Advertise on podcast: When Shift Happens Podcast

Anthony Pompliano, founder and CEO of Professional Capital Management, reveals how he put 95% of his net worth into Bitcoin and why extreme concentration backed by deep research isn't gambling - it's conviction. 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/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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. 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/  Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.  Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t ___________ FOLLOW ANTHONY POMPLIANO • Twitter: https://x.com/APompliano • Instagram: https://www.instagram.com/pompglobal 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 1:21 Please Subscribe 1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok” 2:36 Who Are You 2:50 Why Relentless Is Anthony’s Favorite Word 3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio 4:30 How Does Someone Who Relies On Their Portfolio Build Conviction 6:17 Anthony Is A Risk Cowboy 7:06 The History Of Anthony’s Risk & Conviction 8:55 Partnerships: JupiterExchange, KAST 9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets 12:20 Making Changes From 95% In Bitcoin To Other Assets 14:08 Anthony’s Evolution Towards Investing 19:30 Partnerships: Paradex, Zashi Wallet, Mantle 20:39 Does Forcing Yourself Into A Corner Result In True Growth 26:17 Partnerships: Trezor, BitwiseInvest, SUI 27:10 How To Invest In Those 3 Big Topics Today 29:40 A Realistic Return On Bitcoin Over The Next 10 Years 32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years 33:12 Closing Thoughts

Matt Hougan, CIO at Bitwise, explains why Bitcoin could reach $6.5 million and why Solana has "the best setup I've ever seen" for a 10x to $1 trillion. 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 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.  Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t ___________ Follow Matt Hougan • Twitter: https://x.com/matt_hougan • Twitter: https://x.com/bitwiseinvest 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 1:35 Please Subscribe 2:01 Matt’s Last Episode Popped Off 3:59 At Least 10x Left On The Crypto Marketplace? 4:36 Why Is Bitcoin Still Early 5:43 Who Are You 11:09 Our Trusted Partners 11:45 Why Is A Higher Price In Gold Bullish For Bitcoin 12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto 13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years 15:03 How Could This Thesis Be Wrong 20:27 Wise & Boring vs Unwise & Exciting 21:40 Two Bets On Solana Explained 25:11 Confusion With Crypto Investing Explained 30:00 Does Solana Have The Best Setup 30:31 How Big Could Solana Get In 10 Years 31:20 Our Valued Sponsors 32:29 How Matt Expresses His Bullishness On Solana  37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin? 38:27 What’s The Deal With Ethereum 42:14 Our Esteemed Supporters 46:16 Debasement Trading Will Be More Popular In 2026 48:00 How Do I Get Rich With Crypto In 2026 49:14 Alpha & Long Term Trends Build Wealth In Crypto 55:23 One Thing To Remember From Conversation

Kostas Chalkias, co-founded Sui after leaving Facebook's Libra - and named his son Kryptos. While other blockchains compete on speed, Sui built what nobody else prioritized: quantum-safe cryptography, AI-ready infrastructure, and blocks large enough for robots.  Governments and developers are quietly choosing Sui over Ethereum and Solana. 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 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.  Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t ___________ CONNECT WITH KOSTAS Twitter: https://x.com/kostascrypto Twitter: https://x.com/Mysten_Labs Website: https://t.co/EufSM90Sd9 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 Going Outside 3:26 Time Difference In Dubai vs U.S 5:50 Why Kostas Doesn’t Sleep 8:09 Isn’t It Annoying To Change This 8 Year Habit 8:42 Did You Realize This Habit Wasn’t Healthy 11:50 Our Trusted Partners 12:26 Using Stable Coins Everywhere 12:59 What Is A Cryptographer Explained To Your Mom 15:18 How Secure Are WhatsApp Messages from Governments POVs 28:20 Most Companies Lack Strong Cryptography Teams 30:03 Do You See This Happening With Mysten, Growing To Big To Make Decisions Quickly 33:00 Our Valued Sponsors 43:46 What Is The One Big Breakthrough SUI Is Known For 50:34 - Our Esteemed Supporters 51:25 What Is SUI Doing At The Intersection Of AI, Crypto, And Robots 59:26 Closing Remarks - Most Passionate Founder

