PodcastsInvesterenWhen Shift Happens Podcast

When Shift Happens Podcast

Kevin Follonier
When Shift Happens Podcast
Nieuwste aflevering

179 afleveringen

  • When Shift Happens Podcast

    E173: Raoul Pal: The AI Race Will Make Crypto Holders Rich

    29-05-2026 | 1 u. 23 Min.
    Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. 

    THE SHIFT NEWSLETTER
    💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
    ___________
    PARTNERS
    🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
    💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
    🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
     Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
    🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
    ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
    🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 
    Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
    ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

    CONNECT WITH RAOUL👇
    Twitter: https://x.com/RaoulGMI
    Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/
    Instagram: https://www.instagram.com/raoulgmi
    YouTube:  @RaoulPalTJM  
    GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe

    FOLLOW WHEN SHIFT HAPPENS
    Twitter (X): https://x.com/KevinWSHPod  
    Instagram:  https://www.instagram.com/kevinfollonier_ 
    TikTok: https://www.tiktok.com/@kevinfollonier_
    Linkedin: https://www.linkedin.com/in/kevinfollonier/
    Website: https://kevinfollonier.com/
    DISCLAIMER
    The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

    0:00 Introduction
    2:00 Traveling Non-Stop & Kast Card Discussion
    5:00 What Raoul’s Been Up To The Past 4 Months
    7:24 Why The Stock Market Never Ceases To Grow
    10:33 What Is The Economic Singularity?
    15:03 Partnerships: @Trezor @BitwiseInvest
    15:49 Is It Still Early To Invest In AI?
    17:44 Is Crypto Superior To AI Investment Wise
    19:38 Crypto’s Reasons For Going Up Forever
    22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction
    28:35 Why Raoul Started Buying Zcash
    30:12 What Are The Left & Right Curve Trades?
    30:47 Partnerships: @KASTxyz @sumsub
    32:12 How Raoul Thinks About Allocation With Zcash
    32:59 Raoul’s Thoughts On Hyperliquid & Hype Token
    41:13 How To Measure Intelligence For Layer Ones
    45:56 Why DeFi Isn’t Dead According To Raoul
    51:09 How Do You Structure An NFT Portfolio?
    56:04 Partnerships: @JupiterExchange @Ethena
    56:47 Should People Only Focus On The Top Grail NFTs
    59:35 Raoul’s Plan To Lend Against NFTs
    1:00:44 Is Bitcoin A Proxy Trade For AI
    1:02:05 Why You Should Never Sell Unless You Have To
    1:04:33 The Numbers Behind Buying & Holding vs Trading
    1:10:47 Raoul’s Advice On Developing Patience
    1:14:55 Why People Should Stay In Crypto
    1:17:06 Why There’s Hope For Crypto In 2026 & 2027
    1:22:35 Closing Thoughts
  • When Shift Happens Podcast

    E173: Raoul Pal: The AI Race Will Make Crypto Holders Rich

    28-05-2026 | 10 Min.
    Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. 

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

    PARTNERS
    🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
    💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
    🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
     Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
    🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
    ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
    🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 
    Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
    ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

    CONNECT WITH RAOUL👇
    Twitter: https://x.com/RaoulGMI
    Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/
    Instagram: https://www.instagram.com/raoulgmi
     
    GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe

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

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

    0:00 Introduction
    2:00 Traveling Non-Stop & Kast Card Discussion
    5:00 What Raoul’s Been Up To The Past 4 Months
    7:24 Why The Stock Market Never Ceases To Grow
    10:33 What Is The Economic Singularity?
    15:03 Partnerships: @Trezor @BitwiseInvest
    15:49 Is It Still Early To Invest In AI?
    17:44 Is Crypto Superior To AI Investment Wise
    19:38 Crypto’s Reasons For Going Up Forever
    22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction
    28:35 Why Raoul Started Buying Zcash
    30:12 What Are The Left & Right Curve Trades?
    30:47 Partnerships: @KASTxyz @sumsub
    32:12 How Raoul Thinks About Allocation With Zcash
    32:59 Raoul’s Thoughts On Hyperliquid & Hype Token
    41:13 How To Measure Intelligence For Layer Ones
    45:56 Why DeFi Isn’t Dead According To Raoul
    51:09 How Do You Structure An NFT Portfolio?
    56:04 Partnerships: @JupiterExchange @Ethena
    56:47 Should People Only Focus On The Top Grail NFTs
    59:35 Raoul’s Plan To Lend Against NFTs
    1:00:44 Is Bitcoin A Proxy Trade For AI
    1:02:05 Why You Should Never Sell Unless You Have To
    1:04:33 The Numbers Behind Buying & Holding vs Trading
    1:10:47 Raoul’s Advice On Developing Patience
    1:14:55 Why People Should Stay In Crypto
    1:17:06 Why There’s Hope For Crypto In 2026 & 2027
    1:22:35 Closing Thoughts
  • When Shift Happens Podcast

