When Shift Happens Podcast

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

2/5/26 • 33:45

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

1/29/26 • 57:30

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

1/22/26 • 60:38

Andrej Majcen, CEO of Bitcoin Swiss, built a $6 billion crypto empire from $500 Bitcoin without VC funding.In this conversation, Andrej explains why we have a 5-year window to build generational wealth - and why Bitcoin, not crypto, is the answer.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/★ Coinsilium is a Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________CONNECT WITH ANDREJTwitter: https://x.com/AMajcen_BTCSTwitter: https://x.com/BitcoinSuisseAGFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:35 Please Subscribe2:01 Building A Good Work Environment & Being Critical5:05 Where Does This Hardworking Attitude Come From7:50 Viewpoint On Working Difficult Jobs At An Early Age10:57 Our Trusted Partners11:34 Who Are You12:24 How Andrej Became Fascinated By Crypto15:41 The Price Of Bitcoin When You Started19:16 Your View On The Crypto Space22:53 Your Answer To “Bitcoin Is Too Expensive”26:15 Why Andrej Owns Real Estate When Most People Are Against It 31:24 Our Esteemed Supporters43:17 Bitcoin Suisse Explained To Your Mom49:37 What’s The Origin Behind The Name Bitcoin Suisse 53:46 Our Valued Sponsors56:36 Comparing Investment Assets, S&P 500, Gold, Bitcoin1:04:36 Nicholas Story & Allocating Large Amounts Of Capital1:08:51 Why You Relocated To Abu Dhabi 2 Years Ago1:10:29 Why Abu Dhabi Specifically For This Objective1:15:34 What Makes Bitcoin Suisse Special1:16:13 Who Do You Serve & Not Serve1:17:19 Why You Don’t Serve Retail Anymore1:18:19 What’s Bitcoin Suisse’s Endgame1:19:55 Andrej’s Biggest Flaw1:22:12 One Thing People Should Remember

1/15/26 • 88:32

Raags, CEO of Kast, lost a $100M company and spent 8 years paying back debt. Now he's building what he believes will be a trillion-dollar stablecoin bank serving 150+ countries. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: ⁠https://go.kast.xyz/VqVO/SHIFT⁠🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________CONNECT WITH RAAGSTwitter: https://x.com/raagulanpathyTwitter: https://x.com/kastxyzWHEN 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 Managing A New Baby + Business How?1:32 How You Deal With Social Media & Gatherings4:44 The Math Of Compounding As A Founder Explained6:43 Getting Others To Understand Compounding At Scale7:22 How Much Time Goes Into This?8:39 Who Are You11:00 Our Valued Sponsors19:33 Eating The Humble Pie Explained21:16 The Importance Of Ego In Entrepreneurship23:46 Retweeting A Complaint Comment + Response26:59 How You Made Money After First Business Failure29:18 Why You’re Called The Stable Coin Guy31:30 Our Valued Sponsors31:47 Stable Coins Have Unified The Dollar System32:51 How Do You Look At The U.S Dollar vs Stable Coins35:47 What Did You See That Made You Start Kast39:06 Explain Kast To Your Mom42:11 Why Are You Building Kast With Over 100 Employees47:41 How Do You Simplify The Stable Coin Usage System49:33 Are You A Fintech Or Crypto Company50:48 How Likely Would Revolut Or Robinhood Replace Kast54:14 How Is It Possible For Kast To Be Profitable After 15 Months57:57 What Is It About The Gold Card1:02:03 How Can Someone Tell If They Should Spend Or Hold

1/8/26 • 70:43

Raoul Pal shares his framework for making it in crypto in 2026 without getting lucky: hold the right assets and do absolutely nothing. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t___________CONNECT WITH RAOUL👇Twitter: https://x.com/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_ 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 Introduction1:40 Please Subscribe2:06 Getting Sick, Conferences, & Podcasts4:04 You’re Either A God Or A Moron6:13 Why Would Someone Attack Anyone For Any Reason?15:13 Our Trusted Partners18:46 Traders Are Claiming The Move Is To Buy & Hold21:38 Liquidity Is The Name Of The Game In Crypto26:59 What Is A Minimum Regret Portfolio30:47 Does Raoul Follow His Own Framework36:33 Our Valued Sponsors40:24 What Raoul Needs To Pull The Trigger On ZCash54:26 Wall Streets Thoughts On Crypto vs Reality56:21 Raoul’s Take On Crypto’s Exponential Growth1:09:43 Raoul’s Portfolio In 20251:11:48 Honest Thoughts On SUI In Late 20251:21:03 How Lucky It Is To Be In These Positions 1:28:13 What’s Happening With NFTs1:35:27 The Upstream Of All Wealth Leads To Art1:38:53 Is Your Advice Still To Buy The Dip In 20251:45:50 We’re Learning Conviction Even Now1:47:55 How To Win With Crypto In 2026

12/18/25 • 114:51

Sandeep Nailwal, founder of Polygon, went from living in a storage room where his grandfathers were servants to building a $30 billion blockchain company. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________FOLLOW SANDEEP NAILWAL👇• Twitter: https://x.com/sandeepnailwal• Twitter: https://x.com/0xPolygon• Website: https://polygon.technology/FOLLOW WHEN SHIFT 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 Introduction1:35 Please Subscribe3:10 How Are You Doing3:53 Sandeep Doesn’t Sleep Much4:19 Sandeep Is Just Like Paulo From Tether6:15 Sandeep’s Regular Sleep Hours8:22 What Is Your Mission11:45 Who Are You13:43 Our Trusted Partners18:42 Your Definition Of A Big Man Today24:04 Explain Polygon To Your Mom28:02 3 Different Names For Polygon Token Over The Years, Why?31:10 Polygon Hired The Head Of Crypto For Stripe, Why?35:20 Risk Of The Poly Market Moving Away From Polygon38:10 Our Valued Sponsors39:24 Why Is The Poly Market Built On A Blockchain43:04 What’s Special About The Katana Team to Have Them In Polygons Ecosystem45:05 What Is Maiden Explained Simply46:16 What Is The Polygon Ag Layer47:12 What Is Sentient & How Does It Fit Into Aggregation Layer51:12 Why AI & Blockchain Intersection Is Importantly For The Future52:29 Why Sandeep Is Very Active In Philanthropy53:31 The Happiest Moment In Your Philanthropic Journey

