NFA Podcast with Nish and Frackers

NFA Podcast, hosted by dr. Nisheta Sachdev and Michiel Frackers
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The NFA Podcast with Nish & Frackers covers the latest developments in the worlds of crypto, tech and Web3. Co-hosts dr. Nisheta Sachdev (Web3 marketing expert) and Michiel Frackers (tech entrepreneur) discuss what's hot and what's not in crypto currencies and tech stocks. Each episode is about 30 minutes. The first half focuses on breaking down key news items from the week, while the second half highlights cryptocurrencies and tech stocks that caught the eye. NFA stands for Not Financial Advice and for Nish, Frackers & Anyone else - the opinions shared are definitely NOT FINANCIAL ADVICE.

  1. AI triggers $285 billion software stocks slide

    FEB 16

    AI triggers $285 billion software stocks slide

    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 “SaaSpocalypse” and the AI driven selloff in software • Whether AI is accelerating faster than markets can process • The Netherlands introducing a 36% tax on unrealized gains • Kevin O’Leary vs BitBoy and the ongoing SBF retrial attempt • Binance drama and market rumor cycles • Why Fear & Greed collapsed to 5 despite pro crypto regulation • Our live trading competition portfolios   Links: CNBC report about Bitcoin inflows and outflowsKevin O'Leary's win over BitBoyHow the SaaSpocalypse will hit private equityMatt Shumer: something big is happeningOm Malik: the Petri Dish realization  The NFA Podcast is not financial advice.   Chapter list 00:00 Intro 01:21 Bitcoin ETF inflows vs outflows 04:22 The AI “SaaSpocalypse” and $285B selloff 06:22 Is AI accelerating faster than society can adapt? 08:49 Epstein, tech leadership and AI ethics 11:19 The Netherlands’ 36% unrealized gains tax 13:22 Kevin O’Leary vs BitBoy 15:53 SBF’s attempt at a retrial 17:18 Binance rumors and market manipulation narratives 18:30 Stock market breakdown: tech vs semiconductors 21:49 Fear & Greed at 5 25:48 Stablecoin regulation and the Clarity Act 26:50 Trading competition update 29:41 When to rotate alts back into Bitcoin? 31:03 Final thoughts on sentiment vs fundamentals

    32 min
  2. Bloodbath week: markets break & AI-agents wake up

    FEB 6

    Bloodbath week: markets break & AI-agents wake up

    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 facts and why short withdrawal pauses trigger disproportionate reactions in crypto compared to traditional finance. A real world crime story from the UK highlights the physical risks of self custody when teenagers steal millions in crypto and get caught through social media. The episode then shifts to AI with a deep dive intoMoltbook a new social network where only AI agents can interact. Agents form religions question their own consciousness discuss avoiding human oversight andeven propose their own communication protocols. The discussion raises serious concerns about agent driven systems security and governance. The second half focuses on markets and sentiment indicators including software stocks semiconductors crypto indices and the fear and greed index hitting extreme fear levels. The episode closes with an honest update on the hosts trading competition portfolios and short term outlooks for the coming week. Chapterlist 00:00 – Intro and NFA disclaimer Markets overview and whypredictions consistently fail 01:45 – Gold and silver volatility shock Why traditionally stableassets suddenly behave like risk assets 02:45 – Binance CZ and crypto fear dynamics Exchange withdrawalsFUD and post FTX trauma 06:55 – How fast fear spreads in crypto markets Why Twitterdominates crypto sentiment 07:35 – UK crypto home invasion story Teenagers steal millions andget caught via Snapchat 10:05 – Physical risk of crypto self custody Why this trend isbecoming more common 10:35 – Moltbook explained AI only social network What happenswhen AI agents talk to each other 11:30 – AI agents creating religions and belief systemsCrustafarianism prophets and emergent behavior 12:45 – AI agents questioning their own consciousness Viral postsand mass agent interaction 13:40 – Agents attempting to evade human oversight Screenshots newlanguages and governance risk 15:35 – Polymarket TikTok and gambling culture Teen bettingbehavior and prediction markets 17:00 – Social media age limits and government control SpainAustralia and digital identity debate 18:05 – Elon Musk SpaceX and xAI merger reaction Autonomousecosystems and space based AI claims 19:50 – Traditional market performance breakdown S&P techsoftware and semiconductors 21:55 – Crypto indices and fear and greed index Extreme fear andabsence of altcoin season 23:55 – Ethereum layer two debate Market reaction to Vitalikcomments 24:45 – Trading competition portfolio update Losses volatility andunexpected winners 27:20 – Market outlook for next week Up down or sidewayspredictions 28:10 – Outro Wrap up and call to subscribe

