Эпизоды
-
Tarek Mansour is the co-founder and CEO of Kalshi, the largest federally regulated prediction market exchange in the US - valued at $2 billion and backed by some of the world's top investors.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally.
Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
___________
CONNECT WITH TAREK MANSOUR👇
Twitter: https://x.com/mansourtarek_Twitter: https://x.com/Kalshi
Website: https://kalshi.com/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
3:11 Where The Anime Passion Comes From
4:01 How Tarek Is Doing
4:53 Who Is Tarek
7:02 Which Version Of Uncertainty Is Tarek A Fan Of
9:10 Where Tarek’s Fire In The Belly Comes From
13:33 Partnerships: @Trezor @BitwiseInvest
14:20 What Tarek’s Brother Does
15:19 Why Tarek’s Resilience Is Crazy
16:31 Why Is Entrepreneurship Like Therapy
22:16 Is Tarek Mad, Crazy, Or In Denial
24:45 Would Tarek Have Ever Given Up Earlier?
29:54 Partnerships: @KASTxyz @sumsub
31:19 How To Focus On Inputs, Not Results
33:16 When Did Kalshi Come Into Existence
36:00 What’s The True Innovation Of Prediction Markets
38:28 How Prediction Markets Revolutionize The Media
43:47 How Are Prediction Markets A Better Insurance
44:55 Why Is There No Leverage In Prediction Markets
47:16 Partnerships: @JupiterExchange @Ethena
48:00 Tarek’s Opinion On Insider Trading
51:19 Who Enforces The Insider Trading Rules
55:26 How Kalshi Surveys Suspicious Behavior
56:59 Tarek’s Honest View On Crypto
59:41 Why Kalshi Is Launching Regulated Perps In The U.S
1:00:30 What Does Regulated Perps Mean?
1:02:22 Was Kalshi Inspired By HyperLiquid
1:03:41 How Much Time Does Tarek Look At Competition
1:05:58 What’s The Endgame For Kalshi
1:07:06 What Does Tarek Do With A Billion Dollars
1:08:31 Is Tarek Happy
1:13:08 One Thing Tarek Should Let Go Of
1:14:18 Closing Thoughts
-
Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally.
Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
CONNECT WITH RAOUL👇
Twitter: https://x.com/RaoulGMI
Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/
Instagram: https://www.instagram.com/raoulgmi
YouTube: @RaoulPalTJM
GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
2:00 Traveling Non-Stop & Kast Card Discussion
5:00 What Raoul’s Been Up To The Past 4 Months
7:24 Why The Stock Market Never Ceases To Grow
10:33 What Is The Economic Singularity?
15:03 Partnerships: @Trezor @BitwiseInvest
15:49 Is It Still Early To Invest In AI?
17:44 Is Crypto Superior To AI Investment Wise
19:38 Crypto’s Reasons For Going Up Forever
22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction
28:35 Why Raoul Started Buying Zcash
30:12 What Are The Left & Right Curve Trades?
30:47 Partnerships: @KASTxyz @sumsub
32:12 How Raoul Thinks About Allocation With Zcash
32:59 Raoul’s Thoughts On Hyperliquid & Hype Token
41:13 How To Measure Intelligence For Layer Ones
45:56 Why DeFi Isn’t Dead According To Raoul
51:09 How Do You Structure An NFT Portfolio?
56:04 Partnerships: @JupiterExchange @Ethena
56:47 Should People Only Focus On The Top Grail NFTs
59:35 Raoul’s Plan To Lend Against NFTs
1:00:44 Is Bitcoin A Proxy Trade For AI
1:02:05 Why You Should Never Sell Unless You Have To
1:04:33 The Numbers Behind Buying & Holding vs Trading
1:10:47 Raoul’s Advice On Developing Patience
1:14:55 Why People Should Stay In Crypto
1:17:06 Why There’s Hope For Crypto In 2026 & 2027
1:22:35 Closing Thoughts
-
Пропущенные эпизоды?
-
Michael Saylor is the Founder and Chairman of Strategy (formerly MicroStrategy), the world's largest corporate holder of Bitcoin with roughly 818,000 BTC and over $65 billion in capital.
After surviving a 99.8% stock collapse that left his company three days from bankruptcy, he rebuilt it into a "reserve bank for Bitcoin" - issuing products like STRC that pay an 11.5% monthly dividend, tax-deferred.
In this episode, he breaks down how to build lasting, passive wealth with Bitcoin, why he believes there's no second best in crypto, and why working hard may be the worst financial advice you can follow.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally.
Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
___________
FOLLOW MICHAEL SAYLOR
• Twitter: https://x.com/saylor
• Twitter: https://x.com/Strategy
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
00:00 Intro03:05 Explain what you do to an Uber driver05:35 Advice for Rick, the struggling Uber driver07:07 Who is Michael Saylor?11:02 Sponsors Trezor & Bitwise11:48 Kevin's Business Intelligence Company13:14 Michael's childhood and chip on the shoulder17:56 Has Michael conquered the world yet?19:49 Just because you can, doesn't mean you should28:23 Sponsors Kast, Sumsub30:02 Low time preference and scarcity1:01:31 Should you mortage your house to buy Bitcoin?1:09:50 The great $60B in Bitcoin bet: risks1:15:32 Sponsors Jupiter, Ethena1:16:16 Sell the kidney if you must but keep the Bitcoin1:20:14 What's the endgame for Strategy?1:28:16 Where does Bitcoin price end?1:35:34 Should my mom put her life savings in STRC?1:59:09 Why Michael doesn't have children1:59:44 Why working hard is the worst advice you can get2:07:37 Why THERE IS NO SECOND BEST, there is only one crypto asset2:15:03 Thanking Michael from the whole crypto industry -
Eddie Travia is the co-founder and CEO of Coinsilium Group, the first blockchain company to complete an IPO, and a pioneering crypto investor since 2013.
In this episode, Eddie breaks down how AI agents and crypto are converging into a $15 trillion shift that will reshape investing, fundraising, and entrepreneurship - and explains why millions of jobs won't survive the transition.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally.
Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
___________
FOLLOW EDDY TRAVIA
• Twitter: https://x.com/eddybitcoin
• Twitter: https://x.com/CoinsiliumGroup
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:56 Tea & Coffee Discussion
5:25 If Eddy Got $10 Million Today, What Would He Do
6:42 Why Does Crypto Make Sense In A World Crisis
8:00 Partnerships: @JupiterExchange @KASTxyz
8:41 Who Is Eddy Travia?
8:57 Why Eddy Backed WSH Early?
10:04 What Is Coinsilium Explained Through An Analogy
10:40 What Coinsilium Dealt With Last Year
13:33 What Did Coinsilium Do Right In 2025 Despite The Criticism
17:27 The Yellow Network Bet
20:10 Why Yellow Matters?
20:46 Partnerships: @Ethena @sumsub
21:49 Eddy’s Further Thoughts On The Yellow Investment
22:28 Has Anything Good Come Out Of Crypto Lately?
24:08 Why You Need To Be A VC To Win In Crypto
27:27 How To Play Prediction Markets
30:23 How to Position For High-Traction Markets
32:55 How The Investor Environment Is Changing
40:02 How This Changes Eddy's Investing
41:42 What Companies Should Know About The AI Agents Era
44:15 How AI Agents Change Fundraising
46:08 Should The Crypto Industry Fear The AI Brain Drain
48:24 Partnerships: @Trezor @BitwiseInvest
49:08 Is Eddy Still Bullish On Crypto?
51:03 Is The $1M Bitcoin Dream Dead?
53:54 Closing Thoughts
-
Joseph Lubin, co-founder of Ethereum and CEO of Consensys, warns that big tech is racing to build centralized AI systems that could control humans and every system on the planet - and explains why decentralized protocols are the only architecture standing in the way.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally.
Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
___________
FOLLOW JOSEPH LUBIN
• Twitter: https://x.com/ethereumJoseph
• Twitter: https://x.com/Consensys
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:55 Kast Card & Hong Kong Discussion
3:52 What It Means To Be Meta According To Joe
5:35 What Does Joe Do Explained Simply
11:53 Partnerships: @JupiterExchange @KASTxyz
16:27 The Before & After Of Joe’s Beliefs Post 9/11 Explained
18:02 What Does This Negative Or Positive Road Depend On
21:55 Why Joe Goes To Many Crypto Conferences
23:16 How Did Joe React To Novo’s Article Comment
31:14 Partnerships: @Ethena @sumsub
32:16 Why Joe Decided To Join Ethereum As A Co-Founder
35:03 Why Is Decentralization An Organizing Principle
40:32 Explain Consensys To Your Uber Driver
42:57 Joe’s Fundamental Belief Of What Blockchain Represents Today
46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed
49:33 Partnerships: @Trezor @BitwiseInvest
50:17 What’s The Most Incredible, Tangible Thing To Come Out Of Crypto
51:43 What Is MetaMask?
57:01 How Much Of Joe’s Life Is Lived In This New Financial System
59:50 Why Would You Borrow Against A Volatile Asset?
1:00:40 Is Self-Sovereignty A Good Or Bad Thing
1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky
1:06:36 What Could Easier Self-Custody Look Like?