    E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard)

    21-05-2026 | 2 u. 16 Min.
    Michael Saylor is the Founder and Chairman of Strategy (formerly MicroStrategy), the world's largest corporate holder of Bitcoin with roughly 818,000 BTC and over $65 billion in capital. 
    After surviving a 99.8% stock collapse that left his company three days from bankruptcy, he rebuilt it into a "reserve bank for Bitcoin" - issuing products like STRC that pay an 11.5% monthly dividend, tax-deferred. 
    In this episode, he breaks down how to build lasting, passive wealth with Bitcoin, why he believes there's no second best in crypto, and why working hard may be the worst financial advice you can follow.
    THE SHIFT NEWSLETTER
    💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter
    ___________
    PARTNERS
    🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
    💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
    🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
     Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
    🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
    ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
    🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 
    Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
    ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com
    ___________
    FOLLOW MICHAEL SAYLOR
    • Twitter: https://x.com/saylor
    • Twitter: https://x.com/Strategy
    FOLLOW WHEN SHIFT HAPPENS
    Twitter (X): https://x.com/KevinWSHPod  
    Instagram:  https://www.instagram.com/kevinfollonier_ 
    TikTok: https://www.tiktok.com/@kevinfollonier_
    Linkedin: https://www.linkedin.com/in/kevinfollonier/
    Website: https://kevinfollonier.com/
    DISCLAIMER
    The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

    00:00 Intro03:05 Explain what you do to an Uber driver05:35 Advice for Rick, the struggling Uber driver07:07 Who is Michael Saylor?11:02 Sponsors Trezor & Bitwise11:48 Kevin's Business Intelligence Company13:14 Michael's childhood and chip on the shoulder17:56 Has Michael conquered the world yet?19:49 Just because you can, doesn't mean you should28:23 Sponsors Kast, Sumsub30:02 Low time preference and scarcity1:01:31 Should you mortage your house to buy Bitcoin?1:09:50 The great $60B in Bitcoin bet: risks1:15:32 Sponsors Jupiter, Ethena1:16:16 Sell the kidney if you must but keep the Bitcoin1:20:14 What's the endgame for Strategy?1:28:16 Where does Bitcoin price end?1:35:34 Should my mom put her life savings in STRC?1:59:09 Why Michael doesn't have children1:59:44 Why working hard is the worst advice you can get2:07:37 Why THERE IS NO SECOND BEST, there is only one crypto asset2:15:03 Thanking Michael from the whole crypto industry
  • When Shift Happens Podcast

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

    14-05-2026 | 54 Min.
    Eddie Travia is the co-founder and CEO of Coinsilium Group, the first blockchain company to complete an IPO, and a pioneering crypto investor since 2013.

    In this episode, Eddie breaks down how AI agents and crypto are converging into a $15 trillion shift that will reshape investing, fundraising, and entrepreneurship - and explains why millions of jobs won't survive the transition.

