When Shift Happens Podcast

Epizódy

• E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing 01.06.2026 1h 15min

  Tarek Mansour is the co-founder and CEO of Kalshi, the largest federally regulated prediction market exchange in the US - valued at $2 billion and backed by some of the world's top investors.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________CONNECT WITH TAREK MANSOUR👇Twitter: https://x.com/mansourtarek_Twitter: https://x.com/KalshiWebsite: https://kalshi.com/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction3:11 Where The Anime Passion Comes From4:01 How Tarek Is Doing4:53 Who Is Tarek7:02 Which Version Of Uncertainty Is Tarek A Fan Of9:10 Where Tarek’s Fire In The Belly Comes From13:33 Partnerships: @Trezor @BitwiseInvest14:20 What Tarek’s Brother Does15:19 Why Tarek’s Resilience Is Crazy16:31 Why Is Entrepreneurship Like Therapy22:16 Is Tarek Mad, Crazy, Or In Denial24:45 Would Tarek Have Ever Given Up Earlier?29:54 Partnerships: @KASTxyz @sumsub31:19 How To Focus On Inputs, Not Results33:16 When Did Kalshi Come Into Existence36:00 What’s The True Innovation Of Prediction Markets38:28 How Prediction Markets Revolutionize The Media43:47 How Are Prediction Markets A Better Insurance44:55 Why Is There No Leverage In Prediction Markets47:16 Partnerships: @JupiterExchange @Ethena48:00 Tarek’s Opinion On Insider Trading51:19 Who Enforces The Insider Trading Rules55:26 How Kalshi Surveys Suspicious Behavior56:59 Tarek’s Honest View On Crypto59:41 Why Kalshi Is Launching Regulated Perps In The U.S1:00:30 What Does Regulated Perps Mean?1:02:22 Was Kalshi Inspired By HyperLiquid 1:03:41 How Much Time Does Tarek Look At Competition1:05:58 What’s The Endgame For Kalshi1:07:06 What Does Tarek Do With A Billion Dollars1:08:31 Is Tarek Happy1:13:08 One Thing Tarek Should Let Go Of1:14:18 Closing Thoughts
• E173: Raoul Pal: The AI Race Will Make Crypto Holders Rich 29.05.2026 1h 23min

  Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.comCONNECT WITH RAOUL👇Twitter: https://x.com/RaoulGMILinkedin: https://www.linkedin.com/in/raoul-pal-real-vision/Instagram: https://www.instagram.com/raoulgmiYouTube:  @RaoulPalTJM  GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUeFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction2:00 Traveling Non-Stop & Kast Card Discussion5:00 What Raoul’s Been Up To The Past 4 Months7:24 Why The Stock Market Never Ceases To Grow10:33 What Is The Economic Singularity?15:03 Partnerships: @Trezor @BitwiseInvest15:49 Is It Still Early To Invest In AI?17:44 Is Crypto Superior To AI Investment Wise19:38 Crypto’s Reasons For Going Up Forever22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction28:35 Why Raoul Started Buying Zcash30:12 What Are The Left & Right Curve Trades?30:47 Partnerships: @KASTxyz @sumsub32:12 How Raoul Thinks About Allocation With Zcash32:59 Raoul’s Thoughts On Hyperliquid & Hype Token41:13 How To Measure Intelligence For Layer Ones45:56 Why DeFi Isn’t Dead According To Raoul51:09 How Do You Structure An NFT Portfolio?56:04 Partnerships: @JupiterExchange @Ethena56:47 Should People Only Focus On The Top Grail NFTs59:35 Raoul’s Plan To Lend Against NFTs1:00:44 Is Bitcoin A Proxy Trade For AI1:02:05 Why You Should Never Sell Unless You Have To1:04:33 The Numbers Behind Buying & Holding vs Trading1:10:47 Raoul’s Advice On Developing Patience1:14:55 Why People Should Stay In Crypto1:17:06 Why There’s Hope For Crypto In 2026 & 20271:22:35 Closing Thoughts
• E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard) 21.05.2026 2h 16min

