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When Shift Happens Podcast

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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  • 22 episodes
  • weekly
  • Avg 1 hr 19 min
  • English

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  • #184
    Thursday · 1 hr 32 min

    E184 | Trezor CTO | How Quantum Computers Could Empty Every Bitcoin Wallet

    Trezor's CTO, Tomáš Sušánka, breaks down how AI is changing the scam landscape and why even security experts are getting fooled. From AI deepfake Microsoft Teams calls to voice cloning and phishing sites that nearly caught the CTO himself, this conversation covers the modern security playbook everyone needs for 2026. 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 Tomáš Sušánka • Twitter: https://x.com/tsusanka FOLLOW 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/ DISCLAIMER The 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 Introduction 2:07 Does Tomas Like To Talk 4:15 What Does Tomas Do & Why 5:15 How Much Does Bitcoin Matter To Tomas 6:28 Why Should People Still Care About Bitcoin 8:25 Who Is Tomas Sushanka 10:10 Why Humans Are So Bad With Security 12:58 Tomas’s Thoughts On People Downplaying Risk 14:27 How Should One Think About Risk 15:25 Does Intelligence Play A Role In Risk 16:54 Why Do Smart People Fall For Scams 23:39 How Do We Fix This Scam Problem 25:12 Partnerships: @Variational @BitwiseInvest 26:05 Which Security Mistake Would Tomas Remove 28:57 How Tomas Protects His Assets 29:49 What’s The Craziest Hack Tomas Has Seen 31:24 A Security Habit That Makes Tomas Look Crazy 32:27 Why Someone Should Care About Self-Custody 36:05 When Should People Look Into A Hardware Wallet 37:48 A Strategy For Hardware Risk Management 44:16 How Does One Manage The Inheritance Problem 46:29 Should People Keep Assets On An Exchange 47:32 Partnership: @KASTxyz 48:20 What Security Setup Should Kevin’s Grandma Use 50:08 Things To Can Do To Prevent Hacks & Scams 1:01:57 Should People Upgrade Their Trezor Wallets 1:05:28 How Self-Custody Will Evolve & Not Be Archaic 1:08:07 Partnerships: @JupiterExchange @Ethena 1:08:50 The Biggest Problem With Self-Custody 1:09:52 Is Quantum Computing A Worry For Crypto 1:14:48 Who’s Taking Quantum Computing Seriously 1:20:41 Who’s Securing Bitcoin Against Quantum Risk 1:23:58 A Crypto Belief That Tomas Disagrees With 1:26:12 Is There A Future For Digital Identity 1:27:56 Could Self-Custody Become Too Complicated 1:28:42 Dangerous Advice Tomas Had Heard Before 1:29:43 Does AI Make You Safer Or Vulnerable 1:31:25 Closing Thoughts

  • #183
    August 20 · 1 hr 25 min

    E183: Jupiter COO: Getting Rich In Crypto Has Nothing To Do With Luck

    Jupiter COO, Kash Dhanda, breaks down the real playbook for building wealth in crypto without luck, memecoins, or moonshots. He explains why we're still in the early majority phase of crypto adoption, why Solana is becoming the everything chain, and why he personally keeps over 50 percent of his portfolio in stablecoins earning yield. 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 KASH DHANDA Twitter:https://x.com/kashdhanda Twitter: https://x.com/jupiterexchange FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The 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 Introduction 2:10 Crypto Middleman Discussion 4:46 Where Crypto Currently Sits Within TradFi 7:59 Who Is Kash Dhanda 9:26 What Was Kash’s Role On SuperTeam 11:42 Why Kevin Became So Bullish On Solana & ZCash 13:02 What Is The Concept Of Infinite Capitalism 16:07 Partnerships: @Variational @BitwiseInvest 19:15 Kash’s Opinion On Memecoins 21:27 Why Even Hold 10% For Random Investing 24:15 How Can People Get Rich In Crypto Without Luck 27:25 The One Way To Compound Wealth In Crypto 28:33 Isn’t Yield Not Worth It For Crypto Investing 31:14 Why Go All In On Stablecoins 40:10 Partnership: @KASTxyz 43:21 Is Solana Rising From The Ashes 47:09 What’s Solana Bad At Toda 51:01 Solana’s Thesis In 2026 52:23 Is SOL Becoming Future-Proof 54:07 What Is Jupiter Today 56:13 Why JUP Token Is Powered By Ethena 57:19 Why Does Jupiter Need A Stable Coin 1:00:05 How JUP Is Able To Give Yield 1:03:20 What Is Jupiter Spend 1:04:58 Partnerships: @JupiterExchange @Ethena 1:05:42 The Advantages Of Using Jupiter Spend 1:07:39 Gum Global Unified Markets Explained Simply 1:10:20 What Other Things Will Gum Help With 1:12:30 Does Solana Doing Well Benefit Jupiter Heavily 1:14:45 Why JUP Didn’t Do Well Last Cycle 1:17:21 The Changes Jupiter Is Making To Stand Out 1:19:23 Should We Be Bullish On JUP Token 1:23:28 One Takeaway From This Conversation 1:24:15 Closing Thoughts

