcoin season signals
· 04:02 Meta’s AI restructuring
· 05:11 Zuckerberg’s business model
· 07:00 Competition and consumer shifts
· 08:03 Thailand’s crypto tourism plan
· 09:16 Seed phrase security and new wallet models
· 10:54 Blue Origin accepts crypto for space flights
· 12:03 US reward for Garantex information
· 13:08 Market update and predictions
· 14:42 Altcoin season indicators and XRP signals
· 16:01 F ear and greed vs altcoin index
· 17:01 Trading competition update
· 18:03 Pudgy Penguins loss and AI stock strength
· 19:37 Meme coin A$$DAQ explained
· 20:05 Wrap-up
Keywords
NFA Podcast, crypto, altcoin season, Bitcoin, Ethereum, XRP, BNB, AI, Meta, Mark Zuckerberg, Blue Origin, Jeff Bezos, Thailand crypto, seed phrases, Rider wallet, Pudgy Penguins, Solana, Nvidia, Broadcom, A$$DAQ, Garantex, crypto trading competition
The NFA Podcast is not financial advice
