Episode Summary 

Key Discussion Points:

         1.      Solana Controversy:

         •       discussesion about the controversial Solanaad about "America visiting a therapist"

         •      Nish thinks Solana wanted to score points with president Trump, while Michiel doesn't understand why companies make these kind of social statements at all

         2.      Pump.Fun and Meme Coin Market:

         •       Nish reports that Pump.Fun went 24 hours without generating revenue, a significant downturn.

         •       Pump.Fun announced plans for its owndecentralized exchange, while Raydium, a linked DEX, announced LaunchLab which competes with Pump.Fun.

         3.      Tokenizing Real Estate in Dubai:

         •       Nish covers the Dubai Land Department’spilot project to tokenize real estate

         •       Michiel comments on how real-world assettokenization has been slow to take off

         4.      AI and Coding Debate:

         •       Michiel says Anthropic’s CEO Dario Amodei claims coding will become obsolete due to AI, but Amodei is challenged by AI-experts Yann LeCun and Andrew Ng.

         5.      China’s Tech and AI Landscape:

         •       Michiel brings up DeepSeek, a Chinese AIcompany whose employees are being asked to surrender their passports to the government.

         •       They discuss how China’s centralized andnationalist approach to tech contrasts with India’s more fragmented and less cohesive progress.

         6.      Google’s $32 Billion Acquisition:

         •       Michiel discusses Google’s acquisition ofWiz, its largest ever, and points out that Google’sstock has underperformed compared to other tech giants.

         7.      Hopscotch Labs - Augmented Reality viaAirPods:

         •       Michiel mentions a new startup calledHopscotch Labs that uses AirPods for AR experiences, which he finds intriguing compared to VR glasses.

         8.      General Thoughts on Indian and ChineseTech:

         •       Michiel and Nish discuss the disparitybetween Indian and Chinese tech ecosystems, noting how China has produced many prominent tech companies while India, despite its talent, hasn’t achieved the same success.

Chapter List:

00:00 Introduction to the NFA Podcast, Nish &Frackers

03:02 The Merging Worlds of Tech and Crypto

06:34 Solana's Controversial Ad

09:43 PumpFun's Decline and scrap with Raydium

14:17 Dubai's Real Estate Tokenization Initiative

16:49 Does AI make coding unnecessary?

18:04 Comparing China's and India's Growth

19:40 The Coreweave IPO is huge

20:40 Google bought Wiz, don’t nobody care

25:54 Hopscotch Labs make the Marauder’s Map forAirpods

28:16 Wrap-Up and Key Takeaways

Links:

• Solana Ad Disaster: Watch the ad
• Anatoly from Solana Apology: Read the apology
• Pump.fun: a quiet week on the board
• Pump.fun Launches Own DEX, Drops Raydium:  Cointelegraph has more
• Raydium Swap: Visit Raydium
• Raydium Launches Own Pump.fun: Read more onBlockworks
• Dubai starts real estate tokenization pilot: seeCoinDesk
• Anthropic CEO Dario Amodei says AI will write 90% of code in six     months: but don't count on it
• DeepSeek Employees Have to Turn in Passports: that'swhat  you get for being a national treasure

• India Grows Faster, Yet Has Miles to Go to Beat China’s Trillions: Read the article

• CoreWeave First Pure Play AI IPO: Investors betbig that CoreWeave has a market
• Google Buys Wiz for $32 billion: Wall Street didn't care
• Hopscotch Labs: not much to see on the websiteyet, but you can register for 'the Marauder's Map for Airpods'
• Marauder’s Map (from Harry Potter): Watch the boywith the scar get ready for mischief in this video