  • #182
    August 13 · 1 hr 7 min

    E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead

    Jordi Visser, macro strategist at 22V Research and former Weiss Multi-Strategy CIO, breaks down why Bitcoin is his hedge against a coming age of AI-driven abundance and why he holds no interest in ever selling. He also dives into longevity, heart rate variability, and why chasing money and status like buying a house may be the wrong game to play. 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 JORDI Twitter: https://x.com/jvisserlabs FOLLOW 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/ DISCLAIMER The 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 Introduction 2:10 Was Jordi Happy With His Weekend & Activities 3:49 How Does One Live Until 100 Years Old 4:31 Why Jordi Is Fascinated With Longevity 5:44 What Kills The Habit Of Living Healthy 7:20 Jordi’s Thoughts On Supplements & Meds 9:51 Partnerships: @Variational @BitwiseInvest 12:17 How Distribution Of Wealth Affects Longevity 14:03 Jordi’s Opinion On Peptides & Hormones 17:47 What Is Heart-Rate Variability 21:21 How Can You Track Heart-Rate Variability 25:12 Jordi’s Findings Within The Finance World 29:10 When Jordi Learned The Concept Of Money 31:58 Partnership: @KASTxyz 32:47 What’s The Point Of Making More Mone 38:20 Does Abundance = More Affordable 38:54 Why Would We Still Need To Build Wealth 41:22 How Jordi Became Fascinated With Bitcoin 47:44 Jordi’s Thesis On Bitcoin Explained Simply 50:10 How Much Of Jordi’s Portfolio Is Bitcoin 50:48 Would Jordi Ever Sell His Bitcoin 51:52 Partnerships: @JupiterExchange @Ethena 52:38 How Big Does Bitcoin Get 54:00 Jordi’s Thoughts On “Bitcoin Is Too Expensive” 55:28 Why Have A Channel About Crypto & Not Bitcoin 56:25 Does Jordi Invest In Other Crypto Assets 57:24 Other Scarce Assets Jordi’s Invested In 58:41 Should 20 Year Olds Work Towards Buying A House 1:02:00 The Difference Between Routine & Unique 1:03:57 Why You Should Prioritize Longevity 1:07:02 Closing Thoughts

  • #185
    August 6 · 58 min

    E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky)

    Scott Melker, host of The Wolf of All Streets, explains why most people chasing quick wins in crypto never make it, and why his own strategy is deliberately boring: mostly Bitcoin, bought on a schedule and left alone. He also opens up about being a top creditor in the Voyager collapse, his first interview with Michael Saylor, and why he thinks crypto Twitter is actively hurting mainstream adoption. 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 RAAGS Twitter: https://x.com/raagulanpathy LinkedIn: https://www.linkedin.com/in/raagulanpathy/ Twitter: https://x.com/kastxyz Website: https://www.kast.xyz/ FOLLOW 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/ DISCLAIMER The 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 Introduction 1:51 Dressing Up Discussion 2:51 What Helps Scott Stay Optimistic 3:43 Scott’s Thoughts On Failure 4:43 Who Is Scott Melker? 7:00 Why Do DJ’s Go Down The Crypto Rabbit Hole 8:48 What Scott’s Trading Life Was Like 9:56 When Did Scott Go All In On Building In Crypto 11:46 Partnerships: @Variational @BitwiseInvest 12:38 Is Crypto Still Relevant In 2026 16:15 What Scott Invests In 18:50 How Scott’s Opinion On Crypto Gets Influenced 19:58 Scott’s Thoughts On Yield 23:42 How To Improve A Crypto Media Business 26:26 How Scott Stays Excited Even When It’s Boring 28:12 Partnership: @KASTxyz 31:46 Scott’s Advice On Trading Bitcoin 34:17 How Average People Get Rich From Crypto 35:40 A Few Lessons Scott Learned In 2022 38:08 What Other Assets Is Scott Interested In 39:23 Scott’s Most Unexpected But Best Interview 43:06 The Biggest Myth About Investing Debunked 44:13 Partnerships: @JupiterExchange @Ethena 44:57 Scott’s Goal With His Media Company 47:22 What About Scott’s Goal In Life 50:39 Scott’s Learnings From Behind The Scenes 51:59 How Scott Stays Motivated Despite The Bear Market 53:33 Why People Should Be Optimistic About Crypto 57:26 Closing Thought

