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

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