12/11/25 • 61:45

Meow, founder of Jupiter, reveals how his team built crypto's largest DEX aggregator with over $2 trillion in volume and $300M annual revenue - and why their token still failed.While other protocols obsess over technology, Jupiter focused on making crypto accessible to everyone by building the "Google of finance." But despite massive product success, communication failures and community mismanagement tanked the token.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.https://z.cash/ecosystem/zashi-wallet/🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________FOLLOW MEOW 👇• Twitter: https://x.com/weremeow• Instagram: https://www.instagram.com/weremeowFOLLOW JUPITER EXCHANGE 👇• Twitter: https://x.com/jupiterexchange• Website: https://jup.ag/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:37 Please Subscribe2:03 What Is Meow Writing?3:32 Fastest Growing Company & Podcast7:34 Getting More People Into Crypto10:54 Our Trusted Partners11:47 Who Are You14:39 Ramen & Being A Chill Cat15:52 Jupiter Started In A Ramen Shop27:12 How Long Until Everyone Starts Using The Google Of Finance28:52 Web 4 Explained To Web 3 Users34:47 Our Valued Sponsors36:00 Why Is Jupiter The Best Team To Push Web 438:36 The IPhone Strategy42:46 Why’d You Choose When Shift Happens As A Partner49:23 What Is Synergies Of Scale55:51 What’s The Omni Chain Problem1:19:28 Being Grateful For Everything1:21:31 When Shift Happens Newsletter

12/4/25 • 82:04

Matej  Zak, CEO of Trezor, reveals why 98% of crypto users are vulnerable to hacks - and what the $1.5 billion exchange hack proves about crypto security.From inventing the first hardware wallet to discovering security flaws in competitor devices, Matej  explains why only 2% actually control their crypto and what happens when you trust exchanges.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Matej Zak• Twitter: https://x.com/matej_zak• Twitter: https://x.com/trezor• Website: https://trezor.io/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.0:00 Introduction1:32 Please Subscribe1:58 Switzerland Activity7:32 Where Matej Is From8:00 Who Are You9:30 Especially Proud Of Being The CEO Of Trezor?10:34 From Product Manager To CEO12:38 Our Trusted Partner16:07 People, Product, Profit Explained19:07 The Difficulty Of This Mindset Early On22:52 Explain Trezor To Your Mom23:39 Why Was Trezor Born In Prague?26:13 What Happened In The Czech Republic In 195330:32 Our Valued Sponsors33:09 Explain This Monetary System In A Nutshell36:55 Stress From Knowing About The System38:35 What Is Self Custody In Crypto43:55 Uncompromising Self Custody Meaning45:21 Hot Wallet vs Cold Wallet 49:09 Number Of Wallets Sold vs People In Crypto55:01 Why 200 People In The Company59:58 Still Using 12 To 24 Words To Store Crypto?1:02:08 Why Do You Need To Use Paper & Words? Isn’t It Digital?1:06:50 NFCs Better Explained And The Differences1:08:50 What Makes Trezor Wallet Special1:14:43 Do People Own A Cold Wallet And Aren’t Safe1:15:36 One Takeaway From This Conversation

11/27/25 • 77:28

Brian Armstrong built Coinbase from when Bitcoin was $6 to a $100 billion public company -  surviving government attacks, multiple 90% market crashes, and 13 years of chaos.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Brian Armstrong• Twitter: https://x.com/brian_armstrong• Twitter: https://x.com/Coinbase• Website: www.coinbase.comFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod  Linkedin: https://www.linkedin.com/in/kevinfollonier/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 Introduction1:31 Please Subscribe1:57 You Need Security?3:45 Who Are You5:21 More About Being An Introverted Kid6:33 What Gave Brian The Chip On The Shoulder11:38 Our Trusted Partners12:31 How Much Of Your Mission Is Driven By Your Past15:25 The Baldness Story17:24 Turning Bald Into A Superpower21:30 Brian's Thoughts On Solo Founders25:26 How Did Your Co-Founder Leaving Make You Feel29:24 Another Tough Moment In The History Of Coinbase 33:00 Our Valued Sponsors34:15 How Brian Got Fascinated By Bitcoin & Blockchain37:02 How Long Did It Take To Go All In44:16 The Role Of Privacy Creating More Economic Freedom47:23 Coinbase Explained To Your Mom52:05 Trying To Help But Running Into Unreasonable People56:40 Lasting So Long Through Wall After Wall, How?1:02:06 Big Things That Needed To Change Before Burnout1:05:53 What Do The Audience Not Know About Being Brian1:10:10 Gaining Self Irrational Beliefs1:11:53 Something Brian Can’t Do1:15:21 How Brian Felt On The IPO Day & The Day After1:20:27 Do You Look Back At Many Milestones1:21:56 When Is The Job Done For Brian1:23:48 Having A Minimalist Lifestyle1:33:09 The Role Of Centralized Exchanges1:35:26 Endgame For Coinbase1:36:00 Are You Happy1:43:06 The Voice In Your Head Is Saying?1:45:03 One Lesson To Takeaway1:46:20 A Belief Brian Has That Most Don’t

