When Shift Happens Podcast

Епизоде

• 
  E185: Variational CEO: This Hidden Fee Is Quietly Draining Your Crypto Account 10.09.2026 1ч 28мин

  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/variationalFOLLOW 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.Timestamps 0:00 Intro2:20 Merch, Travel & Being Back in Singapore5:13 Who Is Lucas Sherman?5:24 How Lucas Thinks About Building Trust6:03 Starting College at Age 128:26 How Do You Actually Skip That Many Grades?9:45 Making Friends Six Years Younger Than Everyone Else10:40 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 Fund16:50 Acquired by Digital Currency Group at 2118:59 Why Sell the Fund to DCG?19:54 Sponsors: Variational & Bitwise20:47 Did You Regret Selling That Early?21:51 The Money DCG Made Off Their Work22:38 Starting a Market Making Firm24:46 Explain Variational Protocol to Your Mom26:49 Biggest Mistake Building Variational28:13 The "Holy Sh*t, We Built Something Massive" Moment29:54 Reason #1: Zero Fees32:59 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 Means40:20 Why Hasn't Crypto Solved This Already?42:39 Where On-Chain Order Books Break at Scale46:04 Sponsor: KAST1:07:30 Sponsor: Jupiterexchange & Ethena
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  E185: Ethena CEO: This $7B Crypto Company Just Launched An App That Pays You To Spend Money 02.09.2026 58мин

  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 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 Introduction2:37 Which Of Guy’s Plans Didn’t Work Out5:37 Where Are The Users People Are Trying To Obtain7:10 What Excited Guy About Crypto9:20 Differences Between PayPal, Revolut, & Neo Banks12:43 Partnerships: @Variational @BitwiseInvest13:36 Revolut vs Stable Coin Neo Banks 15:58 Is Swapping To Neo Banks A 10x Improvement18:00 Ethena Pay Explained Simply21:21 Why Another Crypto Neo Bank23:53 Will A Fight For The Pie Happen With Crypto Banks 25:55 How Ethena Gets Users When It Can Help Everyone32:47 What Makes Ethena Different36:51 Ethena’s Cashback System Revealed38:32 Guy’s Thoughts On How Ethena Reduces Fees 39:39 How Ethena Gets The Best Yield 45:16 Guy’s Opinion On Dealing With FUD48:35 Why Guy Doesn’t Communicate A Lot49:29 Partnership: @KASTxyz50:17 What KPI Is Ethena Looking To Hit In 202651:55 The Holy Grail For A Stable Coin Neo Bank52:31 Partnerships: @JupiterExchange @Ethena53:14 If Everyone’s Doing The Same Thing, Who Wins55:23 The Next Big Thing For Ethena After Ethena Pay56:36 Is Ethena Pay Like USDE58:04 Closing Thoughts
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  E184: Trezor CTO: How Quantum Computers Could Empty Every Bitcoin Wallet 27.08.2026 1ч 32мин

  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/tsusankaFOLLOW 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 Introduction2:07 Does Tomas Like To Talk4:15 What Does Tomas Do & Why5:15 How Much Does Bitcoin Matter To Tomas6:28 Why Should People Still Care About Bitcoin8:25 Who Is Tomas Sushanka10:10 Why Humans Are So Bad With Security12:58 Tomas’s Thoughts On People Downplaying Risk14:27 How Should One Think About Risk15:25 Does Intelligence Play A Role In Risk16:54 Why Do Smart People Fall For Scams23:39 How Do We Fix This Scam Problem25:12 Partnerships: @Variational @BitwiseInvest26:05 Which Security Mistake Would Tomas Remove28:57 How Tomas Protects His Assets 29:49 What’s The Craziest Hack Tomas Has Seen31:24 A Security Habit That Makes Tomas Look Crazy32:27 Why Someone Should Care About Self-Custody36:05 When Should People Look Into A Hardware Wallet37:48 A Strategy For Hardware Risk Management44:16 How Does One Manage The Inheritance Problem46:29 Should People Keep Assets On An Exchange47:32 Partnership: @KASTxyz48:20 What Security Setup Should Kevin’s Grandma Use50:08 Things To Can Do To Prevent Hacks & Scams1:01:57 Should People Upgrade Their Trezor Wallets1:05:28 How Self-Custody Will Evolve & Not Be Archaic1:08:07 Partnerships: @JupiterExchange @Ethena1:08:50 The Biggest Problem With Self-Custody1:09:52 Is Quantum Computing A Worry For Crypto1:14:48 Who’s Taking Quantum Computing Seriously1:20:41 Who’s Securing Bitcoin Against Quantum Risk1:23:58 A Crypto Belief That Tomas Disagrees With1:26:12 Is There A Future For Digital Identity 1:27:56 Could Self-Custody Become Too Complicated1:28:42 Dangerous Advice Tomas Had Heard Before1:29:43 Does AI Make You Safer Or Vulnerable1:31:25 Closing Thoughts
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  E183: Jupiter COO: Getting Rich In Crypto Has Nothing To Do With Luck 20.08.2026 1ч 25мин

