When Shift Happens Podcast
- Episodes
- 197
- Released
- weekly
- Latest episode
- Nov 12, 2026
About the podcast
I sit down every week with the most based people in crypto. My goal is to create a safe space to have the deepest and most real conversations with the biggest builders and investors in the industry, as well as to help educate the mainstream people, politicians, celebrities and big Web2 entrepreneurs coming into Web3. Hopefully this platform does its little part in onboarding as many people as possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’s core values and ethos. Thank you for watching.
Episodes 197
4 Billion Fund Manager Reveals The 5 Crypto Coins He’s Going All In On | E194
Haseeb Qureshi, Managing Partner at Dragonfly, has backed more than 150 crypto companies. He explains how top investors actually pick and win deals, and why the AI boom looks a lot like crypto in 2020.He also …
Show notes
Haseeb Qureshi, Managing Partner at Dragonfly, has backed more than 150 crypto companies. He explains how top investors actually pick and win deals, and why the AI boom looks a lot like crypto in 2020.
He also explains why most of the difficulty in venture is getting a seat at the table, and how an underdog can win without a big brand. He also shares what drew him to early bets like Near, Ethena and Variational.
He ends with the bets he believes in most right now, what would make him bearish on crypto, and why the culture of trying new things matters so much.
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/
🌐 NEAR is a high-speed, low-fee Layer 1 blockchain built for scalable apps and AI agents: https://near.org/
🚀 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
🌱 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 HASEEB QURESHI 👇
• Twitter: https://x.com/hosseeb?s=21
• LinkedIn: https://www.linkedin.com/in/imhaseeb
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.
#Crypto, #AI, #NEAR, #NEARProtocol, #IlliaPolosukhin, #Web3, #Blockchain, #AIAndCrypto, #DecentralizedAI, #DataPrivacy, #Privacy, #Transformers, #ChatGPT, #Claude, #AIPrivacy, #Bitcoin, #Ethereum, #DeFi, #CryptoNews, #CryptoInvesting, #FutureOfAI, #BigTech, #DigitalPrivacy, #TheShiftNewsletter, #Innovation
0:00 Intro
2:18 Why AI Currently Feels Like Crypto Did
6:28 How Haseeb Looks At Investing During a Frenzy
8:54 The Solana Memo Haseeb Regrets
12:47 Why Getting Into VC Is Difficult
15:34 How an Underdog Wins Deals
17:50 Why Building A Personal Brand Helps In VC
19:34 Partnerships: @Variational @BitwiseInvest
20:27 Advice on Being Adaptable To Specific Founders
21:18 Why Haseeb Ended Up Investing in Near Protocol
28:55 Ethena’s Investment: The Bet Nobody Wanted
32:57 Partnership: @KASTxyz
33:44 Why Dragonfly Still Holds Ethena
34:52 What Made Variational Worth Investing In
40:40 How Big Can Variational Get
44:02 Why The Founder of HyperLiquid Said No to Investors
47:21 How Dragonfly Thinks About Taking Profits
50:06 Partnerships: @JupiterExchange @Ethena
50:49 The Crypto Haseeb Believes In Most
56:10 Haseeb’s Thesis on Zcash: Insurance for Bitcoin
1:01:06 What Would Make Him Bearish
1:06:06 Why The Silicon Valley Culture Is Important
Why AI Alongside Crypto Will Dominate the Next Decade - NEAR Founder | E193
Illia Polosukhin, CEO of the NEAR Foundation and co-founder of NEAR Protocol, also helped create the transformer architecture behind AI like ChatGPT and Claude, explains what really happens to your data when …
Show notes
Illia Polosukhin, CEO of the NEAR Foundation and co-founder of NEAR Protocol, also helped create the transformer architecture behind AI like ChatGPT and Claude, explains what really happens to your data when you use AI and why a handful of companies could end up controlling it.
He also shares how he went from AI to crypto and how crypto's privacy tools are being used to build AI that can't see or use your data without your permission.
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 ILLIA POLOSUKHIN
• Twitter: https://x.com/ilblackdragon
• LinkedIn: https://www.linkedin.com/company/near-protocol-project/
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
00:00 Intro
02:57 His Mission: Own Your Data, Assets and Choices
04:08 Growing Up With Hyperinflation in Ukraine
05:46 Why Now Is the Best Time To Learn Anything
06:58 The Big Move: Leaving Google
07:56 "Attention Is All You Need" Explained Simply
12:12 Partnerships: @Variational @BitwiseInvest
13:05 Why Google Didn't Launch ChatGPT First
16:01 What the Smartest AI People Still Get Wrong
17:33 How a Payments Problem Led Him to Crypto
24:44 What NEAR Is Today
26:43 Partnership: @KASTxyz
27:30 What NEAR Handles That Other Stacks Can’t
29:05 What Happens To Your Data With Big AI Companies
31:29 What You Should Never Ask a Chatbot
32:52 The 1984 Scenario: Who Controls AI's Instructions?
