PODCAST · business
When Shift Happens Podcast
by Kevin Follonier
I sit down every week with the most based people in crypto.My goal is to create a safe space to have the deepest and most real conversations with the biggest builders and investors in the industry, as well as to help educate the mainstream people, politicians, celebrities and big Web2 entrepreneurs coming into Web3.Hopefully this platform does its little part in onboarding as many people as possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’s core values and ethos.Thank you for watching.
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E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right Now
Raags, founder of Kast, breaks down the massive crypto opportunity he bet his career on, why he scrapped Kast’s token for tokenized equity, and what really happens to your money if a crypto bank collapses.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto___________CONNECT WITH RAAGSTwitter: https://x.com/raagulanpathyLinkedIn: https://www.linkedin.com/in/raagulanpathy/Twitter: https://x.com/kastxyzWebsite: https://www.kast.xyz/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:58 How Raagulan Prioritizes What’s Done At Kast4:35 Kast Employees Deal With Major Chaos5:38 Raagulan’s Theory About Hiring For Kast7:02 Why Firing People Can Be More Difficult8:35 An Error That Could Kill Kast9:52 Convincing A Stable Coin Skeptic 12:06 Why Kast Has To Build Different Departments18:32 Partnerships: @Variational @BitwiseInvest19:24 Raagulan’s Thoughts On Fees21:55 Kast’s Best Customer Type23:53 Something Raagulan Shouldn’t Say Publicly29:04 Raagulan’s Experience With GLP-Ones34:05 Kast Is On Track For $100 Million In Revenue36:55 Why Kast Hasn’t Blown Up Due To Misspending41:04 Why Is Everyone Trying To Build Neo Banks42:52 What’s Difficult About Building Neo Banks49:14 Kast Isn’t A Card Business50:43 How Kast Is Building Momentum56:29 Partnerships: @KASTxyz @Trezor57:33 Kevin’s Thoughts On Kast58:59 What Does Kast Do With $80 Million1:01:55 Would Raagulan Consider Selling Equity1:08:39 Is Your Money Truly Yours When Inside Kast 1:10:49 What Happens To Your Money If Kast Fails1:17:38 Pros & Cons Between Non & Self Custodial1:22:42 Partnerships: @JupiterExchange @Ethena1:23:26 Should The Kast Community Feel Cheated1:34:13 What’s This Tokenized Stock Based On?1:35:25 The Hill Raagulan Is Willing To Die On1:37:59 Is The Worse Behind Us In Crypto1:42:57 One Thing To Remember From This Conversation1:45:16 Closing Thoughts
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E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)
Mert Mumtaz, co-founder and CEO of Helius, breaks down why he sees Solana and Zcash as two of crypto's most undervalued bets heading into 2026, using his "physics and incentives" framework to separate real conviction from trader noise. He also debunks the recent Zcash security scare, explains why AI is forcing crypto toward "spaceflight-level" security standards, and weighs in on Near's high-upside, low-conviction potential.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Mert Mumtaz• Twitter: https://x.com/0xMert_• Twitter: https://x.com/heliuslabs• Website: https://www.helius.dev/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:57 Coffee, Zyns, & Sleep Discussion3:26 Is It Better To Work At Night With ADHD4:05 How Mert Has A Relationship Despite His Schedule6:45 Mert On Being A Parent7:30 How Mert Grew On X So Fast8:51 Partnerships: @Variational @BitwiseInvest9:44 Mert’s Experience With SOL’s Price Drop 15:48 The Behind The Scenes With Solana18:22 How Solana’s Future-Proofing Its Ecosystem25:47 Why Businesses Will Build On Solana28:05 Why Solana Isn’t Seen As The Obvious Choice30:38 Partnerships: @KASTxyz @Trezor31:43 Mert’s Thesis Behind Solana In 202636:42 Solana Will Become The Biggest Financial Economy 42:45 The Timeline On Solana’s Changes Going Live44:23 Is Solana Making Its Comeback?47:31 Partnerships: @JupiterExchange @Ethena48:14 The Zcash Drama Explained55:39 AI’s Advancement Means Crypto Must Evolve59:24 What Is Zcash’s Potential1:04:40 How Is NEAR Special Like Solana & Zcash1:09:32 Closing Thoughts
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E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle
Tushar Jain, Managing Partner at Multicoin Capital, breaks down why he believes the crypto market has already bottomed and is entering a new turning point, walking through his conviction plays on Solana, Hyperliquid, and Zcash. He also opens up on Multicoin's biggest shakeup yet: co-founder Kyle Samani's exit from the firm and the industry.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Tushar Jain• Twitter: https://x.com/tushar_jainFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 - Intro1:31 - Who is Tushar Jain3:44 - Are we at a crypto turning point?4:57 - Buying into bad news before confirmation6:24 - Buying vs. selling: which is harder7:13 - Still bullish on Solana?9:15 - TradFi issuers and credible neutrality11:47 - Sponsors: Variational Bitwise12:39 - How to size two competing bullish bets14:13 - Category leader vs. "better play"17:00 - Most obvious trade for 2026: Zcash19:39 - What Zcash represents22:27 - Valuing an asset with no revenue24:18 - Trading framework vs. buy-and-hold26:40 - Valuing Solana and Hyperliquid 31:45 - Sponsors: Kast, Trezor32:54 - Timing entries in volatile assets36:26 - Why Multicoin doesn't trade, only manages39:25 - The four sources of investing edge41:14 - Edge examples: Zcash, Hype, Ethena43:21 - What Ethena represents45:37 - How much founder quality matters47:09 - When to take profits49:50 - Thoughts on Ethereum51:44 - Kyle leaving Multicoin53:03 - Sponsors: Jupiter, Ethena53:46 - Why Tushar is still in crypto58:26 - Wrap-up and thanks1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report1:00:39 - What happened with the Zcash bug1:04:13 - Zcash's fix: the Ironwood pool1:05:50 - How long it took to decide to buy more1:08:13 - Multicoin's Hyperliquid ($HYPE) report1:09:55 - Base case: $319 price target, key assumptions1:15:21 - Is the crypto bottom in?1:18:11 - Closing thanks
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If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177
Haseeb Qureshi, Managing Partner at Dragonfly, breaks down the one rule that separates investors who actually get rich from those who don't: staying in the market when everything says to get out. A former professional poker player turned VC, he shares how he survived 2018 and FTX without selling, and why he defended Ethereum and Solana when nobody else would.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Haseeb Qureshi• Twitter: https://x.com/hosseebFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:55 Studio & Show Discussion3:30 How Hasseb Feels In Life4:51 Why All The Og’s Are Leaving Crypto7:39 How Do You Last In Crypto9:39 Biases That Crypto Investors Try To Trick You With11:20 Partnerships: @Trezor @BitwiseInvest12:06 Major Lessons Haseeb Learned At Silicon Valley17:51 Why Haseeb Compares Crypto To Tech21:29 What Crypto Is All About24:35 Haseeb’s Meaning Behind Believing In Exponentials30:51 Partnership: @KASTxyz 31:39 How Haseeb Sees Crypto’s Future Becoming Huge40:54 Does Haseeb Ever Sell Major Tokens41:28 More Oh Haseeb’s Personal Finances42:04 Haseeb’s Thesis On Bitcoin + Exponential Growth48:29 What Does Bitcoin Look Like Once Saturated51:10 Partnerships: @JupiterExchange @Ethena51:53 Why Haseeb Defends ETH & SOL58:07 When Has This Growth Story Thesis Been Wrong1:02:31 Where HyperLiquid Fits: Growth Or Revenue1:04:05 Should People Stay In Crypto?1:08:31 Closing Thoughts
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E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually Own
Eric Larchevêque, co-founder of Ledger, shares why everything you've been told about owning money is wrong - and how losing his savings to a corrupt bank, having his gold seized, and watching his co-founder get kidnapped for €10 million in Bitcoin proved it.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Eric Larchevêque• Twitter: https://x.com/ericlarchFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction2:00 Eric’s First Podcast In English2:32 Where Does Eric’s Optimism Come From3:31 The First Thing Eric Thinks Of Every Morning4:03 What Eric’s AI Agents Do4:57 How Eric Uses These AI Agents5:47 What Does Eric Do & Why8:01 Why People Need To Hit A wall12:39 Who Is Eric Larcheveque13:21 Eric’s First Major Leap For His Company18:21 Going From Building Websites To Bitcoin27:31 Partnerships: @Trezor @BitwiseInvest28:17 Why Eric Went All In On Bitcoin34:37 Did Eric Question The Volatility Of Bitcoin40:24 100% Of Eric’s Liquid Networth Is In Bitcoin49:59 You Should Build A Bitcoin Strategy53:07 Where Does Bitcoin Go In 10 Years54:47 What Does A Bitcoin Dominant World Look Like59:24 Partnership: @KASTxyz 1:00:12 Why Bitcoin Will Never Hit 01:10:47 What Eric Learned While Building Ledger1:16:03 Co-Founder Kidnapping Discussion & Advice1:25:56 Why Eric Stays In France1:27:23 Partnerships: @JupiterExchange @Ethena1:28:07 What Is The Bitcoin Society1:32:25 Who’s Backing Bitcoin Society1:32:51 What Does A NBA Player Do With Bitcoin1:33:46 Eric’s View On Learning To Learn1:34:38 Why Eric Creates Videos When He Could Chill1:37:19 Is Eric Building A Personal Brand1:39:00 Does Eric Feel Happier Now With Money1:40:04 Being An Entrepreneur Requires Sacrifice1:41:22 Experiences > Buying Extra Bitcoin1:44:06 Do Everything To Achieve This One Thing1:45:11 Closing Thoughts
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E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich
Dan Tapiero is the Founder of 50T Funds, a growth-stage equity fund exclusively focused on the digital asset ecosystem, and one of the few Wall Street veterans who has been publicly bullish on crypto since 2019.In this episode, Dan reveals why crypto is the greatest macro investment of all time, why most investors will lose money despite being right, and why his $50 trillion thesis may actually be conservative.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW DAN TAPIERO• Twitter: https://x.com/DTAPCAP• LinkedIn: https://www.linkedin.com/in/dan-tapiero-22b41b191/FOLLOW 10T HOLDINGS• Twitter: https://x.com/10Tfund• Website: https://10tfund.com/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction2:00 Kast Card Discussion2:40 Dan’s Framework For Investing In Businesses5:29 Why Equity Over Tokenization12:19 Partnerships: @Trezor @BitwiseInvest13:05 Dan’s Bullish Tweet Style Explained19:55 The Shift That Makes Someone Confident28:00 Partnership: @KASTxyz 28:48 Why Markets Tend To Do The Unexpected32:23 Conviction In Bitcoin Is Becoming Much Harder41:03 How Dan Raises Money During A Bear Market46:24 Partnerships: @JupiterExchange @Ethena47:07 Why Dan Is Confident Crypto Will Go To $50 Trillion52:02 How Agentic AI Will Help Crypto Reach $50 Trillion54:33 The Numbers Behind ETH & SOL Post $50 Trillion58:30 Closing Thoughts
