NFA: Stocks at Record Highs, AI Mania, Bitcoin Hedge Debate & Crypto Icks

Stocks are hitting record highs — but are we in an AI bubble? | NFA Live with Guy, Ben & Rob

Join Guy, Ben, and Rob for another no-BS episode of NFA Live, your weekly deep-dive into crypto, macro, and markets without the hype.

This week, the trio tackle the unstoppable stock rally — with the S&P, Nasdaq, and Nvidia all breaking records — and ask the big question: are we witnessing the next great bubble, or the start of a new era?

They’ll also dig into what a potential market correction could mean for Bitcoin and crypto. Will BTC act as a risk hedge if stocks fall, or will everything go down together? Plus, could we see rotation flows from gold to Bitcoin or from large-cap tech into smaller assets?

Beyond the macro, the guys discuss how they’re personally handling these markets, which crypto use cases actually have real-world product-market fit, and the cringiest “crypto icks” that make even veterans shake their heads.

🔥 Big Topics This Week:

🟢 AI Bubble or New Tech Era?
🟢 Stocks at Record Highs — What Could Go Wrong?
🟢 Bitcoin as a Risk Hedge (or Collateral Damage)?
🟢 Gold, Stocks & BTC — Rotation Watch
🟢 Crypto Use Cases That Actually Work
🟢 The Worst “Crypto Icks” This Cycle

🧠 Also in this episode:

🟡 Guy on whether we’re in a classic bubble setup
🟡 Ben on portfolio diversification in volatile markets
🟡 Rob on where crypto still needs to find real product-market fit

🔔 Like, subscribe, and hit the bell to catch every episode of NFA Live — sharp takes, real analysis, and zero fluff.

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NFA: Not Financial Advice Episode 128 💥

​⁠​⁠Subscribe to Rob 👉 https://www.youtube.com/@DigitalAssetNews
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Live every Thursday!

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00:00 – Guy, Rob & Ben kick off NFA Live discussing if Bitcoin’s top is in.
02:00 – Rob says sentiment is extreme; expects Q4 rally depending on Fed policy and tariffs.
06:08 – Ben links BTC tops to Fed ending QT; December 2025 likely cycle peak unless BTC drops below $100K twice.
09:48 – No mania yet; expects mild 2019-style correction with rising Bitcoin dominance.
12:43 – Stocks at record highs; Nvidia hits $5T. Rob calls AI boom similar to dot-com bubble.
17:05 – Ben says AI is real and long-term; expects small correction before another push into 2026.
24:36 – If AI bubble bursts, crypto likely crashes too; liquidity drives all markets.
33:15 – Rob: crypto’s killer app is payments & stablecoins; decentralized storage (Filecoin, Arweave) solving AWS risks.
37:42 – Ben: most altcoins bleed vs BTC; long-term winners are Bitcoin and maybe Ethereum.
42:23 – Rob & Ben’s “crypto icks”: hype shilling, undisclosed promos, memecoins, tribalism.
50:37 – New Coin Bureau Finance channel for macro, finance, and geopolitical content.

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📜 Disclaimer 📜

The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.

#NFA #CryptoNews #Bitcoin #Ethereum