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.Nish mentions World Mobile, Michiel dives deep into Apple’s failed rollout of Apple Intelligence, raising the question of whether Tim Cook should step down. Chapter List00:00 Introduction to the the NFA Podcast and the hosts Nish & Frackers02:16 Market Overview: Altcoins market cap same as 4 years ago02:16 Investment Strategies and Market Sentiment03:23 Hyperliquid and Jelly issue03:51 GameStop's Bitcoin Investment Plans Hammered06:40 Ethics and Morality in Crypto09:05 The Community and Culture of Crypto10:12 World MObile11:13 Innovative Solutions in Connectivity12:35 Apple's AI Ambitions and Challenges15:35 The Apple Streaming Service Struggles19:00 Tim Cook out?LinksNFA Podcast newsletter on LinkedInhttps://www.linkedin.com/newsletters/nfa-podcast-7295819854043860992/LinkedIn post Nishhttps://www.linkedin.com/feed/update/urn:li:activity:7310282312791789569/Meltem Demirors on Bloomberghttps://youtu.be/c2dsvh9T63Q?si=3g7XUVh4MZ4Devsl&t=1070Meltem Demirors at CFC https://youtu.be/HL400JZ9lrI?si=FTYIzxYR0kn09Ua2Meltem Demirors: the United States of Shitcoinshttps://medium.com/@Melt_Dem/the-united-states-of-shitcoin-1362a6e0a40eHyperliquidhttps://hyperfoundation.org/Timeline: Jelly token goes sour after $6M exploit on Hyperliquidhttps://cointelegraph.com/news/timeline-jelly-token-exploit-hyperliquidHyperliquid Price Crash: What Led to the HYPE Price Drop After the Jelly Incidenthttps://coinfomania.com/hyperliquid-price-crash-what-led-to-the-hype-price-drop-after-the-jelly-incident-whats-happening/GameStop buys Bitcoin, shares fallhttps://www.investors.com/news/gamestop-stock-bitcoin-investment-q4-2024-earnings-ryan-cohen-march-2025/Dumb Money trailerhttps://youtu.be/bmr8YmwnZ3w?si=H25VeoZyICUqryQuMurads Memecoinshttps://getblock.io/blog/what-are-murad-meme-coins/World Mobilehttps://worldmobile.io/MG Siegler’s Spyglasshttps://spyglass.org/author/mgs/Rumor: Apple Watch with Camera and perhaps Apple Intelligencehttps://www.theverge.com/news/634395/apple-watch-apple-intelligence-camerasStewart Alsophttps://www.alsop-louie.com/team/stewart-alsopTim time to go?https://salsop.substack.com/p/dear-tim_cook-is-it-time-to-retireApple loses a billion per year on streaminghttps://www.bloomberg.com/news/videos/2025-03-24/apple-only-loses-1b-a-year-on-streaming-videohttps://spyglass.org/apple-tv-plus-strategyApple refused to introduce an Apple tvhttps://x.com/markgurman/status/1829587912926916662Shrinkinghttps://www.youtube.com/watch?v=YjHfjQDWl1ATed Lassohttps://www.youtube.com/watch?v=3u7EIiohs6UEddie Cue, SVP Apple Serviceshttps://www.youtube.com/watch?v=ka9k_a9fROwWhen Apple bought Beats in 2014https://www.apple.com/newsroom/2014/05/28Apple-to-Acquire-Beats-Music-Beats-Electronics/Apple Vision Prohttps://www.apple.com/apple-vision-pro/Leaked Apple meeting shows how dire the Siri situation really ishttps://www.theverge.com/news/629940/apple-siri-robby-walker-delayed-ai-featuresApple stock under Tim Cookhttps://www.fool.com/investing/2024/02/13/if-you-invested-10000-in-apple-when-tim-cook-becam/NFA Podcast on other channels·      NFA podcast newsletter on Linkedin·      NFA podcast newsletter on Substack·      NFA channel on Youtube·      NFA channel on Apple podcasts·      NFA account on Instagram•      Nisheta Sachdev on X•      Michiel Frackers on X Remember: NFA Podcast is Not Financial Advice

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