  Michael Saylor is the Founder and Chairman of Strategy (formerly MicroStrategy), the world's largest corporate holder of Bitcoin with roughly 818,000 BTC and over $65 billion in capital. After surviving a 99.8% stock collapse that left his company three days from bankruptcy, he rebuilt it into a "reserve bank for Bitcoin" - issuing products like STRC that pay an 11.5% monthly dividend, tax-deferred. In this episode, he breaks down how to build lasting, passive wealth with Bitcoin, why he believes there's no second best in crypto, and why working hard may be the worst financial advice you can follow.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW MICHAEL SAYLOR• Twitter: https://x.com/saylor• Twitter: https://x.com/StrategyFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.00:00 Intro03:05 Explain what you do to an Uber driver05:35 Advice for Rick, the struggling Uber driver07:07 Who is Michael Saylor?11:02 Sponsors Trezor & Bitwise11:48 Kevin's Business Intelligence Company13:14 Michael's childhood and chip on the shoulder17:56 Has Michael conquered the world yet?19:49 Just because you can, doesn't mean you should28:23 Sponsors Kast, Sumsub30:02 Low time preference and scarcity1:01:31 Should you mortage your house to buy Bitcoin?1:09:50 The great $60B in Bitcoin bet: risks1:15:32 Sponsors Jupiter, Ethena1:16:16 Sell the kidney if you must but keep the Bitcoin1:20:14 What's the endgame for Strategy?1:28:16 Where does Bitcoin price end?1:35:34 Should my mom put her life savings in STRC?1:59:09 Why Michael doesn't have children1:59:44 Why working hard is the worst advice you can get2:07:37 Why THERE IS NO SECOND BEST, there is only one crypto asset2:15:03 Thanking Michael from the whole crypto industry
• E171: Coinsilium CEO: How AI Agents Will Reshape Crypto (And Replace Millions Of Jobs) 14.05.2026 54min

  Eddie Travia is the co-founder and CEO of Coinsilium Group, the first blockchain company to complete an IPO, and a pioneering crypto investor since 2013.In this episode, Eddie breaks down how AI agents and crypto are converging into a $15 trillion shift that will reshape investing, fundraising, and entrepreneurship - and explains why millions of jobs won't survive the transition.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW EDDY TRAVIA• Twitter: https://x.com/eddybitcoin• Twitter: https://x.com/CoinsiliumGroupFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:56 Tea & Coffee Discussion5:25 If Eddy Got $10 Million Today, What Would He Do6:42 Why Does Crypto Make Sense In A World Crisis8:00 Partnerships: @JupiterExchange @KASTxyz8:41 Who Is Eddy Travia?8:57 Why Eddy Backed WSH Early?10:04 What Is Coinsilium Explained Through An Analogy10:40 What Coinsilium Dealt With Last Year13:33 What Did Coinsilium Do Right In 2025 Despite The Criticism17:27 The Yellow Network Bet20:10 Why Yellow Matters?20:46 Partnerships: @Ethena @sumsub21:49 Eddy’s Further Thoughts On The Yellow Investment22:28 Has Anything Good Come Out Of Crypto Lately?24:08 Why You Need To Be A VC To Win In Crypto27:27 How To Play Prediction Markets30:23 How to Position For High-Traction Markets32:55 How The Investor Environment Is Changing40:02 How This Changes Eddy's Investing41:42 What Companies Should Know About The AI Agents Era44:15 How AI Agents Change Fundraising46:08 Should The Crypto Industry Fear The AI Brain Drain48:24 Partnerships: @Trezor @BitwiseInvest49:08 Is Eddy Still Bullish On Crypto?51:03 Is The $1M Bitcoin Dream Dead?53:54 Closing Thoughts
• E170: Ethereum Co-Founder: How Big Tech Will Use AI To Control You (And How Crypto Stops It) 07.05.2026 1h 13min

  Joseph Lubin, co-founder of Ethereum and CEO of Consensys, warns that big tech is racing to build centralized AI systems that could control humans and every system on the planet - and explains why decentralized protocols are the only architecture standing in the way.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW JOSEPH LUBIN• Twitter: https://x.com/ethereumJoseph• Twitter: https://x.com/ConsensysFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:55 Kast Card & Hong Kong Discussion3:52 What It Means To Be Meta According To Joe5:35 What Does Joe Do Explained Simply11:53 Partnerships: @JupiterExchange @KASTxyz16:27 The Before & After Of Joe’s Beliefs Post 9/11 Explained18:02 What Does This Negative Or Positive Road Depend On21:55 Why Joe Goes To Many Crypto Conferences23:16 How Did Joe React To Novo’s Article Comment31:14 Partnerships: @Ethena @sumsub32:16 Why Joe Decided To Join Ethereum As A Co-Founder35:03 Why Is Decentralization An Organizing Principle40:32 Explain Consensys To Your Uber Driver42:57 Joe’s Fundamental Belief Of What Blockchain Represents Today46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed49:33 Partnerships: @Trezor @BitwiseInvest50:17 What’s The Most Incredible, Tangible Thing To Come Out Of Crypto51:43 What Is MetaMask?57:01 How Much Of Joe’s Life Is Lived In This New Financial System59:50 Why Would You Borrow Against A Volatile Asset?1:00:40 Is Self-Sovereignty A Good Or Bad Thing1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky1:06:36 What Could Easier Self-Custody Look Like?1:08:32 Joe’s Relationship With Money1:09:28 How Do People Interact With Money In The Next 10 Years1:12:28 Closing Thoughts
• E169: Bitwise Founder: Why Every Major Bank Is Racing Into Crypto Right Now 30.04.2026 58min

  Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural tailwind pointing in the same direction.From the $400 trillion in global assets beginning to shift toward crypto, to institutions going "zero to 500 miles an hour" on adoption, Hunter breaks down why the new era of crypto is already underway and why it's not too late to be early.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW HUNTER HORSLEY• Twitter: https://x.com/hhorsley• LinkedIn: https://www.linkedin.com/in/hunter-horsley-11512721FOLLOW BITWISE• Twitter: https://x.com/BitwiseInvest• Website: bitwiseinvestments.comFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:55 Coffee & Swiss People Discussion3:36 Is Hunter The ADHD Guy, The Operator, Or A Mix Of Them Both7:28 Partnerships: @JupiterExchange @KASTxyz8:08 How Hunter’s Relationship With Avichal Led To Bitwise’s Creation11:28 The Advantages Of Being Based In San Francisco17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Crypto’s Future24:19 Partnerships: @Ethena @sumsub25:21 Hunters Response To “I Missed The Bitcoin Opportunity”30:17 Hunter’s Thoughts On Thinking Exponentially About Crypto’s Growth 35:58 How Are People Underestimating Bitcoins Usage Over The Next 10 Years38:24 Crypto Is Creating A New Class That Thinks Differently About Money, Explained46:17 Partnerships: @Trezor @BitwiseInvest47:01 What’s Relevant For 25-50 Year Old Investors who Aren’t Crypto Savvy52:02 Why You Should Watch When Shift Happens57:31 Closing Thoughts
• ByBit Founder: I Survived the Biggest Crypto Hack and Still Had My Best Year | E168 23.04.2026 1h 7min

  Ben Zhou, co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW BEN ZHOU & BYBIT• Twitter: https://twitter.com/benbybit• LinkedIn: https://www.linkedin.com/in/ben-zhou-b979ba28• Twitter: https://twitter.com/Bybit_OfficialFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:39 Please Subscribe2:04 Why Ben Is Meeting With Prime Ministers5:52 Partnerships: @JupiterExchange @KASTxyz6:32 The Most Fun Part About Building In Crypto 8:16 Why Ben Would Go On A Podcast 3 Days After Losing $1.5B11:00 How Does ByBit Use AI To Run Their Business17:47 How Do You Measure A $150 Million F1 Sponsorship Deal21:47 Why Did ByBit Sponsor The Stockholm Opens23:07 Why Ben Is So Hands On Consistently With ByBit Decisions25:33 Partnerships: @Ethena @sumsub30:20 Ben’s Message To Anyone Dealing With A Big Crisis36:51 How Big Is ByBit Today In Terms Of Key Numbers37:38 How Do You Take ByBit To The Next Level Beyond39:09 What’s The Endgame For ByBit40:03 What Is Byreal42:34 Does Ben See A World Where DEXes Takeover CEXes43:13 What Is ByBit Doing With Ethena46:05 Ben’s Opinions On Hyperliquid As A Competitor49:34 Partnerships: @Trezor @BitwiseInvest @SuiNetwork50:30 What’s ByBit Doing To Prepare For An AI Driven World56:57 What Makes Ben Happy57:21 Does Ben Feel Happier Now That He’s Worth A Lot Of Money58:30 One Thing Ben Is Holding Onto That He Should Let Go Of59:04 What Ben Does With His Money Investing Wise1:02:58 One Thing Ben’s Learned That You Can Takeaway Today1:04:11 Who Is Ben Zhou1:06:20 Closing Thoughts
• E167: Bitwise Advisor: Why Buying a House Is the Worst Investment You Can Make 16.04.2026 1h 18min