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E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing
Tarek Mansour is the co-founder and CEO of Kalshi, the largest federally regulated prediction market exchange in the US - valued at $2 billion and backed by some of the world's top investors.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________CONNECT WITH TAREK MANSOUR👇Twitter: https://x.com/mansourtarek_Twitter: https://x.com/KalshiWebsite: https://kalshi.com/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction3:11 Where The Anime Passion Comes From4:01 How Tarek Is Doing4:53 Who Is Tarek7:02 Which Version Of Uncertainty Is Tarek A Fan Of9:10 Where Tarek’s Fire In The Belly Comes From13:33 Partnerships: @Trezor @BitwiseInvest14:20 What Tarek’s Brother Does15:19 Why Tarek’s Resilience Is Crazy16:31 Why Is Entrepreneurship Like Therapy22:16 Is Tarek Mad, Crazy, Or In Denial24:45 Would Tarek Have Ever Given Up Earlier?29:54 Partnerships: @KASTxyz @sumsub31:19 How To Focus On Inputs, Not Results33:16 When Did Kalshi Come Into Existence36:00 What’s The True Innovation Of Prediction Markets38:28 How Prediction Markets Revolutionize The Media43:47 How Are Prediction Markets A Better Insurance44:55 Why Is There No Leverage In Prediction Markets47:16 Partnerships: @JupiterExchange @Ethena48:00 Tarek’s Opinion On Insider Trading51:19 Who Enforces The Insider Trading Rules55:26 How Kalshi Surveys Suspicious Behavior56:59 Tarek’s Honest View On Crypto59:41 Why Kalshi Is Launching Regulated Perps In The U.S1:00:30 What Does Regulated Perps Mean?1:02:22 Was Kalshi Inspired By HyperLiquid 1:03:41 How Much Time Does Tarek Look At Competition1:05:58 What’s The Endgame For Kalshi1:07:06 What Does Tarek Do With A Billion Dollars1:08:31 Is Tarek Happy1:13:08 One Thing Tarek Should Let Go Of1:14:18 Closing Thoughts
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E173: Raoul Pal: The AI Race Will Make Crypto Holders Rich
Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.comCONNECT WITH RAOUL👇Twitter: https://x.com/RaoulGMILinkedin: https://www.linkedin.com/in/raoul-pal-real-vision/Instagram: https://www.instagram.com/raoulgmiYouTube: @RaoulPalTJM GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUeFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction2:00 Traveling Non-Stop & Kast Card Discussion5:00 What Raoul’s Been Up To The Past 4 Months7:24 Why The Stock Market Never Ceases To Grow10:33 What Is The Economic Singularity?15:03 Partnerships: @Trezor @BitwiseInvest15:49 Is It Still Early To Invest In AI?17:44 Is Crypto Superior To AI Investment Wise19:38 Crypto’s Reasons For Going Up Forever22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction28:35 Why Raoul Started Buying Zcash30:12 What Are The Left & Right Curve Trades?30:47 Partnerships: @KASTxyz @sumsub32:12 How Raoul Thinks About Allocation With Zcash32:59 Raoul’s Thoughts On Hyperliquid & Hype Token41:13 How To Measure Intelligence For Layer Ones45:56 Why DeFi Isn’t Dead According To Raoul51:09 How Do You Structure An NFT Portfolio?56:04 Partnerships: @JupiterExchange @Ethena56:47 Should People Only Focus On The Top Grail NFTs59:35 Raoul’s Plan To Lend Against NFTs1:00:44 Is Bitcoin A Proxy Trade For AI1:02:05 Why You Should Never Sell Unless You Have To1:04:33 The Numbers Behind Buying & Holding vs Trading1:10:47 Raoul’s Advice On Developing Patience1:14:55 Why People Should Stay In Crypto1:17:06 Why There’s Hope For Crypto In 2026 & 20271:22:35 Closing Thoughts
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E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard)
Michael Saylor is the Founder and Chairman of Strategy (formerly MicroStrategy), the world's largest corporate holder of Bitcoin with roughly 818,000 BTC and over $65 billion in capital. After surviving a 99.8% stock collapse that left his company three days from bankruptcy, he rebuilt it into a "reserve bank for Bitcoin" - issuing products like STRC that pay an 11.5% monthly dividend, tax-deferred. In this episode, he breaks down how to build lasting, passive wealth with Bitcoin, why he believes there's no second best in crypto, and why working hard may be the worst financial advice you can follow.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW MICHAEL SAYLOR• Twitter: https://x.com/saylor• Twitter: https://x.com/StrategyFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.00:00 Intro03:05 Explain what you do to an Uber driver05:35 Advice for Rick, the struggling Uber driver07:07 Who is Michael Saylor?11:02 Sponsors Trezor & Bitwise11:48 Kevin's Business Intelligence Company13:14 Michael's childhood and chip on the shoulder17:56 Has Michael conquered the world yet?19:49 Just because you can, doesn't mean you should28:23 Sponsors Kast, Sumsub30:02 Low time preference and scarcity1:01:31 Should you mortage your house to buy Bitcoin?1:09:50 The great $60B in Bitcoin bet: risks1:15:32 Sponsors Jupiter, Ethena1:16:16 Sell the kidney if you must but keep the Bitcoin1:20:14 What's the endgame for Strategy?1:28:16 Where does Bitcoin price end?1:35:34 Should my mom put her life savings in STRC?1:59:09 Why Michael doesn't have children1:59:44 Why working hard is the worst advice you can get2:07:37 Why THERE IS NO SECOND BEST, there is only one crypto asset2:15:03 Thanking Michael from the whole crypto industry
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E171: Coinsilium CEO: How AI Agents Will Reshape Crypto (And Replace Millions Of Jobs)
Eddie Travia is the co-founder and CEO of Coinsilium Group, the first blockchain company to complete an IPO, and a pioneering crypto investor since 2013.In this episode, Eddie breaks down how AI agents and crypto are converging into a $15 trillion shift that will reshape investing, fundraising, and entrepreneurship - and explains why millions of jobs won't survive the transition.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW EDDY TRAVIA• Twitter: https://x.com/eddybitcoin• Twitter: https://x.com/CoinsiliumGroupFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:56 Tea & Coffee Discussion5:25 If Eddy Got $10 Million Today, What Would He Do6:42 Why Does Crypto Make Sense In A World Crisis8:00 Partnerships: @JupiterExchange @KASTxyz8:41 Who Is Eddy Travia?8:57 Why Eddy Backed WSH Early?10:04 What Is Coinsilium Explained Through An Analogy10:40 What Coinsilium Dealt With Last Year13:33 What Did Coinsilium Do Right In 2025 Despite The Criticism17:27 The Yellow Network Bet20:10 Why Yellow Matters?20:46 Partnerships: @Ethena @sumsub21:49 Eddy’s Further Thoughts On The Yellow Investment22:28 Has Anything Good Come Out Of Crypto Lately?24:08 Why You Need To Be A VC To Win In Crypto27:27 How To Play Prediction Markets30:23 How to Position For High-Traction Markets32:55 How The Investor Environment Is Changing40:02 How This Changes Eddy's Investing41:42 What Companies Should Know About The AI Agents Era44:15 How AI Agents Change Fundraising46:08 Should The Crypto Industry Fear The AI Brain Drain48:24 Partnerships: @Trezor @BitwiseInvest49:08 Is Eddy Still Bullish On Crypto?51:03 Is The $1M Bitcoin Dream Dead?53:54 Closing Thoughts
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E170: Ethereum Co-Founder: How Big Tech Will Use AI To Control You (And How Crypto Stops It)
Joseph Lubin, co-founder of Ethereum and CEO of Consensys, warns that big tech is racing to build centralized AI systems that could control humans and every system on the planet - and explains why decentralized protocols are the only architecture standing in the way.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW JOSEPH LUBIN• Twitter: https://x.com/ethereumJoseph• Twitter: https://x.com/ConsensysFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:55 Kast Card & Hong Kong Discussion3:52 What It Means To Be Meta According To Joe5:35 What Does Joe Do Explained Simply11:53 Partnerships: @JupiterExchange @KASTxyz16:27 The Before & After Of Joe’s Beliefs Post 9/11 Explained18:02 What Does This Negative Or Positive Road Depend On21:55 Why Joe Goes To Many Crypto Conferences23:16 How Did Joe React To Novo’s Article Comment31:14 Partnerships: @Ethena @sumsub32:16 Why Joe Decided To Join Ethereum As A Co-Founder35:03 Why Is Decentralization An Organizing Principle40:32 Explain Consensys To Your Uber Driver42:57 Joe’s Fundamental Belief Of What Blockchain Represents Today46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed49:33 Partnerships: @Trezor @BitwiseInvest50:17 What’s The Most Incredible, Tangible Thing To Come Out Of Crypto51:43 What Is MetaMask?57:01 How Much Of Joe’s Life Is Lived In This New Financial System59:50 Why Would You Borrow Against A Volatile Asset?1:00:40 Is Self-Sovereignty A Good Or Bad Thing1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky1:06:36 What Could Easier Self-Custody Look Like?1:08:32 Joe’s Relationship With Money1:09:28 How Do People Interact With Money In The Next 10 Years1:12:28 Closing Thoughts
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E169: Bitwise Founder: Why Every Major Bank Is Racing Into Crypto Right Now
Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural tailwind pointing in the same direction.From the $400 trillion in global assets beginning to shift toward crypto, to institutions going "zero to 500 miles an hour" on adoption, Hunter breaks down why the new era of crypto is already underway and why it's not too late to be early.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW HUNTER HORSLEY• Twitter: https://x.com/hhorsley• LinkedIn: https://www.linkedin.com/in/hunter-horsley-11512721FOLLOW BITWISE• Twitter: https://x.com/BitwiseInvest• Website: bitwiseinvestments.comFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:55 Coffee & Swiss People Discussion3:36 Is Hunter The ADHD Guy, The Operator, Or A Mix Of Them Both7:28 Partnerships: @JupiterExchange @KASTxyz8:08 How Hunter’s Relationship With Avichal Led To Bitwise’s Creation11:28 The Advantages Of Being Based In San Francisco17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Crypto’s Future24:19 Partnerships: @Ethena @sumsub25:21 Hunters Response To “I Missed The Bitcoin Opportunity”30:17 Hunter’s Thoughts On Thinking Exponentially About Crypto’s Growth 35:58 How Are People Underestimating Bitcoins Usage Over The Next 10 Years38:24 Crypto Is Creating A New Class That Thinks Differently About Money, Explained46:17 Partnerships: @Trezor @BitwiseInvest47:01 What’s Relevant For 25-50 Year Old Investors who Aren’t Crypto Savvy52:02 Why You Should Watch When Shift Happens57:31 Closing Thoughts