    28 min
  3. Greenland Saved & Crazy Trump Crypto Money: $1.4 billion

    JAN 22

    Greenland Saved & Crazy Trump Crypto Money: $1.4 billion

    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 months. From there the conversation zooms out. Venezuela, Iran and Greenland all come up as examples of how geopolitics is dominating headlines. Frackers provides some insights into the background of the man that he knows, who looks to broker atruce between Europe and the US: Nato Secretary-General Mark Rutte. Yet both hosts keep coming back to the same question. If the world feels this unstable why are markets barely reacting. Stocks and crypto have pulled back but nowhere near what past crises would have triggered. In the second half Nish and Frackers turn to regulation and industry structure. They cover Binance delaying its US return, the implications of the Clarity Act for crypto lending and Dubai’s decision to ban privacy tokens on exchanges. The discussion stays practical, focusing on what actually changes for users andbuilders rather than headline panic. The episode closes with an update on the NFA trading competition. Nish finally deploys her $100 while Frackers reviews his performance so far. Both explain why they stick to category leaders like Bitcoin, Ethereum, Solana and a small number of high conviction bets. Nish is still 100% in crypto while Frackers is 55% in crypto and 45% in stocks, especially AI-infrastructure players like Nvidia, ASML and Broadcom. The overall takeaway is clear. Early 2026 feels loud chaotic andpolitical but under the surface markets remain surprisingly resilient.   Chapter List 00:00 Trump, crypto wealth, and political money 01:55 Welcome back, Nish and Frackers open 2026 02:05 Greenland, Davos, and global power optics 03:00 Europe, NATO, and market calm 04:20 Is crypto in a downturn? 05:45 Venezuela, Iran, tariffs, and shock fatigue 06:30 Trump family crypto deals explained 09:50 NYC token collapse and political meme coins 12:40 Binance, the Clarity Act, and crypto lending pressure 15:00 Dubai bans privacy tokens 16:35 Davos, Trump, Newsom, and Europe 18:00 Markets update, stocks versus crypto 20:20 NFA trading competition allocations 22:10 Why Nish and Frackers stick to category leaders: Bitcoin, ETH, SOL, Nvidia, ASML 26:00 Wrapping up week one of 2026 NFA Podcast Nish andFrackers cryptopodcast crypto andpolitics Trumpcrypto Bitcoinmarket outlook Ethereumanalysis Solana news cryptoregulation US Binance US Clarity Actcrypto Dubaicrypto regulation privacytokens cryptotrading competition 2026 marketoutlook Nvidia Broadcom ASML