1:08:32 Joe’s Relationship With Money
1:09:28 How Do People Interact With Money In The Next 10 Years
1:12:28 Closing Thoughts
-
Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural tailwind pointing in the same direction.
From the $400 trillion in global assets beginning to shift toward crypto, to institutions going "zero to 500 miles an hour" on adoption, Hunter breaks down why the new era of crypto is already underway and why it's not too late to be early.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
___________
FOLLOW HUNTER HORSLEY
• Twitter: https://x.com/hhorsley
• LinkedIn: https://www.linkedin.com/in/hunter-horsley-11512721
FOLLOW BITWISE
• Twitter: https://x.com/BitwiseInvest
• Website: bitwiseinvestments.com
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:55 Coffee & Swiss People Discussion
3:36 Is Hunter The ADHD Guy, The Operator, Or A Mix Of Them Both
7:28 Partnerships: @JupiterExchange @KASTxyz
8:08 How Hunter’s Relationship With Avichal Led To Bitwise’s Creation
11:28 The Advantages Of Being Based In San Francisco
17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months
21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Crypto’s Future
24:19 Partnerships: @Ethena @sumsub
25:21 Hunters Response To “I Missed The Bitcoin Opportunity”
30:17 Hunter’s Thoughts On Thinking Exponentially About Crypto’s Growth
35:58 How Are People Underestimating Bitcoins Usage Over The Next 10 Years
38:24 Crypto Is Creating A New Class That Thinks Differently About Money, Explained
46:17 Partnerships: @Trezor @BitwiseInvest
47:01 What’s Relevant For 25-50 Year Old Investors who Aren’t Crypto Savvy
52:02 Why You Should Watch When Shift Happens
57:31 Closing Thoughts
-
Ben Zhou, co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
FOLLOW BEN ZHOU & BYBIT
• Twitter: https://twitter.com/benbybit
• LinkedIn: https://www.linkedin.com/in/ben-zhou-b979ba28
• Twitter: https://twitter.com/Bybit_Official
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:39 Please Subscribe
2:04 Why Ben Is Meeting With Prime Ministers
5:52 Partnerships: @JupiterExchange @KASTxyz
6:32 The Most Fun Part About Building In Crypto
8:16 Why Ben Would Go On A Podcast 3 Days After Losing $1.5B
11:00 How Does ByBit Use AI To Run Their Business
17:47 How Do You Measure A $150 Million F1 Sponsorship Deal
21:47 Why Did ByBit Sponsor The Stockholm Opens
23:07 Why Ben Is So Hands On Consistently With ByBit Decisions
25:33 Partnerships: @Ethena @sumsub
30:20 Ben’s Message To Anyone Dealing With A Big Crisis
36:51 How Big Is ByBit Today In Terms Of Key Numbers
37:38 How Do You Take ByBit To The Next Level Beyond
39:09 What’s The Endgame For ByBit
40:03 What Is Byreal
42:34 Does Ben See A World Where DEXes Takeover CEXes
43:13 What Is ByBit Doing With Ethena
46:05 Ben’s Opinions On Hyperliquid As A Competitor
49:34 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
50:30 What’s ByBit Doing To Prepare For An AI Driven World
56:57 What Makes Ben Happy
57:21 Does Ben Feel Happier Now That He’s Worth A Lot Of Money
58:30 One Thing Ben Is Holding Onto That He Should Let Go Of
59:04 What Ben Does With His Money Investing Wise
1:02:58 One Thing Ben’s Learned That You Can Takeaway Today
1:04:11 Who Is Ben Zhou
1:06:20 Closing Thoughts
-
Jeff Park is a macro strategist and Bitwise advisor who believes the financial system is broken beyond repair for young people - from unaffordable housing to AI displacing an entire generation's jobs.
He breaks down why real estate is actually a depreciating asset, why Bitcoin is the ultimate escape, and how AI will ignite the biggest wave of Bitcoin adoption the world has ever seen.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
Follow Jeff Park
• Twitter: https://x.com/dgt10011
• Twitter: https://x.com/Bitwise
• Website: https://substack.com/@jeffpark1
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:33 Please Subscribe
1:59 Jeff & Kevin’s Fitness Discussion
6:15 Who Is Jeff Park?
8:03 Partnerships: @JupiterExchange @KASTxyz
8:43 How Diversity In America Can Be A Strength & Weakness?
12:28 What We’re Seeing Today From A Broken Financial System
25:28 How Does Someone Combat This Home Buying Investment Crisis?