  • #180
    July 23 · 1 hr 46 min

    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 RAAGS Twitter: https://x.com/raagulanpathy LinkedIn: https://www.linkedin.com/in/raagulanpathy/ Twitter: https://x.com/kastxyz Website: https://www.kast.xyz/ FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The 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 Introduction 1:58 How Raagulan Prioritizes What’s Done At Kast 4:35 Kast Employees Deal With Major Chaos 5:38 Raagulan’s Theory About Hiring For Kast 7:02 Why Firing People Can Be More Difficult 8:35 An Error That Could Kill Kast 9:52 Convincing A Stable Coin Skeptic 12:06 Why Kast Has To Build Different Departments 18:32 Partnerships: @Variational @BitwiseInvest 19:24 Raagulan’s Thoughts On Fees 21:55 Kast’s Best Customer Type 23:53 Something Raagulan Shouldn’t Say Publicly 29:04 Raagulan’s Experience With GLP-Ones 34:05 Kast Is On Track For $100 Million In Revenue 36:55 Why Kast Hasn’t Blown Up Due To Misspending 41:04 Why Is Everyone Trying To Build Neo Banks 42:52 What’s Difficult About Building Neo Banks 49:14 Kast Isn’t A Card Business 50:43 How Kast Is Building Momentum 56:29 Partnerships: @KASTxyz @Trezor 57:33 Kevin’s Thoughts On Kast 58:59 What Does Kast Do With $80 Million 1:01:55 Would Raagulan Consider Selling Equity 1:08:39 Is Your Money Truly Yours When Inside Kast 1:10:49 What Happens To Your Money If Kast Fails 1:17:38 Pros & Cons Between Non & Self Custodial 1:22:42 Partnerships: @JupiterExchange @Ethena 1:23:26 Should The Kast Community Feel Cheated 1:34:13 What’s This Tokenized Stock Based On? 1:35:25 The Hill Raagulan Is Willing To Die On 1:37:59 Is The Worse Behind Us In Crypto 1:42:57 One Thing To Remember From This Conversation 1:45:16 Closing Thoughts

  • #179
    July 16 · 1 hr 12 min

    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 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/ DISCLAIMER The 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 Introduction 1:57 Coffee, Zyns, & Sleep Discussion 3:26 Is It Better To Work At Night With ADHD 4:05 How Mert Has A Relationship Despite His Schedule 6:45 Mert On Being A Parent 7:30 How Mert Grew On X So Fast 8:51 Partnerships: @Variational @BitwiseInvest 9:44 Mert’s Experience With SOL’s Price Drop 15:48 The Behind The Scenes With Solana 18:22 How Solana’s Future-Proofing Its Ecosystem 25:47 Why Businesses Will Build On Solana 28:05 Why Solana Isn’t Seen As The Obvious Choice 30:38 Partnerships: @KASTxyz @Trezor 31:43 Mert’s Thesis Behind Solana In 2026 36:42 Solana Will Become The Biggest Financial Economy 42:45 The Timeline On Solana’s Changes Going Live 44:23 Is Solana Making Its Comeback? 47:31 Partnerships: @JupiterExchange @Ethena 48:14 The Zcash Drama Explained 55:39 AI’s Advancement Means Crypto Must Evolve 59:24 What Is Zcash’s Potential 1:04:40 How Is NEAR Special Like Solana & Zcash 1:09:32 Closing Thoughts