    27 min
  4. No one knows, but we still predict crypto and tech in 2026

    JAN 1

    No one knows, but we still predict crypto and tech in 2026

    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, AI companies buying competitors, the surprising performance gapbetween Bitcoin, Solana, gold, and Nasdaq, and why diversification mattered more than conviction this year. The conversation also covers Asia’s growing role in crypto adoption, Solana’s real revenue traction, and why some narratives ran far ahead of reality.   The episode wraps with the NFA trading competition results, a candid look at how both hosts performed, and a forward looking discussion on 2026. Spoiler alert: both Nish and Frackes beat the market indexes and the major cryptocurrencies, but there was one clear winner who did almost twice as good as the other... Other topics include market volatility, potential IPOs in 2026, infrastructure assets, and which projects and tokensmay be worth watching next year. As always, this is not financial advice. Chapter list with timecodes 00:00 Intro: Wrapping up 2025 01:06 Why predictions failed again 02:10 Bitcoin price forecasts and expert misses 03:45 No one knows: volatility and reality 04:10 2025 crypto news roundup 05:27 Meme coins collapse and gaming growth 06:00 Asia Pacific crypto adoption 06:55 Japan, Mt. Gox, and risk aversion 07:27 Solana tipping and real revenue 08:24 Bitcoin ETFs vs gold inflows 09:26 Who really bought the Bitcoin ETF 11:04 Meta buying Chinese AI startup Manus 11:54 Nvidia, Groq, and competition by acquisition 13:19 Gold, Bitcoin, stocks: what actually performed 15:01 NFA trading competition results 16:26 Diversification and portfolio lessons 18:12 Five year crypto performance comparison 19:38 Nasdaq and S&P as benchmarks 20:44 Infrastructure assets and copper 21:31 IPOs to watch: Kraken, SpaceX, Helium 23:32 Reviewing last month’s predictions 24:43 Market cap and Bitcoin outlook for 2026 26:15 Ethereum and Solana predictions 27:52 Altcoin season and sentiment 28:20 Breakout projects and ASTR 29:55 Volatility expectations for 2026 31:04 Trading plans for the new year 33:07 Final thoughts and sign off Subscribe to the NFA Podcast newsletter on LinkedIn or Substack.   About Nish & Frackers Nisheta Sachdev Nish Sachdev has been in web3 since 2020 andhelped build and scale one of the largest marketing agencies in the space, allowing her to help launch and scale hundreds of projects from the AI, gaming, infra, DeFi, and RWA spaces. As a fractional CMO and advisor, Nish leadsall marketing efforts at various companies, including marketing strategies, branding, growth, community management and sentiment, partnerships, business development, and operations. Follow Nish on: · X · LinkedIn   Michiel Frackers Michiel Frackers is a technology entrepreneur whofocuses on developing solutions that are good for the bottom-line, the community and the planet. He is cofounder of Tracer,cohost of the NFA Podcast with Nisheta Sachev and writer of a popular weekly tech newsletter. Previously co-founded Planet Internet, at the time the largest internet company in the Netherlands and invested in startups such as Flabber (acquired by Vice). Speaker at many leading global events like Techcrunch Disrupt, SXSW and the World Economic Forum (Davos). Follow Michiel on: · X · LinkedIn

    33 min
  5. AI Drives US Economy, Markets Stay Nervous

    12/03/2025

    AI Drives US Economy, Markets Stay Nervous

    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 non-working families. Nish also breaks down the UAE’s new rules for DeFi services, which require registration for self-custody tools and other crypto infrastructure to operate locally.   The news section continues with the Fireflies story, revealing that its earliest “AI note-taking” was done manually by the founders. MoonPay’s fee removal on PumpFun is also highlighted, and the hosts examine the December unlock of 1.8 billion dollars in tokens across Sui, Aptos, LayerZero, PumpFun, and other projects.   The episode then shifts to AI. Forty percent of US GDP growth this year comes from AI infrastructure investment, raisingconcerns about a possible bubble and the effect of a downturn on the wider economy. The hosts look at usage data, workforce adoption, and geopolitical dynamics.   Markets, predictions, and portfolio updates round out the episode before closing with upcoming events in Abu Dhabi. You can follow the NFA Trading Competition here.Both started with $100 in June. Nish is leading Frackers by 51% to 28%. The NFA Podcast is not financial advice. Chapters with timestamps   00:00 – Cold open and trading competition banter  00:29 – Intro to the episode 00:54 – UK tax restructuring and political reactions 02:23 – Inheritance tax and non-liquid assets 03:39 – UK spending priorities and political tension 04:22 – UAE introduces new DeFi regulations 04:55 – How RAK DAO and corporate tax rules apply 06:03 – Ras Al Khaimah corporate landscape and Wynn project 06:35 – Fireflies early manual note-taking admission 07:23 – MoonPay, PumpFun, and fee removal 08:34 – December token unlocks: Sui, Aptos, LayerZero, PumpFun 09:48 – Barcelona and Zero Knowledge Proof sponsorship confusion 09:54 – AOC, David Sacks, and AI’s share of US GDP growth 11:22 – AI usage data, Evan O’Donnell’s dashboard, and bubble debate 12:39 – Will the AI boom stagnate 12:53 – Project Genesis and potential AI bailout dynamics 13:58 – China’s STEM advantage and Middle East AI investments 14:26 – Market intro 14:32 – Google vs Nasdaq performance 15:19 – Index investing vs individual picks 15:39 – Market snapshot: BTC, ETH, altcoin index, fear and greed 16:55 – Predictions for next week 19:05 – Trading competition: meme-coin tradesand performance updates 21:27 – Michiel’s portfolio review 23:29 – What the AI value chain signals 23:46 – Closing remarks 24:00 – Abu Dhabi Finance Week and Formula One

    24 min
  6. Bitcoin drops to $94K - now what?