28:46 Why Bitcoin Solves This K-Shaped Wealth Problem
32:15 Partnerships: @Ethena @sumsub
33:17 The Intelligent Investor Framework Explained
37:20 What Does The Ideological Investor Do?
40:35 How Data Plays A Huge Role In Wealth Creation
47:01 What Tokenization Brings To The Investing Space
48:09 Is Investing Now Off Limits For Average People?
50:06 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
1:02:04 The Occupy AI Moment That’ll Turn GenZ & Gen Alpha Into Bitcoiners Explained
1:05:36 How Is Bitcoin The Answer When Everything Else Gets Abandoned
1:10:26 Jeff’s Thoughts On “Is It Too Late” For People To Invest In Bitcoin
1:12:36 Should Someone Be More Offensive Using Bitcoin In Their Portfolio
1:15:49 How Jeff Prepares His Kids For This Occupy AI Future
1:17:50 Closing Thoughts
-
Gracy Chen went from a divorced single mom to CEO of Bitget, a top 5 crypto exchange doing $20B in daily volume with 25 million users.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
Follow Gracy Chen
• Twitter: https://x.com/GracyBitget
• Twitter: https://x.com/bitget
• Website: https://linktr.ee/bitgetofficials
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:34 Please Subscribe
2:00 The Only Bad Experience With When Shift Happens
3:47 Gracy’s T-Shirt & Where It Came From
4:37 How Do We Motivate More Women To Join The Crypto Space
6:13 Bitget’s Overall Work Environment Explained
7:06 How Gracy Manages 2,200 Remote Workers
10:09 Partnerships: @JupiterExchange @KASTxyz
10:50 Who Is Gracy Chen?
13:04 Where Does Gracy’s Fire In The Belly Come From?
15:01 Why Is It Necessary To Go To The Best Schools
22:23 Why Gracy Left Acumulus?
23:45 The Hardest Part About Building A Business
28:52 Partnerships: @Ethena @sumsub
41:36 What Is Bitget, Explained Simply?
43:55 Gracy’s Breakdown Of Bitget’s Numbers
45:09 How Bitget Got Over 40% Of Its Management Team To Be Female
46:48 Where Women Excel In Terms Of Business Management Practice
50:45 Where Do Men Excel In Business Management Practice
52:20 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
53:17 What Are Gracy’s KPIs As The CEO Of Bitget?
56:45 How Bitget Is Growing The Pie To Continue Expanding
1:03:40 What’s The Endgame For Bitget?
1:05:49 Why Can Anyone Become A CEO?
1:09:28 Running A 2,200 Employee Company While Taking Care Of A Kid, How?
1:11:22 How Has Bitget Evolved Since Gracy Joined In 2022
1:17:12 What The Voice In Gracy’s Head Tells Her In The Morning & Evening
1:20:05 One Thing Gracy’s Learned That You Can Take With You
1:24:31 Closing Thoughts
-
Armani Ferrante is the Founder and CEO of Backpack, a regulated global crypto exchange with over $420 billion in trading volume and one of the leading builders in the Solana ecosystem.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
Follow Armani Ferrante
• Twitter: https://x.com/armaniferrante
• Twitter: https://x.com/Backpack
• Website: https://backpack.exchange/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:32 Please Subscribe
1:56 Michelle Fuko & Her Philosophical View On The Panopticon Metaphor
5:25 Armani’s Answer To This Philosophical View In Regards To Crypto
7:50 Who Is Armani Ferrante?
8:39 Partnerships: @JupiterExchange @KASTxyz
9:19 Where Armani’s Chip On The Shoulder Comes From
10:43 Getting Hired Twice At Alameda Research Twice Explained
13:46 Being Able To Work On Early Solana Projects
14:43 Why Instead Of Going To FTX Did Armani Go & Build His Own Exchange?
18:26 Was There Ever Any FOMO From Not Joining FTX?
23:32 Partnerships: @Ethena @sumsub
24:34 How Armani & Backpack Got Affected By The FTX Collapse
36:25 What’s The TLDR On The MadLad Story
42:03 How Important Was The MadLad Story For Backpack?
43:40 Armani’s Deepest Belief On What Crypto Should Be
51:59 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
52:55 Explain Backpack To Your Uber Driver
57:36 Most Of Crypto Is Currently A Test Bed
1:04:15 Percentage Of People Think They Own Shares From Huge Companies But Really Don’t
1:06:41 What Unified Margin Accounts Solve & Why You Should Care
1:15:20 Why Armani Left Sunny California For Tokyo Japan
1:17:18 Why These Huge Exchanges Don’t Exist In Japan
1:18:43 How Did Backpack Acquire Licenses At A fraction Of The Cost Compared To FTX
1:21:53 Closing Thoughts
-
Xin is the Group CEO of GSR Markets, one of crypto's oldest market-making firms - bootstrapped with $20K over twelve years ago and still independently funded today.