  Jeff Park is a macro strategist and Bitwise advisor who believes the financial system is broken beyond repair for young people - from unaffordable housing to AI displacing an entire generation's jobs. He breaks down why real estate is actually a depreciating asset, why Bitcoin is the ultimate escape, and how AI will ignite the biggest wave of Bitcoin adoption the world has ever seen.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Jeff Park• Twitter: https://x.com/dgt10011• Twitter: https://x.com/Bitwise• Website: https://substack.com/@jeffpark1FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:33 Please Subscribe1:59 Jeff & Kevin’s Fitness Discussion6:15 Who Is Jeff Park?8:03 Partnerships: @JupiterExchange @KASTxyz8:43 How Diversity In America Can Be A Strength & Weakness?12:28 What We’re Seeing Today From A Broken Financial System25:28 How Does Someone Combat This Home Buying Investment Crisis?28:46 Why Bitcoin Solves This K-Shaped Wealth Problem32:15 Partnerships: @Ethena @sumsub33:17 The Intelligent Investor Framework Explained 37:20 What Does The Ideological Investor Do?40:35 How Data Plays A Huge Role In Wealth Creation47:01 What Tokenization Brings To The Investing Space48:09 Is Investing Now Off Limits For Average People?50:06 Partnerships: @Trezor @BitwiseInvest @SuiNetwork1:02:04 The Occupy AI Moment That’ll Turn GenZ & Gen Alpha Into Bitcoiners Explained1:05:36 How Is Bitcoin The Answer When Everything Else Gets Abandoned1:10:26 Jeff’s Thoughts On “Is It Too Late” For People To Invest In Bitcoin1:12:36 Should Someone Be More Offensive Using Bitcoin In Their Portfolio1:15:49 How Jeff Prepares His Kids For This Occupy AI Future1:17:50 Closing Thoughts
• E166: Bitget CEO From Divorced Single Mom to Running a $20B/Day Crypto Exchange 09.04.2026 1h 25min

  Gracy Chen went from a divorced single mom to CEO of Bitget, a top 5 crypto exchange doing $20B in daily volume with 25 million users. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Gracy Chen• Twitter: https://x.com/GracyBitget• Twitter: https://x.com/bitget• Website: https://linktr.ee/bitgetofficialsFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:34 Please Subscribe2:00 The Only Bad Experience With When Shift Happens3:47 Gracy’s T-Shirt & Where It Came From4:37 How Do We Motivate More Women To Join The Crypto Space6:13 Bitget’s Overall Work Environment Explained7:06 How Gracy Manages 2,200 Remote Workers10:09 Partnerships: @JupiterExchange @KASTxyz10:50 Who Is Gracy Chen?13:04 Where Does Gracy’s Fire In The Belly Come From?15:01 Why Is It Necessary To Go To The Best Schools 22:23 Why Gracy Left Acumulus?23:45 The Hardest Part About Building A Business28:52 Partnerships: @Ethena @sumsub41:36 What Is Bitget, Explained Simply?43:55 Gracy’s Breakdown Of Bitget’s Numbers45:09 How Bitget Got Over 40% Of Its Management Team To Be Female46:48 Where Women Excel In Terms Of Business Management Practice50:45 Where Do Men Excel In Business Management Practice52:20 Partnerships: @Trezor @BitwiseInvest @SuiNetwork53:17 What Are Gracy’s KPIs As The CEO Of Bitget?56:45 How Bitget Is Growing The Pie To Continue Expanding1:03:40 What’s The Endgame For Bitget?1:05:49 Why Can Anyone Become A CEO?1:09:28 Running A 2,200 Employee Company While Taking Care Of A Kid, How?1:11:22 How Has Bitget Evolved Since Gracy Joined In 20221:17:12 What The Voice In Gracy’s Head Tells Her In The Morning & Evening1:20:05 One Thing Gracy’s Learned That You Can Take With You 1:24:31 Closing Thoughts
• E165: Backpack CEO: How I Survived Crypto's Biggest Collapse, Then Built a $420B Exchange 02.04.2026 1h 23min

  Armani Ferrante is the Founder and CEO of Backpack, a regulated global crypto exchange with over $420 billion in trading volume and one of the leading builders in the Solana ecosystem.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Armani Ferrante• Twitter: https://x.com/armaniferrante• Twitter: https://x.com/Backpack• Website: https://backpack.exchange/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:32 Please Subscribe1:56 Michelle Fuko & Her Philosophical View On The Panopticon Metaphor5:25 Armani’s Answer To This Philosophical View In Regards To Crypto7:50 Who Is Armani Ferrante?8:39 Partnerships: @JupiterExchange @KASTxyz9:19 Where Armani’s Chip On The Shoulder Comes From10:43 Getting Hired Twice At Alameda Research Twice Explained13:46 Being Able To Work On Early Solana Projects14:43 Why Instead Of Going To FTX Did Armani Go & Build His Own Exchange?18:26 Was There Ever Any FOMO From Not Joining FTX?23:32 Partnerships: @Ethena @sumsub24:34 How Armani & Backpack Got Affected By The FTX Collapse36:25 What’s The TLDR On The MadLad Story42:03 How Important Was The MadLad Story For Backpack?43:40 Armani’s Deepest Belief On What Crypto Should Be51:59 Partnerships: @Trezor @BitwiseInvest @SuiNetwork52:55 Explain Backpack To Your Uber Driver57:36 Most Of Crypto Is Currently A Test Bed1:04:15 Percentage Of People Think They Own Shares From Huge Companies But Really Don’t1:06:41 What Unified Margin Accounts Solve & Why You Should Care1:15:20 Why Armani Left Sunny California For Tokyo Japan1:17:18 Why These Huge Exchanges Don’t Exist In Japan1:18:43 How Did Backpack Acquire Licenses At A fraction Of The Cost Compared To FTX1:21:53 Closing Thoughts
• E164: GSR CEO: The New Era of Crypto Is About to Begin 26.03.2026 1h 13min