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ByBit Founder: I Survived the Biggest Crypto Hack and Still Had My Best Year | E168
Ben Zhou, co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW BEN ZHOU & BYBIT• Twitter: https://twitter.com/benbybit• LinkedIn: https://www.linkedin.com/in/ben-zhou-b979ba28• Twitter: https://twitter.com/Bybit_OfficialFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:39 Please Subscribe2:04 Why Ben Is Meeting With Prime Ministers5:52 Partnerships: @JupiterExchange @KASTxyz6:32 The Most Fun Part About Building In Crypto 8:16 Why Ben Would Go On A Podcast 3 Days After Losing $1.5B11:00 How Does ByBit Use AI To Run Their Business17:47 How Do You Measure A $150 Million F1 Sponsorship Deal21:47 Why Did ByBit Sponsor The Stockholm Opens23:07 Why Ben Is So Hands On Consistently With ByBit Decisions25:33 Partnerships: @Ethena @sumsub30:20 Ben’s Message To Anyone Dealing With A Big Crisis36:51 How Big Is ByBit Today In Terms Of Key Numbers37:38 How Do You Take ByBit To The Next Level Beyond39:09 What’s The Endgame For ByBit40:03 What Is Byreal42:34 Does Ben See A World Where DEXes Takeover CEXes43:13 What Is ByBit Doing With Ethena46:05 Ben’s Opinions On Hyperliquid As A Competitor49:34 Partnerships: @Trezor @BitwiseInvest @SuiNetwork50:30 What’s ByBit Doing To Prepare For An AI Driven World56:57 What Makes Ben Happy57:21 Does Ben Feel Happier Now That He’s Worth A Lot Of Money58:30 One Thing Ben Is Holding Onto That He Should Let Go Of59:04 What Ben Does With His Money Investing Wise1:02:58 One Thing Ben’s Learned That You Can Takeaway Today1:04:11 Who Is Ben Zhou1:06:20 Closing Thoughts
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E167: Bitwise Advisor: Why Buying a House Is the Worst Investment You Can Make
Jeff Park is a macro strategist and Bitwise advisor who believes the financial system is broken beyond repair for young people - from unaffordable housing to AI displacing an entire generation's jobs. He breaks down why real estate is actually a depreciating asset, why Bitcoin is the ultimate escape, and how AI will ignite the biggest wave of Bitcoin adoption the world has ever seen.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Jeff Park• Twitter: https://x.com/dgt10011• Twitter: https://x.com/Bitwise• Website: https://substack.com/@jeffpark1FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:33 Please Subscribe1:59 Jeff & Kevin’s Fitness Discussion6:15 Who Is Jeff Park?8:03 Partnerships: @JupiterExchange @KASTxyz8:43 How Diversity In America Can Be A Strength & Weakness?12:28 What We’re Seeing Today From A Broken Financial System25:28 How Does Someone Combat This Home Buying Investment Crisis?28:46 Why Bitcoin Solves This K-Shaped Wealth Problem32:15 Partnerships: @Ethena @sumsub33:17 The Intelligent Investor Framework Explained 37:20 What Does The Ideological Investor Do?40:35 How Data Plays A Huge Role In Wealth Creation47:01 What Tokenization Brings To The Investing Space48:09 Is Investing Now Off Limits For Average People?50:06 Partnerships: @Trezor @BitwiseInvest @SuiNetwork1:02:04 The Occupy AI Moment That’ll Turn GenZ & Gen Alpha Into Bitcoiners Explained1:05:36 How Is Bitcoin The Answer When Everything Else Gets Abandoned1:10:26 Jeff’s Thoughts On “Is It Too Late” For People To Invest In Bitcoin1:12:36 Should Someone Be More Offensive Using Bitcoin In Their Portfolio1:15:49 How Jeff Prepares His Kids For This Occupy AI Future1:17:50 Closing Thoughts
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E166: Bitget CEO From Divorced Single Mom to Running a $20B/Day Crypto Exchange
Gracy Chen went from a divorced single mom to CEO of Bitget, a top 5 crypto exchange doing $20B in daily volume with 25 million users. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Gracy Chen• Twitter: https://x.com/GracyBitget• Twitter: https://x.com/bitget• Website: https://linktr.ee/bitgetofficialsFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:34 Please Subscribe2:00 The Only Bad Experience With When Shift Happens3:47 Gracy’s T-Shirt & Where It Came From4:37 How Do We Motivate More Women To Join The Crypto Space6:13 Bitget’s Overall Work Environment Explained7:06 How Gracy Manages 2,200 Remote Workers10:09 Partnerships: @JupiterExchange @KASTxyz10:50 Who Is Gracy Chen?13:04 Where Does Gracy’s Fire In The Belly Come From?15:01 Why Is It Necessary To Go To The Best Schools 22:23 Why Gracy Left Acumulus?23:45 The Hardest Part About Building A Business28:52 Partnerships: @Ethena @sumsub41:36 What Is Bitget, Explained Simply?43:55 Gracy’s Breakdown Of Bitget’s Numbers45:09 How Bitget Got Over 40% Of Its Management Team To Be Female46:48 Where Women Excel In Terms Of Business Management Practice50:45 Where Do Men Excel In Business Management Practice52:20 Partnerships: @Trezor @BitwiseInvest @SuiNetwork53:17 What Are Gracy’s KPIs As The CEO Of Bitget?56:45 How Bitget Is Growing The Pie To Continue Expanding1:03:40 What’s The Endgame For Bitget?1:05:49 Why Can Anyone Become A CEO?1:09:28 Running A 2,200 Employee Company While Taking Care Of A Kid, How?1:11:22 How Has Bitget Evolved Since Gracy Joined In 20221:17:12 What The Voice In Gracy’s Head Tells Her In The Morning & Evening1:20:05 One Thing Gracy’s Learned That You Can Take With You 1:24:31 Closing Thoughts
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E165: Backpack CEO: How I Survived Crypto's Biggest Collapse, Then Built a $420B Exchange
Armani Ferrante is the Founder and CEO of Backpack, a regulated global crypto exchange with over $420 billion in trading volume and one of the leading builders in the Solana ecosystem.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Armani Ferrante• Twitter: https://x.com/armaniferrante• Twitter: https://x.com/Backpack• Website: https://backpack.exchange/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:32 Please Subscribe1:56 Michelle Fuko & Her Philosophical View On The Panopticon Metaphor5:25 Armani’s Answer To This Philosophical View In Regards To Crypto7:50 Who Is Armani Ferrante?8:39 Partnerships: @JupiterExchange @KASTxyz9:19 Where Armani’s Chip On The Shoulder Comes From10:43 Getting Hired Twice At Alameda Research Twice Explained13:46 Being Able To Work On Early Solana Projects14:43 Why Instead Of Going To FTX Did Armani Go & Build His Own Exchange?18:26 Was There Ever Any FOMO From Not Joining FTX?23:32 Partnerships: @Ethena @sumsub24:34 How Armani & Backpack Got Affected By The FTX Collapse36:25 What’s The TLDR On The MadLad Story42:03 How Important Was The MadLad Story For Backpack?43:40 Armani’s Deepest Belief On What Crypto Should Be51:59 Partnerships: @Trezor @BitwiseInvest @SuiNetwork52:55 Explain Backpack To Your Uber Driver57:36 Most Of Crypto Is Currently A Test Bed1:04:15 Percentage Of People Think They Own Shares From Huge Companies But Really Don’t1:06:41 What Unified Margin Accounts Solve & Why You Should Care1:15:20 Why Armani Left Sunny California For Tokyo Japan1:17:18 Why These Huge Exchanges Don’t Exist In Japan1:18:43 How Did Backpack Acquire Licenses At A fraction Of The Cost Compared To FTX1:21:53 Closing Thoughts
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E164: GSR CEO: The New Era of Crypto Is About to Begin
Xin is the Group CEO of GSR Markets, one of crypto's oldest market-making firms - bootstrapped with $20K over twelve years ago and still independently funded today. In this episode, he breaks down why crypto's market structure is fundamentally broken, how misaligned incentives are holding the industry back, and why GSR is transforming into crypto's first full-service investment bank modeled after Goldman Sachs. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Xin Song• Twitter: https://x.com/xinsong86• Twitter: https://x.com/gsr_io• Website: https://www.gsr.io/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:32 Please Subscribe2:02 Sleep & Age Banter3:15 Advantage Of Age & Maturity7:33 Who Is Xin Song?9:23 What Did You Learn From Your Parents12:47 Partnerships: @JupiterExchange @KASTxyz13:27 What’s Happening With Crypto Right Now Considering The Market16:12 What Broken Market Structure Means19:18 Why Crypto Companies Shouldn’t Be Competing With Each Other21:27 What Shocks You That People Don’t Understand With Crypto vs TradFi26:42 What’s The Incentive To Make These Changes28:41 GSR Explained To Your Mom32:51 Partnerships: @Ethena @sumsub33:53 Why Do Market Makers In Crypto Have Bad Reputations36:48 How To Fix The Crypto Market Makers Reputation40:09 What Does It Mean That GSR Wants To Become The Goldman Sachs Of Crypto42:05 Example: Goldman Sachs Worked With Coca Cola & How GSR Reflects That In The Web 3 World44:50 Why Is It Necessary For GSR To Become The Goldman Sachs Of Web 348:34 You Made 2 Major Acquisitions, Why?51:49 Partnerships: @Trezor @BitwiseInvest @SuiNetwork52:45 Why Is Now The Best Moment For Focusing On Tokenization56:24 What Must Happen For 10% Of $300 Trillion To Be On Chain59:20 Katana Explained Simply1:12:18 Closing Thoughts
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E163: Jupiter President: How Crypto Will Replace Your Bank (And Why Wall Street Knows It)
