Shows
NFA Podcast with Nish and FrackersZuck’s $1 billion offer, CoinDCX Hack Inside Job and the Trading RollercoasterSummaryNews and macro discussionThe 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...2025-08-0228 min
NFA Podcast with Nish and FrackersAI 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 stil...2025-07-2426 minNFA Podcast with Nish and FrackersPump.Fun raises $600 million in 12 minutes & Meta's 200 million hireSummaryMeta drops $200M on AI talent Jeff Pang, OpenAI loses the Windsurf deal and then Google gets outplayed,, while crypto markets go vertical. This may have been the wildest weekend yet in AI and crypto.In this episode of the NFA Podcast, Nish (Sachdev) and (Michiel)Frackers cover the wildest stories in tech and crypto from the past week. They open with a headline grabber: Meta’s $200 million offer to Apple’s AI exec Jeff Pang. Nish and Michiel unpack what this means for Meta’s strate...2025-07-1726 min
NFA Podcast with Nish and FrackersSpaceX and OpenAI tokenized shares and AI-designed drugsEpisode SummaryIn 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 benef...2025-07-0926 minNFA Podcast with Nish and FrackersNish got ruggedSummaryThe NFA Podcast's latest episode, hosted by Nisheta Sachdev and Michiel Frackers, covers recent developments in the cryptoand 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 $100Mhack 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. 2025-06-2829 minNFA Podcast with Nish and FrackersIsrael vs Iran memecoin moons & Trump’s $1.2B Crypto EmpireSummaryThe 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...2025-06-1329 minNFA Podcast with Nish and FrackersCircle Moons, Builder.ai Bombs and a new trading competitionThis 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 diligenceand 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 ho...2025-06-0924 min
NFA Podcast with Nish and FrackersOpenAI's $3M Video Flop, Thailand's Crypto Exchange Ban, & Nvidia's SurprisesNFA S1E16 Summary:On this episode of the NFA Podcast, Nish and Michiel tackle apacked week of news. They dissect the controversial $3 million OpenAI video announcing its merger with io, questioning its cost, effectiveness, and the egos of OpenAI CEO Sam Altman and legendary designer Jony Ive, who is one of Michiel'sidols whereas Nish had never heard of him. They also cover significant market news, including Thailand'sban on five major crypto exchanges, the aftermath of the SUI protocol and Cetus DEX hack (and its surprisingly positive resolution through community voting) and a Supreme Court...2025-06-0427 minNFA Podcast with Nish and FrackersSui Was Not Hacked and OpenAI Bets $6.5 billion on Steve Jobs' guruBitcoin hits a new all-time high, but altcoin season is nowhere to be seen. Nish and Michiel break down the latest market chaos: Sui’s $223 million DEX hack, Trump’s meme coin crash, and OpenAI’s jaw-dropping $6.5 billion acquisition of a startup with no product. Plus, what FIFA launching a blockchain tells us about brand bandwagons, and why altcoins might pop just in time for summer.Chapters00:00 – Intro & What’s Coming01:00 – Bitcoin’s All-Time High and Missed Trades05:20 – Trump, Tariffs, and Market Reaction07:00 – Fear & Greed Index vs Altcoin Season2025-05-2723 minNFA Podcast with Nish and FrackersToken2049 Revealed: Crypto Meets AI and DefenseSummaryThis 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...2025-05-0533 minNFA Podcast with Nish and FrackersSui, Bitcoin, and Palantir Are Winning – But Is a Correction Coming?KeywordsNFA Podcast, crypto news, Bitcoin, altcoins, Elon Musk, Meta, Ripple, AI, market trends, not financial advice, Zuckerberg, Instagram, Kevin Systrom, Trumpcoin, SUISUMMARYThis week on the NFA Podcast:· Bitcoin and Sui bounce back· Elon Musk funds carbon removal while advising Trump· Meta faces antitrust heat as Instagram’s founder speaks out· Trump’s meme coin madness· Palantir rockets, yet againPlus: the craziest Bitcoin ransom story yet. And why tech stocks might now be riskier than crypto, plus: meet your AI-colleagues.2025-04-3028 minNFA