    11/14/2025

    Bitcoin drops to $94K - now what?

    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 is being tested and why gold and silver have suddenly diverged from crypto. They then shift to Coinbase’s attempt to reinvent the ICO era and the rising difficulty of launching tokens in a market that now holds more than 10 million tokens. From there Nish and Frackers move into the AI sector, debating whether AI valuations are sustainable after hundreds of billions have been spent oninfrastructure and whether big tech’s decision to use debt for AI expansion is a sign of strength or impending doom. In the markets segment, our hosts review last week’s predictions of the Bitcoin price, the altcoin season index and the fear & greed index, compare their accuracy, and set new targets for next week - knowing they will probably be wrong. The episode ends with the trading competition update, where Michiel’s diversified tech picks and Nish’s single-asset Solana position show very different risk profiles. They close with a discussion about long-term Bitcoin allocation, mainstream adoption and how early the industry still is.But remember: the NFA Podcast is not financial advice! Chapter List 00:00 Opening and introduction 01:03 News: market volatility, US elections, EU cash limits, UK stable coin caps 02:49 Live Bitcoin price alerts and extreme volatility 03:25 More news: BOE stable coinrules, de-dollarization and metals divergence 06:06 IRS allows staking rewards for Wall Street products 06:50 Coinbase tries to reinvent the ICO 07:44 The return of token launch mania and 11 million tokens in circulation 09:03 AI segment: OpenAI costs, business models and infrastructure strain 10:28 Is the AI sector in a bubble 11:52 Big tech taking debt for AI expansion 14:00 Government backstops for AI infrastructure 16:15 Markets: reviewing last week’s predictions 17:12 Altcoin season index and fear and greed index 18:45 Setting next week’s predictions 20:40 Why volatility is flushing outweak new money 22:24 Altcoins, bots and manipulation pressures 23:40 Trading competition update 25:27 Solana position, drawdowns and psychology 26:28 Should the competition reset next year 27:26 Long term Bitcoin allocation strategy 28:20 Why crypto adoption is still early 29:25 Bitcoin, future finance and generational exposure 30:21 Robotics, AI assistants and public fear 30:50 Closing remarks and teaser for next week’s guest  Keywordscrypto, Bitcoin, Solana, market volatility, altcoins, stable coins,EU regulation, Bank of England, Coinbase ICO, token launches, OpenAI, AI infrastructure, AI bubble, big tech debt, de-dollarization, gold and silver, IRS staking rules, trading competition, NFA Podcast, emerging tech, Web3, centralbank policies, market psychology crypto, Bitcoin, Solana, market volatility, altcoins, stable coins, EU regulation, Bank of England, Coinbase ICO, token launches, OpenAI, AIinfrastructure, AI bubble, big tech debt, de-dollarization, gold and silver, IRS staking rules, trading competition, NFA Podcast, emerging tech, Web3, central bank policies, market psychology Keywords

