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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E191: Dan Tapiero: After 35 Years, I Figured Out The Secrets To Getting Rich In Crypto
Épisode 191
jeudi 22 octobre 2026 • Durée 01:00:47
Dan Tapiero, founder of $1.7 billion digital asset firm 10T Holdings, returns to reveal the boring secrets to getting rich in crypto that actually work, from why he passed on FTX to the selling rule that keeps you from giving it all back.
After 35 years in investing, including working under legends Stan Druckenmiller, Julian Robertson and Steve Cohen, Dan explains why crypto is the easiest place in the world to make money and the hardest place to keep 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
⚖️ 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
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
2:05 What Rich People Understand About Money
3:54 Why Dan Isn't On Instagram
5:18 The Biggest Myths About Getting Rich
6:43 Advice That Keeps People Poor
9:49 How FOMO Becomes The Wrecker Of Wealth
15:25 Partnerships: @Variational @BitwiseInvest
16:17 What People Shouldn't Optimize For In Crypto Today
18:20 Mistakes People Make In Their 20s & 30s
20:54 Knowing When To Sell Is A Skill All Should Learn
25:54 Skill vs Patience In Wealth Building
28:54 Why Do People Sell Their Winners Too Early?
30:46 Partnership: @KASTxyz
31:34 Where We're At Within The Crypto Wealth Cycle
37:20 Dan's Thoughts On Zcash's Progress
39:50 The Best Ways To Bet On Assets Going On Chain
43:01 How Bullish Is Dan On NFTs?
45:38 What Smart People In Crypto Get Wrong Today
48:26 Partnerships: @JupiterExchange @Ethena
49:09 Why All Monetary Value Will Go On Chain
51:21 Where Should A 25-Year-Old Spend Their Energy?
52:57 The Secrets To Getting Rich In Crypto
58:04 What Does A Rich Life Look Like For Dan?
59:58 Closing Thoughts
E190: Raoul Pal: How to Get Rich in Crypto Before AI Changes Everything
Épisode 190
jeudi 15 octobre 2026 • Durée 01:50:15
Raoul Pal believes we have roughly four years to build wealth before AI fundamentally changes how the economy works.
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 RAOUL👇
E189: Binance Founder: This Is The Best Time In History To Get Rich In Crypto
Épisode 189
jeudi 8 octobre 2026 • Durée 32:03
Changpeng Zhao (CZ), founder of Binance, sits down with Kevin live on stage at Bitcoin Asia 2026 in Hong Kong and explains why right now is the best point in history to build wealth in crypto.
He breaks down why $1 million Bitcoin is coming faster than anyone expects, why Bitcoin will overtake gold in the next bull run, the exact crypto allocation he tells governments to hold, and what the biggest AI companies are telling him about launching their own tokens. Where the next decade of crypto is going, from the man who built the biggest exchange in the world.
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/
💧 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.
E188: Crypto Trading Expert: Why No Amount of Crypto Is Enough (even millions)
Épisode 188
jeudi 1 octobre 2026 • Durée 01:53:48
Jordi Alexander, founder and CEO of crypto trading firm Selini Capital, explains why retirement is a 20th century dream and why no amount of money will ever be "enough" in a world being rebuilt by AI.
He also shares the skill AI can't replace, where he sees Bitcoin and Zcash heading next, and why health, not wealth, will be the biggest divide of the next 20 years.
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
E187: Binance Founder: Nobody Realizes How Big The Next 10 Years Of Crypto Will Be
Épisode 187
vendredi 25 septembre 2026 • Durée 01:04:06
Changpeng Zhao (CZ), founder of Binance, opens up on why he's always bullish on Twitter, how a single tweet lined up with Bitcoin's 20% pump right before Trump's crypto speech, and why he believes crypto is still nowhere near saturated with less than 1% global penetration.
He also gets candid about growing up a second-generation immigrant in Canada, surviving the FTX collapse and a Binance hack, and his contrarian take on why the traditional education system is broken.
