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Podcast · 164 episodes

When Shift Happens Podcast

by Kevin Follonier · English

I sit down every week with the most based people in crypto. My goal is to create a safe space to have the deepest and most real conversations with the biggest builders and investors in the industry, as well as to help educate the mainstream people, politicians, celebrities and big Web2 entrepreneurs coming into Web3. Hopefully this platform does its little part in onboarding as many people as possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’s core values and ethos. Thank you for watching.

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E187: Binance Founder: Nobody Realizes How Big The Next 10 Years Of Crypto Will BeCZ Changpeng Zhao (Binance founder) discusses crypto’s next decade, Binance’s origins, misconceptions about centralized exchanges, investor risk, the FTX collapse narrative, his own legal/pardon…25 Sep 2026 · 1 h 4 min · 23 chapters
E186: Variational CEO: This Hidden Fee Is Quietly Draining Your Crypto AccountVariational CEO Lucas Schuermann explains why “hidden fees” in crypto trading can drain accounts, arguing that Variational’s on-chain derivatives trading model can deliver zero trading fees, better…10 Sep 2026 · 1 h 29 min · 36 chapters
E185: Ethena CEO: This $7B Crypto Company Just Launched An App That Pays You To Spend MoneyAthena Pay, a new mobile app from Ethena Labs that uses Ethereum-backed stablecoins to let users save, spend, send, and earn yield/cashback without “crypto” UX (no MetaMask/Phantom required).2 Sep 2026 · 59 min · 23 chapters
E184: Trezor CTO: How Quantum Computers Could Empty Every Bitcoin WalletAI-enabled deepfakes and increasingly sophisticated phishing/social engineering are targeting crypto users; the episode uses real examples to argue for self-custody, hardware wallet security, and…27 Aug 2026 · 1 h 32 min · 36 chapters
E183: Jupiter COO: Getting Rich In Crypto Has Nothing To Do With LuckHow to think about crypto investing in 2026—especially Solana’s “everything chain” thesis—plus practical rules for getting rich without luck, and why on-chain yield/credit may drive the next wave.20 Aug 2026 · 1 h 25 min · 40 chapters
E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin InsteadJordi Visser argues that AI will drive an “abundance” future and that Bitcoin should be held as an “insurance policy” (about 5% of a portfolio) against fiat devaluation.13 Aug 2026 · 1 h 8 min · 25 chapters
E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky)Scott Melker (Wolf of All Streets) argues that in 2026+ you can’t “get rich” via crypto luck or constant trading; the practical path is long-term, boring Bitcoin investing plus selective exposure to…6 Aug 2026 · 58 min · 28 chapters
E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right NowBill Cast (CAST founder/CEO) argues the “biggest crypto opportunity” is building a fintech/neobank on top of stablecoin rails for everyday fiat use.23 Jul 2026 · 1 h 46 min · 35 chapters
E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)Helios CEO Mert Mumtaz argues Solana is massively undervalued for the 2026 cycle and explains why traders miss it.16 Jul 2026 · 1 h 12 min · 24 chapters
E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This CycleCrypto market turning points and how Multicoin Capital invests across cycles; sizing concentrated bets across Solana, Hyperliquid, and Zcash; frameworks for buying/selling without trading; and why…9 Jul 2026 · 1 h 18 min · 28 chapters
If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177Long-term Bitcoin investing, “stay in the market,” and why crypto adoption is still early; also discusses investor psychology (recency/status quo bias), VC as a forced-hold strategy, and how Silicon…2 Jul 2026 · 1 h 9 min · 32 chapters
E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually OwnEric Larchevêque argues that Bitcoin is “the only money you actually own” because it provides final, self-custodied ownership without relying on banks or governments.25 Jun 2026 · 1 h 46 min · 33 chapters
E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You RichDan Tapiero (50T Funds) argues crypto wealth comes from “boring” equity-based investing and long-term conviction, not token speculation; he frames Bitcoin as the core “money of the autonomous AI…18 Jun 2026 · 59 min · 17 chapters
E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of InvestingTarek Mansour, Kalshi CEO, argues prediction markets are the future of investing because markets convert subjective debate into objective math, reward accuracy, and aggregate distributed information…1 Jun 2026 · 1 h 15 min · 29 chapters
E173: Raoul Pal: The AI Race Will Make Crypto Holders RichRaoul Pal argues the “AI race” is an unstoppable global capital funnel into intelligence, likely extending bull-market conditions despite crypto drawdowns.28 May 2026 · 1 h 24 min · 25 chapters
E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard)Michael Saylor argues that Bitcoin is the best “capital preservation” asset and the foundation for “digital capital” products that let people build wealth without relying on traditional work-heavy…21 May 2026 · 2 h 16 min · 55 chapters
E170: Ethereum Co-Founder: How Big Tech Will Use AI To Control You (And How Crypto Stops It)Joseph Lubin argues that crypto/blockchain can prevent big tech and governments from using centralized AI to run “surveillance machines” that control human behavior.7 May 2026 · 1 h 13 min · 31 chapters
E169: Bitwise Founder: Why Every Major Bank Is Racing Into Crypto Right NowHunter Horsley (Bitwise) argues crypto is entering a “new chapter” in 2026, with accelerating institutional adoption—especially from major banks—driven by regulatory change, public blockchain…30 Apr 2026 · 58 min · 18 chapters
ByBit Founder: I Survived the Biggest Crypto Hack and Still Had My Best Year | E168Ben Zhou, co-founder/CEO of Bybit, discusses taking Bybit toward a “one financial platform” (bank/broker/exchange convergence), how the firm recovered after the February $1.5B hack, and how Bybit is…23 Apr 2026 · 1 h 8 min · 29 chapters
E167: Bitwise Advisor: Why Buying a House Is the Worst Investment You Can MakeThe episode argues that fiat currency debasement and a broken financial system have distorted real estate into a “store of value” speculation vehicle, pricing young people out.16 Apr 2026 · 1 h 19 min · 34 chapters
E166: Bitget CEO From Divorced Single Mom to Running a $20B/Day Crypto ExchangeGracie Chen, Bitget CEO, discusses building a $20B/day crypto exchange while managing a remote 2,200-person company, her path from divorced single mom to CEO, and why Bitget is pivoting from altcoins…9 Apr 2026 · 1 h 26 min · 39 chapters
E165: Backpack CEO: How I Survived Crypto's Biggest Collapse, Then Built a $420B ExchangeArmani Ferrante (Backpack CEO) discusses surviving FTX’s collapse, building Backpack (a regulated global crypto exchange with $420B trading volume), and why Solana—and crypto finance…2 Apr 2026 · 1 h 23 min · 28 chapters
E164: GSR CEO: The New Era of Crypto Is About to BeginGSR CEO Xin discusses why crypto’s “next era” hinges on tokenization, fixing broken market structure, and improving crypto market makers’ reputation by changing incentives and regulation.26 Mar 2026 · 1 h 13 min · 26 chapters
E163: Jupiter President: How Crypto Will Replace Your Bank (And Why Wall Street Knows It)E163: Jupiter President: How Crypto Will Replace Your Bank (And Why Wall Street Knows It)19 Mar 2026 · 1 h 20 min · 25 chapters