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When Shift Happens Podcast

Kevin Follonier
When Shift Happens Podcast
Nieuwste aflevering

188 afleveringen

  • When Shift Happens Podcast

    E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead

    13-08-2026 | 1 u. 7 Min.
    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
  • When Shift Happens Podcast

    E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky)

    06-08-2026 | 58 Min.
    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
  • When Shift Happens Podcast

    E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right Now

    23-07-2026 | 1 u. 46 Min.
    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
  • When Shift Happens Podcast

    E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)

    16-07-2026 | 1 u. 12 Min.
    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
  • When Shift Happens Podcast

    E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle

    09-07-2026 | 1 u. 17 Min.
    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
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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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