When Shift Happens Podcast

Kevin Follonier

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.

  1. E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing

    1 Jun

    E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing

    Tarek Mansour is the co-founder and CEO of Kalshi, the largest federally regulated prediction market exchange in the US - valued at $2 billion and backed by some of the world's top investors. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.  Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ 🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally.  Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________ CONNECT WITH TAREK MANSOUR👇 Twitter: https://x.com/mansourtarek_Twitter: https://x.com/Kalshi Website: https://kalshi.com/ FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod   Instagram:  https://www.instagram.com/kevinfollonier_  Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. 0:00 Introduction 3:11 Where The Anime Passion Comes From 4:01 How Tarek Is Doing 4:53 Who Is Tarek 7:02 Which Version Of Uncertainty Is Tarek A Fan Of 9:10 Where Tarek’s Fire In The Belly Comes From 13:33 Partnerships: @Trezor @BitwiseInvest 14:20 What Tarek’s Brother Does 15:19 Why Tarek’s Resilience Is Crazy 16:31 Why Is Entrepreneurship Like Therapy 22:16 Is Tarek Mad, Crazy, Or In Denial 24:45 Would Tarek Have Ever Given Up Earlier? 29:54 Partnerships: @KASTxyz @sumsub 31:19 How To Focus On Inputs, Not Results 33:16 When Did Kalshi Come Into Existence 36:00 What’s The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 43:47 How Are Prediction Markets A Better Insurance 44:55 Why Is There No Leverage In Prediction Markets 47:16 Partnerships: @JupiterExchange @Ethena 48:00 Tarek’s Opinion On Insider Trading 51:19 Who Enforces The Insider Trading Rules 55:26 How Kalshi Surveys Suspicious Behavior 56:59 Tarek’s Honest View On Crypto 59:41 Why Kalshi Is Launching Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi Inspired By HyperLiquid  1:03:41 How Much Time Does Tarek Look At Competition 1:05:58 What’s The Endgame For Kalshi 1:07:06 What Does Tarek Do With A Billion Dollars 1:08:31 Is Tarek Happy 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts

    1hr 15min
  2. E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard)

    21 May

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

    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

    2h 16m
  3. E171: Coinsilium CEO: How AI Agents Will Reshape Crypto (And Replace Millions Of Jobs)

    14 May

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

    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

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

    7 May

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

    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

    1hr 13min
  5. E169: Bitwise Founder: Why Every Major Bank Is Racing Into Crypto Right Now

    30 Apr

    E169: Bitwise Founder: Why Every Major Bank Is Racing Into Crypto Right Now

    Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural tailwind pointing in the same direction. From the $400 trillion in global assets beginning to shift toward crypto, to institutions going "zero to 500 miles an hour" on adoption, Hunter breaks down why the new era of crypto is already underway and why it's not too late to be early. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.  Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ 🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________ FOLLOW HUNTER HORSLEY • Twitter: https://x.com/hhorsley • LinkedIn: https://www.linkedin.com/in/hunter-horsley-11512721 FOLLOW BITWISE • Twitter: https://x.com/BitwiseInvest • Website: bitwiseinvestments.com FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod   Instagram:  https://www.instagram.com/kevinfollonier_  TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. 0:00 Introduction 1:55 Coffee & Swiss People Discussion 3:36 Is Hunter The ADHD Guy, The Operator, Or A Mix Of Them Both 7:28 Partnerships: @JupiterExchange @KASTxyz 8:08 How Hunter’s Relationship With Avichal Led To Bitwise’s Creation 11:28 The Advantages Of Being Based In San Francisco 17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months 21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Crypto’s Future 24:19 Partnerships: @Ethena @sumsub 25:21 Hunters Response To “I Missed The Bitcoin Opportunity” 30:17 Hunter’s Thoughts On Thinking Exponentially About Crypto’s Growth  35:58 How Are People Underestimating Bitcoins Usage Over The Next 10 Years 38:24 Crypto Is Creating A New Class That Thinks Differently About Money, Explained 46:17 Partnerships: @Trezor @BitwiseInvest 47:01 What’s Relevant For 25-50 Year Old Investors who Aren’t Crypto Savvy 52:02 Why You Should Watch When Shift Happens 57:31 Closing Thoughts

