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