Andrej Majcen, CEO of Bitcoin Swiss, built a $6 billion crypto empire from $500 Bitcoin without VC funding. In this conversation, Andrej explains why we have a 5-year window to build generational wealth - and why Bitcoin, not crypto, is the answer. 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 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ ★ Coinsilium is a Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.  Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t ___________ CONNECT WITH ANDREJ Twitter: https://x.com/AMajcen_BTCS Twitter: https://x.com/BitcoinSuisseAG FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod   Instagram:  https://www.instagram.com/kevinfollonier_  Linkedin: https://www.linkedin.com/in/kevinfollonier/ 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 1:35 Please Subscribe 2:01 Building A Good Work Environment & Being Critical 5:05 Where Does This Hardworking Attitude Come From 7:50 Viewpoint On Working Difficult Jobs At An Early Age 10:57 Our Trusted Partners 11:34 Who Are You 12:24 How Andrej Became Fascinated By Crypto 15:41 The Price Of Bitcoin When You Started 19:16 Your View On The Crypto Space 22:53 Your Answer To “Bitcoin Is Too Expensive” 26:15 Why Andrej Owns Real Estate When Most People Are Against It  31:24 Our Esteemed Supporters 43:17 Bitcoin Suisse Explained To Your Mom 49:37 What’s The Origin Behind The Name Bitcoin Suisse  53:46 Our Valued Sponsors 56:36 Comparing Investment Assets, S&P 500, Gold, Bitcoin 1:04:36 Nicholas Story & Allocating Large Amounts Of Capital 1:08:51 Why You Relocated To Abu Dhabi 2 Years Ago 1:10:29 Why Abu Dhabi Specifically For This Objective 1:15:34 What Makes Bitcoin Suisse Special 1:16:13 Who Do You Serve & Not Serve 1:17:19 Why You Don’t Serve Retail Anymore 1:18:19 What’s Bitcoin Suisse’s Endgame 1:19:55 Andrej’s Biggest Flaw 1:22:12 One Thing People Should Remember

Raags, CEO of Kast, lost a $100M company and spent 8 years paying back debt.  Now he's building what he believes will be a trillion-dollar stablecoin bank serving 150+ countries.  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 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.  Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t ___________ CONNECT WITH RAAGS Twitter: https://x.com/raagulanpathy Twitter: https://x.com/kastxyz 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 Managing A New Baby + Business How? 1:32 How You Deal With Social Media & Gatherings 4:44 The Math Of Compounding As A Founder Explained 6:43 Getting Others To Understand Compounding At Scale 7:22 How Much Time Goes Into This? 8:39 Who Are You 11:00 Our Valued Sponsors 19:33 Eating The Humble Pie Explained 21:16 The Importance Of Ego In Entrepreneurship 23:46 Retweeting A Complaint Comment + Response 26:59 How You Made Money After First Business Failure 29:18 Why You’re Called The Stable Coin Guy 31:30 Our Valued Sponsors 31:47 Stable Coins Have Unified The Dollar System 32:51 How Do You Look At The U.S Dollar vs Stable Coins 35:47 What Did You See That Made You Start Kast 39:06 Explain Kast To Your Mom 42:11 Why Are You Building Kast With Over 100 Employees 47:41 How Do You Simplify The Stable Coin Usage System 49:33 Are You A Fintech Or Crypto Company 50:48 How Likely Would Revolut Or Robinhood Replace Kast 54:14 How Is It Possible For Kast To Be Profitable After 15 Months 57:57 What Is It About The Gold Card 1:02:03 How Can Someone Tell If They Should Spend Or Hold