11/20/25 • 111:23

Anand Gomes, CEO of Paradex, reveals why decentralized exchanges are becoming the new Wall Street - combining banks, brokerages, and clearing houses into one platform with zero fees.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Anand Gomes• Twitter: https://x.com/fiddybps1• Twitter: https://x.com/paradex• Website: https://app.paradex.trade/FOLLOW WHEN SHIFT 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 Introduction1:36 Please Subscribe2:02 Podcast Galore From Kevin3:24 Lindy Effect Meaning7:12 What It Means To Be Built Different From Anand9:04 Who Are You10:03 Our Trusted Partners10:56 Something That’ll Make Everyone Trust You12:59 What Are People Not Seeing In The Exchange World17:13 Behind 24/7 Exchanged Are Human Beings18:14 Explain Paradex And Paradigm21:22 Paradex Charging Zero Fees, Why?22:40 How Does Paradex Make Money Without Fees28:33 Our Valued Sponsors31:48 Ethereum Is The Chosen One?34:07 Decentralized Exchanges Are The New Financial Centres Explained38:40 Why Can’t Current Banks Or NEO Banks Become Onchain New York40:55 What Happens To The Traditional Finance Centres42:39 The Four Components Of A Unified Platform Onchain And Traditional47:30 Biggest Advantages For Paradex50:12 Moving Decentralized Exchanges From Casinos To Financial Centres53:38 How Far Are We From Traditional Centres Being Useless54:49 Speculation For Price Discovery And Capital Formation Explained1:00:04 Ownership Economy is Where Markets Will Move To1:01:25 Something You’re Holding On To That You Should Let Go1:04:28 One Takeaway For The Audience1:06:28 Why WSH Partnered With Paradex

11/13/25 • 68:52

Mert Mumtaz, CEO and co-founder of Helius, reveals why he's betting everything on privacy, Solana infrastructure, and long-term conviction plays like Zcash and Hyperliquid.While most crypto investors chase short-term gains, Mert operates on 3-5 year time horizons, building core infrastructure for Solana and defending privacy as crypto's most unsolved problem. From explaining how connectivity and reflexivity drive extreme price movements to sharing how a Slavic girlfriend changed his approach to capturing value, this conversation goes deep.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Mert Mumtaz• Twitter: https://x.com/0xMert_• Twitter: https://x.com/heliuslabs• Website: https://www.helius.dev/FOLLOW WHEN SHIFT 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/#tagsDISCLAIMERThe 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 - Introduction1:36 - Please Subscribe2:02 - What Is Kast 3:18 - Turning Slavic Girlfriend Into A Superpower4:33 - The Meaning Of Knowing Your Worth7:18 - The More Money You Make The More You Spend10:08 - Our Trusted Partners11:02 - Knowing Your Worth According To Shamath 11:47 - Merts Health Since Last Year12:38 - What People Don’t See Behind Success14:56 - Who Is Mert 16:41 - Why So Vocal About Zcash 23:03 - How Privacy Can Prevent Tragedies Like Charlie Kirk 25:58 - Zcash Explained To Your Girlfriend28:19 - Our Valued Sponsors29:32 - Merts Thesis On HyperLiquid33:28 - How Mert Looks At Investments Being 3-5 Years35:18 - Connectivity And Reflectivity Explained42:06 - Building One Of The Most Credible Personal Brands In Crypto45:47 - Best Things That Happened Because Of Your Personal Brand

11/6/25 • 49:23

Seung Yoon Lee, CEO and co-founder of Story Protocol, is building crypto infrastructure to unlock the $80 trillion creative asset class.After selling his previous company Radish Fiction to Kakao for $440 million, Seung saw a bigger problem: streaming platforms like Netflix make billions while creators who make the content get almost nothing. Story Protocol lets creators own and trade their work like stocks, while enabling anyone to legally remix content with automatic royalty payments.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter___________Follow Seung Yoon Lee• Twitter: https://x.com/storysylee• Twitter: https://www.story.foundation/FOLLOW WHEN SHIFT 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/___________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/🧩 Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________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 - Introduction1:36 - Please Subscribe2:03 - 200 MPH Because Of KBW3:21 - What Seung Does During Downtime4:14 - Best Mountains & Switzerland5:45 - How Seung Got Started In IPs9:41 - Seung Changing The Rules Of IP 15:14 - Our Trusted Partners16:06 - Something More Than Half A Billion?22:15 - Our Valued Sponsors23:29 - Hardest Thing You Had to Do Within That First Company26:35 - Does That Mean You’re Overly Optimistic29:38 - $80 Trillion IP Asset Class Explained32:32 - Examples Of IPs That Should Be Unlocked37:17 - How IPs Differ From NFTs Or Social Tokens40:00 - Vision Of IP Usage In The Coming Years41:36 - AIs Next Leap Comes From Unlocking IP Assets46:17 - What’s Necessary To Reach Your Grand Vision49:37 - Your Answer To A Billion Dollar Valuation Criticism52:41 - Story Protocol Setback Story With Co-Founder

10/30/25 • 59:26

Zen and Soju, co-leads of Meteora, reveal how their 20-person team built Solana's most advanced liquidity infrastructure - powering the Trump launch that generated $30M in fees, Kanye's surprise token, and Jupiter's $18 billion debut.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $15 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🧩 Story is the infrastructure layer that makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyzFollow Zen & Soju• Zen Twitter: https://x.com/realdezen• Soju Twitter: https://x.com/0xsojuFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Linkedin: https://www.linkedin.com/in/kevinfollonier/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.#Entrepreneurship #crypto 0:00 Introduction1:30 Please Subscribe1:55 Number Of Members In Meteora4:03 How Are Soju & Zen Doing4:39 Tell Me More About You Both9:40 Our Trusted Partners11:55 Difference In Age13:28 Explain Meteora To Your Mom24:12 Rough Startup Issues25:50 Our Valued Sponsors26:47 Zero Fees Sustainable, How?30:56 The Sister Project Jupiter41:02 Internet Capital Markets Meaning46:29 How Meteora Got The Trump Coin Launch58:17 What’s A Success? What’s A Failure?1:11:28 The Future For Meme & Celebrity Coins1:15:36 Why Have A Huge Supply Of Tokens For Meteora1:20:31 Meteora’s Goal Is Completely Different 1:21:32 Maximizing Volume1:25:38 $100 Million In Revenue, Where Does It Go?1:26:38 Endgame For Meteora