  • #178
    July 9 · 1 hr 17 min

    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_jain FOLLOW 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/ DISCLAIMER The 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 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: Zcash 19:39 - What Zcash represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing Solana and Hyperliquid 31:45 - Sponsors: Kast, Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: Zcash, Hype, Ethena 43:21 - What Ethena represents 45:37 - How much founder quality matters 47:09 - When to take profits 49:50 - Thoughts on Ethereum 51:44 - Kyle leaving Multicoin 53:03 - Sponsors: Jupiter, Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid ($HYPE) report 1:09:55 - Base case: $319 price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

  • #177
    July 2 · 1 hr 9 min

    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/hosseeb FOLLOW 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/ DISCLAIMER The 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 Introduction 1:55 Studio & Show Discussion 3:30 How Hasseb Feels In Life 4:51 Why All The Og’s Are Leaving Crypto 7:39 How Do You Last In Crypto 9:39 Biases That Crypto Investors Try To Trick You With 11:20 Partnerships: @Trezor @BitwiseInvest 12:06 Major Lessons Haseeb Learned At Silicon Valley 17:51 Why Haseeb Compares Crypto To Tech 21:29 What Crypto Is All About 24:35 Haseeb’s Meaning Behind Believing In Exponentials 30:51 Partnership: @KASTxyz 31:39 How Haseeb Sees Crypto’s Future Becoming Huge 40:54 Does Haseeb Ever Sell Major Tokens 41:28 More Oh Haseeb’s Personal Finances 42:04 Haseeb’s Thesis On Bitcoin + Exponential Growth 48:29 What Does Bitcoin Look Like Once Saturated 51:10 Partnerships: @JupiterExchange @Ethena 51:53 Why Haseeb Defends ETH & SOL 58:07 When Has This Growth Story Thesis Been Wrong 1:02:31 Where HyperLiquid Fits: Growth Or Revenue 1:04:05 Should People Stay In Crypto? 1:08:31 Closing Thoughts

  • #176
    June 25 · 1 hr 46 min

    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/ericlarch FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The 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 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 4:57 How Eric Uses These AI Agents 5:47 What Does Eric Do & Why 8:01 Why People Need To Hit A wall 12:39 Who Is Eric Larcheveque 13:21 Eric’s First Major Leap For His Company 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: @Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: @KASTxyz 1:00:12 Why Bitcoin Will Never Hit 0 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: @JupiterExchange @Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does A NBA Player Do With Bitcoin 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand 1:39:00 Does Eric Feel Happier Now With Money 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences > Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts

  • #175
    June 18 · 59 min

    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 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/ DISCLAIMER The 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 Introduction 2:00 Kast Card Discussion 2:40 Dan’s Framework For Investing In Businesses 5:29 Why Equity Over Tokenization 12:19 Partnerships: @Trezor @BitwiseInvest 13:05 Dan’s Bullish Tweet Style Explained 19:55 The Shift That Makes Someone Confident 28:00 Partnership: @KASTxyz 28:48 Why Markets Tend To Do The Unexpected 32:23 Conviction In Bitcoin Is Becoming Much Harder 41:03 How Dan Raises Money During A Bear Market 46:24 Partnerships: @JupiterExchange @Ethena 47:07 Why Dan Is Confident Crypto Will Go To $50 Trillion 52:02 How Agentic AI Will Help Crypto Reach $50 Trillion 54:33 The Numbers Behind ETH & SOL Post $50 Trillion 58:30 Closing Thoughts

  • #174
    June 1 · 1 hr 15 min

    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/Kalshi Website: https://kalshi.com/ FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The 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 Introduction 3:11 Where The Anime Passion Comes From 4:01 How Tarek Is Doing 4:53 Who Is Tarek 7:02 Which Version Of Uncertainty Is Tarek A Fan Of 9:10 Where Tarek’s Fire In The Belly Comes From 13:33 Partnerships: @Trezor @BitwiseInvest 14:20 What Tarek’s Brother Does 15:19 Why Tarek’s Resilience Is Crazy 16:31 Why Is Entrepreneurship Like Therapy 22:16 Is Tarek Mad, Crazy, Or In Denial 24:45 Would Tarek Have Ever Given Up Earlier? 29:54 Partnerships: @KASTxyz @sumsub 31:19 How To Focus On Inputs, Not Results 33:16 When Did Kalshi Come Into Existence 36:00 What’s The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 43:47 How Are Prediction Markets A Better Insurance 44:55 Why Is There No Leverage In Prediction Markets 47:16 Partnerships: @JupiterExchange @Ethena 48:00 Tarek’s Opinion On Insider Trading 51:19 Who Enforces The Insider Trading Rules 55:26 How Kalshi Surveys Suspicious Behavior 56:59 Tarek’s Honest View On Crypto 59:41 Why Kalshi Is Launching Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi Inspired By HyperLiquid 1:03:41 How Much Time Does Tarek Look At Competition 1:05:58 What’s The Endgame For Kalshi 1:07:06 What Does Tarek Do With A Billion Dollars 1:08:31 Is Tarek Happy 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts

  • #173
    May 29 · 1 hr 23 min

    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.com CONNECT WITH RAOUL👇 Twitter: https://x.com/RaoulGMI Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/ Instagram: https://www.instagram.com/raoulgmi YouTube: @RaoulPalTJM GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe FOLLOW 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/ DISCLAIMER The 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 Introduction 2:00 Traveling Non-Stop & Kast Card Discussion 5:00 What Raoul’s Been Up To The Past 4 Months 7:24 Why The Stock Market Never Ceases To Grow 10:33 What Is The Economic Singularity? 15:03 Partnerships: @Trezor @BitwiseInvest 15:49 Is It Still Early To Invest In AI? 17:44 Is Crypto Superior To AI Investment Wise 19:38 Crypto’s Reasons For Going Up Forever 22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction 28:35 Why Raoul Started Buying Zcash 30:12 What Are The Left & Right Curve Trades? 30:47 Partnerships: @KASTxyz @sumsub 32:12 How Raoul Thinks About Allocation With Zcash 32:59 Raoul’s Thoughts On Hyperliquid & Hype Token 41:13 How To Measure Intelligence For Layer Ones 45:56 Why DeFi Isn’t Dead According To Raoul 51:09 How Do You Structure An NFT Portfolio? 56:04 Partnerships: @JupiterExchange @Ethena 56:47 Should People Only Focus On The Top Grail NFTs 59:35 Raoul’s Plan To Lend Against NFTs 1:00:44 Is Bitcoin A Proxy Trade For AI 1:02:05 Why You Should Never Sell Unless You Have To 1:04:33 The Numbers Behind Buying & Holding vs Trading 1:10:47 Raoul’s Advice On Developing Patience 1:14:55 Why People Should Stay In Crypto 1:17:06 Why There’s Hope For Crypto In 2026 & 2027 1:22:35 Closing Thoughts

  • #172
    May 21 · 2 hr 16 min

    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/Strategy FOLLOW 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/ DISCLAIMER The 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

  • #171
    May 14 · 54 min

    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/CoinsiliumGroup FOLLOW 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/ DISCLAIMER The 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 Introduction 1:56 Tea & Coffee Discussion 5:25 If Eddy Got $10 Million Today, What Would He Do 6:42 Why Does Crypto Make Sense In A World Crisis 8:00 Partnerships: @JupiterExchange @KASTxyz 8:41 Who Is Eddy Travia? 8:57 Why Eddy Backed WSH Early? 10:04 What Is Coinsilium Explained Through An Analogy 10:40 What Coinsilium Dealt With Last Year 13:33 What Did Coinsilium Do Right In 2025 Despite The Criticism 17:27 The Yellow Network Bet 20:10 Why Yellow Matters? 20:46 Partnerships: @Ethena @sumsub 21:49 Eddy’s Further Thoughts On The Yellow Investment 22:28 Has Anything Good Come Out Of Crypto Lately? 24:08 Why You Need To Be A VC To Win In Crypto 27:27 How To Play Prediction Markets 30:23 How to Position For High-Traction Markets 32:55 How The Investor Environment Is Changing 40:02 How This Changes Eddy's Investing 41:42 What Companies Should Know About The AI Agents Era 44:15 How AI Agents Change Fundraising 46:08 Should The Crypto Industry Fear The AI Brain Drain 48:24 Partnerships: @Trezor @BitwiseInvest 49:08 Is Eddy Still Bullish On Crypto? 51:03 Is The $1M Bitcoin Dream Dead? 53:54 Closing Thoughts