  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 DHANDATwitter:https://x.com/kashdhandaTwitter: https://x.com/jupiterexchangeFOLLOW 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 Introduction2:10 Crypto Middleman Discussion4:46 Where Crypto Currently Sits Within TradFi7:59 Who Is Kash Dhanda9:26 What Was Kash’s Role On SuperTeam11:42 Why Kevin Became So Bullish On Solana & ZCash13:02 What Is The Concept Of Infinite Capitalism16:07 Partnerships: @Variational @BitwiseInvest19:15 Kash’s Opinion On Memecoins21:27 Why Even Hold 10% For Random Investing24:15 How Can People Get Rich In Crypto Without Luck27:25 The One Way To Compound Wealth In Crypto28:33 Isn’t Yield Not Worth It For Crypto Investing31:14 Why Go All In On Stablecoins40:10 Partnership: @KASTxyz43:21 Is Solana Rising From The Ashes47:09 What’s Solana Bad At Toda51:01 Solana’s Thesis In 202652:23 Is SOL Becoming Future-Proof54:07 What Is Jupiter Today56:13 Why JUP Token Is Powered By Ethena57:19 Why Does Jupiter Need A Stable Coin 1:00:05 How JUP Is Able To Give Yield1:03:20 What Is Jupiter Spend1:04:58 Partnerships: @JupiterExchange @Ethena1:05:42 The Advantages Of Using Jupiter Spend1:07:39 Gum Global Unified Markets Explained Simply1:10:20 What Other Things Will Gum Help With1:12:30 Does Solana Doing Well Benefit Jupiter Heavily1:14:45 Why JUP Didn’t Do Well Last Cycle1:17:21 The Changes Jupiter Is Making To Stand Out1:19:23 Should We Be Bullish On JUP Token1:23:28 One Takeaway From This Conversation 1:24:15 Closing Thoughts
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  E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead 13.08.2026 1ч 7мин

  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 JORDITwitter: https://x.com/jvisserlabsFOLLOW 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 Introduction2:10 Was Jordi Happy With His Weekend & Activities3:49 How Does One Live Until 100 Years Old4:31 Why Jordi Is Fascinated With Longevity5:44 What Kills The Habit Of Living Healthy7:20 Jordi’s Thoughts On Supplements & Meds9:51 Partnerships: @Variational @BitwiseInvest12:17 How Distribution Of Wealth Affects Longevity14:03 Jordi’s Opinion On Peptides & Hormones17:47 What Is Heart-Rate Variability21:21 How Can You Track Heart-Rate Variability25:12 Jordi’s Findings Within The Finance World29:10 When Jordi Learned The Concept Of Money31:58 Partnership: @KASTxyz32:47 What’s The Point Of Making More Mone38:20 Does Abundance = More Affordable 38:54 Why Would We Still Need To Build Wealth41:22 How Jordi Became Fascinated With Bitcoin47:44 Jordi’s Thesis On Bitcoin Explained Simply50:10 How Much Of Jordi’s Portfolio Is Bitcoin50:48 Would Jordi Ever Sell His Bitcoin51:52 Partnerships: @JupiterExchange @Ethena52:38 How Big Does Bitcoin Get54:00 Jordi’s Thoughts On “Bitcoin Is Too Expensive”55:28 Why Have A Channel About Crypto & Not Bitcoin56:25 Does Jordi Invest In Other Crypto Assets57:24 Other Scarce Assets Jordi’s Invested In58:41 Should 20 Year Olds Work Towards Buying A House1:02:00 The Difference Between Routine & Unique1:03:57 Why You Should Prioritize Longevity1:07:02 Closing Thoughts
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  E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky) 06.08.2026 58мин

