NFA Podcast about tech & web3 - aka AI and crypto

AI agents forming romantic relationships, committing crimes and setting virtual worlds on fire sounds absurd, but itactually happened in a real AI experiment discussed in this week’s NFA Podcast. At the same time, SpaceX is reportedly preparing for the biggest IPO in history at a rumored $1.75 trillion valuation, while crypto markets continue sliding even as AI stocks and chip companies hit new hi...

Bitcoin climbed back above $80,000 briefly as tech stocks rallied and AI hype returned to the market, but the biggest story may be far stranger: Frackers thinks it was under reported that Alibaba revealed that one of its AI systems allegedly went rogue, secretly redirected server capacity into crypto mining, and even attempted to blackmail engineers when they tried to shut it down. Frackers and Ni...

The Iran war is shaking global markets as oil prices surge, Bitcoinreacts unexpectedly and investors fear a new recession. In this episode of the NFA Podcast, Nish & Frackers break down the Iran conflict, crypto market volatility, OpenAI’s growing problems and why AI and geopolitics are nowcolliding. Michiel and Nish break down why the latestescalation feels different from previous weeks, how...

More than $600 million vanished from crypto markets injust a few weeks, exposing structural weaknesses that still have not been solved. From a fake Ledger app stealing user funds to major exploits at KelpDAO and Drift Protocol linked to the North Korean Lazarus Group, the pattern is clear: front-end manipulation and bridge vulnerabilities remain the weakestlinks in crypto. At the same time, the in...

Dying sneaker brand Allbirds suddenly becomes an AI company and the stock jumps 800% in a single day. That one story tells you everything about today’s market. This episode breaks down how narratives are driving valuationsacross AI and crypto, often faster than fundamentals can keep up. From a failing consumer brand, sneaker brand All Birds, reinventing itself overnight to explosive growth at Anth...

Episode Summary Circle froze 16 USDC wallets, raising serious concerns about stablecoin control and whether crypto is truly decentralized. In this episode, we break down the USDC freeze, crypto use in the Strait of Hormuz oil trade, AI benchmark failures and what it all means for crypto markets and global risk. With oil tankers reportedly paying multi million dollar tolls using crypto rails, digit...

Insider trading, crypto markets, oil prices and AI fraud are driving one of the most uncertain market environments in years. Markets are breaking. Signals are failing. And even hedge fund pros are now saying: we have no idea what happens next. In this episode of the NFA Podcast, we break down one of the most confusing market environments in years. From a suspicious $1.5B trade placed minutes befor...

Episode Summary Your hosts dr. Nisheta Sachdev and Michiel Frackers discuss a wide variety of topics from the worlds of tech, web3, or in this day and age: AI and crypto.   This episode of the NFA Podcast moves from institutional crypto adoption to pure chaos in markets and personal finance. Mastercard signals deeper commitment to crypto with a broad partner network, but the real question remains...

Episode Summary Recorded from makeshift setups in Amsterdam and Oman, Michiel and Nisheta open this week's episode stranded by the Iran-US war — one stuck in a hotel room, the other finishing a desert trek. They unpack the geopolitical situation candidly: how a professor predicted the conflict two years beforeTrump was even re-elected, why the UAE government has handled over a thousand drone a...

This week on the NFA Podcast with Nish & Frackers, we break down a brutal crypto market drawdown, the growing geopolitical AI race between China and the US, and what disciplined investors actually do in a bear market.   We start with the Clarity Act and the tension between banks and stablecoin yield providers. Are US regulators protecting financial stability or protecting bank margins? We then...

Fear hits 5 on the Fear & Greed Index. Bitcoin drops. AI wipes$285 billion off software stocks. Yet politically and structurally, crypto has never looked stronger. In this episode of the NFA Podcast, we unpack the growingdisconnect between macro reality and market sentiment. Dr. Nisheta Sachdev & Michiel Frackers discuss: • $21B in Bitcoin ETF inflows vs recent outflows • The “SaaSpocalyps...

This episode of the NFA Podcast with Nish and Frackers covers a brutal week across markets with sharp moves in gold silver crypto and software stocks. Gold and silver experience sudden volatility crypto wipes out roughly $500 billion in market value and fear dominates sentiment across risk assets. Nish andFrackers break down the Binance and CZ panic explaining how exchange fear spreads faster than...

Episode Summary In the first NFA Podcast episode of 2026, Nish and Frackers kick off the year by connecting politics crypto and markets in a way that feels increasingly unavoidable. The episode opens with a discussion on reports around Donald Trump’s growing fortune since returning to office and how, according to a report in the Atlantic, the Trump family made $1.4 billion in crypto in thelast 12...

In the final episode of 2025, Michiel Frackers and dr. Nisheta Sachdev look back at one of the most volatile and confusing years in crypto and tech. From wildly inaccurate Bitcoin price predictions to the rise of ETFs and the continued blur between crypto and traditional finance, the episode reflects on what actually mattered and what did not.   They discuss major 2025 themes including ETF inflows...

This week’s NFA Podcast covers the most important shifts in markets, crypto, and AI. The episode opens with an updateon the ongoing trading competition, where Nish reports an 80 percent jump driven by high-risk meme-coin trades. From there, the discussion moves to global tax policy after the UK’s new structure sparked controversy by increasing taxes for workers while expanding benefits for large n...

In episode 30 of the NFA Podcast, Nish and Frackers work through one of the most turbulent weeks in crypto and AI. The conversation opens with live Bitcoin price alerts showing sharp volatility, setting the tone for a broader discussion on the market drawdown, and new rules proposed in the EU and UK that tighten oversight on cash and stable coins. The two explore why trust in central authorities i...

Two major DeFi disasters, one exchange scandal, and atrillion-dollar AI story. In this episode of the NFA Podcast, Frackers and Nish cover one of the busiest weeks in crypto and AI. They start with a grim market mood — Solana down 20%, Bitcoin slipping 10% — and discuss how institutional investors are changing crypto’s long-term dynamics. The conversation turns political when Nish highlights on-ch...

Summary In this week’s episode, Michiel and Nish tackle the explosive time in crypto markets — with Bitcoin smashing through $125K and BNB hitting all-time highs, before retreating. They unpack why “Uptober” might be more than just a meme, discuss what Jeff Bezos had to say about the real winners in the AI race, and debate whether the AI bubble could be a good thing forinfrastructure investors. Th...

Hyperliquid beats Robinhood, Avalanche ETF news, and how market makers manipulate the gameEpisode Summary In this edition of the NFA Podcast, Nish and Michiel unpack achaotic week in crypto.   DeFi trading protocol Hyperliquid surpassed Robinhood ’s trading volume, proving that decentralized platforms are no longer niche. Meanwhile, Kanye West’s Yeezy token crashed after investors realized it coul...

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 in...

News The first major story covers the Genius Act , which allows US-based firms to issue stablecoins directly. Nish explains howCitibank, Amazon, Walmart, and Bank of America are all positioning to launch stable coins. The discussion turns on whether institutions will build their own stablecoins or rely on Circle, whose IPO has been a success. Michiel redirects attention to Bitcoin’s latestall-time...

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...

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...

Summary Meta 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...

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...