Podcast with Nish and FrackersDubai Talks Crypto, OpenAI Wants to Kill X, and Mantra Melts DownPlus: Binance meets countries, Sam Altman vs. Elon Musk over X, and the OM token gets wreckedSummaryThis week’s NFA Podcast episode covers a dense mix of geopolitical crypto moves, scandals, and platform wars. Nish and Michiel kick off with CZ (Changpeng Zhao) advising governments from Kyrgyzstan to Pakistan and whether Binance, despite its regulatory baggage, should be guiding state crypto policies. They weigh in on Binance’s regulatory track record, Richard Teng’s role as CEO, and Dubai’s ongoing crypto diplomacy, including Crypto.com’s high-profile engagement with Sheikh Maktoum’s government.2025-04-1827 minNFA Podcast with Nish and FrackersThe Bullish News You Missed While Markets CrashedEnd of tariffs and meme coins plus AI billions and chlorinated chickenSummaryWhile global markets tumbled under the weight of Trump’s new tariffs, this episode of the NFA Podcast cuts through the panic to spotlight the bullish stories buried under the headlines. Nish and Frackers start with the week’s rollercoaster in crypto and tech stocks, comparing the sharp drops in Ethereum and Solana to a surprisingly resilient Bitcoin. Nish explains how the meme coin engine Pump.fun has lost steam, while Michiel shares horror stories from past crashes, andpension fund...2025-04-1324 minNFA Podcast with Nish and FrackersTRUMP TARIFFS CAUSE TECH AND CRYPTO MARKET MELTDOWNNFA PODCAST NEWSLETTER EPISODE 10, APRIL 4, 2025This week, Nish and Frackers unpacked one of the most volatile market weeks of the year, sparked by a wave of aggressive tariffs and a cascade of investor panic.Market MeltdownThe Trump administration’s sweeping tariffs triggered the largest one-day equity selloff since March 2020. Even penguins on McDonald Island weren’t spared, as Frackers noted about the randomness of trade policy.Tech Stocks vs Crypto Performance(Year-to-Date)Frackers compared year-to-date losses across sectors:• Big tech stocks (BATMMAAN) are down 21 percent on averag...2025-04-0430 minNFA Podcast with Nish and FrackersAltcoins flatlining and Tim Cook forced to resign at Apple?Episode 9 Summary – The NFA Podcast with Nish & FrackersIn 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.2025-03-2923 min
NFA Podcast with Nish and FrackersSolana Ad Disaster, AI Coding Debate Heats Up, and Meme Coin Market MeltdownEpisode Summary Key Discussion Points: 1. Solana Controversy: • discussesion about the controversial Solanaad about "America visiting a therapist" • Nish thinks Solana wanted to score points with president Trump, while Michiel doesn't understand why companies make these kind of social statements at all 2. Pump.Fun and Meme Coin Market: • Nish reports that Pump.Fun went 24 hours without generating revenue, a significant downturn. • Pump.Fun announced plans for its owndecentralized exchange, while Raydium, a linked DEX, announced LaunchLab which competes with Pump.Fun. 3. Tokenizing Real Estate in Dubai: • ...2025-03-2228 minNFA Podcast with Nish and FrackersInvesting vs Trading and Binance's $2 Billion Boost from Abu DhabiIn Episode 7, hosts Nish and Michiel explore the significant crypto developments of the past week, highlighting Ripple’s surprising regulatory breakthrough in the UAE, Binance's notable $2 billion investment from Abu Dhabi’s MGX fund.Episode SummaryThe episode further explorer broader trends, including declining interest in meme coins, indicating a maturation of the crypto market. Nish elaborates on the necessity of robust projects with clear value propositions, contrasting these against the speculative mania that previously drove much of crypto's popularity. This shift is underscored by both hosts noting that even traditionally conservative hedg...2025-03-1531 minNFA Podcast with Nish and FrackersTrump’s Bitcoin Reserve, BitTensor’s AI Network, and Navigating Market VolatilityIn this week's NFA Podcast, Nish and Frackers dive into the latest developments shaking up tech and crypto markets. Nish highlights key global events, including China's major