Xiao-Xiao is the President of Jupiter, the leading DeFi super app on Solana, and former digital assets lead at KKR, one of the world's top private equity firms. In this episode, he reveals why he left Wall Street to go all-in on crypto - and how Jupiter is building zero-fee global payments that could disrupt a $5 trillion market. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Xiao-Xiao • Twitter: https://x.com/xxjzhu• Twitter: https://x.com/jupiterexchange• Website: https://jup.ag/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:26 Please Subscribe1:52 Xiao’s Personal Thoughts On Dubai3:11 Kevin Working For Luxury Brands3:47 Working, Chaos, & A Delicate Balance Within Jupiter5:16 How Xiao’s Previous Job At KKR Compares To Jupiter6:01 Coming From TradFi Means Less Structure More Output7:35 What Is Jupiter Global8:29 Siloed Point Solution vs The Network Effect & Aggregation 10:09 Who Is Xiao Xiao11:26 Partnerships: @JupiterExchange @KASTxyz12:06 Tell Us More About The Musical Part Of Your Life13:49 Xiao’s Realization About What He Wanted To Pursue16:22 What Was This BCG Project About?18:00 Xiao’s Big Crypto Aha Moment22:10 What Happens At A Big Firm Like KKR In Terms Of Market Cycles27:00 Did You Feel FOMO In Regards To FDX Around 202231:01 How Advanced Is This Institutional Adoption Within Crypto Now vs Future37:14 Partnerships: @ethena, @sumsub38:16 The Fantasy/FOMO Of Going All In On Crypto With Your Job48:25 What Xiao’s Trying To Prove Within This Jupiter Chapter 51:13 Are You The Reason KKR & ParaFi Invested In Jupiter?52:48 Why Concretely Did ParaFi Invest $35 Million Into Jup Token57:31 Partnerships: @Trezor @BitwiseInvest @SuiNetwork58:28 What Does Onchain Finance Look Like In 5 years1:07:25 One Thing That Makes You Proud To Be Apart Of Jupiter1:10:42 Kevin’s One Thing He’s Proud Of With Jupiter1:14:24 What Shift Is Happening That Most People Don’t See1:18:18 Closing Thoughts
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E162: CoinGecko CEO: The Truth About Getting Rich in Crypto (you won't like it)
Bobby Ong is the co-founder and CEO of CoinGecko, the crypto data platform he bootstrapped with $200 over 12 years - no VC money, no shortcuts.In this episode, Bobby reveals why most crypto founders are destined to fail, how he caught employees taking bribes for listings, and what it really takes to survive in an industry designed to destroy you.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW BOBBY ONG• Twitter: https://x.com/bobbyong• Twitter: https://x.com/coingecko• Website: https://www.coingecko.com/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Intro1:40 Please Subscribe2:06 Kevin’s Transition Into When Shift Happens4:36 Who Is Bobby Ong?5:34 The Decision Process Around Switching CEOs7:27 What Attracted Bobby To Bitcoin In 201313:36 Partnerships: @JupiterExchange @KASTxyz @sumsub14:47 Where Bobby’s Fire In The Belly Comes From16:26 Where This Risk Taking Attitude Comes From18:37 The Tech Guys Bobby Was Following To Learn About Crypto20:13 How Do You Explain Your Co-Founder Sticking Around 12 Years Later22:45 Where Do You Think Good Values Vibe From?23:59 What’s The Deal With Pudgy Penguins25:05 Bobby’s View On NFTs In 202627:14 Who Would Be The Future Winners On Asset Appreciation29:15 What Did The First $200 CoinGecko Look Like30:26 Partnerships: @Trezor @BitwiseInvest @SuiNetwork31:23 History Of Bobby’s Work While Building CoinGecko33:03 Short Term vs Long Term Thinking In Crypto Discussion 35:12 2017 You Went All In On CoinGecko36:22 Four Year Bitcoin Cycle & Surviving50:16 Explain CoinGecko To Your Mom50:45 Why Is CoinGecko Called CoinGecko1:26:44 Is #1 CoinMarketCap Not Playing The Trust Game1:27:13 How Does A User Decide Between Coin Market Gap & CoinGecko1:28:51 Where Does CoinMarketCap Excel1:30:00 Why Didn’t Zash The Company You Acquired Work Out1:35:31 Red Flags In Acquisitions Founders Miss1:39:10 Best Moment To Sell1:40:10 Closing Thoughts
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153
E161: Sui Founder Explains Why Ethereum & Solana Will Be Left Behind
Evan Cheng co-founded SUI after leading Facebook's Libra project - then threw away everything they built because it wasn't good enough. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance - an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. https://app.paradex.trade/wl/resilien...💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW EVAN CHENG• Twitter: https://x.com/EvanWeb3• Twitter: https://x.com/SuiNetwork• LinkedIn: https://www.linkedin.com/in/chengevan/• Website: https://t.co/S0laxwqTPPFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.Timestamps:0:00 Introduction1:36 Please Subscribe2:02 Evan’s Move To New York Explained3:20 So Much Has Shifted In The Last Year5:03 How Do You Deal With Unpredictability8:59 How Evan Feels About These Changes10:59 Partnerships: @JupiterExchange @KASTxyz18:11 Has SUI Officially Proven This Way To Be Correct19:22 Considering Tokens Dropping In Value - What Has SUI Proven Despite This23:10 How Do You Define “Product Market Fit”24:53 Partnerships: @paradex @zashi_wallet @sumsub26:05 What Does A Much Bigger Adoption Look Like30:29 The Dynamic Between Institutions & The Chains They Build On32:06 How Different Is It To Build For An Institutional User vs A Retail User34:23 Building The “Better” Technology Is Never Enough37:05 Do All Major Chains Converge Or Specialize40:00 Partnerships: @Trezor @BitwiseInvest @SuiNetwork40:57 What Is SUI Doing Differently From Ethereum Or Solana Explained Simply43:10 An Example Of Assets That Are The Same vs Not The Same46:11 SUI Didn’t Build Something Limited Like Facebook Libra Or DM, They Built Something Better48:11 Closing Thoughts
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E160: Paradex CEO: A Crypto Founder Exposes How Token Launches Really Work
Anand Gomes, CEO of Paradex, exposes how most crypto token launches really work, reveals the red flags that separate serious builders from teams that cash out and disappear, and explains why Paradex locked 80% of its own team tokens to public performance milestones.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________Follow Anand Gomes• Twitter: https://x.com/fiddybps1• Twitter: https://x.com/paradex• Website: https://app.paradex.trade/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:29 Please Subscribe1:55 25 Day Fast & The Benefits9:25 - Partnerships: @JupiterExchange @KASTxyz14:04 Fixing Your Health Makes You Unstoppable When Building A Business15:20 The Playbook To Survive & Become Stronger In Crypto18:52 The Key To Staying Motivated No Matter What21:02 How Difficult Is It To Run A Crypto Exchange23:14 Anand's Stance On Hiring People Who Execute28:48 Partnerships: @paradex @zashi_wallet @sumsub33:48 What Do You Want Crypto To Be?35:12 Paradex’s Privacy Aspect Explained36:58 Has Anand Ever Thought Of Building Paradex On Solana41:12 Do You Ever Regret Or Doubt Yourself With Anything?44:45 Why Anand Is Extremely Bullish On The Perp Space47:35 Partnerships: @Trezor @BitwiseInvest @SuiNetwork48:32 What Happens To The Perp Space In One Years Time55:34 Crypto’s “Bad Rep” Comes From These Non-Serious Token Creators56:50 Paradex Stands Out Because Of The Transparency, Alignment, & Governance Framework59:30 How You Ensure People Won’t Use Options As An Instrument To Sell 1:01:19 What’re You Trying To Prove Here?1:03:31 Why You’re Confident Launching A Token In A Bear Market1:05:22 Can You Be Transparent With Us Now?1:05:50 What Does The Little Voice In Your Head Tell You Every Day & Night1:08:08 Closing Thoughts
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E159: Jeff Yan, Hyperliquid CEO: Why Crypto Must Fix Finance Before AI Takes Over
Jeff Yan, founder of Hyperliquid Labs, returns after one of crypto's most extraordinary moments - a $1 billion community airdrop that grew to $10 billion, built by a team of just 11 people who didn't stop to celebrate.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________FOLLOW JEFF YAN• Twitter: https://x.com/chameleon_jeff• Website: https://app.hyperliquid.xyz/tradeFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:35 Please Subscribe2:01 Jeff’s Thoughts On Singapore11:10 Partnerships: @JupiterExchange @KASTxyz11:51 How To Make HyperLiquid A Cult For Those Outside Crypto To Come In22:05 What Jeff Looks At For Reliable Teammates24:51 Celebrations Or Right Back To The Grind26:45 How Do You Test For High Integrity28:31 How About Sleep? Is That A Thing At HyperLiquid30:05 The Fear Of $300 Million Worth Of Token Hitting The Market Monthly Explained31:41 Handling FUd, Criticism, & PR At HyperLiquid32:28 How Does Jeff Personally Handle FUD35:02 What’s The Problem With Buying Back Tokens When The Price Is High vs Low?37:20 The Importance Of No Discretionary Element For HyperLiquid39:04 Hyper EVM Explained Simply40:00 Partnerships: @paradex @zashi_wallet40:41 Jeff’s Take On The Success Of Hyper EVM So Far44:05 HyperLiquid Improvement Proposal 3 Explained Simply48:19 Why Should People Care?51:33 Why Is It So Important To Bring All Finance On Chain52:08 Why Is The HyperLiquid Approach Better1:08:01 Partnerships: @Trezor @BitwiseInvest @SuiNetwork1:08:58 Housing All Of Finance Meaning1:12:23 Why Does HyperLiquid Have A Stablecoin USDH1:14:39 What Is Kinetic & Why Does It Matter For The HyperLiquid Ecosystem1:23:39 Where Did Fairness Cost Jeff The Most?1:24:47 What Do You Want HyperLiquid To Be Remembered For1:28:10 Closing Thoughts
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E158: Avichal Garg, Electrical Capital CoFounder: Why Bitcoin Hitting $10 Million Is Less Crazy Than You Think
Avichal Garg is co-founder of Electric Capital, one of crypto's most respected early-stage funds, and an early backer of Solana, Kraken, Figma, and Bitwise.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Avichal Garg• Twitter: https://x.com/avichal• Twitter: https://x.com/ElectricCapital• Website: https://www.electriccapital.com/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:38 Please Subscribe4:26 KAST Card Plug & My Life Is Built On Stable Coins6:24 Why Avichal Wears A Cap All The Time?8:05 What Can You Tell Us About Bitwise9:51 The People Who Built Bitwise Are Geniuses Or?10:53 Lessons From Silicon Valley About Beliefs12:30 Partnerships: @JupiterExchange @KASTxyz13:06 What Fuels Belief For Successful Entrepreneurs19:34 How Early Did You Invest In These Companies20:15 Is It Luck Or Genius That You Invested28:37 Partnerships: @paradex @zashi_wallet34:00 Avichal’s Backstory40:05 Connection Between Crypto & “The Little Guy”43:32 How Does Silicon Valley Look At Crypto Investors44:48 Partnerships: @Trezor @BitwiseInvest @SuiNetwork45:40 What Happens To Those Who Are In Crypto But Don’t Believe In It47:26 Why The Majority Of People Can’t Buy & Hold In Crypto55:03 How High Can Bitcoin, ETH, & Crypto Get Based On These Principles?1:01:06 The Compounding Effect & Logic Behind Bitcoin Investing1:02:19 Applying This “Compound Effect” To ETH, SOL, & Bitcoin1:06:15 Any Other Crypto Assets That May Have Reached Insane Velocity In 20261:07:51 Avichal’s Thesis On SUI1:10:20 Closing Thoughts
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E157:Anthony Pompliano: This is what happens when you go all-in on Bitcoin (you get rich?)