10/22/25 • 90:34

Paolo Ardoino, CEO of Tether and CTO of Bitfinex, reveals how he built one of the most profitable companies in history - generating approximately $100 million in profit per employee.Tether created USDT, the world's most-used stablecoin, providing financial access to 3 billion unbanked people in countries facing extreme inflation and financial instability. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $15 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyzFollow Paolo Ardoino• Twitter: https://x.com/paoloardoino• Twitter: https://x.com/tether_to• Website: https://tether.to/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/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.#Entrepreneurship #crypto 0:00 - Introduction1:36 - Please Subscribe2:02 - Don’t Sleep Much3:20 - What Is Your Mission5:09 - Tether A Stable Company8:58 - Chip On The Shoulder11:17 - Started Coding At 8?13:32 - Our Trusted Partners14:24 - Coding Unlocking Endless Possibilities15:54 - Stable Coin Explained To Mom17:02 - Why Are Stable Coins Important20:09 - Most Profitable Business Per Employee21:45 - Our Valued Sponsors22:59 - What’ll You Do With $20B25:57 - Do You Have Time To Watch Movies27:10 - Why Invest In Plasma30:52 - Why Invest In A Football Club

10/15/25 • 34:42

Arthur Hayes explains why Bitcoin is heading to $1M, his timeline for the 2028 peak and 2029 crash, why he keeps majority of his wealth in Bitcoin, and his complete framework for building crypto wealth. THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletterPARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyzFOLLOW ARTHUR HAYESTwitter: https://x.com/CryptoHayesFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/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.#Entrepreneurship #Crypto0:00 - Introduction1:28 - Please Subscribe1:52 - Coffee Talk2:45 - What’s Your Mission In Life3:31 - Who Are You8:53 - Macro Frameworks For Risk11:24 - Our Valued Sponsors12:17 - Investment Options For Others15:36 - Stable Coins Taking Over TradFi17:16 - Feelings About The US dollar18:48 - View On Bitcoins Timeline22:07 - Turning Point For Printing Money23:02 - Bitcoin Stopping At $2 Million?26:25 - Gold Miner Pricing Vs Everything28:29 - Where Bitcoin Stops28:44 - Our Trusted Partners29:40 - Cashflow Generation32:43 - HyperLiquid Domination37:16 - Believer In $5000 Per Hype38:46 - Why Is ETHFI Great Plus Ethena42:05 - Borrowing With Volatile Assets43:37 - Percentage Of Portfolio Trading45:41 - Are You Happy47:37 - Happier With More Money?50:03 - Progress With Sports51:01 - Something You Should Let Go51:23 - Something To Take Away52:26 - Advice For Feeling Stuck

10/9/25 • 54:40

Mark Moss, Bitcoin strategist and investor, reveals how to build wealth with Bitcoin without gambling or luck. After losing everything in 2008, he shares why the fiat system keeps you poor and how Bitcoin changes your relationship with money forever.Mark breaks down his projections for Bitcoin reaching $1 million by 2030 and $45 million by 2050, explains why your money loses 10-15% annually (not the 2% they claim), and why 75% of lottery winners go bankrupt.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.https://www.paradex.trade/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/💳 Ur is a crypto-first neobank by Mantle, built to seamlessly connect traditional finance with Web3. Designed for the next generation of digital asset users, Ur combines secure banking services with native crypto features — making it easier, faster, and safer to spend, save, and manage both fiat and digital assets. https://ur.app/__________________________________FOLLOW MARK MOSS• Twitter: https://x.com/1MarkMoss• YouTube: https://www.youtube.com/@UC9ZM3N0ybRtp44-WLqsW3iQ  • Instagram: https://www.instagram.com/markmoss/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/__________________________________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.#Entrepreneurship #Crypto 0:00 Introduction1:30 Please Subscribe1:56 Stable Coins vs Dollars4:35 Marks Newsletter5:28 Who Are You8:27 Chip On The Shoulder13:31 Our Trusted Partners14:23 No Retirement = Paranoia22:10 Don't Own Anything24:15 Our Valued Sponsors25:11 Property Rights Being At Risk26:12 Do You Invest In Real Estate Still28:22 Why Own Anything But Bitcoin31:46 Buying Bitcoin Means Life Changes34:49 How Quickly Money Loses Value38:16 Getting Rich Quick Mentality41:22 Get Rich Slow Scheme Challenged45:39 Bitcoin Worth $1 Million By 203051:18 BTC Goes Beyond $50 Million54:45 Bitcoin Unit Of The World58:27 4 Year Cycle Of Bitcoin1:01:47 One Thing To Remember

10/2/25 • 62:52

David Bailey, CEO of Bitcoin Magazine and Kindly MD, reveals the inside story of the 4-month campaign that got Donald Trump to embrace Bitcoin as an "America First" policy. __________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.https://www.paradex.trade/🦡 MoneyBadgers is the lifestyle brand by Paradex, built to celebrate the relentless hustle of being in the trenches. Its Genesis NFT collection drops in Q4. Spots are limited—get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/💳 Ur is a crypto-first neobank by Mantle, built to seamlessly connect traditional finance with Web3. Designed for the next generation of digital asset users, Ur combines secure banking services with native crypto features — making it easier, faster, and safer to spend, save, and manage both fiat and digital assets. https://ur.app/__________________________________FOLLOW DAVID BAILEY• Twitter: https://x.com/DavidFBaileyFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/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.#entrepreneurship  #Crypto #news0:00 - Introduction1:33 - Please Subscribe1:58 - Podcasting Talk3:13 - Who Are You3:56 - Why Listen To David4:27 - One Way To Lose Bitcoin6:03 - What’s Your Mission8:03 - Bitcoin Is The Future9:29 - Our Valued Sponsors14:23 - Bitcoin A Scam Journey16:13 - Why Bitcoin Only19:36 - How Will You Defy History29:35 - Our Trusted Partners30:24 - Gigantic Returns From Treasury Plays33:58 - What Naysayers Don’t Understand37:50 - Crazy Deal Flow, How To Manage41:06 - How Trump Got Into Bitcoin45:01 - How Much Trump Understands Bitcoin46:26 - The Whole Timeline Explained47:18 - Bitcoin & Politics49:27 - $1 Million Per Bitcoin Floor51:33 - Probability Of Bitcoin Not Working54:18 - The Ceiling Of Bitcoin55:45 - Four Year Cycle Belief59:09 - When Does This Bull Market End?1:00:29 - How Someone Can Dream Bigger1:02:11 - Bigger Than Pitching The President

