In this episode of When Shift Happens, I sit down with Raagulan Pathy, founder and CEO of KAST, to discuss the crypto opportunity he left Circle to pursue, why building a stablecoin neobank is far harder than launching a card, and why KAST replaced its planned token with tokenized equity. We also confront a question every fintech customer should ask: what happens to your money if the company holding it collapses? The Opportunity Beyond Crypto Speculation Raags’s thesis begins

In this episode of When Shift Happens, I sit down with Mert Mumtaz, co-founder and CEO of Helius, to discuss why he believes Solana and Zcash remain deeply misunderstood, what separates lasting blockchain ecosystems from temporary narratives, and why artificial intelligence will force crypto to adopt a higher standard of security. We also explore the responsibility of building critical infrastructure and why NEAR may be one of the market’s dark horses in 2026. Building Convic

In this episode of When Shift Happens, I sit down with Tushar Jain, Managing Partner and Chief Investment Officer at Multicoin Capital, to discuss how he identifies market turning points, builds conviction in volatile assets, and separates a real investment edge from an emotional decision. Through Solana, Hyperliquid, and Zcash, the conversation explores a harder question: how do you remain committed through crypto’s most punishing cycles? When Conviction Feels Uncomfortable

In this episode of When Shift Happens, I sit down with Haseeb Qureshi, Managing Partner at Dragonfly, to discuss one of the most misunderstood ideas in investing. A former professional poker player turned venture capitalist, Haseeb has lived through some of crypto's darkest moments. He witnessed the collapse of the ICO boom in 2018, the devastation following FTX, and countless periods when confidence in the industry seemed beyond repair. Yet through each cycle, his philosophy