Explore every episode of the podcast When Shift Happens Podcast

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

___________

FOLLOW DAN TAPIERO

• Twitter: https://x.com/DTAPCAP

• LinkedIn: https://www.linkedin.com/in/dan-tapiero-22b41b191/

FOLLOW 50T HOLDINGS

• Twitter: https://x.com/50TFunds

• Website: https://www.50tfunds.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 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

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👇

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

CONNECT WITH REAL VISION👇

Twitter: https://x.com/RealVision

Website: https://www.instagram.com/realvisiontv

YouTube:  @RealVisionPresents

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 - 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?

1:44:48 - The One Major Shift Left To Witness

1:48:46 - How Good Is AI Today?

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. 

https://www.coinsilium.com

___________

FOLLOW CHANGPENG ZHAO (CZ)👇

Twitter: https://x.com/cz_binance

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.

#CryptoNews, #JupiterDEX, #SolanaEcosystem, #DeFiInsights, #DEXAggregator, #CryptoTrading, #Web4, #BlockchainFuture, #TokenEconomics, #CryptoCommunity, #DeFiGrowth, #CryptoAdoption, #FintechRevolution, #CryptoMistakes, #FoundersStory, #CryptoBuilders, #DeFiRevenue, #CryptoVolume, #CryptoCulture, #Web3ToWeb4, #CryptoInnovation, #SolanaDEX, #CryptoProduct, #BlockchainStrategy

0:00 Intro

0:37 Do We Need 25 Years For Bitcoin To Hit $1M

1:36 What’s Needed For This Century To Be Bitcoin Century

3:26 How Tokenization Links To Bitcoin’s Success

5:08 Will Bitcoin Weaken Or Strengthen Governments

8:47 Are Governments Serious About Bitcoin Today

11:14 What Most Governments Aren’t Doing With Bitcoin

12:56 Which Countries Are Doing The Best With Bitcoin

15:36 Will Bitcoin Become More Valuable Than Gold

16:33 Could We Be Wrong About Bitcoin Being Better Than Gold

17:17 How Much Should Countries Go In On Bitcoin

20:37 What’s Driving The Next Bitcoin Cycle

21:49 How AI Agents Will Trade Crypto

25:21 Stablecoins vs Bitcoin’s Future

26:54 What Will CZ Contribute To The Bitcoin Century

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

🚀 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 ALEXANDER

Twitter: https://x.com/gametheorizing

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 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?

1:51:15 The One Thing To Remember

1:53:01 Thank You Jordi

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: ⁠https://kalshi.com/⁠

___________

FOLLOW CHANGPENG ZHAO (CZ)👇

Twitter: https://x.com/cz_binance

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.

#CryptoNews, #JupiterDEX, #SolanaEcosystem, #DeFiInsights, #DEXAggregator, #CryptoTrading, #Web4, #BlockchainFuture, #TokenEconomics, #CryptoCommunity, #DeFiGrowth, #CryptoAdoption, #FintechRevolution, #CryptoMistakes, #FoundersStory, #CryptoBuilders, #DeFiRevenue, #CryptoVolume, #CryptoCulture, #Web3ToWeb4, #CryptoInnovation, #SolanaDEX, #CryptoProduct, #BlockchainStrategy

0:00 Introduction

2:01 Life on the Road

3:33 Who Are You?

4:07 Becoming a Top-20 Billionaire

5:14 Growing Up Poor in Canada

6:45 His Sister's Career

7:35 Avoiding "Third Gen Degenerate"

8:07 Binance's First Day

10:05 Sponsor: Variational & Bitwise

10:58 The Early Team

12:32 What Hardworking Means

13:35 Misconceptions About Binance

14:24 Why Listed Projects Disappoint

16:54 Can Retail Ever Win?

18:58 Origin of the "4" Meme

20:55 Tweeting "4" and Meaning It

21:29 The FTX Tweet, Full Story

25:13 Hardest Period of His Life

26:05 Prison, Not Knowing When

27:48 Did Anyone Disappear?

28:31 Sponsor: Kast

29:18 The Pardon Process

32:20 Pardon: Politics or Justice?

34:32 Advice for Elon

35:44 Bybit Hack: Was Ben Right?

36:42 2019 Hack and the Red Button

41:18 Hyperliquid as a Threat?

45:07 Why Hype Isn't on Binance

46:31 The 10/10 Crash Villain

50:47 Tweeting "4" on the Crash?

51:31 Sponsor: Jupiter & Ethena

52:14 His Crypto Legacy

53:56 Giggle Academy

1:00:56 Can CZ Move the Market?

1:03:30 Outro

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

___________

FOLLOW VARIATIONAL 👇

• Twitter: https://x.com/variational_io

• Linkedin: https://ky.linkedin.com/company/variational

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.

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

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 

🌱 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

___________

Follow Guy Young

• Twitter: https://x.com/gdog97_

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

2:37 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

56:36 Is Ethena Pay Like USDE

58:04 Closing Thoughts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Xin is the Group CEO of GSR Markets, one of crypto's oldest market-making firms - bootstrapped with $20K over twelve years ago and still independently funded today. 

In this episode, he breaks down why crypto's market structure is fundamentally broken, how misaligned incentives are holding the industry back, and why GSR is transforming into crypto's first full-service investment bank modeled after Goldman Sachs. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

https://www.coinsilium.com

___________

Follow Xin Song

• Twitter: https://x.com/xinsong86

• Twitter: https://x.com/gsr_io

• Website: https://www.gsr.io/

FOLLOW WHEN SHIFT 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 Introduction1:32 Please Subscribe

2:02 Sleep & Age Banter

3:15 Advantage Of Age & Maturity

7:33 Who Is Xin Song?