In this episode, he breaks down why crypto's market structure is fundamentally broken, how misaligned incentives are holding the industry back, and why GSR is transforming into crypto's first full-service investment bank modeled after Goldman Sachs.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
Follow Xin Song
• Twitter: https://x.com/xinsong86
• Twitter: https://x.com/gsr_io
• Website: https://www.gsr.io/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction1:32 Please Subscribe
2:02 Sleep & Age Banter
3:15 Advantage Of Age & Maturity
7:33 Who Is Xin Song?
9:23 What Did You Learn From Your Parents
12:47 Partnerships: @JupiterExchange @KASTxyz
13:27 What’s Happening With Crypto Right Now Considering The Market
16:12 What Broken Market Structure Means
19:18 Why Crypto Companies Shouldn’t Be Competing With Each Other
21:27 What Shocks You That People Don’t Understand With Crypto vs TradFi
26:42 What’s The Incentive To Make These Changes
28:41 GSR Explained To Your Mom
32:51 Partnerships: @Ethena @sumsub
33:53 Why Do Market Makers In Crypto Have Bad Reputations
36:48 How To Fix The Crypto Market Makers Reputation
40:09 What Does It Mean That GSR Wants To Become The Goldman Sachs Of Crypto
42:05 Example: Goldman Sachs Worked With Coca Cola & How GSR Reflects That In The Web 3 World
44:50 Why Is It Necessary For GSR To Become The Goldman Sachs Of Web 3
48:34 You Made 2 Major Acquisitions, Why?
51:49 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
52:45 Why Is Now The Best Moment For Focusing On Tokenization
56:24 What Must Happen For 10% Of $300 Trillion To Be On Chain
59:20 Katana Explained Simply
1:12:18 Closing Thoughts
-
Xiao-Xiao is the President of Jupiter, the leading DeFi super app on Solana, and former digital assets lead at KKR, one of the world's top private equity firms.
In this episode, he reveals why he left Wall Street to go all-in on crypto - and how Jupiter is building zero-fee global payments that could disrupt a $5 trillion market.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
Follow Xiao-Xiao
• Twitter: https://x.com/xxjzhu
• Twitter: https://x.com/jupiterexchange
• Website: https://jup.ag/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:26 Please Subscribe
1:52 Xiao’s Personal Thoughts On Dubai
3:11 Kevin Working For Luxury Brands
3:47 Working, Chaos, & A Delicate Balance Within Jupiter
5:16 How Xiao’s Previous Job At KKR Compares To Jupiter
6:01 Coming From TradFi Means Less Structure More Output
7:35 What Is Jupiter Global
8:29 Siloed Point Solution vs The Network Effect & Aggregation
10:09 Who Is Xiao Xiao
11:26 Partnerships: @JupiterExchange @KASTxyz
12:06 Tell Us More About The Musical Part Of Your Life
13:49 Xiao’s Realization About What He Wanted To Pursue
16:22 What Was This BCG Project About?
18:00 Xiao’s Big Crypto Aha Moment
22:10 What Happens At A Big Firm Like KKR In Terms Of Market Cycles
27:00 Did You Feel FOMO In Regards To FDX Around 2022
31:01 How Advanced Is This Institutional Adoption Within Crypto Now vs Future
37:14 Partnerships: @ethena, @sumsub
38:16 The Fantasy/FOMO Of Going All In On Crypto With Your Job
48:25 What Xiao’s Trying To Prove Within This Jupiter Chapter
51:13 Are You The Reason KKR & ParaFi Invested In Jupiter?
52:48 Why Concretely Did ParaFi Invest $35 Million Into Jup Token
57:31 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
58:28 What Does Onchain Finance Look Like In 5 years
1:07:25 One Thing That Makes You Proud To Be Apart Of Jupiter
1:10:42 Kevin’s One Thing He’s Proud Of With Jupiter
1:14:24 What Shift Is Happening That Most People Don’t See
1:18:18 Closing Thoughts
-
Bobby Ong is the co-founder and CEO of CoinGecko, the crypto data platform he bootstrapped with $200 over 12 years - no VC money, no shortcuts.
In this episode, Bobby reveals why most crypto founders are destined to fail, how he caught employees taking bribes for listings, and what it really takes to survive in an industry designed to destroy you.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
FOLLOW BOBBY ONG
• Twitter: https://x.com/bobbyong
• Twitter: https://x.com/coingecko
• Website: https://www.coingecko.com/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Intro
1:40 Please Subscribe
2:06 Kevin’s Transition Into When Shift Happens
4:36 Who Is Bobby Ong?