stimulus package, a Brazilian fintech firm's Bitcoin adoption (clarifying widespread misconceptions about Brazil’s government involvement), and Vietnam’s upcoming legal framework for digital assets.Frackers discusses President Trump's recent announcement about establishing a strategic Bitcoin reserve and a "digital asset stockpile" from seized cryptocurrencies. Together, Nish and Frackers unpack the implications and debate the potential impacts of governmental involvement in cryptocurrency.On t...2025-03-0828 minNFA Podcast with Nish and FrackersCrypto bloodbath, the Bybit hack fall out and will Bitcoin "go rogue" to hit an ATH?This episode of the NFA Podcast with Nish and Frackers, Season 1 Episode 5, covered the major market downturn in crypto and tech, highlighting Bitcoin’s 20% drop, altcoin struggles, and the broader market’s reaction to Trump’s tariffs. Nish and Michiel discussed the decline in new token launches on Pumpfun, BlackRock’s Bitcoin sales, and the SEC ruling that meme coins are not securities. The Bybit hack, linked to North Korean attackers, was another key focus, revealing vulnerabilities in multi-signature transactions. Lastly, they debated whether Bitcoin will hit an all-time high this year and how its correlat...2025-03-0126 minNFA Podcast with Nish and FrackersIs the Libra scandal the end of Memecoins?In this episode of The NFA Podcast, Michiel and Nish break down the biggest stories of the week, including the massive Libra insider trading scandal, Microsoft’s claim of a quantum computing breakthrough, and the increasing dominance of crypto sponsorships in Formula 1.We also discuss former OpenAI leaders raising billions for AI competitors, China’s president Xi's surprising reunion with tech leaders after six years, and the long-term outlook of Solana and meme coins after recent controversies.Timestamps:📌 00:00 - Intro & Weekly Crypto Market Sentiment📌 05:12 - Libra Scan...2025-02-2232 min
NFA Podcast with Nish and FrackersNear’s Wild Ride, Ethereum’s Struggles, EU in AI and Musk vs. OpenAIIn this episode, Nish and Michiel discuss the unexpected price movement of Near Protocol following an embarrassing livestream incident, the shifting sentiment around Ethereum, and GameStop’s potential investment in Bitcoin. The conversation also touches on Elon Musk’s bid for OpenAI, the European Union’s massive funding plans for “AI Giga Factories”, whatever those may be, and the challenges of AI regulation. Tech education, the rise of young AI startup founders, and the debate over college vs. entrepreneurship are also explored. The episode wraps up with stock market insights, a personal investment experiment, and a surprise AI-generated theme song for t...2025-02-1526 min
NFA Podcast with Nish and FrackersNFA: PAIN Coin returns money to investors, Palantir CEO goes off and is OpenAI worth $300 billion??This week onThe NFA Podcast, Nish and Frackers dive into the wildest stories in crypto and tech.Meme coins are back in full force as PAIN Coin raises a staggering $35 million in a pre-sale and even return money to early investors; they don't need that much. Meanwhile,OpenAI is set to raise $40 billion at a $300 billion dollar valuation, despite facing competition from DeepSeek. Palantir’sstock is up over 350% – but is it overvalued?We also break down why71% of institutional investors still refuse to trade crypto, El Salvador’s decision toend Bitcoin as legal tender, and Te...2025-02-0928 min
NFA Podcast with Nish and FrackersNFA: The AI Boom – Are Crypto AI-Tokens or AI-Stocks the Better Play?Crypto marketing expert Dr. Nisheta Sachdev and tech entrepreneur and investor Michiel Frackers discuss the latest news in the fast paced worlds of tech, AI, crypto and Web3 and highlight the tokens and stocks they find most interesting. NFA stands for Not Financial Advice or Nish, Michiel & Anon.In the first episode, Nish talks about upcoming AI-crypto projects and Michiel compares the performance of the biggest cryptocurrencies with the biggest tech companies. Which had the highest return? You may be surprised.2025-02-0926 min