9/26/25 • 67:06

Paul Faecks, Founder of Plasma, just pulled off one of the most explosive launches in crypto history - raising $1 billion in just 90 seconds without a single private deal or pre-commitment.In this raw and honest conversation, Paul takes us inside the most stressful moment of his entrepreneurial journey: the terrifying 90 seconds that changed everything.PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🦡 MoneyBadgers is the lifestyle brand by Paradex, built to celebrate the relentless hustle of being in the trenches. Its Genesis NFT collection drops in Q4. Spots are limited—get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/💳 Ur is a crypto-first neobank by Mantle, built to seamlessly connect traditional finance with Web3. Designed for the next generation of digital asset users, Ur combines secure banking services with native crypto features — making it easier, faster, and safer to spend, save, and manage both fiat and digital assets. https://ur.app/FOLLOW PAUL FAECKS • Twitter: https://x.com/pauliepunt• Twitter: https://x.com/PlasmaFdn• Website: https://www.plasma.to/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  Linkedin: https://www.linkedin.com/in/kevinfollonier/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.#Entrepreneurship #Crypto #news 0:00 Introduction1:35 Please Subscribe2:00 Billion Dollar Deposit Thoughts5:40 Explain What You Do7:21 Who Are You7:41 Poker Uses Today8:54 Why You Didn’t Follow Friends10:05 Our Valued Sponsors11:01 How Your Business Started15:55 Escaping The “Nightmare”18:35 Why Focus On Stable Coin19:13 Evolution Of Stable Coins28:00 Our Trusted Partners28:49 Solve Centralized Problem, How35:50 Trillion Dollar Opportunity36:42 Endgame For Plasma37:04 Plasma vs Tron38:39 Plan To Capture Marketshare41:13 Plasma The Tether Chain42:43 Why Tether Goes For Plasma43:23 Plasma’s Success Depends On47:52 Pressure From Investments49:17 1 Billion Investment Complaints51:20 What Isn’t An Actual User52:07 Next Steps52:40 Keep The Hype Up

9/17/25 • 55:29

Lily Liu, President of the Solana Foundation, explains why Bitcoin and Solana will replace traditional banking. She discusses how Bitcoin serves as digital gold while Solana provides the infrastructure to bank 5.5 billion people currently excluded from the financial system. __________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/🦡 MoneyBadgers is the lifestyle brand by Paradex, built to celebrate the relentless hustle of being in the trenches. Its Genesis NFT collection drops in Q4. Spots are limited—get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/💳 Ur is a crypto-first neobank by Mantle, built to seamlessly connect traditional finance with Web3. Designed for the next generation of digital asset users, Ur combines secure banking services with native crypto features — making it easier, faster, and safer to spend, save, and manage both fiat and digital assets. https://ur.app/__________________________________FOLLOW LILY LIU• Twitter: https://x.com/calilyliu• Twitter: https://x.com/solana• Website: https://t.co/uk5hidtkHxFOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________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.#Entrepreneurship #Crypto #news 0:00 Introduction1:40 Please Subscribe2:06 What Is Kast?3:31 How Are You Doing5:45 Explain What You Do6:49 Money That Doesn’t Work10:48 Our Valued Sponsors13:44 Who Are You28:23 The Core Problem29:07 Our Valued Podcast Partners32:29 How Crypto Became Huge32:43 Human Rationalism Debunked52:20 Why Bitcoin Is Fascinating54:24 When You Realized Life Work56:12 Solana Is The Infrastructure1:00:39 Bitcoin, Center Of Everything1:02:34 Why Is Crypto Important1:10:46 What Is Sol1:12:32 What Solana Is Bad At1:18:20 Endgame For Solana1:32:24 Solana Overcoming Competition1:37:14 Biggest Competitor1:38:26 Solana vs Hyper Liquid How?1:48:05 Another Way To See Solutions1:50:40 Conspiracy Theory

9/11/25 • 113:42

Emin Gun Sirer is the CEO and Co-founder of Ava Labs, the company behind Avalanche - one of the world's largest blockchain networks with a peak valuation over $60 billion.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Emin Gün Sirer• Twitter: https://x.com/el33th4xor• Twitter: https://x.com/avax• Website: https://www.avax.network/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://www.podpage.com/when-shift-happens/__________________________________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.#Entrepreneurship #Crypto #news __________________________________0:00 - Introduction1:33 - Subscribe1:59 - Opening Comments2:55 - What Is Your Mission3:39 - Who Are You6:00 - Business vs PHD Program7:21 - Chip on The Shoulder9:32 - Sponsors10:27 - Chip On The Shoulder (Continued)11:55 - What Is An Internet Currency13:55 - Why Was Bitcoin Better15:46 - Biggest Flaws In Bitcoin19:17 - Is Maximalism A Good Thing21:18 - Does Maximalism Help Bitcoin22:05 - Fascination With Bitcoin & Crypto23:33 - Evolution With Time25:11 - Broader Crypto Use27:26 - Trezor, Bitwise & Sui 28:15 - Avalanche Explained Simply28:48 - Shiny Object, Why People Fall For It33:08 - Moving Towards Show Me Era34:27 - What Emin Did Different36:45 - What Did You Do Wrong38:10 - Does The Best Tech Win40:03 - Avalanche, Home of Layer Ones?42:10 - How Does Avalanche Scale43:38 - The Gaming Blockchain 48:21 - Real World Assets on Defy 50:31 - How Big Is RWA50:58 - Why Transformation Is Slow52:36 - FIFA On Avalanche Blockchain, Why?53:28 - Endgame For Avalanche56:48 - Personal Difficulties While Building58:30 - What Did You Change Afterwards1:01:25 - Why Live In New York1:03:40 - Debanked After Moving1:09:05 - Crypto Full Mainstream, How?1:10:43 - Biggest Prediction In 12 Months