9:23 What Did You Learn From Your Parents

12:47 Partnerships: @JupiterExchange @KASTxyz

13:27 What’s Happening With Crypto Right Now Considering The Market

16:12 What Broken Market Structure Means

19:18 Why Crypto Companies Shouldn’t Be Competing With Each Other

21:27 What Shocks You That People Don’t Understand With Crypto vs TradFi

26:42 What’s The Incentive To Make These Changes

28:41 GSR Explained To Your Mom

32:51 Partnerships: @Ethena @sumsub

33:53 Why Do Market Makers In Crypto Have Bad Reputations

36:48 How To Fix The Crypto Market Makers Reputation

40:09 What Does It Mean That GSR Wants To Become The Goldman Sachs Of Crypto

42:05 Example: Goldman Sachs Worked With Coca Cola & How GSR Reflects That In The Web 3 World

44:50 Why Is It Necessary For GSR To Become The Goldman Sachs Of Web 3

48:34 You Made 2 Major Acquisitions, Why?

51:49 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

52:45 Why Is Now The Best Moment For Focusing On Tokenization

56:24 What Must Happen For 10% Of $300 Trillion To Be On Chain

59:20 Katana Explained Simply

1:12:18 Closing Thoughts

Xiao-Xiao is the President of Jupiter, the leading DeFi super app on Solana, and former digital assets lead at KKR, one of the world's top private equity firms. 

In this episode, he reveals why he left Wall Street to go all-in on crypto - and how Jupiter is building zero-fee global payments that could disrupt a $5 trillion market. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

https://www.coinsilium.com

___________

Follow Xiao-Xiao 

• Twitter: https://x.com/xxjzhu

• Twitter: https://x.com/jupiterexchange

• Website: https://jup.ag/

FOLLOW WHEN SHIFT 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

1:26 Please Subscribe

1:52 Xiao’s Personal Thoughts On Dubai

3:11 Kevin Working For Luxury Brands

3:47 Working, Chaos, & A Delicate Balance Within Jupiter

5:16 How Xiao’s Previous Job At KKR Compares To Jupiter

6:01 Coming From TradFi Means Less Structure More Output

7:35 What Is Jupiter Global

8:29 Siloed Point Solution vs The Network Effect & Aggregation 

10:09 Who Is Xiao Xiao

11:26 Partnerships: @JupiterExchange @KASTxyz

12:06 Tell Us More About The Musical Part Of Your Life

13:49 Xiao’s Realization About What He Wanted To Pursue

16:22 What Was This BCG Project About?

18:00 Xiao’s Big Crypto Aha Moment

22:10 What Happens At A Big Firm Like KKR In Terms Of Market Cycles

27:00 Did You Feel FOMO In Regards To FDX Around 2022

31:01 How Advanced Is This Institutional Adoption Within Crypto Now vs Future

37:14 Partnerships: @ethena, @sumsub

38:16 The Fantasy/FOMO Of Going All In On Crypto With Your Job

48:25 What Xiao’s Trying To Prove Within This Jupiter Chapter 

51:13 Are You The Reason KKR & ParaFi Invested In Jupiter?

52:48 Why Concretely Did ParaFi Invest $35 Million Into Jup Token

57:31 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

58:28 What Does Onchain Finance Look Like In 5 years

1:07:25 One Thing That Makes You Proud To Be Apart Of Jupiter

1:10:42 Kevin’s One Thing He’s Proud Of With Jupiter

1:14:24 What Shift Is Happening That Most People Don’t See

1:18:18 Closing Thoughts

Bobby Ong is the co-founder and CEO of CoinGecko, the crypto data platform he bootstrapped with $200 over 12 years - no VC money, no shortcuts.

In this episode, Bobby reveals why most crypto founders are destined to fail, how he caught employees taking bribes for listings, and what it really takes to survive in an industry designed to destroy you.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

https://www.coinsilium.com

___________

FOLLOW BOBBY ONG

• Twitter: https://x.com/bobbyong

• Twitter: https://x.com/coingecko

• Website: https://www.coingecko.com/

FOLLOW WHEN SHIFT 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

1:40 Please Subscribe

2:06 Kevin’s Transition Into When Shift Happens

4:36 Who Is Bobby Ong?

5:34 The Decision Process Around Switching CEOs

7:27 What Attracted Bobby To Bitcoin In 2013

13:36 Partnerships: @JupiterExchange @KASTxyz @sumsub

14:47 Where Bobby’s Fire In The Belly Comes From

16:26 Where This Risk Taking Attitude Comes From

18:37 The Tech Guys Bobby Was Following To Learn About Crypto

20:13 How Do You Explain Your Co-Founder Sticking Around 12 Years Later

22:45 Where Do You Think Good Values Vibe From?

23:59 What’s The Deal With Pudgy Penguins

25:05 Bobby’s View On NFTs In 2026

27:14 Who Would Be The Future Winners On Asset Appreciation

29:15 What Did The First $200 CoinGecko Look Like

30:26 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

31:23 History Of Bobby’s Work While Building CoinGecko

33:03 Short Term vs Long Term Thinking In Crypto Discussion 

35:12 2017 You Went All In On CoinGecko

36:22 Four Year Bitcoin Cycle & Surviving

50:16 Explain CoinGecko To Your Mom

50:45 Why Is CoinGecko Called CoinGecko

1:26:44 Is #1 CoinMarketCap Not Playing The Trust Game

1:27:13 How Does A User Decide Between Coin Market Gap & CoinGecko

1:28:51 Where Does CoinMarketCap Excel

1:30:00 Why Didn’t Zash The Company You Acquired Work Out

1:35:31 Red Flags In Acquisitions Founders Miss

1:39:10 Best Moment To Sell

1:40:10 Closing Thoughts

Evan Cheng co-founded SUI after leading Facebook's Libra project -  then threw away everything they built because it wasn't good enough. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance - an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place.  https://app.paradex.trade/wl/resilien...