  • #170
    May 7 · 1 hr 13 min

    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/Consensys FOLLOW 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/ DISCLAIMER The 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 Introduction 1:55 Kast Card & Hong Kong Discussion 3:52 What It Means To Be Meta According To Joe 5:35 What Does Joe Do Explained Simply 11:53 Partnerships: @JupiterExchange @KASTxyz 16:27 The Before & After Of Joe’s Beliefs Post 9/11 Explained 18:02 What Does This Negative Or Positive Road Depend On 21:55 Why Joe Goes To Many Crypto Conferences 23:16 How Did Joe React To Novo’s Article Comment 31:14 Partnerships: @Ethena @sumsub 32:16 Why Joe Decided To Join Ethereum As A Co-Founder 35:03 Why Is Decentralization An Organizing Principle 40:32 Explain Consensys To Your Uber Driver 42:57 Joe’s Fundamental Belief Of What Blockchain Represents Today 46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed 49:33 Partnerships: @Trezor @BitwiseInvest 50:17 What’s The Most Incredible, Tangible Thing To Come Out Of Crypto 51:43 What Is MetaMask? 57:01 How Much Of Joe’s Life Is Lived In This New Financial System 59:50 Why Would You Borrow Against A Volatile Asset? 1:00:40 Is Self-Sovereignty A Good Or Bad Thing 1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky 1:06:36 What Could Easier Self-Custody Look Like? 1:08:32 Joe’s Relationship With Money 1:09:28 How Do People Interact With Money In The Next 10 Years 1:12:28 Closing Thoughts

  • #169
    April 30 · 58 min

    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-11512721 FOLLOW BITWISE • Twitter: https://x.com/BitwiseInvest • Website: bitwiseinvestments.com FOLLOW 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/ DISCLAIMER The 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 Introduction 1:55 Coffee & Swiss People Discussion 3:36 Is Hunter The ADHD Guy, The Operator, Or A Mix Of Them Both 7:28 Partnerships: @JupiterExchange @KASTxyz 8:08 How Hunter’s Relationship With Avichal Led To Bitwise’s Creation 11:28 The Advantages Of Being Based In San Francisco 17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months 21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Crypto’s Future 24:19 Partnerships: @Ethena @sumsub 25:21 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 Years 38:24 Crypto Is Creating A New Class That Thinks Differently About Money, Explained 46:17 Partnerships: @Trezor @BitwiseInvest 47:01 What’s Relevant For 25-50 Year Old Investors who Aren’t Crypto Savvy 52:02 Why You Should Watch When Shift Happens 57:31 Closing Thoughts

  • #168
    April 23 · 1 hr 7 min

    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_Official FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The 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 Introduction 1:39 Please Subscribe 2:04 Why Ben Is Meeting With Prime Ministers 5:52 Partnerships: @JupiterExchange @KASTxyz 6:32 The Most Fun Part About Building In Crypto 8:16 Why Ben Would Go On A Podcast 3 Days After Losing $1.5B 11:00 How Does ByBit Use AI To Run Their Business 17:47 How Do You Measure A $150 Million F1 Sponsorship Deal 21:47 Why Did ByBit Sponsor The Stockholm Opens 23:07 Why Ben Is So Hands On Consistently With ByBit Decisions 25:33 Partnerships: @Ethena @sumsub 30:20 Ben’s Message To Anyone Dealing With A Big Crisis 36:51 How Big Is ByBit Today In Terms Of Key Numbers 37:38 How Do You Take ByBit To The Next Level Beyond 39:09 What’s The Endgame For ByBit 40:03 What Is Byreal 42:34 Does Ben See A World Where DEXes Takeover CEXes 43:13 What Is ByBit Doing With Ethena 46:05 Ben’s Opinions On Hyperliquid As A Competitor 49:34 Partnerships: @Trezor @BitwiseInvest @SuiNetwork 50:30 What’s ByBit Doing To Prepare For An AI Driven World 56:57 What Makes Ben Happy 57:21 Does Ben Feel Happier Now That He’s Worth A Lot Of Money 58:30 One Thing Ben Is Holding Onto That He Should Let Go Of 59:04 What Ben Does With His Money Investing Wise 1:02:58 One Thing Ben’s Learned That You Can Takeaway Today 1:04:11 Who Is Ben Zhou 1:06:20 Closing Thoughts