9/4/25 • 72:36

Jordi Alexander, founder of Selini Capital,  is a crypto investor who's built significant wealth by understanding one key insight: traditional money and investing strategies are fundamentally broken.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Jordi Alexander• Twitter: https://x.com/gametheorizing• Twitter: https://x.com/SeliniCapital• Website: https://www.selinicapital.com/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________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.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction1:32 Please Subscribe1:59 Our Valued Sponsors3:00 Surviving on Five Hours4:31 Years of Growth5:28 Who is Jordi Alexander?7:22 No Voice in My Head9:52 Self Custody with Trezor 10:45 Beyond Money and Work13:23 Chip on the Shoulder17:12 Why $100K Feels Poor19:05 When Money Stops Working25:00 Judgement is Currency33:27 Being Valuable to Society35:03 Why Cash Loses Value39:30 Why Stocks Can’t Beat Inflation44:03 Where Is Wealth Truly Safe?48:53 Why Bitcoin Is the Bet54:55 Altcoin Cycles Explained56:57 Why Most Traders Lose1:00:14 The Financial Death Wish1:04:50 Winners, Losers, and NPCs1:09:21 Clicks vs Credibility in Crypto1:17:30 EQ and IQ1:18:16 Escaping Survival Mode1:20:40 Wealth Without Luck1:21:26 Judging Who to Trust1:25:27 Inefficiency is Opportunity1:29:34 Scaling Beyond Survival1:33:49 Bitcoin: Offense or Defense?1:34:55 Beyond Four Year Cycles1:36:57 Early in the Game1:37:58 Destroying your Ego1:46:01 A Timeless Thesis1:48:36 The Cost of Burnout1:51:09 Protecting Your Time1:52:47 Poker Productivity1:55:14 Knowing When to Let Go1:57:45 Seeing How the River Changes

8/28/25 • 118:21

Sergey Nazarov, co-founder and CEO of Chainlink, explains why crypto has hit a growth wall and how traditional finance holds the key to its explosive future. From powering 80% of DeFi to building bridges for Wall Street's trillions, Sergey reveals why banks aren't crypto's enemy… they're its savior.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Sergey Nazarov• Twitter: https://x.com/SergeyNazarov• Twitter: https://x.com/chainlink• Website: https://chain.link/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________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.#Entrepreneurship #Crypto #news __________________________________0:00 - Introduction1:37 - Subscribe2:02 - Sponsors2:52 - Where Crypto Is Headed4:24 - Libertarian POV & More Choice9:42 - Self Custody with Trezor 10:37 - How Chainlink Really Works14:02 - Why This Over Other Transfers18:55 - Deterministic vs Probablistic21:06 - Who is Sergey21:47 - Hunger For Success25:50 - When Sergey Got Into Crypto30:05 - No One Is Coming To Save You37:27 - What Winning Is Like39:06 - Choosing Priorities41:03 - Every New Beginning Quote42:10 - How To Pivot vs Quit47:05 - Favorite Post From Sergey 50:50 - DeFi Explained To A Child54:05 How Do You Define Truth57:48 - Definitive Truth1:03:13 - Hyper Automation1:09:31 - Smart Contracts Explained1:11:05 - What Is An Oracle1:11:51 - What Is Chainlink1:19:15 - Biggest Achievement With Chainlink 1:23:41 - Biggest Problem With Chainlink1:26:08 - Chainlink X Mastercard Collaboration1:29:47 - The Chainlink Standard1:35:45 - How Chainlink Takes Over TradFi 1:38:57 - Chainlink Runtime Environment1:54:00 - Crypto as Public Good1:57:39 - Sergey Is Satoshi Nakomoto1:58:43 - Satoshi Is Anonymous 2:04:37 - A Point Of Discouragement2:10:00 - I Don’t Optimize For Happiness2:12:28 - Growth Over Happiness Philosophy

8/21/25 • 137:11

Matt Hougan, CIO of Bitwise Asset Management ($10B AUM), reveals why his "boring" crypto strategy outperformed 96% of fund managers and delivered 12x returns over 7 years.Matt shares his 80/20 portfolio rule, predicts Bitcoin hitting $200K in 2025, and explains why the trillion-dollar institutional wave is just beginning. __________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Matt Hougan• Twitter: https://x.com/matt_hougan• Twitter: https://x.com/bitwiseinvest• LinkedIn: https://www.linkedin.com/in/matthew-hougan• Website: https://www.yellow.org/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________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.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction 1:29 Please Subscribe 1:54 Partnerships 2:40 San Francisco’s Unique Advantages5:25 Time Spent in San Sebastian5:59 Who is Matthew Hougan?6:33 Improving Financial Technology Globally7:14 Why Majors Matter Less9:41 Self Custody with Trezor10:35 Discipline and Consistency Win14:18 What is Crypto?18:29 Why Should I Do Crypto?21:29 Filtering Noise in Crypto23:40 The Myth of Trading Alpha27:44 Crypto Gains Vs. Traditional28:44 The Danger Of Certainty32:12 How I Allocate To Crypto33:28 Why Index Funds Win36:38 Crypto’s Version of the S&P39:36 ETFs Democratize Investing41:18 ETF vs. Self Custody44:37 Traditional Investing Works In Crypto46:39 80/20 Crypto Strategy50:11 Bitcoin’s Long-Term 10x Potential54:00 From Speculation To Fundamentals55:50 What is Bitwise?56:32 Separating Emotions From Decisions58:27 Writing Memos While Running1:00:04 AI Can’t Replace Thinking1:04:10 Crypto’s Undervalued Importance1:07:16 Media Perception vs. Reality1:11:38 Prediction for the Next 12 Months1:12:29 Crypto Demand Outpaces Supply1:16:29 Concluding Remarks