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

https://www.coinsilium.com

___________

FOLLOW EVAN CHENG

• Twitter: https://x.com/EvanWeb3

• Twitter: https://x.com/SuiNetwork

• LinkedIn: https://www.linkedin.com/in/chengevan/

• Website: https://t.co/S0laxwqTPP

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.

Timestamps:

0:00 Introduction

1:36 Please Subscribe

2:02 Evan’s Move To New York Explained

3:20 So Much Has Shifted In The Last Year

5:03 How Do You Deal With Unpredictability

8:59 How Evan Feels About These Changes

10:59 Partnerships: @JupiterExchange @KASTxyz

18:11 Has SUI Officially Proven This Way To Be Correct

19:22 Considering Tokens Dropping In Value - What Has SUI Proven Despite This

23:10 How Do You Define “Product Market Fit”

24:53 Partnerships: @paradex @zashi_wallet @sumsub

26:05 What Does A Much Bigger Adoption Look Like

30:29 The Dynamic Between Institutions & The Chains They Build On

32:06 How Different Is It To Build For An Institutional User vs A Retail User

34:23 Building The “Better” Technology Is Never Enough

37:05 Do All Major Chains Converge Or Specialize

40:00 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

40:57 What Is SUI Doing Differently From Ethereum Or Solana Explained Simply

43:10 An Example Of Assets That Are The Same vs Not The Same

46:11 SUI Didn’t Build Something Limited Like Facebook Libra Or DM, They Built Something Better

48:11 Closing Thoughts

Anand Gomes, CEO of Paradex, exposes how most crypto token launches really work, reveals the red flags that separate serious builders from teams that cash out and disappear, and explains why Paradex locked 80% of its own team tokens to public performance milestones.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place.  https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

https://www.coinsilium.com 

___________

Follow Anand Gomes

• Twitter: https://x.com/fiddybps1

• Twitter: https://x.com/paradex

• Website: https://app.paradex.trade/

FOLLOW WHEN SHIFT 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

1:29 Please Subscribe

1:55 25 Day Fast & The Benefits

9:25 - Partnerships: @JupiterExchange @KASTxyz

14:04 Fixing Your Health Makes You Unstoppable When Building A Business

15:20 The Playbook To Survive & Become Stronger In Crypto

18:52 The Key To Staying Motivated No Matter What

21:02 How Difficult Is It To Run A Crypto Exchange

23:14 Anand's Stance On Hiring People Who Execute

28:48 Partnerships: @paradex @zashi_wallet @sumsub

33:48 What Do You Want Crypto To Be?

35:12 Paradex’s Privacy Aspect Explained

36:58 Has Anand Ever Thought Of Building Paradex On Solana

41:12 Do You Ever Regret Or Doubt Yourself With Anything?

44:45 Why Anand Is Extremely Bullish On The Perp Space

47:35 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

48:32 What Happens To The Perp Space In One Years Time

55:34 Crypto’s “Bad Rep” Comes From These Non-Serious Token Creators

56:50 Paradex Stands Out Because Of The Transparency, Alignment, & Governance Framework

59:30 How You Ensure People Won’t Use Options As An Instrument To Sell 

1:01:19 What’re You Trying To Prove Here?

1:03:31 Why You’re Confident Launching A Token In A Bear Market

1:05:22 Can You Be Transparent With Us Now?

1:05:50 What Does The Little Voice In Your Head Tell You Every Day & Night

1:08:08 Closing Thoughts

Jeff Yan, founder of Hyperliquid Labs, returns after one of crypto's most extraordinary moments - a $1 billion community airdrop that grew to $10 billion, built by a team of just 11 people who didn't stop to celebrate.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place.  https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

⁠https://www.coinsilium.com⁠ 

___________

FOLLOW JEFF YAN

• Twitter: https://x.com/chameleon_jeff

• Website: https://app.hyperliquid.xyz/trade

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

1:35 Please Subscribe

2:01 Jeff’s Thoughts On Singapore

11:10 Partnerships: @JupiterExchange @KASTxyz

11:51 How To Make HyperLiquid A Cult For Those Outside Crypto To Come In

22:05 What Jeff Looks At For Reliable Teammates

24:51 Celebrations Or Right Back To The Grind

26:45 How Do You Test For High Integrity

28:31 How About Sleep? Is That A Thing At HyperLiquid

30:05 The Fear Of $300 Million Worth Of Token Hitting The Market Monthly Explained

31:41 Handling FUd, Criticism, & PR At HyperLiquid

32:28 How Does Jeff Personally Handle FUD

35:02 What’s The Problem With Buying Back Tokens When The Price Is High vs Low?

37:20 The Importance Of No Discretionary Element For HyperLiquid

39:04 Hyper EVM Explained Simply

40:00 Partnerships: @paradex @zashi_wallet

40:41 Jeff’s Take On The Success Of Hyper EVM So Far

44:05 HyperLiquid Improvement Proposal 3 Explained Simply

48:19 Why Should People Care?