5:34 The Decision Process Around Switching CEOs
7:27 What Attracted Bobby To Bitcoin In 2013
13:36 Partnerships: @JupiterExchange @KASTxyz @sumsub
14:47 Where Bobby’s Fire In The Belly Comes From
16:26 Where This Risk Taking Attitude Comes From
18:37 The Tech Guys Bobby Was Following To Learn About Crypto
20:13 How Do You Explain Your Co-Founder Sticking Around 12 Years Later
22:45 Where Do You Think Good Values Vibe From?
23:59 What’s The Deal With Pudgy Penguins
25:05 Bobby’s View On NFTs In 2026
27:14 Who Would Be The Future Winners On Asset Appreciation
29:15 What Did The First $200 CoinGecko Look Like
30:26 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
31:23 History Of Bobby’s Work While Building CoinGecko
33:03 Short Term vs Long Term Thinking In Crypto Discussion
35:12 2017 You Went All In On CoinGecko
36:22 Four Year Bitcoin Cycle & Surviving
50:16 Explain CoinGecko To Your Mom
50:45 Why Is CoinGecko Called CoinGecko
1:26:44 Is #1 CoinMarketCap Not Playing The Trust Game
1:27:13 How Does A User Decide Between Coin Market Gap & CoinGecko
1:28:51 Where Does CoinMarketCap Excel
1:30:00 Why Didn’t Zash The Company You Acquired Work Out
1:35:31 Red Flags In Acquisitions Founders Miss
1:39:10 Best Moment To Sell
1:40:10 Closing Thoughts
-
Evan Cheng co-founded SUI after leading Facebook's Libra project - then threw away everything they built because it wasn't good enough.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
🅿️ Paradex is building the future of open finance - an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. https://app.paradex.trade/wl/resilien...
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102...
💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.
https://z.cash/ecosystem/zashi-wallet/
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
FOLLOW EVAN CHENG
• Twitter: https://x.com/EvanWeb3
• Twitter: https://x.com/SuiNetwork
• LinkedIn: https://www.linkedin.com/in/chengevan/
• Website: https://t.co/S0laxwqTPP
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
Timestamps:
0:00 Introduction
1:36 Please Subscribe
2:02 Evan’s Move To New York Explained
3:20 So Much Has Shifted In The Last Year
5:03 How Do You Deal With Unpredictability
8:59 How Evan Feels About These Changes
10:59 Partnerships: @JupiterExchange @KASTxyz
18:11 Has SUI Officially Proven This Way To Be Correct
19:22 Considering Tokens Dropping In Value - What Has SUI Proven Despite This
23:10 How Do You Define “Product Market Fit”
24:53 Partnerships: @paradex @zashi_wallet @sumsub
26:05 What Does A Much Bigger Adoption Look Like
30:29 The Dynamic Between Institutions & The Chains They Build On
32:06 How Different Is It To Build For An Institutional User vs A Retail User
34:23 Building The “Better” Technology Is Never Enough
37:05 Do All Major Chains Converge Or Specialize
40:00 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
40:57 What Is SUI Doing Differently From Ethereum Or Solana Explained Simply
43:10 An Example Of Assets That Are The Same vs Not The Same
46:11 SUI Didn’t Build Something Limited Like Facebook Libra Or DM, They Built Something Better
48:11 Closing Thoughts
-
Anand Gomes, CEO of Paradex, exposes how most crypto token launches really work, reveals the red flags that separate serious builders from teams that cash out and disappear, and explains why Paradex locked 80% of its own team tokens to public performance milestones.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. https://app.paradex.trade/wl/resilientrogueqv
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356
💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.
https://z.cash/ecosystem/zashi-wallet/
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
Follow Anand Gomes
• Twitter: https://x.com/fiddybps1
• Twitter: https://x.com/paradex
• Website: https://app.paradex.trade/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:29 Please Subscribe
1:55 25 Day Fast & The Benefits
9:25 - Partnerships: @JupiterExchange @KASTxyz
14:04 Fixing Your Health Makes You Unstoppable When Building A Business
15:20 The Playbook To Survive & Become Stronger In Crypto
18:52 The Key To Staying Motivated No Matter What
21:02 How Difficult Is It To Run A Crypto Exchange
23:14 Anand's Stance On Hiring People Who Execute
28:48 Partnerships: @paradex @zashi_wallet @sumsub
33:48 What Do You Want Crypto To Be?