Anthony Pompliano, founder and CEO of Professional Capital Management, reveals how he put 95% of his net worth into Bitcoin and why extreme concentration backed by deep research isn't gambling - it's conviction.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/ Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________FOLLOW ANTHONY POMPLIANO• Twitter: https://x.com/APompliano• Instagram: https://www.instagram.com/pompglobalFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:21 Please Subscribe1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok”2:36 Who Are You2:50 Why Relentless Is Anthony’s Favorite Word3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio4:30 How Does Someone Who Relies On Their Portfolio Build Conviction6:17 Anthony Is A Risk Cowboy7:06 The History Of Anthony’s Risk & Conviction8:55 Partnerships: JupiterExchange, KAST9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets12:20 Making Changes From 95% In Bitcoin To Other Assets14:08 Anthony’s Evolution Towards Investing19:30 Partnerships: Paradex, Zashi Wallet, Mantle20:39 Does Forcing Yourself Into A Corner Result In True Growth26:17 Partnerships: Trezor, BitwiseInvest, SUI27:10 How To Invest In Those 3 Big Topics Today29:40 A Realistic Return On Bitcoin Over The Next 10 Years32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years33:12 Closing Thoughts
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E156: Matt Hougan, CIO of Bitwise: How To Get Rich in Crypto (without Gambling)
Matt Hougan, CIO at Bitwise, explains why Bitcoin could reach $6.5 million and why Solana has "the best setup I've ever seen" for a 10x to $1 trillion.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________Follow Matt Hougan• Twitter: https://x.com/matt_hougan• Twitter: https://x.com/bitwiseinvestFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:35 Please Subscribe2:01 Matt’s Last Episode Popped Off3:59 At Least 10x Left On The Crypto Marketplace?4:36 Why Is Bitcoin Still Early5:43 Who Are You11:09 Our Trusted Partners11:45 Why Is A Higher Price In Gold Bullish For Bitcoin12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years15:03 How Could This Thesis Be Wrong20:27 Wise & Boring vs Unwise & Exciting21:40 Two Bets On Solana Explained25:11 Confusion With Crypto Investing Explained30:00 Does Solana Have The Best Setup30:31 How Big Could Solana Get In 10 Years31:20 Our Valued Sponsors32:29 How Matt Expresses His Bullishness On Solana 37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin?38:27 What’s The Deal With Ethereum42:14 Our Esteemed Supporters46:16 Debasement Trading Will Be More Popular In 202648:00 How Do I Get Rich With Crypto In 202649:14 Alpha & Long Term Trends Build Wealth In Crypto55:23 One Thing To Remember From Conversation
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E155: SUI Network Founder: We Built What Ethereum and Solana Can't
Kostas Chalkias, co-founded Sui after leaving Facebook's Libra - and named his son Kryptos.While other blockchains compete on speed, Sui built what nobody else prioritized: quantum-safe cryptography, AI-ready infrastructure, and blocks large enough for robots. Governments and developers are quietly choosing Sui over Ethereum and Solana.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________CONNECT WITH KOSTASTwitter: https://x.com/kostascryptoTwitter: https://x.com/Mysten_LabsWebsite: https://t.co/EufSM90Sd9FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:32 Please Subscribe1:56 Going Outside3:26 Time Difference In Dubai vs U.S5:50 Why Kostas Doesn’t Sleep8:09 Isn’t It Annoying To Change This 8 Year Habit8:42 Did You Realize This Habit Wasn’t Healthy11:50 Our Trusted Partners12:26 Using Stable Coins Everywhere12:59 What Is A Cryptographer Explained To Your Mom15:18 How Secure Are WhatsApp Messages from Governments POVs28:20 Most Companies Lack Strong Cryptography Teams30:03 Do You See This Happening With Mysten, Growing To Big To Make Decisions Quickly33:00 Our Valued Sponsors43:46 What Is The One Big Breakthrough SUI Is Known For50:34 - Our Esteemed Supporters51:25 What Is SUI Doing At The Intersection Of AI, Crypto, And Robots59:26 Closing Remarks - Most Passionate Founder
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E154: Bitcoin Suisse CEO: How to Build Generational Wealth in the Next 5 Years
Andrej Majcen, CEO of Bitcoin Swiss, built a $6 billion crypto empire from $500 Bitcoin without VC funding.In this conversation, Andrej explains why we have a 5-year window to build generational wealth - and why Bitcoin, not crypto, is the answer.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/★ Coinsilium is a Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________CONNECT WITH ANDREJTwitter: https://x.com/AMajcen_BTCSTwitter: https://x.com/BitcoinSuisseAGFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:35 Please Subscribe2:01 Building A Good Work Environment & Being Critical5:05 Where Does This Hardworking Attitude Come From7:50 Viewpoint On Working Difficult Jobs At An Early Age10:57 Our Trusted Partners11:34 Who Are You12:24 How Andrej Became Fascinated By Crypto15:41 The Price Of Bitcoin When You Started19:16 Your View On The Crypto Space22:53 Your Answer To “Bitcoin Is Too Expensive”26:15 Why Andrej Owns Real Estate When Most People Are Against It 31:24 Our Esteemed Supporters43:17 Bitcoin Suisse Explained To Your Mom49:37 What’s The Origin Behind The Name Bitcoin Suisse 53:46 Our Valued Sponsors56:36 Comparing Investment Assets, S&P 500, Gold, Bitcoin1:04:36 Nicholas Story & Allocating Large Amounts Of Capital1:08:51 Why You Relocated To Abu Dhabi 2 Years Ago1:10:29 Why Abu Dhabi Specifically For This Objective1:15:34 What Makes Bitcoin Suisse Special1:16:13 Who Do You Serve & Not Serve1:17:19 Why You Don’t Serve Retail Anymore1:18:19 What’s Bitcoin Suisse’s Endgame1:19:55 Andrej’s Biggest Flaw1:22:12 One Thing People Should Remember
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E153: Kast Founder: Why Crypto Banking Will Be Bigger Than You Think
Raags, CEO of Kast, lost a $100M company and spent 8 years paying back debt. Now he's building what he believes will be a trillion-dollar stablecoin bank serving 150+ countries. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________CONNECT WITH RAAGSTwitter: https://x.com/raagulanpathyTwitter: https://x.com/kastxyzWHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Managing A New Baby + Business How?1:32 How You Deal With Social Media & Gatherings4:44 The Math Of Compounding As A Founder Explained6:43 Getting Others To Understand Compounding At Scale7:22 How Much Time Goes Into This?8:39 Who Are You11:00 Our Valued Sponsors19:33 Eating The Humble Pie Explained21:16 The Importance Of Ego In Entrepreneurship23:46 Retweeting A Complaint Comment + Response26:59 How You Made Money After First Business Failure29:18 Why You’re Called The Stable Coin Guy31:30 Our Valued Sponsors31:47 Stable Coins Have Unified The Dollar System32:51 How Do You Look At The U.S Dollar vs Stable Coins35:47 What Did You See That Made You Start Kast39:06 Explain Kast To Your Mom42:11 Why Are You Building Kast With Over 100 Employees47:41 How Do You Simplify The Stable Coin Usage System49:33 Are You A Fintech Or Crypto Company50:48 How Likely Would Revolut Or Robinhood Replace Kast54:14 How Is It Possible For Kast To Be Profitable After 15 Months57:57 What Is It About The Gold Card1:02:03 How Can Someone Tell If They Should Spend Or Hold
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E152: Raoul Pal: How to Make it in Crypto in 2026 (without getting lucky)
Raoul Pal shares his framework for making it in crypto in 2026 without getting lucky: hold the right assets and do absolutely nothing. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________CONNECT WITH RAOUL👇Twitter: https://x.com/RaoulGMILinkedin: https://www.linkedin.com/in/raoul-pal-real-vision/Instagram: https://www.instagram.com/raoulgmiYouTube: @RaoulPalTJM GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUeFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:40 Please Subscribe2:06 Getting Sick, Conferences, & Podcasts4:04 You’re Either A God Or A Moron6:13 Why Would Someone Attack Anyone For Any Reason?15:13 Our Trusted Partners18:46 Traders Are Claiming The Move Is To Buy & Hold21:38 Liquidity Is The Name Of The Game In Crypto26:59 What Is A Minimum Regret Portfolio30:47 Does Raoul Follow His Own Framework36:33 Our Valued Sponsors40:24 What Raoul Needs To Pull The Trigger On ZCash54:26 Wall Streets Thoughts On Crypto vs Reality56:21 Raoul’s Take On Crypto’s Exponential Growth1:09:43 Raoul’s Portfolio In 20251:11:48 Honest Thoughts On SUI In Late 20251:21:03 How Lucky It Is To Be In These Positions 1:28:13 What’s Happening With NFTs1:35:27 The Upstream Of All Wealth Leads To Art1:38:53 Is Your Advice Still To Buy The Dip In 20251:45:50 We’re Learning Conviction Even Now1:47:55 How To Win With Crypto In 2026
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E151: Polygon Founder: How I Escaped Extreme Poverty and Built a $30 Billion Crypto Company
Sandeep Nailwal, founder of Polygon, went from living in a storage room where his grandfathers were servants to building a $30 billion blockchain company. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________FOLLOW SANDEEP NAILWAL👇• Twitter: https://x.com/sandeepnailwal• Twitter: https://x.com/0xPolygon• Website: https://polygon.technology/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:35 Please Subscribe3:10 How Are You Doing3:53 Sandeep Doesn’t Sleep Much4:19 Sandeep Is Just Like Paulo From Tether6:15 Sandeep’s Regular Sleep Hours8:22 What Is Your Mission11:45 Who Are You13:43 Our Trusted Partners18:42 Your Definition Of A Big Man Today24:04 Explain Polygon To Your Mom28:02 3 Different Names For Polygon Token Over The Years, Why?31:10 Polygon Hired The Head Of Crypto For Stripe, Why?35:20 Risk Of The Poly Market Moving Away From Polygon38:10 Our Valued Sponsors39:24 Why Is The Poly Market Built On A Blockchain43:04 What’s Special About The Katana Team to Have Them In Polygons Ecosystem45:05 What Is Maiden Explained Simply46:16 What Is The Polygon Ag Layer47:12 What Is Sentient & How Does It Fit Into Aggregation Layer51:12 Why AI & Blockchain Intersection Is Importantly For The Future52:29 Why Sandeep Is Very Active In Philanthropy53:31 The Happiest Moment In Your Philanthropic Journey
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E150: Meow From Jupiter: How We're Bringing Crypto To 1 Billion People