51:33 Why Is It So Important To Bring All Finance On Chain

52:08 Why Is The HyperLiquid Approach Better

1:08:01 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

1:08:58 Housing All Of Finance Meaning

1:12:23 Why Does HyperLiquid Have A Stablecoin USDH

1:14:39 What Is Kinetic & Why Does It Matter For The HyperLiquid Ecosystem

1:23:39 Where Did Fairness Cost Jeff The Most?

1:24:47 What Do You Want HyperLiquid To Be Remembered For

1:28:10 Closing Thoughts

Avichal Garg is co-founder of Electric Capital, one of crypto's most respected early-stage funds, and an early backer of Solana, Kraken, Figma, and Bitwise.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

https://www.coinsilium.com

___________

Follow Avichal Garg

• Twitter: https://x.com/avichal

• Twitter: https://x.com/ElectricCapital

• Website: https://www.electriccapital.com/

FOLLOW WHEN SHIFT 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

1:38 Please Subscribe

4:26 KAST Card Plug & My Life Is Built On Stable Coins

6:24 Why Avichal Wears A Cap All The Time?

8:05 What Can You Tell Us About Bitwise

9:51 The People Who Built Bitwise Are Geniuses Or?

10:53 Lessons From Silicon Valley About Beliefs

12:30 Partnerships: @JupiterExchange @KASTxyz

13:06 What Fuels Belief For Successful Entrepreneurs

19:34 How Early Did You Invest In These Companies

20:15 Is It Luck Or Genius That You Invested

28:37 Partnerships: @paradex @zashi_wallet

34:00 Avichal’s Backstory

40:05 Connection Between Crypto & “The Little Guy”

43:32 How Does Silicon Valley Look At Crypto Investors

44:48 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

45:40 What Happens To Those Who Are In Crypto But Don’t Believe In It

47:26 Why The Majority Of People Can’t Buy & Hold In Crypto

55:03 How High Can Bitcoin, ETH, & Crypto Get Based On These Principles?

1:01:06 The Compounding Effect & Logic Behind Bitcoin Investing

1:02:19 Applying This “Compound Effect” To ETH, SOL, & Bitcoin

1:06:15 Any Other Crypto Assets That May Have Reached Insane Velocity In 2026

1:07:51 Avichal’s Thesis On SUI

1:10:20 Closing Thoughts

Anthony Pompliano, founder and CEO of Professional Capital Management, reveals how he put 95% of his net worth into Bitcoin and why extreme concentration backed by deep research isn't gambling - it's conviction.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

FOLLOW ANTHONY POMPLIANO

• Twitter: https://x.com/APompliano

• Instagram: https://www.instagram.com/pompglobal

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

1:21 Please Subscribe

1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok”

2:36 Who Are You

2:50 Why Relentless Is Anthony’s Favorite Word

3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio

4:30 How Does Someone Who Relies On Their Portfolio Build Conviction

6:17 Anthony Is A Risk Cowboy

7:06 The History Of Anthony’s Risk & Conviction

8:55 Partnerships: JupiterExchange, KAST

9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets

12:20 Making Changes From 95% In Bitcoin To Other Assets

14:08 Anthony’s Evolution Towards Investing

19:30 Partnerships: Paradex, Zashi Wallet, Mantle

20:39 Does Forcing Yourself Into A Corner Result In True Growth

26:17 Partnerships: Trezor, BitwiseInvest, SUI

27:10 How To Invest In Those 3 Big Topics Today

29:40 A Realistic Return On Bitcoin Over The Next 10 Years

32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years

33:12 Closing Thoughts

Matt Hougan, CIO at Bitwise, explains why Bitcoin could reach $6.5 million and why Solana has "the best setup I've ever seen" for a 10x to $1 trillion.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

Follow Matt Hougan

• Twitter: https://x.com/matt_hougan

• Twitter: https://x.com/bitwiseinvest

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

1:35 Please Subscribe

2:01 Matt’s Last Episode Popped Off

3:59 At Least 10x Left On The Crypto Marketplace?

4:36 Why Is Bitcoin Still Early

5:43 Who Are You

11:09 Our Trusted Partners

11:45 Why Is A Higher Price In Gold Bullish For Bitcoin

12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto

13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years

15:03 How Could This Thesis Be Wrong

20:27 Wise & Boring vs Unwise & Exciting

21:40 Two Bets On Solana Explained

25:11 Confusion With Crypto Investing Explained

30:00 Does Solana Have The Best Setup

30:31 How Big Could Solana Get In 10 Years

31:20 Our Valued Sponsors

32:29 How Matt Expresses His Bullishness On Solana 

37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin?

38:27 What’s The Deal With Ethereum

42:14 Our Esteemed Supporters

46:16 Debasement Trading Will Be More Popular In 2026

48:00 How Do I Get Rich With Crypto In 2026

49:14 Alpha & Long Term Trends Build Wealth In Crypto

55:23 One Thing To Remember From Conversation

Kostas Chalkias, co-founded Sui after leaving Facebook's Libra - and named his son Kryptos.

While other blockchains compete on speed, Sui built what nobody else prioritized: quantum-safe cryptography, AI-ready infrastructure, and blocks large enough for robots. 