8/14/25 • 77:33

Sam Blackshear is the Co-founder and CTO of Mysten Labs, the company behind the Sui Network, and creator of the Move programming language that's revolutionizing smart contract development. From his academic roots in programming language research to his pivotal role at Facebook's Libra project, Sam shares the untold story of how he identified fundamental flaws in existing blockchain architectures and built solutions from the ground up.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Sam Blackshear• Twitter: https://x.com/b1ackd0g• Twitter: https://x.com/SuiNetwork• LinkedIn: https://www.linkedin.com/in/sam-blackshear-599b3965 FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________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.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction1:28 Please Subscribe1:54 Partnerships 2:44 The Power of Preparation5:14 Discipline Behind the Podcast6:27 Translating Thought Into Code8:19 Who is Sam Blackshear?9:27 Choosing What Truly Matters10:25 Self Custody with Trezor11:18 Crypto vs. AI Thinking17:55 Challenging the Limits of Code22:52 Chose Learning Over a Job27:35 PhD Skills Meet Facebook29:05 Entering Crypto Through Facebook32:15 Why Libra Needed Move33:42 Solving Scarcity in Code36:37 Bitcoin & Ethereum Mistakes38:45 Creating a New Language44:47 Avoiding Analysis Paralysis53:14 Future of Crypto Protocols55:00 What is the Sui Network?57:05 Why is Sui The Best Blockchain?56:25 What Makes Sui Different?59:05 Managing Energy Long-Term1:01:02 Satisfaction Without Closure1:03:37 90% Love, 10% Grind1:05:37 Mental State of Surfing1:06:47 Non-Consensus Beliefs1:07:34 What is Memory Safety?1:12:00 Right Dose of Regulation1:13:00 Biggest Prediction for the Next 24 Months?1:14:02 Scaling Crypto Developers1:16:07 Concluding Remarks

8/7/25 • 76:31

Evgeny Gaevoy, founder and CEO of Wintermute, dismantles crypto's biggest conspiracy theories with brutal honesty. He explains why market manipulation claims are "flat earth theory level stupidity" and reveals how markets actually work.From price crash accusations to wash trading conspiracies, Evgeny addresses every major theory while sharing his journey from 1990s Russia to multi-billion dollar crypto empire and his ultimate dream: colonizing Mars.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Evgeny Gaevoy• Twitter: https://x.com/EvgenyGaevoy• Twitter: https://x.com/wintermute_t• LinkedIn: https://uk.linkedin.com/in/evgeny-gaevoy-3148a61FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://www.podpage.com/when-shift-happens/__________________________________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.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction1:31 Please Subscribe1:56 Partnerships2:42 Market Making Made Simple4:37 Who is Evgeny Gaevoy?5:45 Business Feels Like a Game8:34 Game Theory in Crypto10:18 Self Custody with Trezor11:12 Playing The Long-Term Game12:21 From Finance To Crypto16:19 Money Is Just A Leaderboard17:36 The True Value Of Money20:44 What is Market Making?26:20 What Is Delta Neutral Trading?29:38 Debunking Market Manipulation Myths37:06 Inside A Token Launch40:47 Price Discovery Is Competition42:06 Controversies Around Token Pricing47:22 Token Pricing Realities Explained50:43 Spotting Fake Crypto Volume54:33 How Market Makers Influence Prices59:29 Market Manipulation vs Buybacks1:04:47 Why Spoofing Goes Unpunished1:06:32 How Market Makers Profit1:10:27 Market Maker VC Conflicts1:16:44 The Truth About Wash Trading1:18:08 Handling FUD at Wintermute1:22:03 Dreaming of Colonizing Mars1:23:45 Concluding Remarks

7/31/25 • 84:15

Diogo Mónica co-founded Anchorage Digital, America's only federally chartered crypto bank managing $60+ billion in digital assets. After helping a crypto fund recover their lost $1.5 million Bitcoin wallet, he realized the massive need for institutional crypto custody and built crypto's most trusted institution.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Follow Diogo Mónica• Twitter: https://x.com/diogomonica• Twitter: https://x.com/Anchorage• Website: https://diogomonica.com/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  Linkedin: https://www.linkedin.com/in/kevinfollonier/__________________________________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.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction 1:29 Please Subscribe1:54 Partnerships2:44 Beauty Privilege Is Real3:26 Why Fitness Builds Trust8:30 Who is Diogo Mónica?9:56 Self Custody w Trezor12:03 Why I Left San Francisco15:52 The Crypto Traveling Circus20:36 Ambition Through Discomfort23:17 Retirement Is a Myth25:25 The Evolution of Jack Dorsey29:10 Working Sundays & Culture33:51 Missionaries vs. Mercenaries36:26 The Loneliness of Founders38:09 Why Starting Is Easier Now43:13 Hiring Self-Starters Only45:29 Why Most Startups Fail51:56 Is Life a Single Player Game?55:43 The $1.5M Bitcoin Mistake58:13 The Magic of Zero to One1:00:02 Scaling From One To Hundred1:05:10 Proactive Mental Health Care1:07:24 Founder Burnout Is Common1:10:35 Founder Vs. Venture Investor1:12:41 Why VCs Seem Arrogant1:15:13 Why Founders Make Bad VCs1:19:01 The Accountability Gap In VC1:21:19 Why I Joined Haun Ventures1:23:39 Balancing Work And Family Life1:26:42 When Family Changes Priorities1:28:26 What Does Enough Mean?1:32:35 Contrarian Views on AI1:37:41 The New Default Career Path1:39:07 Crypto’s Incentive Problem1:42:07 Prediction for the Next 12 Months1:43:30 Concluding Remarks