    58 min
  6. E166: Bitget CEO From Divorced Single Mom to Running a $20B/Day Crypto Exchange

    9 Apr

    E166: Bitget CEO From Divorced Single Mom to Running a $20B/Day Crypto Exchange

    Gracy Chen went from a divorced single mom to CEO of Bitget, a top 5 crypto exchange doing $20B in daily volume with 25 million users.  THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.  Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102... 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ 🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.  https://www.coinsilium.com ___________ Follow Gracy Chen • Twitter: https://x.com/GracyBitget • Twitter: https://x.com/bitget • Website: https://linktr.ee/bitgetofficials FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod   Instagram:  https://www.instagram.com/kevinfollonier_  Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. 0:00 Introduction 1:34 Please Subscribe 2:00 The Only Bad Experience With When Shift Happens 3:47 Gracy’s T-Shirt & Where It Came From 4:37 How Do We Motivate More Women To Join The Crypto Space 6:13 Bitget’s Overall Work Environment Explained 7:06 How Gracy Manages 2,200 Remote Workers 10:09 Partnerships: @JupiterExchange @KASTxyz 10:50 Who Is Gracy Chen? 13:04 Where Does Gracy’s Fire In The Belly Come From? 15:01 Why Is It Necessary To Go To The Best Schools  22:23 Why Gracy Left Acumulus? 23:45 The Hardest Part About Building A Business 28:52 Partnerships: @Ethena @sumsub 41:36 What Is Bitget, Explained Simply? 43:55 Gracy’s Breakdown Of Bitget’s Numbers 45:09 How Bitget Got Over 40% Of Its Management Team To Be Female 46:48 Where Women Excel In Terms Of Business Management Practice 50:45 Where Do Men Excel In Business Management Practice 52:20 Partnerships: @Trezor @BitwiseInvest @SuiNetwork 53:17 What Are Gracy’s KPIs As The CEO Of Bitget? 56:45 How Bitget Is Growing The Pie To Continue Expanding 1:03:40 What’s The Endgame For Bitget? 1:05:49 Why Can Anyone Become A CEO? 1:09:28 Running A 2,200 Employee Company While Taking Care Of A Kid, How? 1:11:22 How Has Bitget Evolved Since Gracy Joined In 2022 1:17:12 What The Voice In Gracy’s Head Tells Her In The Morning & Evening 1:20:05 One Thing Gracy’s Learned That You Can Take With You  1:24:31 Closing Thoughts

    1hr 26min
  7. E165: Backpack CEO: How I Survived Crypto's Biggest Collapse, Then Built a $420B Exchange

    2 Apr

    E165: Backpack CEO: How I Survived Crypto's Biggest Collapse, Then Built a $420B Exchange