  • #167
    April 16 · 1 hr 18 min

    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/@jeffpark1 FOLLOW 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/ DISCLAIMER The 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 Introduction 1:33 Please Subscribe 1:59 Jeff & Kevin’s Fitness Discussion 6:15 Who Is Jeff Park? 8:03 Partnerships: @JupiterExchange @KASTxyz 8:43 How Diversity In America Can Be A Strength & Weakness? 12:28 What We’re Seeing Today From A Broken Financial System 25:28 How Does Someone Combat This Home Buying Investment Crisis? 28:46 Why Bitcoin Solves This K-Shaped Wealth Problem 32:15 Partnerships: @Ethena @sumsub 33:17 The Intelligent Investor Framework Explained 37:20 What Does The Ideological Investor Do? 40:35 How Data Plays A Huge Role In Wealth Creation 47:01 What Tokenization Brings To The Investing Space 48:09 Is Investing Now Off Limits For Average People? 50:06 Partnerships: @Trezor @BitwiseInvest @SuiNetwork 1:02:04 The Occupy AI Moment That’ll Turn GenZ & Gen Alpha Into Bitcoiners Explained 1:05:36 How Is Bitcoin The Answer When Everything Else Gets Abandoned 1:10:26 Jeff’s Thoughts On “Is It Too Late” For People To Invest In Bitcoin 1:12:36 Should Someone Be More Offensive Using Bitcoin In Their Portfolio 1:15:49 How Jeff Prepares His Kids For This Occupy AI Future 1:17:50 Closing Thoughts

  • #165
    April 9 · 1 hr 25 min

    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/bitgetofficials FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The 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 Introduction 1:34 Please Subscribe 2:00 The Only Bad Experience With When Shift Happens 3:47 Gracy’s T-Shirt & Where It Came From 4:37 How Do We Motivate More Women To Join The Crypto Space 6:13 Bitget’s Overall Work Environment Explained 7:06 How Gracy Manages 2,200 Remote Workers 10:09 Partnerships: @JupiterExchange @KASTxyz 10:50 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 Business 28:52 Partnerships: @Ethena @sumsub 41:36 What Is Bitget, Explained Simply? 43:55 Gracy’s Breakdown Of Bitget’s Numbers 45:09 How Bitget Got Over 40% Of Its Management Team To Be Female 46:48 Where Women Excel In Terms Of Business Management Practice 50:45 Where Do Men Excel In Business Management Practice 52:20 Partnerships: @Trezor @BitwiseInvest @SuiNetwork 53:17 What Are Gracy’s KPIs As The CEO Of Bitget? 56:45 How Bitget Is Growing The Pie To Continue Expanding 1:03:40 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 2022 1:17:12 What The Voice In Gracy’s Head Tells Her In The Morning & Evening 1:20:05 One Thing Gracy’s Learned That You Can Take With You 1:24:31 Closing Thoughts

  • #165
    April 2 · 1 hr 23 min

    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 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/ DISCLAIMER The 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 Introduction 1:32 Please Subscribe 1:56 Michelle Fuko & Her Philosophical View On The Panopticon Metaphor 5:25 Armani’s Answer To This Philosophical View In Regards To Crypto 7:50 Who Is Armani Ferrante? 8:39 Partnerships: @JupiterExchange @KASTxyz 9:19 Where Armani’s Chip On The Shoulder Comes From 10:43 Getting Hired Twice At Alameda Research Twice Explained 13:46 Being Able To Work On Early Solana Projects 14:43 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 @sumsub 24:34 How Armani & Backpack Got Affected By The FTX Collapse 36:25 What’s The TLDR On The MadLad Story 42:03 How Important Was The MadLad Story For Backpack? 43:40 Armani’s Deepest Belief On What Crypto Should Be 51:59 Partnerships: @Trezor @BitwiseInvest @SuiNetwork 52:55 Explain Backpack To Your Uber Driver 57:36 Most Of Crypto Is Currently A Test Bed 1:04:15 Percentage Of People Think They Own Shares From Huge Companies But Really Don’t 1:06:41 What Unified Margin Accounts Solve & Why You Should Care 1:15:20 Why Armani Left Sunny California For Tokyo Japan 1:17:18 Why These Huge Exchanges Don’t Exist In Japan 1:18:43 How Did Backpack Acquire Licenses At A fraction Of The Cost Compared To FTX 1:21:53 Closing Thoughts

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