  Xin is the Group CEO of GSR Markets, one of crypto's oldest market-making firms - bootstrapped with $20K over twelve years ago and still independently funded today. In this episode, he breaks down why crypto's market structure is fundamentally broken, how misaligned incentives are holding the industry back, and why GSR is transforming into crypto's first full-service investment bank modeled after Goldman Sachs. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Xin Song• Twitter: https://x.com/xinsong86• Twitter: https://x.com/gsr_io• Website: https://www.gsr.io/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:32 Please Subscribe2:02 Sleep & Age Banter3:15 Advantage Of Age & Maturity7:33 Who Is Xin Song?9:23 What Did You Learn From Your Parents12:47 Partnerships: @JupiterExchange @KASTxyz13:27 What’s Happening With Crypto Right Now Considering The Market16:12 What Broken Market Structure Means19:18 Why Crypto Companies Shouldn’t Be Competing With Each Other21:27 What Shocks You That People Don’t Understand With Crypto vs TradFi26:42 What’s The Incentive To Make These Changes28:41 GSR Explained To Your Mom32:51 Partnerships: @Ethena @sumsub33:53 Why Do Market Makers In Crypto Have Bad Reputations36:48 How To Fix The Crypto Market Makers Reputation40:09 What Does It Mean That GSR Wants To Become The Goldman Sachs Of Crypto42:05 Example: Goldman Sachs Worked With Coca Cola & How GSR Reflects That In The Web 3 World44:50 Why Is It Necessary For GSR To Become The Goldman Sachs Of Web 348:34 You Made 2 Major Acquisitions, Why?51:49 Partnerships: @Trezor @BitwiseInvest @SuiNetwork52:45 Why Is Now The Best Moment For Focusing On Tokenization56:24 What Must Happen For 10% Of $300 Trillion To Be On Chain59:20 Katana Explained Simply1:12:18 Closing Thoughts
• E163: Jupiter President: How Crypto Will Replace Your Bank (And Why Wall Street Knows It) 19.03.2026 1h 19min

  Xiao-Xiao is the President of Jupiter, the leading DeFi super app on Solana, and former digital assets lead at KKR, one of the world's top private equity firms. In this episode, he reveals why he left Wall Street to go all-in on crypto - and how Jupiter is building zero-fee global payments that could disrupt a $5 trillion market. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Xiao-Xiao • Twitter: https://x.com/xxjzhu• Twitter: https://x.com/jupiterexchange• Website: https://jup.ag/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:26 Please Subscribe1:52 Xiao’s Personal Thoughts On Dubai3:11 Kevin Working For Luxury Brands3:47 Working, Chaos, & A Delicate Balance Within Jupiter5:16 How Xiao’s Previous Job At KKR Compares To Jupiter6:01 Coming From TradFi Means Less Structure More Output7:35 What Is Jupiter Global8:29 Siloed Point Solution vs The Network Effect & Aggregation 10:09 Who Is Xiao Xiao11:26 Partnerships: @JupiterExchange @KASTxyz12:06 Tell Us More About The Musical Part Of Your Life13:49 Xiao’s Realization About What He Wanted To Pursue16:22 What Was This BCG Project About?18:00 Xiao’s Big Crypto Aha Moment22:10 What Happens At A Big Firm Like KKR In Terms Of Market Cycles27:00 Did You Feel FOMO In Regards To FDX Around 202231:01 How Advanced Is This Institutional Adoption Within Crypto Now vs Future37:14 Partnerships: @ethena, @sumsub38:16 The Fantasy/FOMO Of Going All In On Crypto With Your Job48:25 What Xiao’s Trying To Prove Within This Jupiter Chapter 51:13 Are You The Reason KKR & ParaFi Invested In Jupiter?52:48 Why Concretely Did ParaFi Invest $35 Million Into Jup Token57:31 Partnerships: @Trezor @BitwiseInvest @SuiNetwork58:28 What Does Onchain Finance Look Like In 5 years1:07:25 One Thing That Makes You Proud To Be Apart Of Jupiter1:10:42 Kevin’s One Thing He’s Proud Of With Jupiter1:14:24 What Shift Is Happening That Most People Don’t See1:18:18 Closing Thoughts
• E162: CoinGecko CEO: The Truth About Getting Rich in Crypto (you won't like it) 12.03.2026 1h 41min