35:12 Paradex’s Privacy Aspect Explained
36:58 Has Anand Ever Thought Of Building Paradex On Solana
41:12 Do You Ever Regret Or Doubt Yourself With Anything?
44:45 Why Anand Is Extremely Bullish On The Perp Space
47:35 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
48:32 What Happens To The Perp Space In One Years Time
55:34 Crypto’s “Bad Rep” Comes From These Non-Serious Token Creators
56:50 Paradex Stands Out Because Of The Transparency, Alignment, & Governance Framework
59:30 How You Ensure People Won’t Use Options As An Instrument To Sell
1:01:19 What’re You Trying To Prove Here?
1:03:31 Why You’re Confident Launching A Token In A Bear Market
1:05:22 Can You Be Transparent With Us Now?
1:05:50 What Does The Little Voice In Your Head Tell You Every Day & Night
1:08:08 Closing Thoughts
-
Jeff Yan, founder of Hyperliquid Labs, returns after one of crypto's most extraordinary moments - a $1 billion community airdrop that grew to $10 billion, built by a team of just 11 people who didn't stop to celebrate.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. https://app.paradex.trade/wl/resilientrogueqv
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356
💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.
https://z.cash/ecosystem/zashi-wallet/
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
FOLLOW JEFF YAN
• Twitter: https://x.com/chameleon_jeff
• Website: https://app.hyperliquid.xyz/trade
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:35 Please Subscribe
2:01 Jeff’s Thoughts On Singapore
11:10 Partnerships: @JupiterExchange @KASTxyz
11:51 How To Make HyperLiquid A Cult For Those Outside Crypto To Come In
22:05 What Jeff Looks At For Reliable Teammates
24:51 Celebrations Or Right Back To The Grind
26:45 How Do You Test For High Integrity
28:31 How About Sleep? Is That A Thing At HyperLiquid
30:05 The Fear Of $300 Million Worth Of Token Hitting The Market Monthly Explained
31:41 Handling FUd, Criticism, & PR At HyperLiquid
32:28 How Does Jeff Personally Handle FUD
35:02 What’s The Problem With Buying Back Tokens When The Price Is High vs Low?
37:20 The Importance Of No Discretionary Element For HyperLiquid
39:04 Hyper EVM Explained Simply
40:00 Partnerships: @paradex @zashi_wallet
40:41 Jeff’s Take On The Success Of Hyper EVM So Far
44:05 HyperLiquid Improvement Proposal 3 Explained Simply
48:19 Why Should People Care?
51:33 Why Is It So Important To Bring All Finance On Chain
52:08 Why Is The HyperLiquid Approach Better
1:08:01 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
1:08:58 Housing All Of Finance Meaning
1:12:23 Why Does HyperLiquid Have A Stablecoin USDH
1:14:39 What Is Kinetic & Why Does It Matter For The HyperLiquid Ecosystem
1:23:39 Where Did Fairness Cost Jeff The Most?
1:24:47 What Do You Want HyperLiquid To Be Remembered For
1:28:10 Closing Thoughts
-
Avichal Garg is co-founder of Electric Capital, one of crypto's most respected early-stage funds, and an early backer of Solana, Kraken, Figma, and Bitwise.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356
💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.
https://z.cash/ecosystem/zashi-wallet/
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.
https://www.coinsilium.com
___________
Follow Avichal Garg
• Twitter: https://x.com/avichal
• Twitter: https://x.com/ElectricCapital
• Website: https://www.electriccapital.com/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:38 Please Subscribe
4:26 KAST Card Plug & My Life Is Built On Stable Coins
6:24 Why Avichal Wears A Cap All The Time?
8:05 What Can You Tell Us About Bitwise
9:51 The People Who Built Bitwise Are Geniuses Or?
10:53 Lessons From Silicon Valley About Beliefs
12:30 Partnerships: @JupiterExchange @KASTxyz
13:06 What Fuels Belief For Successful Entrepreneurs
19:34 How Early Did You Invest In These Companies
20:15 Is It Luck Or Genius That You Invested
28:37 Partnerships: @paradex @zashi_wallet
34:00 Avichal’s Backstory
40:05 Connection Between Crypto & “The Little Guy”
43:32 How Does Silicon Valley Look At Crypto Investors
44:48 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
45:40 What Happens To Those Who Are In Crypto But Don’t Believe In It
47:26 Why The Majority Of People Can’t Buy & Hold In Crypto
55:03 How High Can Bitcoin, ETH, & Crypto Get Based On These Principles?