Governments and developers are quietly choosing Sui over Ethereum and Solana.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

CONNECT WITH KOSTAS

Twitter: https://x.com/kostascrypto

Twitter: https://x.com/Mysten_Labs

Website: https://t.co/EufSM90Sd9

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 Going Outside

3:26 Time Difference In Dubai vs U.S

5:50 Why Kostas Doesn’t Sleep

8:09 Isn’t It Annoying To Change This 8 Year Habit

8:42 Did You Realize This Habit Wasn’t Healthy

11:50 Our Trusted Partners

12:26 Using Stable Coins Everywhere

12:59 What Is A Cryptographer Explained To Your Mom

15:18 How Secure Are WhatsApp Messages from Governments POVs

28:20 Most Companies Lack Strong Cryptography Teams

30:03 Do You See This Happening With Mysten, Growing To Big To Make Decisions Quickly

33:00 Our Valued Sponsors

43:46 What Is The One Big Breakthrough SUI Is Known For

50:34 - Our Esteemed Supporters

51:25 What Is SUI Doing At The Intersection Of AI, Crypto, And Robots

59:26 Closing Remarks - Most Passionate Founder

Andrej Majcen, CEO of Bitcoin Swiss, built a $6 billion crypto empire from $500 Bitcoin without VC funding.

In this conversation, Andrej explains why we have a 5-year window to build generational wealth - and why Bitcoin, not crypto, is the answer.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

★ Coinsilium is a Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

CONNECT WITH ANDREJ

Twitter: https://x.com/AMajcen_BTCS

Twitter: https://x.com/BitcoinSuisseAG

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

Linkedin: https://www.linkedin.com/in/kevinfollonier/

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

1:35 Please Subscribe

2:01 Building A Good Work Environment & Being Critical

5:05 Where Does This Hardworking Attitude Come From

7:50 Viewpoint On Working Difficult Jobs At An Early Age

10:57 Our Trusted Partners

11:34 Who Are You

12:24 How Andrej Became Fascinated By Crypto

15:41 The Price Of Bitcoin When You Started

19:16 Your View On The Crypto Space

22:53 Your Answer To “Bitcoin Is Too Expensive”

26:15 Why Andrej Owns Real Estate When Most People Are Against It 

31:24 Our Esteemed Supporters

43:17 Bitcoin Suisse Explained To Your Mom

49:37 What’s The Origin Behind The Name Bitcoin Suisse 

53:46 Our Valued Sponsors

56:36 Comparing Investment Assets, S&P 500, Gold, Bitcoin

1:04:36 Nicholas Story & Allocating Large Amounts Of Capital

1:08:51 Why You Relocated To Abu Dhabi 2 Years Ago

1:10:29 Why Abu Dhabi Specifically For This Objective

1:15:34 What Makes Bitcoin Suisse Special

1:16:13 Who Do You Serve & Not Serve

1:17:19 Why You Don’t Serve Retail Anymore

1:18:19 What’s Bitcoin Suisse’s Endgame

1:19:55 Andrej’s Biggest Flaw

1:22:12 One Thing People Should Remember

Raags, CEO of Kast, lost a $100M company and spent 8 years paying back debt. 

Now he's building what he believes will be a trillion-dollar stablecoin bank serving 150+ countries. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: ⁠https://go.kast.xyz/VqVO/SHIFT⁠

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

CONNECT WITH RAAGS

Twitter: https://x.com/raagulanpathy

Twitter: https://x.com/kastxyz

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 Managing A New Baby + Business How?

1:32 How You Deal With Social Media & Gatherings

4:44 The Math Of Compounding As A Founder Explained

6:43 Getting Others To Understand Compounding At Scale

7:22 How Much Time Goes Into This?

8:39 Who Are You

11:00 Our Valued Sponsors

19:33 Eating The Humble Pie Explained

21:16 The Importance Of Ego In Entrepreneurship

23:46 Retweeting A Complaint Comment + Response

26:59 How You Made Money After First Business Failure

29:18 Why You’re Called The Stable Coin Guy

31:30 Our Valued Sponsors

31:47 Stable Coins Have Unified The Dollar System

32:51 How Do You Look At The U.S Dollar vs Stable Coins

35:47 What Did You See That Made You Start Kast

39:06 Explain Kast To Your Mom

42:11 Why Are You Building Kast With Over 100 Employees

47:41 How Do You Simplify The Stable Coin Usage System

49:33 Are You A Fintech Or Crypto Company

50:48 How Likely Would Revolut Or Robinhood Replace Kast

54:14 How Is It Possible For Kast To Be Profitable After 15 Months

57:57 What Is It About The Gold Card

1:02:03 How Can Someone Tell If They Should Spend Or Hold

Raoul Pal shares his framework for making it in crypto in 2026 without getting lucky: hold the right assets and do absolutely nothing. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

CONNECT WITH RAOUL👇

Twitter: https://x.com/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_ 

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 Introduction1:40 Please Subscribe2:06 Getting Sick, Conferences, & Podcasts4:04 You’re Either A God Or A Moron6:13 Why Would Someone Attack Anyone For Any Reason?15:13 Our Trusted Partners18:46 Traders Are Claiming The Move Is To Buy & Hold21:38 Liquidity Is The Name Of The Game In Crypto26:59 What Is A Minimum Regret Portfolio30:47 Does Raoul Follow His Own Framework36:33 Our Valued Sponsors40:24 What Raoul Needs To Pull The Trigger On ZCash54:26 Wall Streets Thoughts On Crypto vs Reality56:21 Raoul’s Take On Crypto’s Exponential Growth1:09:43 Raoul’s Portfolio In 20251:11:48 Honest Thoughts On SUI In Late 20251:21:03 How Lucky It Is To Be In These Positions 1:28:13 What’s Happening With NFTs1:35:27 The Upstream Of All Wealth Leads To Art1:38:53 Is Your Advice Still To Buy The Dip In 20251:45:50 We’re Learning Conviction Even Now1:47:55 How To Win With Crypto In 2026

Sandeep Nailwal, founder of Polygon, went from living in a storage room where his grandfathers were servants to building a $30 billion blockchain company. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

FOLLOW SANDEEP NAILWAL👇

• Twitter: https://x.com/sandeepnailwal

• Twitter: https://x.com/0xPolygon

• Website: https://polygon.technology/

FOLLOW WHEN SHIFT 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

1:35 Please Subscribe

3:10 How Are You Doing

3:53 Sandeep Doesn’t Sleep Much

4:19 Sandeep Is Just Like Paulo From Tether

6:15 Sandeep’s Regular Sleep Hours

8:22 What Is Your Mission

11:45 Who Are You

13:43 Our Trusted Partners

18:42 Your Definition Of A Big Man Today

24:04 Explain Polygon To Your Mom

28:02 3 Different Names For Polygon Token Over The Years, Why?