  Bobby Ong is the co-founder and CEO of CoinGecko, the crypto data platform he bootstrapped with $200 over 12 years - no VC money, no shortcuts.In this episode, Bobby reveals why most crypto founders are destined to fail, how he caught employees taking bribes for listings, and what it really takes to survive in an industry designed to destroy you.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW BOBBY ONG• Twitter: https://x.com/bobbyong• Twitter: https://x.com/coingecko• Website: https://www.coingecko.com/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Intro1:40 Please Subscribe2:06 Kevin’s Transition Into When Shift Happens4:36 Who Is Bobby Ong?5:34 The Decision Process Around Switching CEOs7:27 What Attracted Bobby To Bitcoin In 201313:36 Partnerships: @JupiterExchange @KASTxyz @sumsub14:47 Where Bobby’s Fire In The Belly Comes From16:26 Where This Risk Taking Attitude Comes From18:37 The Tech Guys Bobby Was Following To Learn About Crypto20:13 How Do You Explain Your Co-Founder Sticking Around 12 Years Later22:45 Where Do You Think Good Values Vibe From?23:59 What’s The Deal With Pudgy Penguins25:05 Bobby’s View On NFTs In 202627:14 Who Would Be The Future Winners On Asset Appreciation29:15 What Did The First $200 CoinGecko Look Like30:26 Partnerships: @Trezor @BitwiseInvest @SuiNetwork31:23 History Of Bobby’s Work While Building CoinGecko33:03 Short Term vs Long Term Thinking In Crypto Discussion 35:12 2017 You Went All In On CoinGecko36:22 Four Year Bitcoin Cycle & Surviving50:16 Explain CoinGecko To Your Mom50:45 Why Is CoinGecko Called CoinGecko1:26:44 Is #1 CoinMarketCap Not Playing The Trust Game1:27:13 How Does A User Decide Between Coin Market Gap & CoinGecko1:28:51 Where Does CoinMarketCap Excel1:30:00 Why Didn’t Zash The Company You Acquired Work Out1:35:31 Red Flags In Acquisitions Founders Miss1:39:10 Best Moment To Sell1:40:10 Closing Thoughts
• E161: Sui Founder Explains Why Ethereum & Solana Will Be Left Behind 05.03.2026 49min

  Evan Cheng co-founded SUI after leading Facebook's Libra project -  then threw away everything they built because it wasn't good enough. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance - an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place.  https://app.paradex.trade/wl/resilien...💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________FOLLOW EVAN CHENG• Twitter: https://x.com/EvanWeb3• Twitter: https://x.com/SuiNetwork• LinkedIn: https://www.linkedin.com/in/chengevan/• Website: https://t.co/S0laxwqTPPFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.Timestamps:0:00 Introduction1:36 Please Subscribe2:02 Evan’s Move To New York Explained3:20 So Much Has Shifted In The Last Year5:03 How Do You Deal With Unpredictability8:59 How Evan Feels About These Changes10:59 Partnerships: @JupiterExchange @KASTxyz18:11 Has SUI Officially Proven This Way To Be Correct19:22 Considering Tokens Dropping In Value - What Has SUI Proven Despite This23:10 How Do You Define “Product Market Fit”24:53 Partnerships: @paradex @zashi_wallet @sumsub26:05 What Does A Much Bigger Adoption Look Like30:29 The Dynamic Between Institutions & The Chains They Build On32:06 How Different Is It To Build For An Institutional User vs A Retail User34:23 Building The “Better” Technology Is Never Enough37:05 Do All Major Chains Converge Or Specialize40:00 Partnerships: @Trezor @BitwiseInvest @SuiNetwork40:57 What Is SUI Doing Differently From Ethereum Or Solana Explained Simply43:10 An Example Of Assets That Are The Same vs Not The Same46:11 SUI Didn’t Build Something Limited Like Facebook Libra Or DM, They Built Something Better48:11 Closing Thoughts
• E160: Paradex CEO: A Crypto Founder Exposes How Token Launches Really Work 26.02.2026 1h 9min

