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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
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
View all episodes
By NFA Podcast, hosted by dr. Nisheta Sachdev and Michiel FrackersIn 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
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