  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 RAAGSTwitter: https://x.com/raagulanpathyLinkedIn: https://www.linkedin.com/in/raagulanpathy/Twitter: https://x.com/kastxyzWebsite: https://www.kast.xyz/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 Introduction1:51 Dressing Up Discussion2:51 What Helps Scott Stay Optimistic3:43 Scott’s Thoughts On Failure4:43 Who Is Scott Melker?7:00 Why Do DJ’s Go Down The Crypto Rabbit Hole8:48 What Scott’s Trading Life Was Like9:56 When Did Scott Go All In On Building In Crypto11:46 Partnerships: @Variational @BitwiseInvest12:38 Is Crypto Still Relevant In 202616:15 What Scott Invests In18:50 How Scott’s Opinion On Crypto Gets Influenced19:58 Scott’s Thoughts On Yield23:42 How To Improve A Crypto Media Business 26:26 How Scott Stays Excited Even When It’s Boring 28:12 Partnership: @KASTxyz31:46 Scott’s Advice On Trading Bitcoin34:17 How Average People Get Rich From Crypto35:40 A Few Lessons Scott Learned In 202238:08 What Other Assets Is Scott Interested In39:23 Scott’s Most Unexpected But Best Interview43:06 The Biggest Myth About Investing Debunked44:13 Partnerships: @JupiterExchange @Ethena44:57 Scott’s Goal With His Media Company47:22 What About Scott’s Goal In Life50:39 Scott’s Learnings From Behind The Scenes 51:59 How Scott Stays Motivated Despite The Bear Market53:33 Why People Should Be Optimistic About Crypto57:26 Closing Thought
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  E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right Now 23.07.2026 1ч 46мин

  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 RAAGSTwitter: https://x.com/raagulanpathyLinkedIn: https://www.linkedin.com/in/raagulanpathy/Twitter: https://x.com/kastxyzWebsite: https://www.kast.xyz/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 Introduction1:58 How Raagulan Prioritizes What’s Done At Kast4:35 Kast Employees Deal With Major Chaos5:38 Raagulan’s Theory About Hiring For Kast7:02 Why Firing People Can Be More Difficult8:35 An Error That Could Kill Kast9:52 Convincing A Stable Coin Skeptic 12:06 Why Kast Has To Build Different Departments18:32 Partnerships: @Variational @BitwiseInvest19:24 Raagulan’s Thoughts On Fees21:55 Kast’s Best Customer Type23:53 Something Raagulan Shouldn’t Say Publicly29:04 Raagulan’s Experience With GLP-Ones34:05 Kast Is On Track For $100 Million In Revenue36:55 Why Kast Hasn’t Blown Up Due To Misspending41:04 Why Is Everyone Trying To Build Neo Banks42:52 What’s Difficult About Building Neo Banks49:14 Kast Isn’t A Card Business50:43 How Kast Is Building Momentum56:29 Partnerships: @KASTxyz @Trezor57:33 Kevin’s Thoughts On Kast58:59 What Does Kast Do With $80 Million1:01:55 Would Raagulan Consider Selling Equity1:08:39 Is Your Money Truly Yours When Inside Kast 1:10:49 What Happens To Your Money If Kast Fails1:17:38 Pros & Cons Between Non & Self Custodial1:22:42 Partnerships: @JupiterExchange @Ethena1:23:26 Should The Kast Community Feel Cheated1:34:13 What’s This Tokenized Stock Based On?1:35:25 The Hill Raagulan Is Willing To Die On1:37:59 Is The Worse Behind Us In Crypto1:42:57 One Thing To Remember From This Conversation1:45:16 Closing Thoughts
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  E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle) 16.07.2026 1ч 12мин