Raoul Pal shares his framework for making it in crypto in 2026 without getting lucky: hold the right assets and do absolutely nothing.  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 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem.  Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t ___________ 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_  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 Introduction1:40 Please Subscribe2:06 Getting Sick, Conferences, & Podcasts4:04 You’re Either A God Or A Moron6:13 Why Would Someone Attack Anyone For Any Reason?15:13 Our Trusted Partners18:46 Traders Are Claiming The Move Is To Buy & Hold21:38 Liquidity Is The Name Of The Game In Crypto26:59 What Is A Minimum Regret Portfolio30:47 Does Raoul Follow His Own Framework36:33 Our Valued Sponsors40:24 What Raoul Needs To Pull The Trigger On ZCash54:26 Wall Streets Thoughts On Crypto vs Reality56:21 Raoul’s Take On Crypto’s Exponential Growth1:09:43 Raoul’s Portfolio In 20251:11:48 Honest Thoughts On SUI In Late 20251:21:03 How Lucky It Is To Be In These Positions 1:28:13 What’s Happening With NFTs1:35:27 The Upstream Of All Wealth Leads To Art1:38:53 Is Your Advice Still To Buy The Dip In 20251:45:50 We’re Learning Conviction Even Now1:47:55 How To Win With Crypto In 2026

Sandeep Nailwal, founder of Polygon, went from living in a storage room where his grandfathers were servants to building a $30 billion blockchain company.  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 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz ___________ FOLLOW SANDEEP NAILWAL👇 • Twitter: https://x.com/sandeepnailwal • Twitter: https://x.com/0xPolygon • Website: https://polygon.technology/ 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 1:35 Please Subscribe 3:10 How Are You Doing 3:53 Sandeep Doesn’t Sleep Much 4:19 Sandeep Is Just Like Paulo From Tether 6:15 Sandeep’s Regular Sleep Hours 8:22 What Is Your Mission 11:45 Who Are You 13:43 Our Trusted Partners 18:42 Your Definition Of A Big Man Today 24:04 Explain Polygon To Your Mom 28:02 3 Different Names For Polygon Token Over The Years, Why? 31:10 Polygon Hired The Head Of Crypto For Stripe, Why? 35:20 Risk Of The Poly Market Moving Away From Polygon 38:10 Our Valued Sponsors 39:24 Why Is The Poly Market Built On A Blockchain 43:04 What’s Special About The Katana Team to Have Them In Polygons Ecosystem 45:05 What Is Maiden Explained Simply 46:16 What Is The Polygon Ag Layer 47:12 What Is Sentient & How Does It Fit Into Aggregation Layer 51:12 Why AI & Blockchain Intersection Is Importantly For The Future 52:29 Why Sandeep Is Very Active In Philanthropy 53:31 The Happiest Moment In Your Philanthropic Journey

Meow, founder of Jupiter, reveals how his team built crypto's largest DEX aggregator with over $2 trillion in volume and $300M annual revenue - and why their token still failed. While other protocols obsess over technology, Jupiter focused on making crypto accessible to everyone by building the "Google of finance." But despite massive product success, communication failures and community mismanagement tanked the token. 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 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz ___________ FOLLOW MEOW 👇 • Twitter: https://x.com/weremeow • Instagram: https://www.instagram.com/weremeow FOLLOW JUPITER EXCHANGE 👇 • 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 1:37 Please Subscribe 2:03 What Is Meow Writing? 3:32 Fastest Growing Company & Podcast 7:34 Getting More People Into Crypto 10:54 Our Trusted Partners 11:47 Who Are You 14:39 Ramen & Being A Chill Cat 15:52 Jupiter Started In A Ramen Shop 27:12 How Long Until Everyone Starts Using The Google Of Finance 28:52 Web 4 Explained To Web 3 Users 34:47 Our Valued Sponsors 36:00 Why Is Jupiter The Best Team To Push Web 4 38:36 The IPhone Strategy 42:46 Why’d You Choose When Shift Happens As A Partner 49:23 What Is Synergies Of Scale 55:51 What’s The Omni Chain Problem 1:19:28 Being Grateful For Everything 1:21:31 When Shift Happens Newsletter

