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Guy Young’s Bet on the ‘Familiar’ Crypto App That Could Reach 100 Million Users
In this episode of When Shift Happens, I sit down with Guy Young, founder and CEO of Ethena Labs, to discuss how Ethena grew from zero to billions of dollars in under two years, what that experience taught him about building in crypto, and why he now believes one of the industry’s biggest opportunities is surprisingly simple: a dollar that earns yield, inside an app anyone can use. The vision behind EthenaPay is not to convince millions of people to become crypto users. It is

Kevin Follonier
Sep 95 min read


Why Smart People Still Get Scammed: Trezor CTO Tomáš Sušánka on AI, Self-Custody, and the Future of Bitcoin Security
In this episode of When Shift Happens, I sit down with Tomáš Sušánka, CTO of Trezor, to discuss a problem that is becoming harder to ignore: how sophisticated technology is empowering scammers. We explore why intelligent people still fall for scams, how AI is transforming phishing and social engineering, what self-custody actually protects you from, and whether quantum computing could eventually threaten Bitcoin itself. From a Fascination With Bitcoin to Securing It While st

Kevin Follonier
Sep 25 min read


Getting Rich Slow in Crypto: Kash Dhanda on Solana, Stablecoins and the Future of Onchain Finance
In this episode of When Shift Happens, I sit down with Jupiter COO Kash Dhanda to discuss what it actually takes to build wealth in crypto without relying on memecoins, moonshots, or getting lucky. We unpack why Kash believes crypto is still far earlier than many investors realize, his idea of “infinite capitalism,” why more than half of his own portfolio sits in yield-earning stablecoins, and why he sees Solana evolving into the “everything chain” for our financial lives. Mo

Kevin Follonier
Aug 265 min read


The Real Scarcity in an Age of Abundance: Jordi Visser on Bitcoin, Longevity and Rethinking Wealth
In this episode of When Shift Happens, I sit down with Jordi Visser, macro strategist at 22V Research and former Weiss Multi-Strategy CIO, to discuss living to 100, heart rate variability, the limits of money, artificial intelligence, Bitcoin, and whether young people should still make homeownership a life goal. Underneath these ideas is one question: in a world where technology could make more things abundant, what is actually worth protecting? Longevity Starts With Refusing

Kevin Follonier
Aug 194 min read


Scott Melker on Why Most People Won’t Make It Trading Crypto and What Works Instead
In this episode of When Shift Happens, I sit down with Scott Melker, host of The Wolf of All Streets, to discuss his journey from professional DJ to crypto trader and media entrepreneur, and the lessons that changed how he thinks about money. We talk about why trading made him money but was never the foundation of lasting wealth, how Voyager and 2022 reshaped his appetite for risk, why he now prefers consistently buying Bitcoin over chasing the next big token, and why he thin

Kevin Follonier
Aug 124 min read


The $100 Billion Bet on Stablecoin Banking: Raagulan Pathy’s Vision for KAST
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

Kevin Follonier
Jul 294 min read


Beyond the Noise: Mert Mumtaz on Solana, Zcash and the Framework Behind Real Conviction
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

Kevin Follonier
Jul 224 min read


Why Tushar Jain Thinks Crypto Has Bottomed and the Three Tokens He Is Betting On
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

Kevin Follonier
Jul 154 min read


The One Rule That Separates Great Investors From Everyone Else
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

Kevin Follonier
Jul 84 min read


What It Really Means to Own Your Money: Why Eric Larcheveque Put Everything Into Bitcoin
In this episode of When Shift Happens, I sit down with Eric Larcheveque, entrepreneur and one of Europe's most influential voices in Bitcoin, who's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker. While our conversation touches on entrepreneurship, artificial intelligence, self-custody, and the future of money, it ultimately explores something much deeper: what does it really mean to own something? Choosing Independenc

Kevin Follonier
Jul 15 min read


Dan Tapiero on Why Most Investors Lose Money Despite Being Right
In this episode of When Shift Happens, I sit down with Dan Tapiero, Founder of 50T Funds and one of Wall Street's earliest public advocates for digital assets, to discuss why he believes crypto represents the greatest macro investment opportunity of our lifetime, why most investors lose money despite being directionally right, and why his $50 trillion thesis may actually be conservative. At first glance, the conversation appears to be about Bitcoin, crypto markets, and digita