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 stocks, commodities, and more digital assets: https://www.variational.io/
🚀 Jupiter is a leading platform for digital asset trading and the largest of its kind on Solana: https://jup.ag/
💳 KAST lets you manage and spend digital dollars with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🌱 Bitwise Asset Management manages $15B+ across 30+ digital asset investment products - ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar system built on Ethereum's network, offering a digitally-native, non-bank-dependent price-stable digital currency 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 exchange for trading on the outcomes of real-world events:
E186: Variational CEO: This Hidden Fee Is Quietly Draining Your Crypto Account
Épisode 185
jeudi 10 septembre 2026 • Durée 01:28:45
Lucas Schuermann is the founder and CEO of Variational, a peer-to-peer derivatives protocol built on Arbitrum. Former Genesis executive, former quant, and someone who went to Columbia at 12 and started a hedge fund at 20.
Today we get into why variational charges zero trading fees, how it's aggregating liquidity from traditional finance to list hundreds of assets on chain, why perps have a funding rate problem most traders don't understand until it costs them, and what happens to old-school brokers once this liquidity actually moves.
___________
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/
___________
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
🌱 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
E185: Ethena CEO: This $7B Crypto Company Just Launched An App That Pays You To Spend Money
Épisode 185
mercredi 2 septembre 2026 • Durée 58:53
Guy Young built Ethena from zero to billions in under two years.
In this conversation, we talk about the one crypto product he believes can reach 100 million users: a yield-bearing dollar in a mobile app.
The goal is for it to feel like a normal fintech app where users don't even know crypto is powering it underneath. Just save, spend, and send to anyone in the world.
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
E184: Trezor CTO: How Quantum Computers Could Empty Every Bitcoin Wallet
Épisode 184
jeudi 27 août 2026 • Durée 01:32:16
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
E183: Jupiter COO: Getting Rich In Crypto Has Nothing To Do With Luck
Épisode 183
jeudi 20 août 2026 • Durée 01:25:15
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
E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead
Épisode 182
jeudi 13 août 2026 • Durée 01:07:34
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
Podcasts Similaires Basées sur le Contenu
Découvrez des podcasts liées à When Shift Happens Podcast. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
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
03:31 - The BANANA ZONE that never happened
04:07 - How To Allocate Better In Crypto
04:52 - How Compounding Actually Works
09:25 - Early vs Wrong: How To Tell
12:54 - The Belief Raoul Totally Reversed
19:01 - Sponsor: Variational, Bitwise
22:12 - The Belief Raoul Wishes Was Wrong
29:46 - How Long Does This Bull Run Last?
34:23 - The Next Obvious Crypto Narrative
36:50 - Is Bitcoin Still Primarily Money?
40:19 - Are We Underestimating AI’s Speed?
50:53 - Sponsor: Kast
51:41 - Will Crypto Ever Be Exciting Again?
59:49 - Is Success Being Smart Or Pain Tolerance?
1:03:27 - KR1: A Raoul Crypto Bet That didn't work
1:11:02 - When will The SUI Thesis Pay Off?
1:13:20 - What Brought Raoul Back To ETH
1:20:24 - Is Zcash A Trade Or A ZODL?
1:21:44 - How Big Can ZEC Get?
1:22:53 - Sponsor: Jupiter, Ethena
1:25:16 - What Is Money For?
1:26:45 - Optimizing For More Than Wealth
1:29:35 - The Most Asked Question To His Palvatar
1:33:31 - The Secret to Raoul's Great Looks
1:35:03 - Looksmaxxing: How Deep Is Raoul In?
1:37:46 - Was Telling Everyone About SUI a Wise Idea?
1:42:53 - Was the 70% SUI Position Sizing Wrong?
1:44:13 - Does Raoul Still Believe In Hold And Do Nothing?
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.
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 Intro
03:23 How Do You Not Break The Streak?
05:56 Who Are You?
09:24 When Did You Know You'd Made It?
12:15 How Do You Get Into The Inner Circle?
14:23 Are Billionaires Actually Special?
18:55 Early Or Just Wrong On AGI?
24:00 Sponsor: Variational, Bitwise
24:57 How Do You Not Go Crazy?
29:10 When Did Your Intuition Cost You?