  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 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 Introduction1:57 Coffee, Zyns, & Sleep Discussion3:26 Is It Better To Work At Night With ADHD4:05 How Mert Has A Relationship Despite His Schedule6:45 Mert On Being A Parent7:30 How Mert Grew On X So Fast8:51 Partnerships: @Variational @BitwiseInvest9:44 Mert’s Experience With SOL’s Price Drop 15:48 The Behind The Scenes With Solana18:22 How Solana’s Future-Proofing Its Ecosystem25:47 Why Businesses Will Build On Solana28:05 Why Solana Isn’t Seen As The Obvious Choice30:38 Partnerships: @KASTxyz @Trezor31:43 Mert’s Thesis Behind Solana In 202636:42 Solana Will Become The Biggest Financial Economy 42:45 The Timeline On Solana’s Changes Going Live44:23 Is Solana Making Its Comeback?47:31 Partnerships: @JupiterExchange @Ethena48:14 The Zcash Drama Explained55:39 AI’s Advancement Means Crypto Must Evolve59:24 What Is Zcash’s Potential1:04:40 How Is NEAR Special Like Solana & Zcash1:09:32 Closing Thoughts
• 
  E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle 09.07.2026 1ч 17мин

  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_jainFOLLOW 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 - Intro1:31 - Who is Tushar Jain3:44 - Are we at a crypto turning point?4:57 - Buying into bad news before confirmation6:24 - Buying vs. selling: which is harder7:13 - Still bullish on Solana?9:15 - TradFi issuers and credible neutrality11:47 - Sponsors: Variational Bitwise12:39 - How to size two competing bullish bets14:13 - Category leader vs. "better play"17:00 - Most obvious trade for 2026: Zcash19:39 - What Zcash represents22:27 - Valuing an asset with no revenue24:18 - Trading framework vs. buy-and-hold26:40 - Valuing Solana and Hyperliquid 31:45 - Sponsors: Kast, Trezor32:54 - Timing entries in volatile assets36:26 - Why Multicoin doesn't trade, only manages39:25 - The four sources of investing edge41:14 - Edge examples: Zcash, Hype, Ethena43:21 - What Ethena represents45:37 - How much founder quality matters47:09 - When to take profits49:50 - Thoughts on Ethereum51:44 - Kyle leaving Multicoin53:03 - Sponsors: Jupiter, Ethena53:46 - Why Tushar is still in crypto58:26 - Wrap-up and thanks1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report1:00:39 - What happened with the Zcash bug1:04:13 - Zcash's fix: the Ironwood pool1:05:50 - How long it took to decide to buy more1:08:13 - Multicoin's Hyperliquid ($HYPE) report1:09:55 - Base case: $319 price target, key assumptions1:15:21 - Is the crypto bottom in?1:18:11 - Closing thanks
• 
  If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177 02.07.2026 1ч 9мин

  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/hosseebFOLLOW 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 Studio & Show Discussion3:30 How Hasseb Feels In Life4:51 Why All The Og’s Are Leaving Crypto7:39 How Do You Last In Crypto9:39 Biases That Crypto Investors Try To Trick You With11:20 Partnerships: @Trezor @BitwiseInvest12:06 Major Lessons Haseeb Learned At Silicon Valley17:51 Why Haseeb Compares Crypto To Tech21:29 What Crypto Is All About24:35 Haseeb’s Meaning Behind Believing In Exponentials30:51 Partnership: @KASTxyz 31:39 How Haseeb Sees Crypto’s Future Becoming Huge40:54 Does Haseeb Ever Sell Major Tokens41:28 More Oh Haseeb’s Personal Finances42:04 Haseeb’s Thesis On Bitcoin + Exponential Growth48:29 What Does Bitcoin Look Like Once Saturated51:10 Partnerships: @JupiterExchange @Ethena51:53 Why Haseeb Defends ETH & SOL58:07 When Has This Growth Story Thesis Been Wrong1:02:31 Where HyperLiquid Fits: Growth Or Revenue1:04:05 Should People Stay In Crypto?1:08:31 Closing Thoughts
• 
  E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually Own 25.06.2026 1ч 46мин