7/24/25 • 103:47

Luca Netz, founder of Pudgy Penguins, opens up about surviving crypto's most brutal crashes and building one of the industry's biggest ecosystems.From being down 90% to launching one of crypto's largest airdrop to 6 million wallets, Luca shares the emotional reality of building billion-dollar projects under extreme pressure. The conversation also covers Ethereum Foundation's surprising cultural shift toward builders, Abstract bockchain's competition with Coinbase Base, and why NFTs will make a massive comeback with stablecoin adoption.__________________________________PARTNERS🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://kastfinance.app.link/SHIFT🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.https://bitwiseinvestments.com/💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.https://sui.io/🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration.https://www.mantle.xyz★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF). Find out more at https://www.coinsilium.com/__________________________________Connect with Luca👇Twitter: https://x.com/LucaNetzInstagram: https://instagram.com/LucaNetzLinkedin: https://www.linkedin.com/in/luca-s-a13508192/  Connect with Pudgy Penguins👇Twitter: https://x.com/pudgypenguinsInstagram: https://www.instagram.com/pudgypenguins/Website: https://pudgypenguins.com/FOLLOW KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://www.podpage.com/when-shift-happens/__________________________________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.#Entrepreneurship #Crypto #news 0:00 Introduction1:41 Please Subscribe2:08 Partnerships2:54 Spending Crypto With KAST3:46 When Crypto Drops 90%7:50 Getting Back After Crashing9:19 Self Custody with Trezor10:12 Why Launch A Meme Coin13:04 Our Biggest Launch Mistake17:23 Making Pengu the Meme King24:02 Are NFTs Coming Back?26:19 Building Crypto’s First Real Brand29:21 Why I’m Holding Penguins Forever31:34 Why ETH May Be Cooked35:41 Crypto’s Most Consistent Podcast40:42 Abstract’s Consumer Portal Explained43:54 Challenges of Building Blockchain47:57 Building a Unified Ecosystem53:08 Challenging BASE and World Chain1:01:21 Trying to Flip Dogecoin1:05:14 Fixing Pengu Airdrop Mistakes1:12:02 Concluding Remarks

7/17/25 • 72:21

Dan Tapiero is a 25-year Wall Street veteran who worked with legendary investors like Steve Cohen, Stan Druckenmiller, and Julian Robertson. Today, he manages $1.5 billion across 23 crypto companies through his funds 10T Partners and One River.He shares lessons learned from Wall Street's greatest traders, explains why he transitioned from traditional macro trading to crypto, and discusses his view that Bitcoin will reach $1 million within 10 years as part of his thesis for why institutions must have crypto exposure.__________________________________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 KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://www.podpage.com/when-shift-happens/__________________________________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.#Entrepreneurship #Crypto #news __________________________________0:00 Introduction 1:41 Please Subscribe 2:08 Optimizing Life Around Sleep5:43 Discipline Over Deprivation8:38 Who is Dan Tapiero?10:43 Lessons From Early Divorce13:01 Setting Relationship Ground Rules14:17 Managing Across Generations17:17 Consistency Builds Success18:50 Partnerships19:39 Embracing Risk and Uncertainty23:23 Learning Calculated Risk26:38 Self Custody with Trezor27:31 Lessons From Legendary Investors31:33 Seeing The Big Picture34:04 Learning From Stan Miller38:54 Stan Miller’s Confidence Boost40:50 Portfolio Management Philosophy44:00 Risk Limits And Strategy45:49 How I Know When To Sell48:04 You Win by Not Getting Wiped53:43 How I Sold Bitcoin to Endowments56:49 Going All-In in Crypto1:01:49 How I Invest in Crypto1:02:59 Understanding Our Company Funds1:10:09 Old Masters vs NFTs1:13:30 Bringing Crypto To Wall Street1:17:48 Morals Matter More Than IQ1:19:12 Good vs Bad Values1:21:48 Concluding Remarks

7/10/25 • 82:02

Hunter Horsley, CEO of Bitwise, explains why 2025 is crypto's greatest year ever and why bitcoin's time has come.While most crypto companies get destroyed by volatility, Bitwise has thrived for 7 years with one principle: just keep going. Hunter reveals why banks are becoming Bitcoin's biggest allies and what this means for the future of crypto.__________________________________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 KEVIN & WHEN SHIFT HAPPENS👇Twitter (X): https://x.com/KevinWSHPod  Instagram:  https://www.instagram.com/kevinwshpod/  TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://www.podpage.com/when-shift-happens/__________________________________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.#Entrepreneurship #Crypto #news __________________________________00:00 Introduction1:36 Please Subscribe2:03 Sponsorships2:48 Crypto Is Brutally Hard5:57 Consistency Beats Crypto Hype9:08 Overthinking Kills Startups11:28 Trezor Sponsorship12:21 Optimism as a Superpower15:06 Bitcoin's Time Has Come20:43 2026: The IPO Wave23:41 Why Crypto IPOs Matter25:59 Substance vs. Hype31:53 Top Private Crypto Picks33:15 Why Companies Hold Bitcoin37:23 Bitcoin Ownership Strategies38:32 Government's Crypto Strategy41:19 Funding Bitcoin's Future48:04 Why Bitwise Raised $70 Million51:20 The Entrepreneur's Mindset55:00 Respect Over Rivalry57:34 Judge After Listening First1:01:28 Concluding Remarks

7/3/25 • 62:44