AI triggers $285 billion software stocks slide

Fear hits 5 on the Fear & Greed Index. Bitcoin drops. AI wipes$285 billion off software stocks. Yet politically and structurally, crypto has never looked stronger.In this episode of the NFA Podcast, we unpack the growingdisconnect between macro reality and market sentiment.Dr. Nisheta Sachdev & Michiel Frackers discuss:• $21B in Bitcoin ETF inflows vs recent outflows• The “SaaSpocalypse” and the AI driven selloff in software• Whether AI is accelerating faster than markets can process• The Netherlands introducing a 36% tax on unrealized gains• Kevin O’Leary vs BitBoy and the ongoing SBF retrial attempt• Binance drama and market rumor cycles• Why Fear & Greed collapsed to 5 despite pro crypto regulation• Our live trading competition portfolios Links: CNBC report about Bitcoin inflows and outflowsKevin O'Leary's win over BitBoyHow the SaaSpocalypse will hit private equityMatt Shumer: something big is happeningOm Malik: the Petri Dish realization The NFA Podcast is not financial advice. Chapter list 00:00 Intro01:21 Bitcoin ETF inflows vs outflows04:22 The AI “SaaSpocalypse” and $285B selloff06:22 Is AI accelerating faster than society can adapt?08:49 Epstein, tech leadership and AI ethics11:19 The Netherlands’ 36% unrealized gains tax13:22 Kevin O’Leary vs BitBoy15:53 SBF’s attempt at a retrial17:18 Binance rumors and market manipulation narratives18:30 Stock market breakdown: tech vs semiconductors21:49 Fear & Greed at 525:48 Stablecoin regulation and the Clarity Act26:50 Trading competition update29:41 When to rotate alts back into Bitcoin?31:03 Final thoughts on sentiment vs fundamentals