  Anand Gomes, CEO of Paradex, exposes how most crypto token launches really work, reveals the red flags that separate serious builders from teams that cash out and disappear, and explains why Paradex locked 80% of its own team tokens to public performance milestones.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place.  https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________Follow Anand Gomes• Twitter: https://x.com/fiddybps1• Twitter: https://x.com/paradex• Website: https://app.paradex.trade/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:29 Please Subscribe1:55 25 Day Fast & The Benefits9:25 - Partnerships: @JupiterExchange @KASTxyz14:04 Fixing Your Health Makes You Unstoppable When Building A Business15:20 The Playbook To Survive & Become Stronger In Crypto18:52 The Key To Staying Motivated No Matter What21:02 How Difficult Is It To Run A Crypto Exchange23:14 Anand's Stance On Hiring People Who Execute28:48 Partnerships: @paradex @zashi_wallet @sumsub33:48 What Do You Want Crypto To Be?35:12 Paradex’s Privacy Aspect Explained36:58 Has Anand Ever Thought Of Building Paradex On Solana41:12 Do You Ever Regret Or Doubt Yourself With Anything?44:45 Why Anand Is Extremely Bullish On The Perp Space47:35 Partnerships: @Trezor @BitwiseInvest @SuiNetwork48:32 What Happens To The Perp Space In One Years Time55:34 Crypto’s “Bad Rep” Comes From These Non-Serious Token Creators56:50 Paradex Stands Out Because Of The Transparency, Alignment, & Governance Framework59:30 How You Ensure People Won’t Use Options As An Instrument To Sell 1:01:19 What’re You Trying To Prove Here?1:03:31 Why You’re Confident Launching A Token In A Bear Market1:05:22 Can You Be Transparent With Us Now?1:05:50 What Does The Little Voice In Your Head Tell You Every Day & Night1:08:08 Closing Thoughts
• E159: Jeff Yan, Hyperliquid CEO: Why Crypto Must Fix Finance Before AI Takes Over 19.02.2026 1h 29min

  Jeff Yan, founder of Hyperliquid Labs, returns after one of crypto's most extraordinary moments - a $1 billion community airdrop that grew to $10 billion, built by a team of just 11 people who didn't stop to celebrate.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place.  https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. ⁠https://www.coinsilium.com⁠ ___________FOLLOW JEFF YAN• Twitter: https://x.com/chameleon_jeff• Website: https://app.hyperliquid.xyz/tradeFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:35 Please Subscribe2:01 Jeff’s Thoughts On Singapore11:10 Partnerships: @JupiterExchange @KASTxyz11:51 How To Make HyperLiquid A Cult For Those Outside Crypto To Come In22:05 What Jeff Looks At For Reliable Teammates24:51 Celebrations Or Right Back To The Grind26:45 How Do You Test For High Integrity28:31 How About Sleep? Is That A Thing At HyperLiquid30:05 The Fear Of $300 Million Worth Of Token Hitting The Market Monthly Explained31:41 Handling FUd, Criticism, & PR At HyperLiquid32:28 How Does Jeff Personally Handle FUD35:02 What’s The Problem With Buying Back Tokens When The Price Is High vs Low?37:20 The Importance Of No Discretionary Element For HyperLiquid39:04 Hyper EVM Explained Simply40:00 Partnerships: @paradex @zashi_wallet40:41 Jeff’s Take On The Success Of Hyper EVM So Far44:05 HyperLiquid Improvement Proposal 3 Explained Simply48:19 Why Should People Care?51:33 Why Is It So Important To Bring All Finance On Chain52:08 Why Is The HyperLiquid Approach Better1:08:01 Partnerships: @Trezor @BitwiseInvest @SuiNetwork1:08:58 Housing All Of Finance Meaning1:12:23 Why Does HyperLiquid Have A Stablecoin USDH1:14:39 What Is Kinetic & Why Does It Matter For The HyperLiquid Ecosystem1:23:39 Where Did Fairness Cost Jeff The Most?1:24:47 What Do You Want HyperLiquid To Be Remembered For1:28:10 Closing Thoughts
• E158: Avichal Garg, Electrical Capital CoFounder: Why Bitcoin Hitting $10 Million Is Less Crazy Than You Think 12.02.2026 1h 11min

  Avichal Garg is co-founder of Electric Capital, one of crypto's most respected early-stage funds, and an early backer of Solana, Kraken, Figma, and Bitwise.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________Follow Avichal Garg• Twitter: https://x.com/avichal• Twitter: https://x.com/ElectricCapital• Website: https://www.electriccapital.com/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:38 Please Subscribe4:26 KAST Card Plug & My Life Is Built On Stable Coins6:24 Why Avichal Wears A Cap All The Time?8:05 What Can You Tell Us About Bitwise9:51 The People Who Built Bitwise Are Geniuses Or?10:53 Lessons From Silicon Valley About Beliefs12:30 Partnerships: @JupiterExchange @KASTxyz13:06 What Fuels Belief For Successful Entrepreneurs19:34 How Early Did You Invest In These Companies20:15 Is It Luck Or Genius That You Invested28:37 Partnerships: @paradex @zashi_wallet34:00 Avichal’s Backstory40:05 Connection Between Crypto & “The Little Guy”43:32 How Does Silicon Valley Look At Crypto Investors44:48 Partnerships: @Trezor @BitwiseInvest @SuiNetwork45:40 What Happens To Those Who Are In Crypto But Don’t Believe In It47:26 Why The Majority Of People Can’t Buy & Hold In Crypto55:03 How High Can Bitcoin, ETH, & Crypto Get Based On These Principles?1:01:06 The Compounding Effect & Logic Behind Bitcoin Investing1:02:19 Applying This “Compound Effect” To ETH, SOL, & Bitcoin1:06:15 Any Other Crypto Assets That May Have Reached Insane Velocity In 20261:07:51 Avichal’s Thesis On SUI1:10:20 Closing Thoughts
• E157:Anthony Pompliano: This is what happens when you go all-in on Bitcoin (you get rich?) 05.02.2026 33min