31:10 Polygon Hired The Head Of Crypto For Stripe, Why?

35:20 Risk Of The Poly Market Moving Away From Polygon

38:10 Our Valued Sponsors

39:24 Why Is The Poly Market Built On A Blockchain

43:04 What’s Special About The Katana Team to Have Them In Polygons Ecosystem

45:05 What Is Maiden Explained Simply

46:16 What Is The Polygon Ag Layer

47:12 What Is Sentient & How Does It Fit Into Aggregation Layer

51:12 Why AI & Blockchain Intersection Is Importantly For The Future

52:29 Why Sandeep Is Very Active In Philanthropy

53:31 The Happiest Moment In Your Philanthropic Journey

Meow, founder of Jupiter, reveals how his team built crypto's largest DEX aggregator with over $2 trillion in volume and $300M annual revenue - and why their token still failed.

While other protocols obsess over technology, Jupiter focused on making crypto accessible to everyone by building the "Google of finance." But despite massive product success, communication failures and community mismanagement tanked the token.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

FOLLOW MEOW 👇

• Twitter: https://x.com/weremeow

• Instagram: https://www.instagram.com/weremeow

FOLLOW JUPITER EXCHANGE 👇

• Twitter: https://x.com/jupiterexchange

• Website: https://jup.ag/

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

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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

1:37 Please Subscribe

2:03 What Is Meow Writing?

3:32 Fastest Growing Company & Podcast

7:34 Getting More People Into Crypto

10:54 Our Trusted Partners

11:47 Who Are You

14:39 Ramen & Being A Chill Cat

15:52 Jupiter Started In A Ramen Shop

27:12 How Long Until Everyone Starts Using The Google Of Finance

28:52 Web 4 Explained To Web 3 Users

34:47 Our Valued Sponsors

36:00 Why Is Jupiter The Best Team To Push Web 4

38:36 The IPhone Strategy

42:46 Why’d You Choose When Shift Happens As A Partner

49:23 What Is Synergies Of Scale

55:51 What’s The Omni Chain Problem

1:19:28 Being Grateful For Everything

1:21:31 When Shift Happens Newsletter

Matej  Zak, CEO of Trezor, reveals why 98% of crypto users are vulnerable to hacks - and what the $1.5 billion exchange hack proves about crypto security.

From inventing the first hardware wallet to discovering security flaws in competitor devices, Matej  explains why only 2% actually control their crypto and what happens when you trust exchanges.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

Follow Matej Zak

• Twitter: https://x.com/matej_zak

• Twitter: https://x.com/trezor

• Website: https://trezor.io/

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

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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 Introduction1:32 Please Subscribe1:58 Switzerland Activity7:32 Where Matej Is From8:00 Who Are You9:30 Especially Proud Of Being The CEO Of Trezor?10:34 From Product Manager To CEO12:38 Our Trusted Partner16:07 People, Product, Profit Explained19:07 The Difficulty Of This Mindset Early On22:52 Explain Trezor To Your Mom23:39 Why Was Trezor Born In Prague?26:13 What Happened In The Czech Republic In 195330:32 Our Valued Sponsors33:09 Explain This Monetary System In A Nutshell36:55 Stress From Knowing About The System38:35 What Is Self Custody In Crypto43:55 Uncompromising Self Custody Meaning45:21 Hot Wallet vs Cold Wallet 49:09 Number Of Wallets Sold vs People In Crypto55:01 Why 200 People In The Company59:58 Still Using 12 To 24 Words To Store Crypto?1:02:08 Why Do You Need To Use Paper & Words? Isn’t It Digital?1:06:50 NFCs Better Explained And The Differences1:08:50 What Makes Trezor Wallet Special1:14:43 Do People Own A Cold Wallet And Aren’t Safe1:15:36 One Takeaway From This Conversation

Brian Armstrong built Coinbase from when Bitcoin was $6 to a $100 billion public company -  surviving government attacks, multiple 90% market crashes, and 13 years of chaos.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

Follow Brian Armstrong

• Twitter: https://x.com/brian_armstrong

• Twitter: https://x.com/Coinbase

• Website: www.coinbase.com

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Linkedin: https://www.linkedin.com/in/kevinfollonier/

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

1:31 Please Subscribe

1:57 You Need Security?

3:45 Who Are You

5:21 More About Being An Introverted Kid

6:33 What Gave Brian The Chip On The Shoulder

11:38 Our Trusted Partners

12:31 How Much Of Your Mission Is Driven By Your Past

15:25 The Baldness Story

17:24 Turning Bald Into A Superpower

21:30 Brian's Thoughts On Solo Founders

25:26 How Did Your Co-Founder Leaving Make You Feel

29:24 Another Tough Moment In The History Of Coinbase 

33:00 Our Valued Sponsors

34:15 How Brian Got Fascinated By Bitcoin & Blockchain

37:02 How Long Did It Take To Go All In

44:16 The Role Of Privacy Creating More Economic Freedom

47:23 Coinbase Explained To Your Mom

52:05 Trying To Help But Running Into Unreasonable People

56:40 Lasting So Long Through Wall After Wall, How?