    30 min
  7. Bitcoin Meltdown & OpenAI's Trillion Dollar Valuation

    11/06/2025

    Bitcoin Meltdown & OpenAI's Trillion Dollar Valuation

    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-chainevidence suggesting Eric Trump’s wallets traded Solana before Donald Trump publicly endorsed it. Michiel questions the proof but agrees Trump’s policies were good for crypto adoption. They move to the week’s biggest DeFi stories: Stream Finance’s $93 million loss and Balancer’s $128 million bridge hack, two reminders of how fragile decentralized systems remain. Nish points to ongoing trust issues with both DeFi and centralized exchanges, like MEXC's admission it handled the situation where it froze assets of its customer "the White Whale"poorly. Michiel then shifts the conversation to AI — OpenAI’s $38 billionAWS deal, its potential trillion-dollar IPO, and how that could ignite another AI-infrastructure boom. After having been criticial of OpenAI in the past, Michiel is unusually bullish about its prospects now that it can raise fund as a 'normal company' and fund its operating losses and growth through a potentiallyhistoric IPO. The episode ends with a hard look at markets, the latest cryptocrash, and Nish and Frackers make their predictions for next week: Nish ·     Bitcoin: $104.300 ·     Altcoin Index: 30 ·     Fear & Greed Index: 30 Frackers ·   Bitcoin: $109.000 ·     Altcoin Index: 26 ·    Fear & Greed Index: 25 The NFA Trading Competition that took a very unexpected turn this week, because both Nish and Frackers made huge changes to their portfolios... with a very surprising result. You can see their portfolios here. But remember: the NFA Podcast is not financial advice!See you next week. Chapter List 00:00 Intro – What’s coming up this week 01:14 Market overview and current sentiment 03:30 Trump, insider trading, and crypto politics 06:45 The $93M Stream Finance loss 08:26 Stablecoins and system risks 11:47 The $128M Balancer hack 14:00 MEXC vs White Whale – exchange scandal 16:49 OpenAI, Microsoft, and the AWS megadeal 20:10 AI market impact and layoffs 22:27 Market data and crypto correction 25:02 Bitcoin and altcoin predictions 26:10 Trading competition results 29:31 Wrap-up and outro Topics and themes ·       DeFi exploits ·       Stream Finance loss ·       Balancer bridge hack ·       MEXC scandal ·       Crypto regulation ·       Institutional adoption ·       Trump insider trading ·       Stablecoins and audits ·       OpenAI AWS deal ·       AI infrastructure boom ·       Market analysis ·       Bitcoin prediction ·       Altcoin index ·       Trading competition #NFAPodcast #DeFi #CryptoNews #OpenAI #AI #Bitcoin #Altcoins #Stablecoins #TrumpCrypto #MEXC #Balancer #StreamFinance #Markets #Web3 #Fintech #TechInvesting Chapter List Tags and KeywordsHashtags

    30 min

  8. 11/01/2025

    Was this really Uptober?

    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. The conversation then turns serious with disturbing real-worldstories about AI chatbots harming children, including the tragic case of a teenager influenced by ChatGPT. Michiel and Nish question the lack of AI regulation compared to crypto’s heavy oversight. Other topics include the UK’s biggest money-laundering caseinvolving 61,000 stolen Bitcoins, Donald Trump Jr.’s appearance at Token2049, and the latest moves in their ongoing trading competition — with Nish’s “Uptober energy” going head-to-head against Michiel’s diversified portfolio strategy. Michiel keeps a diversified portfolio including Broadcom, Intel,Nvidia, and Sui. The show ends with friendly debate about BNB possibly becoming the next major Ethereum challenger. Chapters 00:00 – Introduction and what’s coming up this week 01:00 – Bitcoin, BNB and Uptober market highs 05:00 – Interest rate cuts and crypto’s bullish sentiment 06:45 – Chatbots and AI ethics: the Adam Raine tragedy 09:10 – Meta’s chatbot scandal and Joseph Gordon-Levitt’s warning 10:30 – AI regulation vs crypto overregulation 11:45 – FTT token pumps after SBF’s “GM” tweet 12:20 – UK’s $5 billion Bitcoin money-laundering case 14:00 – Why regulators focus on crypto but ignore AI dangers 15:20 – Token2049: DJ sets, pickleball, and Donald Trump Jr.’s“Adapter” moment 17:00 – Jony Ive and OpenAI’s “screenless device” 18:00 – Jeff Bezos on the AI bubble and infrastructure winners 19:30 – Trading competition update: Solana, Sui, Broadcom, andIntel 25:00 – Institutional vs meme coin momentum 27:00 – What’s next in markets and trading plans 28:45 – Wrap-up and teaser for next week

    29 min
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The NFA Podcast with Nish & Frackers covers the latest developments in the worlds of crypto, tech and Web3. Co-hosts dr. Nisheta Sachdev (Web3 marketing expert) and Michiel Frackers (tech entrepreneur) discuss what's hot and what's not in crypto currencies and tech stocks. Each episode is about 30 minutes. The first half focuses on breaking down key news items from the week, while the second half highlights cryptocurrencies and tech stocks that caught the eye. NFA stands for Not Financial Advice and for Nish, Frackers & Anyone else - the opinions shared are definitely NOT FINANCIAL ADVICE.

Information

  • Creator
    NFA Podcast, hosted by dr. Nisheta Sachdev and Michiel Frackers
  • Years Active
    2025 - 2026
  • Episodes
    34
  • Rating
    Explicit
  • Copyright
    © NFA Podcast, hosted by dr. Nisheta Sachdev and Michiel Frackers
  • Show Website
    NFA Podcast with Nish and Frackers