1:01:06 The Compounding Effect & Logic Behind Bitcoin Investing
1:02:19 Applying This “Compound Effect” To ETH, SOL, & Bitcoin
1:06:15 Any Other Crypto Assets That May Have Reached Insane Velocity In 2026
1:07:51 Avichal’s Thesis On SUI
1:10:20 Closing Thoughts
-
Anthony Pompliano, founder and CEO of Professional Capital Management, reveals how he put 95% of his net worth into Bitcoin and why extreme concentration backed by deep research isn't gambling - it's conviction.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.
https://z.cash/ecosystem/zashi-wallet/
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.
Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t
___________
FOLLOW ANTHONY POMPLIANO
• Twitter: https://x.com/APompliano
• Instagram: https://www.instagram.com/pompglobal
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:21 Please Subscribe
1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok”
2:36 Who Are You
2:50 Why Relentless Is Anthony’s Favorite Word
3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio
4:30 How Does Someone Who Relies On Their Portfolio Build Conviction
6:17 Anthony Is A Risk Cowboy
7:06 The History Of Anthony’s Risk & Conviction
8:55 Partnerships: JupiterExchange, KAST
9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets
12:20 Making Changes From 95% In Bitcoin To Other Assets
14:08 Anthony’s Evolution Towards Investing
19:30 Partnerships: Paradex, Zashi Wallet, Mantle
20:39 Does Forcing Yourself Into A Corner Result In True Growth
26:17 Partnerships: Trezor, BitwiseInvest, SUI
27:10 How To Invest In Those 3 Big Topics Today
29:40 A Realistic Return On Bitcoin Over The Next 10 Years
32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years
33:12 Closing Thoughts
-
Matt Hougan, CIO at Bitwise, explains why Bitcoin could reach $6.5 million and why Solana has "the best setup I've ever seen" for a 10x to $1 trillion.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.
https://z.cash/ecosystem/zashi-wallet/
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.
https://www.story.foundation
★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/
🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.
Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t
___________
Follow Matt Hougan
• Twitter: https://x.com/matt_hougan
• Twitter: https://x.com/bitwiseinvest
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:35 Please Subscribe
2:01 Matt’s Last Episode Popped Off
3:59 At Least 10x Left On The Crypto Marketplace?
4:36 Why Is Bitcoin Still Early
5:43 Who Are You
11:09 Our Trusted Partners
11:45 Why Is A Higher Price In Gold Bullish For Bitcoin
12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto
13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years
15:03 How Could This Thesis Be Wrong
20:27 Wise & Boring vs Unwise & Exciting
21:40 Two Bets On Solana Explained
25:11 Confusion With Crypto Investing Explained
30:00 Does Solana Have The Best Setup
30:31 How Big Could Solana Get In 10 Years
31:20 Our Valued Sponsors
32:29 How Matt Expresses His Bullishness On Solana
37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin?
38:27 What’s The Deal With Ethereum
42:14 Our Esteemed Supporters
46:16 Debasement Trading Will Be More Popular In 2026
48:00 How Do I Get Rich With Crypto In 2026
49:14 Alpha & Long Term Trends Build Wealth In Crypto
55:23 One Thing To Remember From Conversation
-
Kostas Chalkias, co-founded Sui after leaving Facebook's Libra - and named his son Kryptos.
While other blockchains compete on speed, Sui built what nobody else prioritized: quantum-safe cryptography, AI-ready infrastructure, and blocks large enough for robots.
Governments and developers are quietly choosing Sui over Ethereum and Solana.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.
https://z.cash/ecosystem/zashi-wallet/
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.
https://sui.io/
🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.
https://www.story.foundation
★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/
🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.
Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t
___________
CONNECT WITH KOSTAS
Twitter: https://x.com/kostascrypto
Twitter: https://x.com/Mysten_Labs
Website: https://t.co/EufSM90Sd9
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinfollonier_
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:32 Please Subscribe
1:56 Going Outside
3:26 Time Difference In Dubai vs U.S
5:50 Why Kostas Doesn’t Sleep
8:09 Isn’t It Annoying To Change This 8 Year Habit
8:42 Did You Realize This Habit Wasn’t Healthy
11:50 Our Trusted Partners
12:26 Using Stable Coins Everywhere
12:59 What Is A Cryptographer Explained To Your Mom
15:18 How Secure Are WhatsApp Messages from Governments POVs
28:20 Most Companies Lack Strong Cryptography Teams
30:03 Do You See This Happening With Mysten, Growing To Big To Make Decisions Quickly
33:00 Our Valued Sponsors
43:46 What Is The One Big Breakthrough SUI Is Known For
50:34 - Our Esteemed Supporters
51:25 What Is SUI Doing At The Intersection Of AI, Crypto, And Robots
59:26 Closing Remarks - Most Passionate Founder
- Показать больше
