Episode 9 Summary – The NFA Podcast with Nish & Frackers
In episode 9, Nish and Michiel kick things off with a discussion on Nish describing Michiel as ‘TradFI Chad Guy” on LinkedIn.
Michiel opens with insights from Meltem Demirors, who described the current altcoin market as a “game of musical chairs,” noting its total market cap and volume is back to 2020 levels.
The duo then breaks down a major drama involving Hyperliquid and GameStop’s stock dropping 8% after announcing a $1.3 billion Bitcoin buy plan. They also discuss standout Murad’s talk at Token2049 on meme coins.
Nish mentions World Mobile, Michiel dives deep into Apple’s failed rollout of Apple Intelligence, raising the question of whether Tim Cook should step down.
Chapter List
00:00 Introduction to the the NFA Podcast and the hosts Nish & Frackers
02:16 Market Overview: Altcoins market cap same as 4 years ago
02:16 Investment Strategies and Market Sentiment
03:23 Hyperliquid and Jelly issue
03:51 GameStop's Bitcoin Investment Plans Hammered
06:40 Ethics and Morality in Crypto
09:05 The Community and Culture of Crypto
10:12 World MObile
11:13 Innovative Solutions in Connectivity
12:35 Apple's AI Ambitions and Challenges
15:35 The Apple Streaming Service Struggles
19:00 Tim Cook out?
Links
NFA Podcast newsletter on LinkedIn
https://www.linkedin.com/newsletters/nfa-podcast-7295819854043860992/
LinkedIn post Nish
https://www.linkedin.com/feed/update/urn:li:activity:7310282312791789569/
Meltem Demirors on Bloomberg
https://youtu.be/c2dsvh9T63Q?si=3g7XUVh4MZ4Devsl&t=1070
Meltem Demirors at CFC
https://youtu.be/HL400JZ9lrI?si=FTYIzxYR0kn09Ua2
Meltem Demirors: the United States of Shitcoins
https://medium.com/@Melt_Dem/the-united-states-of-shitcoin-1362a6e0a40e
Hyperliquid
https://hyperfoundation.org/
Timeline: Jelly token goes sour after $6M exploit on Hyperliquid
https://cointelegraph.com/news/timeline-jelly-token-exploit-hyperliquid
Hyperliquid Price Crash: What Led to the HYPE Price Drop After the Jelly Incident
https://coinfomania.com/hyperliquid-price-crash-what-led-to-the-hype-price-drop-after-the-jelly-incident-whats-happening/
GameStop buys Bitcoin, shares fall
https://www.investors.com/news/gamestop-stock-bitcoin-investment-q4-2024-earnings-ryan-cohen-march-2025/
Dumb Money trailer
https://youtu.be/bmr8YmwnZ3w?si=H25VeoZyICUqryQu
Murads Memecoins
https://getblock.io/blog/what-are-murad-meme-coins/
World Mobile
https://worldmobile.io/
MG Siegler’s Spyglass
https://spyglass.org/author/mgs/
Rumor: Apple Watch with Camera and perhaps Apple Intelligence
https://www.theverge.com/news/634395/apple-watch-apple-intelligence-cameras
Stewart Alsop
https://www.alsop-louie.com/team/stewart-alsop
Tim time to go?
https://salsop.substack.com/p/dear-tim_cook-is-it-time-to-retire
Apple loses a billion per year on streaming
https://www.bloomberg.com/news/videos/2025-03-24/apple-only-loses-1b-a-year-on-streaming-video
https://spyglass.org/apple-tv-plus-strategy
Apple refused to introduce an Apple tv
https://x.com/markgurman/status/1829587912926916662
Shrinking
https://www.youtube.com/watch?v=YjHfjQDWl1A
Ted Lasso
https://www.youtube.com/watch?v=3u7EIiohs6U
Eddie Cue, SVP Apple Services
https://www.youtube.com/watch?v=ka9k_a9fROw
When Apple bought Beats in 2014
https://www.apple.com/newsroom/2014/05/28Apple-to-Acquire-Beats-Music-Beats-Electronics/
Apple Vision Pro
https://www.apple.com/apple-vision-pro/
Leaked Apple meeting shows how dire the Siri situation really is
https://www.theverge.com/news/629940/apple-siri-robby-walker-delayed-ai-features
Apple stock under Tim Cook
https://www.fool.com/investing/2024/02/13/if-you-invested-10000-in-apple-when-tim-cook-becam/
NFA Podcast on other channels
· NFA podcast newsletter on Linkedin
· NFA podcast newsletter on Substack
· NFA channel on Apple podcasts
Remember: NFA Podcast is Not Financial Advice