Matej  Zak, CEO of Trezor, reveals why 98% of crypto users are vulnerable to hacks - and what the $1.5 billion exchange hack proves about crypto security. From inventing the first hardware wallet to discovering security flaws in competitor devices, Matej  explains why only 2% actually control their crypto and what happens when you trust exchanges. 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/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz ___________ Follow Matej Zak • Twitter: https://x.com/matej_zak • Twitter: https://x.com/trezor • Website: https://trezor.io/ 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 Introduction1:32 Please Subscribe1:58 Switzerland Activity7:32 Where Matej Is From8:00 Who Are You9:30 Especially Proud Of Being The CEO Of Trezor?10:34 From Product Manager To CEO12:38 Our Trusted Partner16:07 People, Product, Profit Explained19:07 The Difficulty Of This Mindset Early On22:52 Explain Trezor To Your Mom23:39 Why Was Trezor Born In Prague?26:13 What Happened In The Czech Republic In 195330:32 Our Valued Sponsors33:09 Explain This Monetary System In A Nutshell36:55 Stress From Knowing About The System38:35 What Is Self Custody In Crypto43:55 Uncompromising Self Custody Meaning45:21 Hot Wallet vs Cold Wallet 49:09 Number Of Wallets Sold vs People In Crypto55:01 Why 200 People In The Company59:58 Still Using 12 To 24 Words To Store Crypto?1:02:08 Why Do You Need To Use Paper & Words? Isn’t It Digital?1:06:50 NFCs Better Explained And The Differences1:08:50 What Makes Trezor Wallet Special1:14:43 Do People Own A Cold Wallet And Aren’t Safe1:15:36 One Takeaway From This Conversation

Brian Armstrong built Coinbase from when Bitcoin was $6 to a $100 billion public company -  surviving government attacks, multiple 90% market crashes, and 13 years of chaos. 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/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz ___________ Follow Brian Armstrong • Twitter: https://x.com/brian_armstrong • Twitter: https://x.com/Coinbase • Website: www.coinbase.com FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod   Linkedin: https://www.linkedin.com/in/kevinfollonier/ 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 1:31 Please Subscribe 1:57 You Need Security? 3:45 Who Are You 5:21 More About Being An Introverted Kid 6:33 What Gave Brian The Chip On The Shoulder 11:38 Our Trusted Partners 12:31 How Much Of Your Mission Is Driven By Your Past 15:25 The Baldness Story 17:24 Turning Bald Into A Superpower 21:30 Brian's Thoughts On Solo Founders 25:26 How Did Your Co-Founder Leaving Make You Feel 29:24 Another Tough Moment In The History Of Coinbase  33:00 Our Valued Sponsors 34:15 How Brian Got Fascinated By Bitcoin & Blockchain 37:02 How Long Did It Take To Go All In 44:16 The Role Of Privacy Creating More Economic Freedom 47:23 Coinbase Explained To Your Mom 52:05 Trying To Help But Running Into Unreasonable People 56:40 Lasting So Long Through Wall After Wall, How? 1:02:06 Big Things That Needed To Change Before Burnout 1:05:53 What Do The Audience Not Know About Being Brian 1:10:10 Gaining Self Irrational Beliefs 1:11:53 Something Brian Can’t Do 1:15:21 How Brian Felt On The IPO Day & The Day After 1:20:27 Do You Look Back At Many Milestones 1:21:56 When Is The Job Done For Brian 1:23:48 Having A Minimalist Lifestyle 1:33:09 The Role Of Centralized Exchanges 1:35:26 Endgame For Coinbase 1:36:00 Are You Happy 1:43:06 The Voice In Your Head Is Saying? 1:45:03 One Lesson To Takeaway 1:46:20 A Belief Brian Has That Most Don’t

