When Shift Happens Podcast

Jordi Visser, macro strategist at 22V Research and former Weiss Multi-Strategy CIO, breaks down why Bitcoin is his hedge against a coming age of AI-driven abundance and why he holds no interest in ever selling. 
He also dives into longevity, heart rate variability, and why chasing money and status like buying a house may be the wrong game to play.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto
___________
CONNECT WITH JORDI
Twitter: https://x.com/jvisserlabs
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod  
Instagram:  https://www.instagram.com/kevinfollonier_ 
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction
2:10 Was Jordi Happy With His Weekend & Activities
3:49 How Does One Live Until 100 Years Old
4:31 Why Jordi Is Fascinated With Longevity
5:44 What Kills The Habit Of Living Healthy
7:20 Jordi’s Thoughts On Supplements & Meds
9:51 Partnerships: @Variational @BitwiseInvest
12:17 How Distribution Of Wealth Affects Longevity
14:03 Jordi’s Opinion On Peptides & Hormones
17:47 What Is Heart-Rate Variability
21:21 How Can You Track Heart-Rate Variability
25:12 Jordi’s Findings Within The Finance World
29:10 When Jordi Learned The Concept Of Money
31:58 Partnership: @KASTxyz
32:47 What’s The Point Of Making More Mone
38:20 Does Abundance = More Affordable 
38:54 Why Would We Still Need To Build Wealth
41:22 How Jordi Became Fascinated With Bitcoin
47:44 Jordi’s Thesis On Bitcoin Explained Simply
50:10 How Much Of Jordi’s Portfolio Is Bitcoin
50:48 Would Jordi Ever Sell His Bitcoin
51:52 Partnerships: @JupiterExchange @Ethena
52:38 How Big Does Bitcoin Get
54:00 Jordi’s Thoughts On “Bitcoin Is Too Expensive”
55:28 Why Have A Channel About Crypto & Not Bitcoin
56:25 Does Jordi Invest In Other Crypto Assets
57:24 Other Scarce Assets Jordi’s Invested In
58:41 Should 20 Year Olds Work Towards Buying A House
1:02:00 The Difference Between Routine & Unique
1:03:57 Why You Should Prioritize Longevity
1:07:02 Closing Thoughts

Scott Melker, host of The Wolf of All Streets, explains why most people chasing quick wins in crypto never make it, and why his own strategy is deliberately boring: mostly Bitcoin, bought on a schedule and left alone. 
He also opens up about being a top creditor in the Voyager collapse, his first interview with Michael Saylor, and why he thinks crypto Twitter is actively hurting mainstream adoption.
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto
___________
CONNECT WITH RAAGS
Twitter: https://x.com/raagulanpathy
LinkedIn: https://www.linkedin.com/in/raagulanpathy/
Twitter: https://x.com/kastxyz
Website: https://www.kast.xyz/
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod  
Instagram:  https://www.instagram.com/kevinfollonier_ 
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction
1:51 Dressing Up Discussion
2:51 What Helps Scott Stay Optimistic
3:43 Scott’s Thoughts On Failure
4:43 Who Is Scott Melker?
7:00 Why Do DJ’s Go Down The Crypto Rabbit Hole
8:48 What Scott’s Trading Life Was Like
9:56 When Did Scott Go All In On Building In Crypto
11:46 Partnerships: @Variational @BitwiseInvest
12:38 Is Crypto Still Relevant In 2026
16:15 What Scott Invests In
18:50 How Scott’s Opinion On Crypto Gets Influenced
19:58 Scott’s Thoughts On Yield
23:42 How To Improve A Crypto Media Business 
26:26 How Scott Stays Excited Even When It’s Boring 
28:12 Partnership: @KASTxyz
31:46 Scott’s Advice On Trading Bitcoin
34:17 How Average People Get Rich From Crypto
35:40 A Few Lessons Scott Learned In 2022
38:08 What Other Assets Is Scott Interested In
39:23 Scott’s Most Unexpected But Best Interview
43:06 The Biggest Myth About Investing Debunked
44:13 Partnerships: @JupiterExchange @Ethena
44:57 Scott’s Goal With His Media Company
47:22 What About Scott’s Goal In Life
50:39 Scott’s Learnings From Behind The Scenes 
51:59 How Scott Stays Motivated Despite The Bear Market
53:33 Why People Should Be Optimistic About Crypto
57:26 Closing Thought

Raags, founder of Kast, breaks down the massive crypto opportunity he bet his career on, why he scrapped Kast’s token for tokenized equity, and what really happens to your money if a crypto bank collapses.

THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto
___________
CONNECT WITH RAAGS
Twitter: https://x.com/raagulanpathy
LinkedIn: https://www.linkedin.com/in/raagulanpathy/
Twitter: https://x.com/kastxyz
Website: https://www.kast.xyz/

FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod  
Instagram:  https://www.instagram.com/kevinfollonier_ 
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/

DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction
1:58 How Raagulan Prioritizes What’s Done At Kast
4:35 Kast Employees Deal With Major Chaos
5:38 Raagulan’s Theory About Hiring For Kast
7:02 Why Firing People Can Be More Difficult
8:35 An Error That Could Kill Kast
9:52 Convincing A Stable Coin Skeptic 
12:06 Why Kast Has To Build Different Departments
18:32 Partnerships: @Variational @BitwiseInvest
19:24 Raagulan’s Thoughts On Fees
21:55 Kast’s Best Customer Type
23:53 Something Raagulan Shouldn’t Say Publicly
29:04 Raagulan’s Experience With GLP-Ones
34:05 Kast Is On Track For $100 Million In Revenue
36:55 Why Kast Hasn’t Blown Up Due To Misspending
41:04 Why Is Everyone Trying To Build Neo Banks
42:52 What’s Difficult About Building Neo Banks
49:14 Kast Isn’t A Card Business
50:43 How Kast Is Building Momentum
56:29 Partnerships: @KASTxyz @Trezor
57:33 Kevin’s Thoughts On Kast
58:59 What Does Kast Do With $80 Million
1:01:55 Would Raagulan Consider Selling Equity
1:08:39 Is Your Money Truly Yours When Inside Kast 
1:10:49 What Happens To Your Money If Kast Fails
1:17:38 Pros & Cons Between Non & Self Custodial
1:22:42 Partnerships: @JupiterExchange @Ethena
1:23:26 Should The Kast Community Feel Cheated
1:34:13 What’s This Tokenized Stock Based On?
1:35:25 The Hill Raagulan Is Willing To Die On
1:37:59 Is The Worse Behind Us In Crypto
1:42:57 One Thing To Remember From This Conversation
1:45:16 Closing Thoughts

Mert Mumtaz, co-founder and CEO of Helius, breaks down why he sees Solana and Zcash as two of crypto's most undervalued bets heading into 2026, using his "physics and incentives" framework to separate real conviction from trader noise. 

He also debunks the recent Zcash security scare, explains why AI is forcing crypto toward "spaceflight-level" security standards, and weighs in on Near's high-upside, low-conviction potential.

THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

___________
PARTNERS

⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

Follow Mert Mumtaz
• Twitter: https://x.com/0xMert_
• Twitter: https://x.com/heliuslabs
• Website: https://www.helius.dev/

FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod  
Instagram:  https://www.instagram.com/kevinfollonier_ 
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/

DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction
1:57 Coffee, Zyns, & Sleep Discussion
3:26 Is It Better To Work At Night With ADHD
4:05 How Mert Has A Relationship Despite His Schedule
6:45 Mert On Being A Parent
7:30 How Mert Grew On X So Fast
8:51 Partnerships: @Variational @BitwiseInvest
9:44 Mert’s Experience With SOL’s Price Drop 
15:48 The Behind The Scenes With Solana
18:22 How Solana’s Future-Proofing Its Ecosystem
25:47 Why Businesses Will Build On Solana
28:05 Why Solana Isn’t Seen As The Obvious Choice
30:38 Partnerships: @KASTxyz @Trezor
31:43 Mert’s Thesis Behind Solana In 2026
36:42 Solana Will Become The Biggest Financial Economy 
42:45 The Timeline On Solana’s Changes Going Live
44:23 Is Solana Making Its Comeback?
47:31 Partnerships: @JupiterExchange @Ethena
48:14 The Zcash Drama Explained
55:39 AI’s Advancement Means Crypto Must Evolve
59:24 What Is Zcash’s Potential
1:04:40 How Is NEAR Special Like Solana & Zcash
1:09:32 Closing Thoughts

Tushar Jain, Managing Partner at Multicoin Capital, breaks down why he believes the crypto market has already bottomed and is entering a new turning point, walking through his conviction plays on Solana, Hyperliquid, and Zcash. 

He also opens up on Multicoin's biggest shakeup yet: co-founder Kyle Samani's exit from the firm and the industry.

THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
___________
Follow Tushar Jain
• Twitter: https://x.com/tushar_jain
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod  
Instagram:  https://www.instagram.com/kevinfollonier_ 
TikTok: https://www.tiktok.com/@kevinfollonier_
Linkedin: https://www.linkedin.com/in/kevinfollonier/
Website: https://kevinfollonier.com/
DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 - Intro
1:31 - Who is Tushar Jain
3:44 - Are we at a crypto turning point?
4:57 - Buying into bad news before confirmation
6:24 - Buying vs. selling: which is harder
7:13 - Still bullish on Solana?
9:15 - TradFi issuers and credible neutrality
11:47 - Sponsors: Variational Bitwise
12:39 - How to size two competing bullish bets
14:13 - Category leader vs. "better play"
17:00 - Most obvious trade for 2026: Zcash
19:39 - What Zcash represents
22:27 - Valuing an asset with no revenue
24:18 - Trading framework vs. buy-and-hold
26:40 - Valuing Solana and Hyperliquid 
31:45 - Sponsors: Kast, Trezor
32:54 - Timing entries in volatile assets
36:26 - Why Multicoin doesn't trade, only manages
39:25 - The four sources of investing edge
41:14 - Edge examples: Zcash, Hype, Ethena
43:21 - What Ethena represents
45:37 - How much founder quality matters
47:09 - When to take profits
49:50 - Thoughts on Ethereum
51:44 - Kyle leaving Multicoin
53:03 - Sponsors: Jupiter, Ethena
53:46 - Why Tushar is still in crypto
58:26 - Wrap-up and thanks
1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report
1:00:39 - What happened with the Zcash bug
1:04:13 - Zcash's fix: the Ironwood pool
1:05:50 - How long it took to decide to buy more
1:08:13 - Multicoin's Hyperliquid ($HYPE) report
1:09:55 - Base case: $319 price target, key assumptions
1:15:21 - Is the crypto bottom in?
1:18:11 - Closing thanks