Meow, founder of Jupiter, reveals how his team built crypto's largest DEX aggregator with over $2 trillion in volume and $300M annual revenue - and why their token still failed.While other protocols obsess over technology, Jupiter focused on making crypto accessible to everyone by building the "Google of finance." But despite massive product success, communication failures and community mismanagement tanked the token.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________FOLLOW MEOW 👇• Twitter: https://x.com/weremeow• Instagram: https://www.instagram.com/weremeowFOLLOW JUPITER EXCHANGE 👇• Twitter: https://x.com/jupiterexchange• Website: https://jup.ag/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:37 Please Subscribe2:03 What Is Meow Writing?3:32 Fastest Growing Company & Podcast7:34 Getting More People Into Crypto10:54 Our Trusted Partners11:47 Who Are You14:39 Ramen & Being A Chill Cat15:52 Jupiter Started In A Ramen Shop27:12 How Long Until Everyone Starts Using The Google Of Finance28:52 Web 4 Explained To Web 3 Users34:47 Our Valued Sponsors36:00 Why Is Jupiter The Best Team To Push Web 438:36 The IPhone Strategy42:46 Why’d You Choose When Shift Happens As A Partner49:23 What Is Synergies Of Scale55:51 What’s The Omni Chain Problem1:19:28 Being Grateful For Everything1:21:31 When Shift Happens Newsletter
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E149: Trezor CEO: How 98% of Crypto Users Are Vulnerable to HACKS (you could be next)
Matej Zak, CEO of Trezor, reveals why 98% of crypto users are vulnerable to hacks - and what the $1.5 billion exchange hack proves about crypto security.From inventing the first hardware wallet to discovering security flaws in competitor devices, Matej explains why only 2% actually control their crypto and what happens when you trust exchanges.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Matej Zak• Twitter: https://x.com/matej_zak• Twitter: https://x.com/trezor• Website: https://trezor.io/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:32 Please Subscribe1:58 Switzerland Activity7:32 Where Matej Is From8:00 Who Are You9:30 Especially Proud Of Being The CEO Of Trezor?10:34 From Product Manager To CEO12:38 Our Trusted Partner16:07 People, Product, Profit Explained19:07 The Difficulty Of This Mindset Early On22:52 Explain Trezor To Your Mom23:39 Why Was Trezor Born In Prague?26:13 What Happened In The Czech Republic In 195330:32 Our Valued Sponsors33:09 Explain This Monetary System In A Nutshell36:55 Stress From Knowing About The System38:35 What Is Self Custody In Crypto43:55 Uncompromising Self Custody Meaning45:21 Hot Wallet vs Cold Wallet 49:09 Number Of Wallets Sold vs People In Crypto55:01 Why 200 People In The Company59:58 Still Using 12 To 24 Words To Store Crypto?1:02:08 Why Do You Need To Use Paper & Words? Isn’t It Digital?1:06:50 NFCs Better Explained And The Differences1:08:50 What Makes Trezor Wallet Special1:14:43 Do People Own A Cold Wallet And Aren’t Safe1:15:36 One Takeaway From This Conversation
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E148: Coinbase Founder: How I Built The Largest Crypto Exchange to $100 Billion in 9 years
Brian Armstrong built Coinbase from when Bitcoin was $6 to a $100 billion public company - surviving government attacks, multiple 90% market crashes, and 13 years of chaos.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Brian Armstrong• Twitter: https://x.com/brian_armstrong• Twitter: https://x.com/Coinbase• Website: www.coinbase.comFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Linkedin: https://www.linkedin.com/in/kevinfollonier/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:31 Please Subscribe1:57 You Need Security?3:45 Who Are You5:21 More About Being An Introverted Kid6:33 What Gave Brian The Chip On The Shoulder11:38 Our Trusted Partners12:31 How Much Of Your Mission Is Driven By Your Past15:25 The Baldness Story17:24 Turning Bald Into A Superpower21:30 Brian's Thoughts On Solo Founders25:26 How Did Your Co-Founder Leaving Make You Feel29:24 Another Tough Moment In The History Of Coinbase 33:00 Our Valued Sponsors34:15 How Brian Got Fascinated By Bitcoin & Blockchain37:02 How Long Did It Take To Go All In44:16 The Role Of Privacy Creating More Economic Freedom47:23 Coinbase Explained To Your Mom52:05 Trying To Help But Running Into Unreasonable People56:40 Lasting So Long Through Wall After Wall, How?1:02:06 Big Things That Needed To Change Before Burnout1:05:53 What Do The Audience Not Know About Being Brian1:10:10 Gaining Self Irrational Beliefs1:11:53 Something Brian Can’t Do1:15:21 How Brian Felt On The IPO Day & The Day After1:20:27 Do You Look Back At Many Milestones1:21:56 When Is The Job Done For Brian1:23:48 Having A Minimalist Lifestyle1:33:09 The Role Of Centralized Exchanges1:35:26 Endgame For Coinbase1:36:00 Are You Happy1:43:06 The Voice In Your Head Is Saying?1:45:03 One Lesson To Takeaway1:46:20 A Belief Brian Has That Most Don’t
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E147: Paradex CEO: Why Crypto Exchanges Are Replacing Wall Street (it's already happening)
Anand Gomes, CEO of Paradex, reveals why decentralized exchanges are becoming the new Wall Street - combining banks, brokerages, and clearing houses into one platform with zero fees.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Anand Gomes• Twitter: https://x.com/fiddybps1• Twitter: https://x.com/paradex• Website: https://app.paradex.trade/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:36 Please Subscribe2:02 Podcast Galore From Kevin3:24 Lindy Effect Meaning7:12 What It Means To Be Built Different From Anand9:04 Who Are You10:03 Our Trusted Partners10:56 Something That’ll Make Everyone Trust You12:59 What Are People Not Seeing In The Exchange World17:13 Behind 24/7 Exchanged Are Human Beings18:14 Explain Paradex And Paradigm21:22 Paradex Charging Zero Fees, Why?22:40 How Does Paradex Make Money Without Fees28:33 Our Valued Sponsors31:48 Ethereum Is The Chosen One?34:07 Decentralized Exchanges Are The New Financial Centres Explained38:40 Why Can’t Current Banks Or NEO Banks Become Onchain New York40:55 What Happens To The Traditional Finance Centres42:39 The Four Components Of A Unified Platform Onchain And Traditional47:30 Biggest Advantages For Paradex50:12 Moving Decentralized Exchanges From Casinos To Financial Centres53:38 How Far Are We From Traditional Centres Being Useless54:49 Speculation For Price Discovery And Capital Formation Explained1:00:04 Ownership Economy is Where Markets Will Move To1:01:25 Something You’re Holding On To That You Should Let Go1:04:28 One Takeaway For The Audience1:06:28 Why WSH Partnered With Paradex
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E146: Helius CEO: Why Your Crypto Balance Isn't Private (And Why That's Dangerous)
Mert Mumtaz, CEO and co-founder of Helius, reveals why he's betting everything on privacy, Solana infrastructure, and long-term conviction plays like Zcash and Hyperliquid.While most crypto investors chase short-term gains, Mert operates on 3-5 year time horizons, building core infrastructure for Solana and defending privacy as crypto's most unsolved problem. From explaining how connectivity and reflexivity drive extreme price movements to sharing how a Slavic girlfriend changed his approach to capturing value, this conversation goes deep.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Mert Mumtaz• Twitter: https://x.com/0xMert_• Twitter: https://x.com/heliuslabs• Website: https://www.helius.dev/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/#tagsDISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 - Introduction1:36 - Please Subscribe2:02 - What Is Kast 3:18 - Turning Slavic Girlfriend Into A Superpower4:33 - The Meaning Of Knowing Your Worth7:18 - The More Money You Make The More You Spend10:08 - Our Trusted Partners11:02 - Knowing Your Worth According To Shamath 11:47 - Merts Health Since Last Year12:38 - What People Don’t See Behind Success14:56 - Who Is Mert 16:41 - Why So Vocal About Zcash 23:03 - How Privacy Can Prevent Tragedies Like Charlie Kirk 25:58 - Zcash Explained To Your Girlfriend28:19 - Our Valued Sponsors29:32 - Merts Thesis On HyperLiquid33:28 - How Mert Looks At Investments Being 3-5 Years35:18 - Connectivity And Reflectivity Explained42:06 - Building One Of The Most Credible Personal Brands In Crypto45:47 - Best Things That Happened Because Of Your Personal Brand
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E145: Story Protocol Founder: How Crypto Could Finally Unlock an $80 Trillion Asset Class
Seung Yoon Lee, CEO and co-founder of Story Protocol, is building crypto infrastructure to unlock the $80 trillion creative asset class.After selling his previous company Radish Fiction to Kakao for $440 million, Seung saw a bigger problem: streaming platforms like Netflix make billions while creators who make the content get almost nothing. Story Protocol lets creators own and trade their work like stocks, while enabling anyone to legally remix content with automatic royalty payments.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________Follow Seung Yoon Lee• Twitter: https://x.com/storysylee• Twitter: https://www.story.foundation/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 - Introduction1:36 - Please Subscribe2:03 - 200 MPH Because Of KBW3:21 - What Seung Does During Downtime4:14 - Best Mountains & Switzerland5:45 - How Seung Got Started In IPs9:41 - Seung Changing The Rules Of IP 15:14 - Our Trusted Partners16:06 - Something More Than Half A Billion?22:15 - Our Valued Sponsors23:29 - Hardest Thing You Had to Do Within That First Company26:35 - Does That Mean You’re Overly Optimistic29:38 - $80 Trillion IP Asset Class Explained32:32 - Examples Of IPs That Should Be Unlocked37:17 - How IPs Differ From NFTs Or Social Tokens40:00 - Vision Of IP Usage In The Coming Years41:36 - AIs Next Leap Comes From Unlocking IP Assets46:17 - What’s Necessary To Reach Your Grand Vision49:37 - Your Answer To A Billion Dollar Valuation Criticism52:41 - Story Protocol Setback Story With Co-Founder
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136
E144: Meteora: The Team Behind Crypto's Biggest Launches Reveals Everything (Kanye, TRUMP, LIBRA)
Zen and Soju, co-leads of Meteora, reveal how their 20-person team built Solana's most advanced liquidity infrastructure - powering the Trump launch that generated $30M in fees, Kanye's surprise token, and Jupiter's $18 billion debut.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $15 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🧩 Story is the infrastructure layer that makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyzFollow Zen & Soju• Zen Twitter: https://x.com/realdezen• Soju Twitter: https://x.com/0xsojuFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Linkedin: https://www.linkedin.com/in/kevinfollonier/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #crypto 0:00 Introduction1:30 Please Subscribe1:55 Number Of Members In Meteora4:03 How Are Soju & Zen Doing4:39 Tell Me More About You Both9:40 Our Trusted Partners11:55 Difference In Age13:28 Explain Meteora To Your Mom24:12 Rough Startup Issues25:50 Our Valued Sponsors26:47 Zero Fees Sustainable, How?30:56 The Sister Project Jupiter41:02 Internet Capital Markets Meaning46:29 How Meteora Got The Trump Coin Launch58:17 What’s A Success? What’s A Failure?1:11:28 The Future For Meme & Celebrity Coins1:15:36 Why Have A Huge Supply Of Tokens For Meteora1:20:31 Meteora’s Goal Is Completely Different 1:21:32 Maximizing Volume1:25:38 $100 Million In Revenue, Where Does It Go?1:26:38 Endgame For Meteora