  Anthony Pompliano, founder and CEO of Professional Capital Management, reveals how he put 95% of his net worth into Bitcoin and why extreme concentration backed by deep research isn't gambling - it's conviction.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/ Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________FOLLOW ANTHONY POMPLIANO• Twitter: https://x.com/APompliano• Instagram: https://www.instagram.com/pompglobalFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:21 Please Subscribe1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok”2:36 Who Are You2:50 Why Relentless Is Anthony’s Favorite Word3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio4:30 How Does Someone Who Relies On Their Portfolio Build Conviction6:17 Anthony Is A Risk Cowboy7:06 The History Of Anthony’s Risk & Conviction8:55 Partnerships: JupiterExchange, KAST9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets12:20 Making Changes From 95% In Bitcoin To Other Assets14:08 Anthony’s Evolution Towards Investing19:30 Partnerships: Paradex, Zashi Wallet, Mantle20:39 Does Forcing Yourself Into A Corner Result In True Growth26:17 Partnerships: Trezor, BitwiseInvest, SUI27:10 How To Invest In Those 3 Big Topics Today29:40 A Realistic Return On Bitcoin Over The Next 10 Years32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years33:12 Closing Thoughts
• E156: Matt Hougan, CIO of Bitwise: How To Get Rich in Crypto (without Gambling) 29.01.2026 57min

  Matt Hougan, CIO at Bitwise, explains why Bitcoin could reach $6.5 million and why Solana has "the best setup I've ever seen" for a 10x to $1 trillion.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________Follow Matt Hougan• Twitter: https://x.com/matt_hougan• Twitter: https://x.com/bitwiseinvestFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:35 Please Subscribe2:01 Matt’s Last Episode Popped Off3:59 At Least 10x Left On The Crypto Marketplace?4:36 Why Is Bitcoin Still Early5:43 Who Are You11:09 Our Trusted Partners11:45 Why Is A Higher Price In Gold Bullish For Bitcoin12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years15:03 How Could This Thesis Be Wrong20:27 Wise & Boring vs Unwise & Exciting21:40 Two Bets On Solana Explained25:11 Confusion With Crypto Investing Explained30:00 Does Solana Have The Best Setup30:31 How Big Could Solana Get In 10 Years31:20 Our Valued Sponsors32:29 How Matt Expresses His Bullishness On Solana 37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin?38:27 What’s The Deal With Ethereum42:14 Our Esteemed Supporters46:16 Debasement Trading Will Be More Popular In 202648:00 How Do I Get Rich With Crypto In 202649:14 Alpha & Long Term Trends Build Wealth In Crypto55:23 One Thing To Remember From Conversation
• E155: SUI Network Founder: We Built What Ethereum and Solana Can't 22.01.2026 1h

  Kostas Chalkias, co-founded Sui after leaving Facebook's Libra - and named his son Kryptos.While other blockchains compete on speed, Sui built what nobody else prioritized: quantum-safe cryptography, AI-ready infrastructure, and blocks large enough for robots. Governments and developers are quietly choosing Sui over Ethereum and Solana.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________CONNECT WITH KOSTASTwitter: https://x.com/kostascryptoTwitter: https://x.com/Mysten_LabsWebsite: https://t.co/EufSM90Sd9FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:32 Please Subscribe1:56 Going Outside3:26 Time Difference In Dubai vs U.S5:50 Why Kostas Doesn’t Sleep8:09 Isn’t It Annoying To Change This 8 Year Habit8:42 Did You Realize This Habit Wasn’t Healthy11:50 Our Trusted Partners12:26 Using Stable Coins Everywhere12:59 What Is A Cryptographer Explained To Your Mom15:18 How Secure Are WhatsApp Messages from Governments POVs28:20 Most Companies Lack Strong Cryptography Teams30:03 Do You See This Happening With Mysten, Growing To Big To Make Decisions Quickly33:00 Our Valued Sponsors43:46 What Is The One Big Breakthrough SUI Is Known For50:34 - Our Esteemed Supporters51:25 What Is SUI Doing At The Intersection Of AI, Crypto, And Robots59:26 Closing Remarks - Most Passionate Founder