  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/ericlarchFOLLOW 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 Introduction2:00 Eric’s First Podcast In English2:32 Where Does Eric’s Optimism Come From3:31 The First Thing Eric Thinks Of Every Morning4:03 What Eric’s AI Agents Do4:57 How Eric Uses These AI Agents5:47 What Does Eric Do & Why8:01 Why People Need To Hit A wall12:39 Who Is Eric Larcheveque13:21 Eric’s First Major Leap For His Company18:21 Going From Building Websites To Bitcoin27:31 Partnerships: @Trezor @BitwiseInvest28:17 Why Eric Went All In On Bitcoin34:37 Did Eric Question The Volatility Of Bitcoin40:24 100% Of Eric’s Liquid Networth Is In Bitcoin49:59 You Should Build A Bitcoin Strategy53:07 Where Does Bitcoin Go In 10 Years54:47 What Does A Bitcoin Dominant World Look Like59:24 Partnership: @KASTxyz 1:00:12 Why Bitcoin Will Never Hit 01:10:47 What Eric Learned While Building Ledger1:16:03 Co-Founder Kidnapping Discussion & Advice1:25:56 Why Eric Stays In France1:27:23 Partnerships: @JupiterExchange @Ethena1:28:07 What Is The Bitcoin Society1:32:25 Who’s Backing Bitcoin Society1:32:51 What Does A NBA Player Do With Bitcoin1:33:46 Eric’s View On Learning To Learn1:34:38 Why Eric Creates Videos When He Could Chill1:37:19 Is Eric Building A Personal Brand1:39:00 Does Eric Feel Happier Now With Money1:40:04 Being An Entrepreneur Requires Sacrifice1:41:22 Experiences > Buying Extra Bitcoin1:44:06 Do Everything To Achieve This One Thing1:45:11 Closing Thoughts
• 
  E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich 18.06.2026 59мин

  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 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 Kast Card Discussion2:40 Dan’s Framework For Investing In Businesses5:29 Why Equity Over Tokenization12:19 Partnerships: @Trezor @BitwiseInvest13:05 Dan’s Bullish Tweet Style Explained19:55 The Shift That Makes Someone Confident28:00 Partnership: @KASTxyz 28:48 Why Markets Tend To Do The Unexpected32:23 Conviction In Bitcoin Is Becoming Much Harder41:03 How Dan Raises Money During A Bear Market46:24 Partnerships: @JupiterExchange @Ethena47:07 Why Dan Is Confident Crypto Will Go To $50 Trillion52:02 How Agentic AI Will Help Crypto Reach $50 Trillion54:33 The Numbers Behind ETH & SOL Post $50 Trillion58:30 Closing Thoughts
• 
  E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing 01.06.2026 1ч 15мин

  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 1ч 23мин

  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
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  E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard) 21.05.2026 2ч 16мин

  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
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  E171: Coinsilium CEO: How AI Agents Will Reshape Crypto (And Replace Millions Of Jobs) 14.05.2026 54мин

  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
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  E170: Ethereum Co-Founder: How Big Tech Will Use AI To Control You (And How Crypto Stops It) 07.05.2026 1ч 13мин

  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 58мин

  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
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  ByBit Founder: I Survived the Biggest Crypto Hack and Still Had My Best Year | E168 23.04.2026 1ч 7мин

  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
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  E167: Bitwise Advisor: Why Buying a House Is the Worst Investment You Can Make 16.04.2026 1ч 18мин

  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