1:02:06 Big Things That Needed To Change Before Burnout

1:05:53 What Do The Audience Not Know About Being Brian

1:10:10 Gaining Self Irrational Beliefs

1:11:53 Something Brian Can’t Do

1:15:21 How Brian Felt On The IPO Day & The Day After

1:20:27 Do You Look Back At Many Milestones

1:21:56 When Is The Job Done For Brian

1:23:48 Having A Minimalist Lifestyle

1:33:09 The Role Of Centralized Exchanges

1:35:26 Endgame For Coinbase

1:36:00 Are You Happy

1:43:06 The Voice In Your Head Is Saying?

1:45:03 One Lesson To Takeaway

1:46:20 A Belief Brian Has That Most Don’t

Anand Gomes, CEO of Paradex, reveals why decentralized exchanges are becoming the new Wall Street - combining banks, brokerages, and clearing houses into one platform with zero fees.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

Follow Anand Gomes

• Twitter: https://x.com/fiddybps1

• Twitter: https://x.com/paradex

• Website: https://app.paradex.trade/

FOLLOW WHEN SHIFT 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

1:36 Please Subscribe

2:02 Podcast Galore From Kevin

3:24 Lindy Effect Meaning

7:12 What It Means To Be Built Different From Anand

9:04 Who Are You

10:03 Our Trusted Partners

10:56 Something That’ll Make Everyone Trust You

12:59 What Are People Not Seeing In The Exchange World

17:13 Behind 24/7 Exchanged Are Human Beings

18:14 Explain Paradex And Paradigm

21:22 Paradex Charging Zero Fees, Why?

22:40 How Does Paradex Make Money Without Fees

28:33 Our Valued Sponsors

31:48 Ethereum Is The Chosen One?

34:07 Decentralized Exchanges Are The New Financial Centres Explained

38:40 Why Can’t Current Banks Or NEO Banks Become Onchain New York

40:55 What Happens To The Traditional Finance Centres

42:39 The Four Components Of A Unified Platform Onchain And Traditional

47:30 Biggest Advantages For Paradex

50:12 Moving Decentralized Exchanges From Casinos To Financial Centres

53:38 How Far Are We From Traditional Centres Being Useless

54:49 Speculation For Price Discovery And Capital Formation Explained

1:00:04 Ownership Economy is Where Markets Will Move To

1:01:25 Something You’re Holding On To That You Should Let Go

1:04:28 One Takeaway For The Audience

1:06:28 Why WSH Partnered With Paradex

Mert Mumtaz, CEO and co-founder of Helius, reveals why he's betting everything on privacy, Solana infrastructure, and long-term conviction plays like Zcash and Hyperliquid.

While most crypto investors chase short-term gains, Mert operates on 3-5 year time horizons, building core infrastructure for Solana and defending privacy as crypto's most unsolved problem. 

From explaining how connectivity and reflexivity drive extreme price movements to sharing how a Slavic girlfriend changed his approach to capturing value, this conversation goes deep.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

Follow Mert Mumtaz

• Twitter: https://x.com/0xMert_

• Twitter: https://x.com/heliuslabs

• Website: https://www.helius.dev/

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

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Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

#tags

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

1:36 - Please Subscribe

2:02 - What Is Kast 

3:18 - Turning Slavic Girlfriend Into A Superpower

4:33 - The Meaning Of Knowing Your Worth

7:18 - The More Money You Make The More You Spend

10:08 - Our Trusted Partners

11:02 - Knowing Your Worth According To Shamath 

11:47 - Merts Health Since Last Year

12:38 - What People Don’t See Behind Success

14:56 - Who Is Mert 

16:41 - Why So Vocal About Zcash 

23:03 - How Privacy Can Prevent Tragedies Like Charlie Kirk 

25:58 - Zcash Explained To Your Girlfriend

28:19 - Our Valued Sponsors

29:32 - Merts Thesis On HyperLiquid

33:28 - How Mert Looks At Investments Being 3-5 Years

35:18 - Connectivity And Reflectivity Explained

42:06 - Building One Of The Most Credible Personal Brands In Crypto

45:47 - Best Things That Happened Because Of Your Personal Brand

Seung Yoon Lee, CEO and co-founder of Story Protocol, is building crypto infrastructure to unlock the $80 trillion creative asset class.

After selling his previous company Radish Fiction to Kakao for $440 million, Seung saw a bigger problem: streaming platforms like Netflix make billions while creators who make the content get almost nothing. 

Story Protocol lets creators own and trade their work like stocks, while enabling anyone to legally remix content with automatic royalty payments.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________

Follow Seung Yoon Lee

• Twitter: https://x.com/storysylee

• Twitter: https://www.story.foundation/

FOLLOW WHEN SHIFT 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/

___________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

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

1:36 - Please Subscribe

2:03 - 200 MPH Because Of KBW

3:21 - What Seung Does During Downtime

4:14 - Best Mountains & Switzerland

5:45 - How Seung Got Started In IPs

9:41 - Seung Changing The Rules Of IP 

15:14 - Our Trusted Partners

16:06 - Something More Than Half A Billion?