35:07 How You Can Verify Your AI (The Green Lock)
36:55 Zcash and Private Money Explained
40:31 What Is User-Owned AI?
42:05 Partnerships: @JupiterExchange @Ethena
42:49 How Is User-Owned AI Sustainable
44:58 The Strongest Argument Against Private AI
47:23 Is the AI Doom Story Overhyped?
51:21 The Next Big Shift: Personalized Medicine
54:10 What Humans Will Struggle To Adapt To
E192: Tristan Thompson: Why This NBA Champion Is Betting on Crypto (and why you should too)
NBA champion Tristan Thompson breaks down the simple Bitcoin strategy he uses to build long-term wealth, and why he believes in Bitcoin going to $1 million. He opens up about growing up around government …
Show notes
NBA champion Tristan Thompson breaks down the simple Bitcoin strategy he uses to build long-term wealth, and why he believes in Bitcoin going to $1 million.
He opens up about growing up around government assistance, the memecoin trade where greed cost him most of a seven figure gain, and why so many rich people end up losing it all.
Whether you’re new to crypto or already stacking, this is a rare look at how a pro athlete really thinks about money, risk, and getting rich.
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 TRISTAN THOMPSON
• Twitter: https://www.instagram.com/realtristan13/
• LinkedIn: https://x.com/TThompson
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
3:55 What Basketball Taught Tristan About Investing
4:41 Tristan’s Biggest Weakness
6:04 Growing Up With A Chip On His Shoulder
6:52 Why He Switched From Soccer To Basketball
8:58 Life After The NBA
11:20 Why Companies Want Former Athletes
12:46 Partnerships: @KASTxyz @Variational @BitwiseInvest
14:24 Why Sharks Target Athletes’ Money
16:49 Bitcoin To $1 Million?
19:37 Tristan’s Crypto Portfolio Beyond Bitcoin
21:08 His Biggest Miss & Best Investment
23:03 The Real Goal Behind Building Wealth
24:09 What Separates Talented From Great
24:49 Why He’s Betting On AI & Robotics
27:29 What Becomes Scarce When AI Makes Everything Abundant
28:44 Preparing Kids For An AI Future
29:51 Partnerships: @JupiterExchange @Ethena
30:35 Where The Money In AI Actually Goes
33:16 Why Rich People Lose It All
35:02 The Memecoin Trade That Got Away
35:35 Does Tristan Make Money Leverage Trading?
37:39 Tristan’s Thoughts On Zcash
38:03 What He’s Trying To Win Now
39:25 Do Elite Degrees Still Matter?
41:57 If You Don’t Spend It, Someone Else Will
42:46 Closing Thoughts
E191: Dan Tapiero: After 35 Years, I Figured Out The Secrets To Getting Rich In Crypto
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 …
Show notes
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
E190: Raoul Pal: How to Get Rich in Crypto Before AI Changes Everything
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 …
Show notes
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?
E189: Binance Founder: This Is The Best Time In History To Get Rich In Crypto
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 …
Show notes
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
E188: Crypto Trading Expert: Why No Amount of Crypto Is Enough (even millions)
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 …
Show notes
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
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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
E187: Binance Founder: Nobody Realizes How Big The Next 10 Years Of Crypto Will Be
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 …
Show notes
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
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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.
#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
E186: Variational CEO: This Hidden Fee Is Quietly Draining Your Crypto Account
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 …
Show notes
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
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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
E185: Ethena CEO: This $7B Crypto Company Just Launched An App That Pays You To Spend Money
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 …
Show notes
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
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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
E184: Trezor CTO: How Quantum Computers Could Empty Every Bitcoin Wallet
Trezor's CTO, Tomáš Sušánka, breaks down how AI is changing the scam landscape and why even security experts are getting fooled. From AI deepfake Microsoft Teams calls to voice cloning and phishing sites that …
Show notes
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
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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
E183: Jupiter COO: Getting Rich In Crypto Has Nothing To Do With Luck
Jupiter COO, Kash Dhanda, breaks down the real playbook for building wealth in crypto without luck, memecoins, or moonshots. He explains why we're still in the early majority phase of crypto adoption, why …
Show notes
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
E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead
Jordi Visser, macro strategist at 22V Research and former Weiss Multi-Strategy CIO, breaks down why Bitcoin is his hedge against a coming age of AI-driven abundance and why he holds no interest in ever selling …
Show notes
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 Introduction2:10 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
E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky)
Scott Melker, host of The Wolf of All Streets, explains why most people chasing quick wins in crypto never make it, and why his own strategy is deliberately boring: mostly Bitcoin, bought on a schedule and left …
Show notes
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
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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
E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right Now
Raags, founder of Kast, breaks down the massive crypto opportunity he bet his career on, why he scrapped Kast’s token for tokenized equity, and what really happens to your money if a crypto bank collapses.THE …
Show notes
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
E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)
Mert Mumtaz, co-founder and CEO of Helius, breaks down why he sees Solana and Zcash as two of crypto's most undervalued bets heading into 2026, using his "physics and incentives" framework to separate real …
Show notes
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
