When Shift Happens Podcast

Kevin Follonier
  • 4.8 (12)
  • Investing

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. 5d ago

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

    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

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

  2. Jul 9

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

    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

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

  3. Jul 2

    If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177

    Haseeb Qureshi, Managing Partner at Dragonfly, breaks down the one rule that separates investors who actually get rich from those who don't: staying in the market when everything says to get out.  A former professional poker player turned VC, he shares how he survived 2018 and FTX without selling, and why he defended Ethereum and Solana when nobody else would. 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 Haseeb Qureshi • Twitter: https://x.com/hosseeb 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 Studio & Show Discussion 3:30 How Hasseb Feels In Life 4:51 Why All The Og’s Are Leaving Crypto 7:39 How Do You Last In Crypto 9:39 Biases That Crypto Investors Try To Trick You With 11:20 Partnerships: @Trezor @BitwiseInvest 12:06 Major Lessons Haseeb Learned At Silicon Valley 17:51 Why Haseeb Compares Crypto To Tech 21:29 What Crypto Is All About 24:35 Haseeb’s Meaning Behind Believing In Exponentials 30:51 Partnership: @KASTxyz  31:39 How Haseeb Sees Crypto’s Future Becoming Huge 40:54 Does Haseeb Ever Sell Major Tokens 41:28 More Oh Haseeb’s Personal Finances 42:04 Haseeb’s Thesis On Bitcoin + Exponential Growth 48:29 What Does Bitcoin Look Like Once Saturated 51:10 Partnerships: @JupiterExchange @Ethena 51:53 Why Haseeb Defends ETH & SOL 58:07 When Has This Growth Story Thesis Been Wrong 1:02:31 Where HyperLiquid Fits: Growth Or Revenue 1:04:05 Should People Stay In Crypto? 1:08:31 Closing Thoughts

    If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177

  4. Jun 25

    E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually Own

    Eric Larchevêque, co-founder of Ledger, shares why everything you've been told about owning money is wrong - and how losing his savings to a corrupt bank, having his gold seized, and watching his co-founder get kidnapped for €10 million in Bitcoin proved it. 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 Eric Larchevêque • Twitter: https://x.com/ericlarch FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod   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 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 4:57 How Eric Uses These AI Agents 5:47 What Does Eric Do & Why 8:01 Why People Need To Hit A wall 12:39 Who Is Eric Larcheveque 13:21 Eric’s First Major Leap For His Company 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: @Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: @KASTxyz  1:00:12 Why Bitcoin Will Never Hit 0 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: @JupiterExchange @Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does A NBA Player Do With Bitcoin 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand 1:39:00 Does Eric Feel Happier Now With Money 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences > Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts

    E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually Own

  5. Jun 18

    E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich

    Dan Tapiero is the Founder of 50T Funds, a growth-stage equity fund exclusively focused on the digital asset ecosystem, and one of the few Wall Street veterans who has been publicly bullish on crypto since 2019. In this episode, Dan reveals why crypto is the greatest macro investment of all time, why most investors will lose money despite being right, and why his $50 trillion thesis may actually be conservative. 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 DAN TAPIERO • Twitter: https://x.com/DTAPCAP • LinkedIn: https://www.linkedin.com/in/dan-tapiero-22b41b191/ FOLLOW 10T HOLDINGS • Twitter: https://x.com/10Tfund • Website: https://10tfund.com/ FOLLOW 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 Kast Card Discussion 2:40 Dan’s Framework For Investing In Businesses 5:29 Why Equity Over Tokenization 12:19 Partnerships: @Trezor @BitwiseInvest 13:05 Dan’s Bullish Tweet Style Explained 19:55 The Shift That Makes Someone Confident 28:00 Partnership: @KASTxyz  28:48 Why Markets Tend To Do The Unexpected 32:23 Conviction In Bitcoin Is Becoming Much Harder 41:03 How Dan Raises Money During A Bear Market 46:24 Partnerships: @JupiterExchange @Ethena 47:07 Why Dan Is Confident Crypto Will Go To $50 Trillion 52:02 How Agentic AI Will Help Crypto Reach $50 Trillion 54:33 The Numbers Behind ETH & SOL Post $50 Trillion 58:30 Closing Thoughts

    E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich

  6. Jun 1

    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

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

  7. May 29

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

    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

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

  8. May 21

    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

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

4.8
out of 5
12 Ratings

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.

Information

  • Creator
    Kevin Follonier
  • Years Active
    2021 - 2026
  • Episodes
    182
  • Rating
    Explicit
  • Copyright
    © Kevin Follonier
  • Show Website
    When Shift Happens Podcast

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