    THE SHIFT NEWSLETTER

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

    ___________

    PARTNERS
    🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
    💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
    🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
     Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
    🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
    ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
    🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 
    Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
    ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

    ___________

    FOLLOW EDDY TRAVIA
    • Twitter: https://x.com/eddybitcoin
    • Twitter: https://x.com/CoinsiliumGroup
    FOLLOW WHEN SHIFT HAPPENS
    Twitter (X): https://x.com/KevinWSHPod  
    Instagram:  https://www.instagram.com/kevinfollonier_ 
    TikTok: https://www.tiktok.com/@kevinfollonier_
    Linkedin: https://www.linkedin.com/in/kevinfollonier/
    Website: https://kevinfollonier.com/
    DISCLAIMER
    The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
    0:00 Introduction
    1:56 Tea & Coffee Discussion
    5:25 If Eddy Got $10 Million Today, What Would He Do
    6:42 Why Does Crypto Make Sense In A World Crisis
    8:00 Partnerships: @JupiterExchange @KASTxyz
    8:41 Who Is Eddy Travia?
    8:57 Why Eddy Backed WSH Early?
    10:04 What Is Coinsilium Explained Through An Analogy
    10:40 What Coinsilium Dealt With Last Year
    13:33 What Did Coinsilium Do Right In 2025 Despite The Criticism
    17:27 The Yellow Network Bet
    20:10 Why Yellow Matters?
    20:46 Partnerships: @Ethena @sumsub
    21:49 Eddy’s Further Thoughts On The Yellow Investment
    22:28 Has Anything Good Come Out Of Crypto Lately?
    24:08 Why You Need To Be A VC To Win In Crypto
    27:27 How To Play Prediction Markets
    30:23 How to Position For High-Traction Markets
    32:55 How The Investor Environment Is Changing
    40:02 How This Changes Eddy's Investing
    41:42 What Companies Should Know About The AI Agents Era
    44:15 How AI Agents Change Fundraising
    46:08 Should The Crypto Industry Fear The AI Brain Drain
    48:24 Partnerships: @Trezor @BitwiseInvest
    49:08 Is Eddy Still Bullish On Crypto?
    51:03 Is The $1M Bitcoin Dream Dead?
    53:54 Closing Thoughts
  • When Shift Happens Podcast

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

    07-05-2026 | 1 u. 13 Min.
    Joseph Lubin, co-founder of Ethereum and CEO of Consensys, warns that big tech is racing to build centralized AI systems that could control humans and every system on the planet - and explains why decentralized protocols are the only architecture standing in the way.

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

    ___________

    PARTNERS
    🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
    💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT
    🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
     Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h
    🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/
    ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/
    🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 
    Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb
    ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

    ___________

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

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

    0:00 Introduction
    1:55 Kast Card & Hong Kong Discussion
    3:52 What It Means To Be Meta According To Joe
    5:35 What Does Joe Do Explained Simply
    11:53 Partnerships: @JupiterExchange @KASTxyz
    16:27 The Before & After Of Joe’s Beliefs Post 9/11 Explained
    18:02 What Does This Negative Or Positive Road Depend On
    21:55 Why Joe Goes To Many Crypto Conferences
    23:16 How Did Joe React To Novo’s Article Comment
    31:14 Partnerships: @Ethena @sumsub
    32:16 Why Joe Decided To Join Ethereum As A Co-Founder
    35:03 Why Is Decentralization An Organizing Principle
    40:32 Explain Consensys To Your Uber Driver
    42:57 Joe’s Fundamental Belief Of What Blockchain Represents Today
    46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed
    49:33 Partnerships: @Trezor @BitwiseInvest
    50:17 What’s The Most Incredible, Tangible Thing To Come Out Of Crypto
    51:43 What Is MetaMask?
    57:01 How Much Of Joe’s Life Is Lived In This New Financial System
    59:50 Why Would You Borrow Against A Volatile Asset?
    1:00:40 Is Self-Sovereignty A Good Or Bad Thing
    1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky
    1:06:36 What Could Easier Self-Custody Look Like?
    1:08:32 Joe’s Relationship With Money
    1:09:28 How Do People Interact With Money In The Next 10 Years
    1:12:28 Closing Thoughts
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Over When Shift Happens Podcast
I sit down every week with the most based people in crypto. My goal is to create a safe space to have the deepest and most real conversations with the biggest builders and investors in the industry, as well as to help educate the mainstream people, politicians, celebrities and big Web2 entrepreneurs coming into Web3. Hopefully this platform does its little part in onboarding as many people as possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’s core values and ethos. Thank you for watching.
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