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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 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
E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle
Tushar Jain, Managing Partner at Multicoin Capital, breaks down why he believes the crypto market has already bottomed and is entering a new turning point, walking through his conviction plays on Solana …
Show notes
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
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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
If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177
Haseeb Qureshi, Managing Partner at Dragonfly, breaks down the one rule that separates investors who actually get rich from those who don't: staying in the market when everything says to get out. A former …
Show notes
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
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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 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
E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually Own
Eric Larchevêque, co-founder of Ledger, shares why everything you've been told about owning money is wrong - and how losing his savings to a corrupt bank, having his gold seized, and watching his co-founder get …
Show notes
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
E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich
Dan Tapiero is the Founder of 50T Funds, a growth-stage equity fund exclusively focused on the digital asset ecosystem, and one of the few Wall Street veterans who has been publicly bullish on crypto since …
Show notes
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
E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing
Tarek Mansour is the co-founder and CEO of Kalshi, the largest federally regulated prediction market exchange in the US - valued at $2 billion and backed by some of the world's top investors.THE SHIFT …
Show notes
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
E173: Raoul Pal: The AI Race Will Make Crypto Holders Rich
Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. THE SHIFT NEWSLETTER💡Go beyond the mic …
Show notes
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
E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard)
Michael Saylor is the Founder and Chairman of Strategy (formerly MicroStrategy), the world's largest corporate holder of Bitcoin with roughly 818,000 BTC and over $65 billion in capital. After surviving a 99.8% …
Show notes
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 industryE171: Coinsilium CEO: How AI Agents Will Reshape Crypto (And Replace Millions Of Jobs)
Eddie Travia is the co-founder and CEO of Coinsilium Group, the first blockchain company to complete an IPO, and a pioneering crypto investor since 2013.In this episode, Eddie breaks down how AI agents and …
Show notes
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
E170: Ethereum Co-Founder: How Big Tech Will Use AI To Control You (And How Crypto Stops It)
Joseph Lubin, co-founder of Ethereum and CEO of Consensys, warns that big tech is racing to build centralized AI systems that could control humans and every system on the planet - and explains why decentralized …
Show notes
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
E169: Bitwise Founder: Why Every Major Bank Is Racing Into Crypto Right Now
Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural …
Show notes
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
ByBit Founder: I Survived the Biggest Crypto Hack and Still Had My Best Year | E168
Ben Zhou, co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends.THE …
Show notes
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.
___________
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
E167: Bitwise Advisor: Why Buying a House Is the Worst Investment You Can Make
Jeff Park is a macro strategist and Bitwise advisor who believes the financial system is broken beyond repair for young people - from unaffordable housing to AI displacing an entire generation's jobs. He breaks …
Show notes
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.
___________
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
E166: Bitget CEO From Divorced Single Mom to Running a $20B/Day Crypto Exchange
Gracy Chen went from a divorced single mom to CEO of Bitget, a top 5 crypto exchange doing $20B in daily volume with 25 million users. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new …
Show notes
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.
___________
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
E165: Backpack CEO: How I Survived Crypto's Biggest Collapse, Then Built a $420B Exchange
Armani Ferrante is the Founder and CEO of Backpack, a regulated global crypto exchange with over $420 billion in trading volume and one of the leading builders in the Solana ecosystem.THE SHIFT NEWSLETTER💡Go …
Show notes
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.
___________
Follow Armani Ferrante
• Twitter: https://x.com/armaniferrante
• Twitter: https://x.com/Backpack
• Website: https://backpack.exchange/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:32 Please Subscribe
1:56 Michelle Fuko & Her Philosophical View On The Panopticon Metaphor
5:25 Armani’s Answer To This Philosophical View In Regards To Crypto
7:50 Who Is Armani Ferrante?
8:39 Partnerships: @JupiterExchange @KASTxyz
9:19 Where Armani’s Chip On The Shoulder Comes From
10:43 Getting Hired Twice At Alameda Research Twice Explained
13:46 Being Able To Work On Early Solana Projects
14:43 Why Instead Of Going To FTX Did Armani Go & Build His Own Exchange?
18:26 Was There Ever Any FOMO From Not Joining FTX?
23:32 Partnerships: @Ethena @sumsub
24:34 How Armani & Backpack Got Affected By The FTX Collapse
36:25 What’s The TLDR On The MadLad Story
42:03 How Important Was The MadLad Story For Backpack?
43:40 Armani’s Deepest Belief On What Crypto Should Be
51:59 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
52:55 Explain Backpack To Your Uber Driver
57:36 Most Of Crypto Is Currently A Test Bed
1:04:15 Percentage Of People Think They Own Shares From Huge Companies But Really Don’t
1:06:41 What Unified Margin Accounts Solve & Why You Should Care
1:15:20 Why Armani Left Sunny California For Tokyo Japan
1:17:18 Why These Huge Exchanges Don’t Exist In Japan
1:18:43 How Did Backpack Acquire Licenses At A fraction Of The Cost Compared To FTX
1:21:53 Closing Thoughts
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