Kevin Follonier
Jun 244 min read


How Tarek Mansour Is Building Markets for Truth
In this episode of When Shift Happens, I sit down with Tarek Mansour, co-founder and CEO of Kalshi, to discuss entrepreneurship, resilience, prediction markets, regulation, and the future of information itself. While Kalshi is now one of the most valuable companies in the world, this conversation is less about valuation and more about the mindset required to build something that takes years to work. It is a discussion about certainty in an uncertain world, the psychological c

Kevin Follonier
Jun 104 min read


The Economic Singularity: Raoul Pal’s Case for AI, Crypto, and Long-Term Conviction
In this episode of When Shift Happens, I sit down with Raoul Pal, co-founder of Real Vision, to discuss what he believes is the biggest capital event in human history. While the conversation touches on Bitcoin, Ethereum, NFTs, and crypto markets, the deeper discussion is about something much larger: the accelerating race for artificial intelligence and the profound economic transformation it could trigger. Raoul argues that we are entering an era where intelligence itself bec

Kevin Follonier
Jun 34 min read


How Bitcoin Changed Michael Saylor’s Understanding of Money Forever
In this episode of When Shift Happens, I sit down with Michael Saylor to discuss Bitcoin, wealth creation, monetary collapse, low time preference, and the philosophy that turned a software entrepreneur who once watched his company fall 99.8% into one of the most influential figures in global finance. What begins as a conversation about Bitcoin quickly goes deeper into a reflection on ego, focus, scarcity, survival, and what it actually means to preserve value across generatio

Kevin Follonier
May 275 min read


Eddy Travia On How AI Agents Could Change Investing, Fundraising, And Crypto
In this episode of When Shift Happens, I sit down with Eddy Travia to discuss the convergence of AI agents, prediction markets, crypto infrastructure, and the future of capital allocation. As the co-founder and CEO of Coinsilium Group, one of the earliest publicly listed blockchain investment firms, Eddy has spent more than a decade watching the digital asset industry move through waves of euphoria, collapse, reinvention, and adoption. And now, Eddy believes the next phase is

Kevin Follonier
May 204 min read


Joseph Lubin on Why Decentralization May Be Humanity’s Last Line of Defense
In this episode of When Shift Happens, I sit down with Joseph Lubin to discuss the future of decentralized systems, the growing danger of centralized AI, the collapse of trust in institutions, and why he believes blockchain technology represents a fundamental reorganization of society itself. Over the course of the conversation, Lubin reflects on his journey from software engineer and finance observer to Ethereum co-founder, explains how events like 9/11 reshaped his worldvie

Kevin Follonier
May 134 min read


Why This Might Be the Most Bullish Moment in Crypto History
In this episode of When Shift Happens, I sit down with Hunter Horsley, co-founder and CEO of Bitwise Asset Management, to discuss why he believes we are entering the most structurally bullish phase in crypto’s history, what institutional adoption actually looks like behind closed doors, and how crypto is reshaping capital markets, investor behaviour, and even global power structures. Horsley’s core argument is simple, but difficult to fully grasp: everything is aligning at on

Kevin Follonier
May 64 min read


How Ben Zhou Built Bybit Into a Global Exchange, Survived a $1.5 Billion Hack, and What Comes Next
In this episode of When Shift Happens, I sit down with Ben Zhou, co-founder and CEO of Bybit, to discuss how he led the company through the largest security breach in Web3 history, and why he believes the next generation of crypto exchanges will be full financial platforms for the internet age. From Crypto Exchange to Financial Infrastructure Ben’s story goes beyond Bybit surviving a crisis. It is also about how much the role of a crypto exchange has changed. In the early day

Kevin Follonier
Apr 295 min read


Jeff Park on Why AI Could Create the Next Generation of Bitcoin Believers
In this episode of When Shift Happens , I sit down with Jeff Park to discuss why so many young people feel locked out of the modern economy, why the old paths to wealth creation no longer work the way they used to, and why he believes Bitcoin may become the clearest escape hatch in an era shaped by currency debasement, unaffordable housing, and AI-driven labour disruption. What emerges is not just a conversation about markets, but a broader thesis about social frustration, ge

Kevin Follonier
Apr 225 min read


What It Really Costs to Lead: Gracy Chen on Building Bitget, Surviving Adversity, and Why Crypto Is Becoming Financial Infrastructure
In this episode of When Shift Happens , I sit down with Gracy Chen, CEO of Bitget, to discuss what it truly takes to lead at the highest level, the future of crypto as financial infrastructure, and the personal cost of building a global company while raising a child. Gracy’s story is not a linear climb. It’s shaped by early adversity, unconventional career moves, and a deep conviction about where the world is heading. Today, she leads one of the largest crypto exchanges globa

Kevin Follonier
Apr 154 min read
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