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E143: USDT Founder: Bitcoin, Gold, Stablecoin, & Tether, the Most Profitable Company in the World
Paolo Ardoino, CEO of Tether and CTO of Bitfinex, reveals how he built one of the most profitable companies in history - generating approximately $100 million in profit per employee.Tether created USDT, the world's most-used stablecoin, providing financial access to 3 billion unbanked people in countries facing extreme inflation and financial instability. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $15 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyzFollow Paolo Ardoino• Twitter: https://x.com/paoloardoino• Twitter: https://x.com/tether_to• Website: https://tether.to/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #crypto 0:00 - Introduction1:36 - Please Subscribe2:02 - Don’t Sleep Much3:20 - What Is Your Mission5:09 - Tether A Stable Company8:58 - Chip On The Shoulder11:17 - Started Coding At 8?13:32 - Our Trusted Partners14:24 - Coding Unlocking Endless Possibilities15:54 - Stable Coin Explained To Mom17:02 - Why Are Stable Coins Important20:09 - Most Profitable Business Per Employee21:45 - Our Valued Sponsors22:59 - What’ll You Do With $20B25:57 - Do You Have Time To Watch Movies27:10 - Why Invest In Plasma30:52 - Why Invest In A Football Club
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E142: Arthur Hayes: Buy Bitcoin Before 2028 (if you want to get rich)
Arthur Hayes explains why Bitcoin is heading to $1M, his timeline for the 2028 peak and 2029 crash, why he keeps majority of his wealth in Bitcoin, and his complete framework for building crypto wealth. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletterPARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyzFOLLOW ARTHUR HAYESTwitter: https://x.com/CryptoHayesFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto0:00 - Introduction1:28 - Please Subscribe1:52 - Coffee Talk2:45 - What’s Your Mission In Life3:31 - Who Are You8:53 - Macro Frameworks For Risk11:24 - Our Valued Sponsors12:17 - Investment Options For Others15:36 - Stable Coins Taking Over TradFi17:16 - Feelings About The US dollar18:48 - View On Bitcoins Timeline22:07 - Turning Point For Printing Money23:02 - Bitcoin Stopping At $2 Million?26:25 - Gold Miner Pricing Vs Everything28:29 - Where Bitcoin Stops28:44 - Our Trusted Partners29:40 - Cashflow Generation32:43 - HyperLiquid Domination37:16 - Believer In $5000 Per Hype38:46 - Why Is ETHFI Great Plus Ethena42:05 - Borrowing With Volatile Assets43:37 - Percentage Of Portfolio Trading45:41 - Are You Happy47:37 - Happier With More Money?50:03 - Progress With Sports51:01 - Something You Should Let Go51:23 - Something To Take Away52:26 - Advice For Feeling Stuck
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E141: Mark Moss: How to Get Rich With Bitcoin (without getting lucky)
Mark Moss, Bitcoin strategist and investor, reveals how to build wealth with Bitcoin without gambling or luck. After losing everything in 2008, he shares why the fiat system keeps you poor and how Bitcoin changes your relationship with money forever.Mark breaks down his projections for Bitcoin reaching $1 million by 2030 and $45 million by 2050, explains why your money loses 10-15% annually (not the 2% they claim), and why 75% of lottery winners go bankrupt.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.https://www.paradex.trade/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/💳 Ur is a crypto-first neobank by Mantle, built to seamlessly connect traditional finance with Web3. Designed for the next generation of digital asset users, Ur combines secure banking services with native crypto features — making it easier, faster, and safer to spend, save, and manage both fiat and digital assets. https://ur.app/__________________________________FOLLOW MARK MOSS• Twitter: https://x.com/1MarkMoss• YouTube: https://www.youtube.com/@UC9ZM3N0ybRtp44-WLqsW3iQ • Instagram: https://www.instagram.com/markmoss/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto 0:00 Introduction1:30 Please Subscribe1:56 Stable Coins vs Dollars4:35 Marks Newsletter5:28 Who Are You8:27 Chip On The Shoulder13:31 Our Trusted Partners14:23 No Retirement = Paranoia22:10 Don't Own Anything24:15 Our Valued Sponsors25:11 Property Rights Being At Risk26:12 Do You Invest In Real Estate Still28:22 Why Own Anything But Bitcoin31:46 Buying Bitcoin Means Life Changes34:49 How Quickly Money Loses Value38:16 Getting Rich Quick Mentality41:22 Get Rich Slow Scheme Challenged45:39 Bitcoin Worth $1 Million By 203051:18 BTC Goes Beyond $50 Million54:45 Bitcoin Unit Of The World58:27 4 Year Cycle Of Bitcoin1:01:47 One Thing To Remember
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140: David Bailey: How We Convinced Donald Trump Bitcoin Is Good For America
David Bailey, CEO of Bitcoin Magazine and Kindly MD, reveals the inside story of the 4-month campaign that got Donald Trump to embrace Bitcoin as an "America First" policy. __________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.https://www.paradex.trade/🦡 MoneyBadgers is the lifestyle brand by Paradex, built to celebrate the relentless hustle of being in the trenches. Its Genesis NFT collection drops in Q4. Spots are limited—get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/💳 Ur is a crypto-first neobank by Mantle, built to seamlessly connect traditional finance with Web3. Designed for the next generation of digital asset users, Ur combines secure banking services with native crypto features — making it easier, faster, and safer to spend, save, and manage both fiat and digital assets. https://ur.app/__________________________________FOLLOW DAVID BAILEY• Twitter: https://x.com/DavidFBaileyFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#entrepreneurship #Crypto #news0:00 - Introduction1:33 - Please Subscribe1:58 - Podcasting Talk3:13 - Who Are You3:56 - Why Listen To David4:27 - One Way To Lose Bitcoin6:03 - What’s Your Mission8:03 - Bitcoin Is The Future9:29 - Our Valued Sponsors14:23 - Bitcoin A Scam Journey16:13 - Why Bitcoin Only19:36 - How Will You Defy History29:35 - Our Trusted Partners30:24 - Gigantic Returns From Treasury Plays33:58 - What Naysayers Don’t Understand37:50 - Crazy Deal Flow, How To Manage41:06 - How Trump Got Into Bitcoin45:01 - How Much Trump Understands Bitcoin46:26 - The Whole Timeline Explained47:18 - Bitcoin & Politics49:27 - $1 Million Per Bitcoin Floor51:33 - Probability Of Bitcoin Not Working54:18 - The Ceiling Of Bitcoin55:45 - Four Year Cycle Belief59:09 - When Does This Bull Market End?1:00:29 - How Someone Can Dream Bigger1:02:11 - Bigger Than Pitching The President
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131
E139: Plasma Founder: The Truth About Raising $1 Billion in Crypto
Paul Faecks, Founder of Plasma, just pulled off one of the most explosive launches in crypto history - raising $1 billion in just 90 seconds without a single private deal or pre-commitment.In this raw and honest conversation, Paul takes us inside the most stressful moment of his entrepreneurial journey: the terrifying 90 seconds that changed everything.PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🦡 MoneyBadgers is the lifestyle brand by Paradex, built to celebrate the relentless hustle of being in the trenches. Its Genesis NFT collection drops in Q4. Spots are limited—get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/💳 Ur is a crypto-first neobank by Mantle, built to seamlessly connect traditional finance with Web3. Designed for the next generation of digital asset users, Ur combines secure banking services with native crypto features — making it easier, faster, and safer to spend, save, and manage both fiat and digital assets. https://ur.app/FOLLOW PAUL FAECKS • Twitter: https://x.com/pauliepunt• Twitter: https://x.com/PlasmaFdn• Website: https://www.plasma.to/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news 0:00 Introduction1:35 Please Subscribe2:00 Billion Dollar Deposit Thoughts5:40 Explain What You Do7:21 Who Are You7:41 Poker Uses Today8:54 Why You Didn’t Follow Friends10:05 Our Valued Sponsors11:01 How Your Business Started15:55 Escaping The “Nightmare”18:35 Why Focus On Stable Coin19:13 Evolution Of Stable Coins28:00 Our Trusted Partners28:49 Solve Centralized Problem, How35:50 Trillion Dollar Opportunity36:42 Endgame For Plasma37:04 Plasma vs Tron38:39 Plan To Capture Marketshare41:13 Plasma The Tether Chain42:43 Why Tether Goes For Plasma43:23 Plasma’s Success Depends On47:52 Pressure From Investments49:17 1 Billion Investment Complaints51:20 What Isn’t An Actual User52:07 Next Steps52:40 Keep The Hype Up
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E138: President of Solana: How Bitcoin and Solana Are the Future of Banking
Lily Liu, President of the Solana Foundation, explains why Bitcoin and Solana will replace traditional banking. She discusses how Bitcoin serves as digital gold while Solana provides the infrastructure to bank 5.5 billion people currently excluded from the financial system. __________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🦡 MoneyBadgers is the lifestyle brand by Paradex, built to celebrate the relentless hustle of being in the trenches. Its Genesis NFT collection drops in Q4. Spots are limited—get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/💳 Ur is a crypto-first neobank by Mantle, built to seamlessly connect traditional finance with Web3. Designed for the next generation of digital asset users, Ur combines secure banking services with native crypto features — making it easier, faster, and safer to spend, save, and manage both fiat and digital assets. https://ur.app/__________________________________FOLLOW LILY LIU• Twitter: https://x.com/calilyliu• Twitter: https://x.com/solana• Website: https://t.co/uk5hidtkHxFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news 0:00 Introduction1:40 Please Subscribe2:06 What Is Kast?3:31 How Are You Doing5:45 Explain What You Do6:49 Money That Doesn’t Work10:48 Our Valued Sponsors13:44 Who Are You28:23 The Core Problem29:07 Our Valued Podcast Partners32:29 How Crypto Became Huge32:43 Human Rationalism Debunked52:20 Why Bitcoin Is Fascinating54:24 When You Realized Life Work56:12 Solana Is The Infrastructure1:00:39 Bitcoin, Center Of Everything1:02:34 Why Is Crypto Important1:10:46 What Is Sol1:12:32 What Solana Is Bad At1:18:20 Endgame For Solana1:32:24 Solana Overcoming Competition1:37:14 Biggest Competitor1:38:26 Solana vs Hyper Liquid How?1:48:05 Another Way To See Solutions1:50:40 Conspiracy Theory
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E137: Ava Labs CEO: Crypto's Next Boom Will Happen Within 5 Years!