Anand Gomes, CEO of Paradex, reveals why decentralized exchanges are becoming the new Wall Street - combining banks, brokerages, and clearing houses into one platform with zero fees. 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/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz ___________ Follow Anand Gomes • Twitter: https://x.com/fiddybps1 • Twitter: https://x.com/paradex • Website: https://app.paradex.trade/ 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 1:36 Please Subscribe 2:02 Podcast Galore From Kevin 3:24 Lindy Effect Meaning 7:12 What It Means To Be Built Different From Anand 9:04 Who Are You 10:03 Our Trusted Partners 10:56 Something That’ll Make Everyone Trust You 12:59 What Are People Not Seeing In The Exchange World 17:13 Behind 24/7 Exchanged Are Human Beings 18:14 Explain Paradex And Paradigm 21:22 Paradex Charging Zero Fees, Why? 22:40 How Does Paradex Make Money Without Fees 28:33 Our Valued Sponsors 31:48 Ethereum Is The Chosen One? 34:07 Decentralized Exchanges Are The New Financial Centres Explained 38:40 Why Can’t Current Banks Or NEO Banks Become Onchain New York 40:55 What Happens To The Traditional Finance Centres 42:39 The Four Components Of A Unified Platform Onchain And Traditional 47:30 Biggest Advantages For Paradex 50:12 Moving Decentralized Exchanges From Casinos To Financial Centres 53:38 How Far Are We From Traditional Centres Being Useless 54:49 Speculation For Price Discovery And Capital Formation Explained 1:00:04 Ownership Economy is Where Markets Will Move To 1:01:25 Something You’re Holding On To That You Should Let Go 1:04:28 One Takeaway For The Audience 1:06:28 Why WSH Partnered With Paradex

Mert Mumtaz, CEO and co-founder of Helius, reveals why he's betting everything on privacy, Solana infrastructure, and long-term conviction plays like Zcash and Hyperliquid. While most crypto investors chase short-term gains, Mert operates on 3-5 year time horizons, building core infrastructure for Solana and defending privacy as crypto's most unsolved problem.  From explaining how connectivity and reflexivity drive extreme price movements to sharing how a Slavic girlfriend changed his approach to capturing value, this conversation goes deep. 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/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz ___________ 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/ #tags 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 1:36 - Please Subscribe 2:02 - What Is Kast  3:18 - Turning Slavic Girlfriend Into A Superpower 4:33 - The Meaning Of Knowing Your Worth 7:18 - The More Money You Make The More You Spend 10:08 - Our Trusted Partners 11:02 - Knowing Your Worth According To Shamath  11:47 - Merts Health Since Last Year 12:38 - What People Don’t See Behind Success 14:56 - Who Is Mert  16:41 - Why So Vocal About Zcash  23:03 - How Privacy Can Prevent Tragedies Like Charlie Kirk  25:58 - Zcash Explained To Your Girlfriend 28:19 - Our Valued Sponsors 29:32 - Merts Thesis On HyperLiquid 33:28 - How Mert Looks At Investments Being 3-5 Years 35:18 - Connectivity And Reflectivity Explained 42:06 - Building One Of The Most Credible Personal Brands In Crypto 45:47 - Best Things That Happened Because Of Your Personal Brand

Seung Yoon Lee, CEO and co-founder of Story Protocol, is building crypto infrastructure to unlock the $80 trillion creative asset class. After selling his previous company Radish Fiction to Kakao for $440 million, Seung saw a bigger problem: streaming platforms like Netflix make billions while creators who make the content get almost nothing.  Story Protocol lets creators own and trade their work like stocks, while enabling anyone to legally remix content with automatic royalty payments. 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 ___________ Follow Seung Yoon Lee • Twitter: https://x.com/storysylee • Twitter: https://www.story.foundation/ 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/ ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 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=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.  https://sui.io/ 🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.  https://www.story.foundation ★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/ 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz ___________ 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 1:36 - Please Subscribe 2:03 - 200 MPH Because Of KBW 3:21 - What Seung Does During Downtime 4:14 - Best Mountains & Switzerland 5:45 - How Seung Got Started In IPs 9:41 - Seung Changing The Rules Of IP  15:14 - Our Trusted Partners 16:06 - Something More Than Half A Billion? 22:15 - Our Valued Sponsors 23:29 - Hardest Thing You Had to Do Within That First Company 26:35 - Does That Mean You’re Overly Optimistic 29:38 - $80 Trillion IP Asset Class Explained 32:32 - Examples Of IPs That Should Be Unlocked 37:17 - How IPs Differ From NFTs Or Social Tokens 40:00 - Vision Of IP Usage In The Coming Years 41:36 - AIs Next Leap Comes From Unlocking IP Assets 46:17 - What’s Necessary To Reach Your Grand Vision 49:37 - Your Answer To A Billion Dollar Valuation Criticism 52:41 - Story Protocol Setback Story With Co-Founder

