CK Fastwork and Tiwa Chinthadapong discuss investment perspectives on stocks, cryptocurrencies, and AI. What is the future of wealth?

Fastwork CEO CK Jeng and investor Tiwa Chinthadapong paired up to discuss Bitcoin and stock investing, reflecting on portfolio management, future economic trends, and their perspectives on various assets in an era where inflation and technology are rapidly transforming the investment world. The event took place at Thailand Blockchain Week 2025.

November 13, 2568-Thailand Blockchain Week 2025 Held on November 8-9 CK Zheng (CK), CEO of Fastwork Tiwa Chinthadapong, Value Investor They took the stage to exchange views on investment issues in both the Bitcoin and stock markets. Both reflected on important perspectives on portfolio management and future economic trends, including ideas on various assets in an era where inflation and technology are rapidly changing the investment world, under the topic: “Is it necessary to have Bitcoin?”

The first issue raised is “Which asset is the best inflation hedge?”

CK believes that the S&P 500 is the best option, especially for general investors who don't have much financial knowledge, as it can definitely beat inflation in the long run. The S&P 500 returns an average of around 10% per year. Bitcoin can also be invested, but requires a certain level of knowledge and understanding of market volatility.

Tiwa, on the other hand, sees inflation as less of a threat than it was in the past in the next 10-20 years. Instead, the bigger concern is the advent of AI, which could lead to high unemployment rates worldwide. However, if we're looking at the impact of inflation alone, he believes risky assets like stocks and cryptocurrencies will be the beneficiaries.

Regarding investment strategies for the next 5-10 years, CK stated that most people currently misunderstand finance and investment. They believe that if you truly want to become wealthy, you should start by increasing your income and then gradually invest. This is because "investing solely to get rich" is difficult and carries high risks.

While Tiwa offers his view that if investors can identify small-cap stocks or "underdog stocks" with growth potential, they can potentially generate returns of 10 to 100 times their value, but this requires a deep understanding of the business. He also adds that investors are the "choosers," and the advantage of investing is that we don't have to do the work ourselves, but rather let our money do the work for us.

When it comes to building wealth, the two have taken different paths. CK said his portfolio grew from both stocks and crypto, holding Amazon, Facebook, and Nvidia from the beginning. On the crypto side, he gradually bought Bitcoin from $600-$700, ETH from $36-$86, and SOL from $0.25. His key strategy is to “buy when people don’t believe” and hold for years. Currently, his portfolio is dominated by crypto, accounting for around 25%, with 1,000 BTC in Bitcoin. The rest is held in bonds and stocks.

While Tiwa has built his wealth primarily through investments in Thai stocks, despite having previously lost money investing in the LUNA coin, he believes the biggest challenge in investing isn't the selection process, but rather the journey itself. Investors must find assets they can "sleep in"—those they truly believe in. His current portfolio consists of 70% Thai stocks, 30% Chinese stocks, and a small percentage in cryptocurrencies.

CK Zheng (CK), CEO of Fastwork

The next interesting point is, “Tech stocks or crypto, which one should I choose?”

CK clearly chose "stocks" because he believes that today's large number of talented individuals are turning to AI technology development, leading to a surge in innovation and VC funding into the AI ​​stock sector, more so than the crypto world, which is slowing down compared to the DeFi era of 2020-2021.

While Tiwa agrees, noting that the current infrastructure is ready for AI growth, he's also gradually investing in cryptocurrencies to diversify his risk, believing there's no need to choose just one if we have an "edge" or deep understanding of the assets we hold.

Regarding the "risks of AI stocks," CK believes there won't be a bubble like the Dotcom boom of the past. This is because the AI ​​stock market is currently led by large companies in the Mag7 group with strong financial positions and supporting fundamentals. Furthermore, the market is still in the early stages of growth (New S-Curve), which still has a lot of room for expansion.

Tiwa offers a different perspective, stating that China could pose a significant risk to US AI stocks. China's approach, which tends to develop free software and emphasizes selling hardware, could derail US AI stocks. He advises investors to keep a close eye on China's movements.

Regarding Bitcoin's outlook, CK stated that over the long term, Bitcoin's value will certainly increase, as inflation erodes the value of cash. Holding cash will steadily decrease in value. At the very least, holding US government debt is less risky. Meanwhile, Tiwa believes that while there are still attractive stocks available, he holds some Bitcoin to monitor market trends and future financial trends. He concluded by saying, "Ultimately, we can choose to hold any asset, as long as it's something we're skilled at and truly understand."

Thiwa Chinthadapong

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