    Armani Ferrante is the Founder and CEO of Backpack, a regulated global crypto exchange with over $420 billion in trading volume and one of the leading builders in the Solana ecosystem. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.  Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102... 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ 🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.  https://www.coinsilium.com ___________ Follow Armani Ferrante • Twitter: https://x.com/armaniferrante • Twitter: https://x.com/Backpack • Website: https://backpack.exchange/ FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod   Instagram:  https://www.instagram.com/kevinfollonier_  TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. 0:00 Introduction 1:32 Please Subscribe 1:56 Michelle Fuko & Her Philosophical View On The Panopticon Metaphor 5:25 Armani’s Answer To This Philosophical View In Regards To Crypto 7:50 Who Is Armani Ferrante? 8:39 Partnerships: @JupiterExchange @KASTxyz 9:19 Where Armani’s Chip On The Shoulder Comes From 10:43 Getting Hired Twice At Alameda Research Twice Explained 13:46 Being Able To Work On Early Solana Projects 14:43 Why Instead Of Going To FTX Did Armani Go & Build His Own Exchange? 18:26 Was There Ever Any FOMO From Not Joining FTX? 23:32 Partnerships: @Ethena @sumsub 24:34 How Armani & Backpack Got Affected By The FTX Collapse 36:25 What’s The TLDR On The MadLad Story 42:03 How Important Was The MadLad Story For Backpack? 43:40 Armani’s Deepest Belief On What Crypto Should Be 51:59 Partnerships: @Trezor @BitwiseInvest @SuiNetwork 52:55 Explain Backpack To Your Uber Driver 57:36 Most Of Crypto Is Currently A Test Bed 1:04:15 Percentage Of People Think They Own Shares From Huge Companies But Really Don’t 1:06:41 What Unified Margin Accounts Solve & Why You Should Care 1:15:20 Why Armani Left Sunny California For Tokyo Japan 1:17:18 Why These Huge Exchanges Don’t Exist In Japan 1:18:43 How Did Backpack Acquire Licenses At A fraction Of The Cost Compared To FTX 1:21:53 Closing Thoughts

    1hr 23min
  8. E163: Jupiter President: How Crypto Will Replace Your Bank (And Why Wall Street Knows It)

    19 Mar

    E163: Jupiter President: How Crypto Will Replace Your Bank (And Why Wall Street Knows It)

    Xiao-Xiao is the President of Jupiter, the leading DeFi super app on Solana, and former digital assets lead at KKR, one of the world's top private equity firms.  In this episode, he reveals why he left Wall Street to go all-in on crypto - and how Jupiter is building zero-fee global payments that could disrupt a $5 trillion market.  THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.  Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102... 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies.  https://www.coinsilium.com ___________ Follow Xiao-Xiao  • Twitter: https://x.com/xxjzhu • Twitter: https://x.com/jupiterexchange • Website: https://jup.ag/ FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod   Instagram:  https://www.instagram.com/kevinfollonier_  TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. 0:00 Introduction 1:26 Please Subscribe 1:52 Xiao’s Personal Thoughts On Dubai 3:11 Kevin Working For Luxury Brands 3:47 Working, Chaos, & A Delicate Balance Within Jupiter 5:16 How Xiao’s Previous Job At KKR Compares To Jupiter 6:01 Coming From TradFi Means Less Structure More Output 7:35 What Is Jupiter Global 8:29 Siloed Point Solution vs The Network Effect & Aggregation  10:09 Who Is Xiao Xiao 11:26 Partnerships: @JupiterExchange @KASTxyz 12:06 Tell Us More About The Musical Part Of Your Life 13:49 Xiao’s Realization About What He Wanted To Pursue 16:22 What Was This BCG Project About? 18:00 Xiao’s Big Crypto Aha Moment 22:10 What Happens At A Big Firm Like KKR In Terms Of Market Cycles 27:00 Did You Feel FOMO In Regards To FDX Around 2022 31:01 How Advanced Is This Institutional Adoption Within Crypto Now vs Future 37:14 Partnerships: @ethena, @sumsub 38:16 The Fantasy/FOMO Of Going All In On Crypto With Your Job 48:25 What Xiao’s Trying To Prove Within This Jupiter Chapter  51:13 Are You The Reason KKR & ParaFi Invested In Jupiter? 52:48 Why Concretely Did ParaFi Invest $35 Million Into Jup Token 57:31 Partnerships: @Trezor @BitwiseInvest @SuiNetwork 58:28 What Does Onchain Finance Look Like In 5 years 1:07:25 One Thing That Makes You Proud To Be Apart Of Jupiter 1:10:42 Kevin’s One Thing He’s Proud Of With Jupiter 1:14:24 What Shift Is Happening That Most People Don’t See 1:18:18 Closing Thoughts

    1hr 20min

About

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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