Zen and Soju, co-leads of Meteora, reveal how their 20-person team built Solana's most advanced liquidity infrastructure - powering the Trump launch that generated $30M in fees, Kanye's surprise token, and Jupiter's $18 billion debut. 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/ 🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place. The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT 🔓 Trezor is the safest cold storage wallets for crypto security and financial independence. Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $15 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more. https://bitwiseinvestments.com/ 💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible. https://sui.io/ 🧩 Story is the infrastructure layer that makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation/ ★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF).  Find out more at https://www.coinsilium.com/ 🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyz Follow Zen & Soju • Zen Twitter: https://x.com/realdezen • Soju Twitter: https://x.com/0xsoju FOLLOW KEVIN & WHEN SHIFT HAPPENS👇 Twitter (X): https://x.com/KevinWSHPod   Linkedin: https://www.linkedin.com/in/kevinfollonier/ 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. #Entrepreneurship #crypto  0:00 Introduction 1:30 Please Subscribe 1:55 Number Of Members In Meteora 4:03 How Are Soju & Zen Doing 4:39 Tell Me More About You Both 9:40 Our Trusted Partners 11:55 Difference In Age 13:28 Explain Meteora To Your Mom 24:12 Rough Startup Issues 25:50 Our Valued Sponsors 26:47 Zero Fees Sustainable, How? 30:56 The Sister Project Jupiter 41:02 Internet Capital Markets Meaning 46:29 How Meteora Got The Trump Coin Launch 58:17 What’s A Success? What’s A Failure? 1:11:28 The Future For Meme & Celebrity Coins 1:15:36 Why Have A Huge Supply Of Tokens For Meteora 1:20:31 Meteora’s Goal Is Completely Different  1:21:32 Maximizing Volume 1:25:38 $100 Million In Revenue, Where Does It Go? 1:26:38 Endgame For Meteora

Paolo Ardoino, CEO of Tether and CTO of Bitfinex, reveals how he built one of the most profitable companies in history - generating approximately $100 million in profit per employee. Tether created USDT, the world's most-used stablecoin, providing financial access to 3 billion unbanked people in countries facing extreme inflation and financial instability.  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/ 🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place. The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv 💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT 🔓 Trezor is the safest cold storage wallets for crypto security and financial independence. Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356 🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $15 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more. https://bitwiseinvestments.com/ 💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible. https://sui.io/ ★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF).  Find out more at https://www.coinsilium.com/ 🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyz Follow Paolo Ardoino • Twitter: https://x.com/paoloardoino • Twitter: https://x.com/tether_to • Website: https://tether.to/ FOLLOW KEVIN & 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. #Entrepreneurship #crypto  0:00 - Introduction 1:36 - Please Subscribe 2:02 - Don’t Sleep Much 3:20 - What Is Your Mission 5:09 - Tether A Stable Company 8:58 - Chip On The Shoulder 11:17 - Started Coding At 8? 13:32 - Our Trusted Partners 14:24 - Coding Unlocking Endless Possibilities 15:54 - Stable Coin Explained To Mom 17:02 - Why Are Stable Coins Important 20:09 - Most Profitable Business Per Employee 21:45 - Our Valued Sponsors 22:59 - What’ll You Do With $20B 25:57 - Do You Have Time To Watch Movies 27:10 - Why Invest In Plasma 30:52 - Why Invest In A Football Club