31:30 The Skill AI Can't Replace
41:25 Are Book Smarts Dead?
43:03 When To Stop Grinding And Recharge
47:17 How Do You Protect Your Peace Of Mind?
51:03 Is "No Retirement" Bad Advice For Normal People?
54:45 Sponsor: Kast
1:01:13 Are Health Shortcuts Worth It?
1:06:52 Has Your Hourly Rate Changed? 50K For A Coffee
1:09:41 Where Is The Puck Going?
1:16:07 Which Platforms Win?
1:20:18 Is Qiao Wang Serious About Zcash?
1:23:19 Where Could Zcash Be In 2 Years?
1:24:50 What's In Your Macro Portfolio?
1:25:50 Why Nobody Teaches Allocation
1:29:08 Sponsor: Jupiter, Ethena
1:29:48 How Wealth Turns Into Unhappiness
1:34:56 When Does More Money Stop Mattering?
1:36:07 Why Spend Millions To Impress Strangers?
1:40:37 At 90, What Would Make Your Money Worth It?
1:42:47 Health Inequality Vs Wealth Inequality
1:44:10 What To Do When You're Spiraling
1:49:16 Can Normal People Access Psychedelic Therapy?
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.
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.
Timestamps
0:00 Intro
2:20 Merch, Travel & Being Back in Singapore
5:13 Who Is Lucas Sherman?
5:24 How Lucas Thinks About Building Trust
6:03 Starting College at Age 12
8:26 How Do You Actually Skip That Many Grades?
9:45 Making Friends Six Years Younger Than Everyone Else
10:40 Are You Still a "Weirdo" at 30?
11:40 Starting a Hedge Fund at 20 - "Hubris of the Young"
14:09 From Paper-Reading Group to a Real Fund
16:50 Acquired by Digital Currency Group at 21
18:59 Why Sell the Fund to DCG?
19:54 Sponsors: Variational & Bitwise
20:47 Did You Regret Selling That Early?
21:51 The Money DCG Made Off Their Work
22:38 Starting a Market Making Firm
24:46 Explain Variational Protocol to Your Mom
26:49 Biggest Mistake Building Variational
28:13 The "Holy Sh*t, We Built Something Massive" Moment
29:54 Reason #1: Zero Fees
32:59 How Do You Trust the Price With Only One Market Maker?
34:33 Are Trading Fees a Scam?
35:29 How Much Do Fees Actually Cost Traders?
36:33 Reason #2: Asset Selection & What "Liquidity" Really Means
40:20 Why Hasn't Crypto Solved This Already?
42:39 Where On-Chain Order Books Break at Scale
46:04 Sponsor: KAST
1:07:30 Sponsor: Jupiterexchange & Ethena
🌱 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
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
2:37 Which Of Guy’s Plans Didn’t Work Out
5:37 Where Are The Users People Are Trying To Obtain
7:10 What Excited Guy About Crypto
9:20 Differences Between PayPal, Revolut, & Neo Banks
12:43 Partnerships: @Variational @BitwiseInvest
13:36 Revolut vs Stable Coin Neo Banks
15:58 Is Swapping To Neo Banks A 10x Improvement
18:00 Ethena Pay Explained Simply
21:21 Why Another Crypto Neo Bank
23:53 Will A Fight For The Pie Happen With Crypto Banks
25:55 How Ethena Gets Users When It Can Help Everyone
32:47 What Makes Ethena Different
36:51 Ethena’s Cashback System Revealed
38:32 Guy’s Thoughts On How Ethena Reduces Fees
39:39 How Ethena Gets The Best Yield
45:16 Guy’s Opinion On Dealing With FUD
48:35 Why Guy Doesn’t Communicate A Lot
49:29 Partnership: @KASTxyz
50:17 What KPI Is Ethena Looking To Hit In 2026
51:55 The Holy Grail For A Stable Coin Neo Bank
52:31 Partnerships: @JupiterExchange @Ethena
53:14 If Everyone’s Doing The Same Thing, Who Wins
55:23 The Next Big Thing For Ethena After Ethena Pay
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
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
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