Emin Gun Sirer is the CEO and Co-founder of Ava Labs, the company behind Avalanche - one of the world's largest blockchain networks with a peak valuation over $60 billion.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Emin Gün Sirer• Twitter: https://x.com/el33th4xor• Twitter: https://x.com/avax• Website: https://www.avax.network/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://www.podpage.com/when-shift-happens/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news __________________________________0:00 - Introduction1:33 - Subscribe1:59 - Opening Comments2:55 - What Is Your Mission3:39 - Who Are You6:00 - Business vs PHD Program7:21 - Chip on The Shoulder9:32 - Sponsors10:27 - Chip On The Shoulder (Continued)11:55 - What Is An Internet Currency13:55 - Why Was Bitcoin Better15:46 - Biggest Flaws In Bitcoin19:17 - Is Maximalism A Good Thing21:18 - Does Maximalism Help Bitcoin22:05 - Fascination With Bitcoin & Crypto23:33 - Evolution With Time25:11 - Broader Crypto Use27:26 - Trezor, Bitwise & Sui 28:15 - Avalanche Explained Simply28:48 - Shiny Object, Why People Fall For It33:08 - Moving Towards Show Me Era34:27 - What Emin Did Different36:45 - What Did You Do Wrong38:10 - Does The Best Tech Win40:03 - Avalanche, Home of Layer Ones?42:10 - How Does Avalanche Scale43:38 - The Gaming Blockchain 48:21 - Real World Assets on Defy 50:31 - How Big Is RWA50:58 - Why Transformation Is Slow52:36 - FIFA On Avalanche Blockchain, Why?53:28 - Endgame For Avalanche56:48 - Personal Difficulties While Building58:30 - What Did You Change Afterwards1:01:25 - Why Live In New York1:03:40 - Debanked After Moving1:09:05 - Crypto Full Mainstream, How?1:10:43 - Biggest Prediction In 12 Months
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E136: Selini Capital Founder: How to Actually Build Wealth in a New Economy (Crypto > Stocks)
Jordi Alexander, founder of Selini Capital, is a crypto investor who's built significant wealth by understanding one key insight: traditional money and investing strategies are fundamentally broken.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Jordi Alexander• Twitter: https://x.com/gametheorizing• Twitter: https://x.com/SeliniCapital• Website: https://www.selinicapital.com/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction1:32 Please Subscribe1:59 Our Valued Sponsors3:00 Surviving on Five Hours4:31 Years of Growth5:28 Who is Jordi Alexander?7:22 No Voice in My Head9:52 Self Custody with Trezor 10:45 Beyond Money and Work13:23 Chip on the Shoulder17:12 Why $100K Feels Poor19:05 When Money Stops Working25:00 Judgement is Currency33:27 Being Valuable to Society35:03 Why Cash Loses Value39:30 Why Stocks Can’t Beat Inflation44:03 Where Is Wealth Truly Safe?48:53 Why Bitcoin Is the Bet54:55 Altcoin Cycles Explained56:57 Why Most Traders Lose1:00:14 The Financial Death Wish1:04:50 Winners, Losers, and NPCs1:09:21 Clicks vs Credibility in Crypto1:17:30 EQ and IQ1:18:16 Escaping Survival Mode1:20:40 Wealth Without Luck1:21:26 Judging Who to Trust1:25:27 Inefficiency is Opportunity1:29:34 Scaling Beyond Survival1:33:49 Bitcoin: Offense or Defense?1:34:55 Beyond Four Year Cycles1:36:57 Early in the Game1:37:58 Destroying your Ego1:46:01 A Timeless Thesis1:48:36 The Cost of Burnout1:51:09 Protecting Your Time1:52:47 Poker Productivity1:55:14 Knowing When to Let Go1:57:45 Seeing How the River Changes
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E135: Chainlink CoFounder: Why Crypto Needs Wall Street to Go Mainstream
Sergey Nazarov, co-founder and CEO of Chainlink, explains why crypto has hit a growth wall and how traditional finance holds the key to its explosive future. From powering 80% of DeFi to building bridges for Wall Street's trillions, Sergey reveals why banks aren't crypto's enemy… they're its savior.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Sergey Nazarov• Twitter: https://x.com/SergeyNazarov• Twitter: https://x.com/chainlink• Website: https://chain.link/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news __________________________________0:00 - Introduction1:37 - Subscribe2:02 - Sponsors2:52 - Where Crypto Is Headed4:24 - Libertarian POV & More Choice9:42 - Self Custody with Trezor 10:37 - How Chainlink Really Works14:02 - Why This Over Other Transfers18:55 - Deterministic vs Probablistic21:06 - Who is Sergey21:47 - Hunger For Success25:50 - When Sergey Got Into Crypto30:05 - No One Is Coming To Save You37:27 - What Winning Is Like39:06 - Choosing Priorities41:03 - Every New Beginning Quote42:10 - How To Pivot vs Quit47:05 - Favorite Post From Sergey 50:50 - DeFi Explained To A Child54:05 How Do You Define Truth57:48 - Definitive Truth1:03:13 - Hyper Automation1:09:31 - Smart Contracts Explained1:11:05 - What Is An Oracle1:11:51 - What Is Chainlink1:19:15 - Biggest Achievement With Chainlink 1:23:41 - Biggest Problem With Chainlink1:26:08 - Chainlink X Mastercard Collaboration1:29:47 - The Chainlink Standard1:35:45 - How Chainlink Takes Over TradFi 1:38:57 - Chainlink Runtime Environment1:54:00 - Crypto as Public Good1:57:39 - Sergey Is Satoshi Nakomoto1:58:43 - Satoshi Is Anonymous 2:04:37 - A Point Of Discouragement2:10:00 - I Don’t Optimize For Happiness2:12:28 - Growth Over Happiness Philosophy
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E134: Bitwise CIO: It's Boring, But It Will Make You Rich in Crypto
Matt Hougan, CIO of Bitwise Asset Management ($10B AUM), reveals why his "boring" crypto strategy outperformed 96% of fund managers and delivered 12x returns over 7 years.Matt shares his 80/20 portfolio rule, predicts Bitcoin hitting $200K in 2025, and explains why the trillion-dollar institutional wave is just beginning. __________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Matt Hougan• Twitter: https://x.com/matt_hougan• Twitter: https://x.com/bitwiseinvest• LinkedIn: https://www.linkedin.com/in/matthew-hougan• Website: https://www.yellow.org/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction 1:29 Please Subscribe 1:54 Partnerships 2:40 San Francisco’s Unique Advantages5:25 Time Spent in San Sebastian5:59 Who is Matthew Hougan?6:33 Improving Financial Technology Globally7:14 Why Majors Matter Less9:41 Self Custody with Trezor10:35 Discipline and Consistency Win14:18 What is Crypto?18:29 Why Should I Do Crypto?21:29 Filtering Noise in Crypto23:40 The Myth of Trading Alpha27:44 Crypto Gains Vs. Traditional28:44 The Danger Of Certainty32:12 How I Allocate To Crypto33:28 Why Index Funds Win36:38 Crypto’s Version of the S&P39:36 ETFs Democratize Investing41:18 ETF vs. Self Custody44:37 Traditional Investing Works In Crypto46:39 80/20 Crypto Strategy50:11 Bitcoin’s Long-Term 10x Potential54:00 From Speculation To Fundamentals55:50 What is Bitwise?56:32 Separating Emotions From Decisions58:27 Writing Memos While Running1:00:04 AI Can’t Replace Thinking1:04:10 Crypto’s Undervalued Importance1:07:16 Media Perception vs. Reality1:11:38 Prediction for the Next 12 Months1:12:29 Crypto Demand Outpaces Supply1:16:29 Concluding Remarks
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E133: SUI Network CoFounder: The Real Problem With Crypto Security
Sam Blackshear is the Co-founder and CTO of Mysten Labs, the company behind the Sui Network, and creator of the Move programming language that's revolutionizing smart contract development. From his academic roots in programming language research to his pivotal role at Facebook's Libra project, Sam shares the untold story of how he identified fundamental flaws in existing blockchain architectures and built solutions from the ground up.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Sam Blackshear• Twitter: https://x.com/b1ackd0g• Twitter: https://x.com/SuiNetwork• LinkedIn: https://www.linkedin.com/in/sam-blackshear-599b3965 FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction1:28 Please Subscribe1:54 Partnerships 2:44 The Power of Preparation5:14 Discipline Behind the Podcast6:27 Translating Thought Into Code8:19 Who is Sam Blackshear?9:27 Choosing What Truly Matters10:25 Self Custody with Trezor11:18 Crypto vs. AI Thinking17:55 Challenging the Limits of Code22:52 Chose Learning Over a Job27:35 PhD Skills Meet Facebook29:05 Entering Crypto Through Facebook32:15 Why Libra Needed Move33:42 Solving Scarcity in Code36:37 Bitcoin & Ethereum Mistakes38:45 Creating a New Language44:47 Avoiding Analysis Paralysis53:14 Future of Crypto Protocols55:00 What is the Sui Network?57:05 Why is Sui The Best Blockchain?56:25 What Makes Sui Different?59:05 Managing Energy Long-Term1:01:02 Satisfaction Without Closure1:03:37 90% Love, 10% Grind1:05:37 Mental State of Surfing1:06:47 Non-Consensus Beliefs1:07:34 What is Memory Safety?1:12:00 Right Dose of Regulation1:13:00 Biggest Prediction for the Next 24 Months?1:14:02 Scaling Crypto Developers1:16:07 Concluding Remarks
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E132: Wintermute CEO Solves Crypto’s Biggest Conspiracies
Evgeny Gaevoy, founder and CEO of Wintermute, dismantles crypto's biggest conspiracy theories with brutal honesty. He explains why market manipulation claims are "flat earth theory level stupidity" and reveals how markets actually work.From price crash accusations to wash trading conspiracies, Evgeny addresses every major theory while sharing his journey from 1990s Russia to multi-billion dollar crypto empire and his ultimate dream: colonizing Mars.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Evgeny Gaevoy• Twitter: https://x.com/EvgenyGaevoy• Twitter: https://x.com/wintermute_t• LinkedIn: https://uk.linkedin.com/in/evgeny-gaevoy-3148a61FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://www.podpage.com/when-shift-happens/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction1:31 Please Subscribe1:56 Partnerships2:42 Market Making Made Simple4:37 Who is Evgeny Gaevoy?5:45 Business Feels Like a Game8:34 Game Theory in Crypto10:18 Self Custody with Trezor11:12 Playing The Long-Term Game12:21 From Finance To Crypto16:19 Money Is Just A Leaderboard17:36 The True Value Of Money20:44 What is Market Making?26:20 What Is Delta Neutral Trading?29:38 Debunking Market Manipulation Myths37:06 Inside A Token Launch40:47 Price Discovery Is Competition42:06 Controversies Around Token Pricing47:22 Token Pricing Realities Explained50:43 Spotting Fake Crypto Volume54:33 How Market Makers Influence Prices59:29 Market Manipulation vs Buybacks1:04:47 Why Spoofing Goes Unpunished1:06:32 How Market Makers Profit1:10:27 Market Maker VC Conflicts1:16:44 The Truth About Wash Trading1:18:08 Handling FUD at Wintermute1:22:03 Dreaming of Colonizing Mars1:23:45 Concluding Remarks
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E131: Anchorage Co-Founder: Built America's First Crypto Bank
Diogo Mónica co-founded Anchorage Digital, America's only federally chartered crypto bank managing $60+ billion in digital assets. After helping a crypto fund recover their lost $1.5 million Bitcoin wallet, he realized the massive need for institutional crypto custody and built crypto's most trusted institution.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Diogo Mónica• Twitter: https://x.com/diogomonica• Twitter: https://x.com/Anchorage• Website: https://diogomonica.com/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________DISCLAIMERThe info 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 speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction 1:29 Please Subscribe1:54 Partnerships2:44 Beauty Privilege Is Real3:26 Why Fitness Builds Trust8:30 Who is Diogo Mónica?9:56 Self Custody w Trezor12:03 Why I Left San Francisco15:52 The Crypto Traveling Circus20:36 Ambition Through Discomfort23:17 Retirement Is a Myth25:25 The Evolution of Jack Dorsey29:10 Working Sundays & Culture33:51 Missionaries vs. Mercenaries36:26 The Loneliness of Founders38:09 Why Starting Is Easier Now43:13 Hiring Self-Starters Only45:29 Why Most Startups Fail51:56 Is Life a Single Player Game?55:43 The $1.5M Bitcoin Mistake58:13 The Magic of Zero to One1:00:02 Scaling From One To Hundred1:05:10 Proactive Mental Health Care1:07:24 Founder Burnout Is Common1:10:35 Founder Vs. Venture Investor1:12:41 Why VCs Seem Arrogant1:15:13 Why Founders Make Bad VCs1:19:01 The Accountability Gap In VC1:21:19 Why I Joined Haun Ventures1:23:39 Balancing Work And Family Life1:26:42 When Family Changes Priorities1:28:26 What Does Enough Mean?1:32:35 Contrarian Views on AI1:37:41 The New Default Career Path1:39:07 Crypto’s Incentive Problem1:42:07 Prediction for the Next 12 Months1:43:30 Concluding Remarks
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ABOUT THIS SHOW
I sit down every week with the most based people in crypto.My goal is to create a safe space to have the deepest and most real conversations with the biggest builders and investors in the industry, as well as to help educate the mainstream people, politicians, celebrities and big Web2 entrepreneurs coming into Web3.Hopefully this platform does its little part in onboarding as many people as possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’s core values and ethos.Thank you for watching.
HOSTED BY
Kevin Follonier
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