22:15 - Our Valued Sponsors

23:29 - Hardest Thing You Had to Do Within That First Company

26:35 - Does That Mean You’re Overly Optimistic

29:38 - $80 Trillion IP Asset Class Explained

32:32 - Examples Of IPs That Should Be Unlocked

37:17 - How IPs Differ From NFTs Or Social Tokens

40:00 - Vision Of IP Usage In The Coming Years

41:36 - AIs Next Leap Comes From Unlocking IP Assets

46:17 - What’s Necessary To Reach Your Grand Vision

49:37 - Your Answer To A Billion Dollar Valuation Criticism

52:41 - Story Protocol Setback Story With Co-Founder

Zen and Soju, co-leads of Meteora, reveal how their 20-person team built Solana's most advanced liquidity infrastructure - powering the Trump launch that generated $30M in fees, Kanye's surprise token, and Jupiter's $18 billion debut.

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

__________________________________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.

The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.

Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $15 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.

https://bitwiseinvestments.com/

💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.

https://sui.io/

🧩 Story is the infrastructure layer that makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation/

★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF).

 Find out more at https://www.coinsilium.com/

🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyz

Follow Zen & Soju

• Zen Twitter: https://x.com/realdezen

• Soju Twitter: https://x.com/0xsoju

FOLLOW KEVIN & WHEN SHIFT HAPPENS👇

Twitter (X): https://x.com/KevinWSHPod  

Linkedin: https://www.linkedin.com/in/kevinfollonier/

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.

#Entrepreneurship #crypto 

0:00 Introduction

1:30 Please Subscribe

1:55 Number Of Members In Meteora

4:03 How Are Soju & Zen Doing

4:39 Tell Me More About You Both

9:40 Our Trusted Partners

11:55 Difference In Age

13:28 Explain Meteora To Your Mom

24:12 Rough Startup Issues

25:50 Our Valued Sponsors

26:47 Zero Fees Sustainable, How?

30:56 The Sister Project Jupiter

41:02 Internet Capital Markets Meaning

46:29 How Meteora Got The Trump Coin Launch

58:17 What’s A Success? What’s A Failure?

1:11:28 The Future For Meme & Celebrity Coins

1:15:36 Why Have A Huge Supply Of Tokens For Meteora

1:20:31 Meteora’s Goal Is Completely Different 

1:21:32 Maximizing Volume

1:25:38 $100 Million In Revenue, Where Does It Go?

1:26:38 Endgame For Meteora

Paolo Ardoino, CEO of Tether and CTO of Bitfinex, reveals how he built one of the most profitable companies in history - generating approximately $100 million in profit per employee.

Tether created USDT, the world's most-used stablecoin, providing financial access to 3 billion unbanked people in countries facing extreme inflation and financial instability. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

__________________________________

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.

The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.

Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $15 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.

https://bitwiseinvestments.com/

💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.

https://sui.io/

★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF).

 Find out more at https://www.coinsilium.com/

🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyz

Follow Paolo Ardoino

• Twitter: https://x.com/paoloardoino

• Twitter: https://x.com/tether_to

• Website: https://tether.to/

FOLLOW KEVIN & WHEN SHIFT HAPPENS👇

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

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.

#Entrepreneurship #crypto 

0:00 - Introduction

1:36 - Please Subscribe

2:02 - Don’t Sleep Much

3:20 - What Is Your Mission

5:09 - Tether A Stable Company

8:58 - Chip On The Shoulder

11:17 - Started Coding At 8?

13:32 - Our Trusted Partners

14:24 - Coding Unlocking Endless Possibilities

15:54 - Stable Coin Explained To Mom

17:02 - Why Are Stable Coins Important

20:09 - Most Profitable Business Per Employee

21:45 - Our Valued Sponsors

22:59 - What’ll You Do With $20B

25:57 - Do You Have Time To Watch Movies

27:10 - Why Invest In Plasma

30:52 - Why Invest In A Football Club

Arthur Hayes explains why Bitcoin is heading to $1M, his timeline for the 2028 peak and 2029 crash, why he keeps majority of his wealth in Bitcoin, and his complete framework for building crypto wealth. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.

The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.

Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.

https://bitwiseinvestments.com/

💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.

https://sui.io/

★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF).

 Find out more at https://www.coinsilium.com/

🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyz

FOLLOW ARTHUR HAYES

Twitter: https://x.com/CryptoHayes

FOLLOW KEVIN & WHEN SHIFT HAPPENS👇

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

Linkedin: https://www.linkedin.com/in/kevinfollonier/

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.

#Entrepreneurship #Crypto

0:00 - Introduction

1:28 - Please Subscribe

1:52 - Coffee Talk

2:45 - What’s Your Mission In Life

3:31 - Who Are You

8:53 - Macro Frameworks For Risk

11:24 - Our Valued Sponsors

12:17 - Investment Options For Others

15:36 - Stable Coins Taking Over TradFi

17:16 - Feelings About The US dollar

18:48 - View On Bitcoins Timeline

22:07 - Turning Point For Printing Money

23:02 - Bitcoin Stopping At $2 Million?

26:25 - Gold Miner Pricing Vs Everything

28:29 - Where Bitcoin Stops

28:44 - Our Trusted Partners

29:40 - Cashflow Generation

32:43 - HyperLiquid Domination

37:16 - Believer In $5000 Per Hype

38:46 - Why Is ETHFI Great Plus Ethena

42:05 - Borrowing With Volatile Assets

43:37 - Percentage Of Portfolio Trading

45:41 - Are You Happy

47:37 - Happier With More Money?

50:03 - Progress With Sports

51:01 - Something You Should Let Go

51:23 - Something To Take Away

52:26 - Advice For Feeling Stuck