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Tristan Thompson on Building Wealth, Managing Risk, and Inspiring the Next Generation
In this episode of When Shift Happens, I sit down with NBA champion, entrepreneur, and investor Tristan Thompson to discuss his journey from growing up in Toronto to competing at the highest level of professional basketball, and how those experiences shaped his approach to investing, wealth, and emerging technologies. We explore the lessons he learned from financial mistakes, why he believes patience and discipline matter more than chasing quick returns, and how he is positio

Kevin Follonier
5 minutes ago4 min read


Dan Tapiero on Getting Rich in Crypto, Knowing When to Sell, and Building Wealth That Lasts
In this episode of When Shift Happens, I sit down with Dan Tapiero, founder of 50T Holdings, to discuss what it really takes to build and preserve wealth in crypto. Drawing on 35 years of investing experience, including working alongside legendary investors Stanley Druckenmiller, Julian Robertson, and Steve Cohen, Dan shares why patience is often more valuable than intelligence, how he avoided investing in FTX, and why he believes the biggest opportunities in blockchain are s

Kevin Follonier
Oct 284 min read


Raoul Pal on the Four-Year Window to Build Wealth, the Future of Crypto, and Why AI Changes Everything
In this episode of When Shift Happens, I sit down with Raoul Pal, co-founder and CEO of Real Vision and founder of Global Macro Investor, for our sixth conversation to discuss the future of crypto, the accelerating impact of artificial intelligence, and why he believes the next four years could fundamentally reshape the global economy. We revisit his investment predictions, examine the thinking behind his controversial SUI position, and explore what decades of navigating fina

Kevin Follonier
Oct 214 min read


The Bitcoin Century: CZ on Why Crypto’s Biggest Transformation Is Still Ahead
In this episode of When Shift Happens, I sit down with Changpeng Zhao (CZ), founder of Binance, live at Bitcoin Asia 2026 in Hong Kong to discuss what the next century could look like for Bitcoin and the broader cryptocurrency industry. From his prediction of a million-dollar Bitcoin to the growing interest of governments, the rise of tokenized assets, and the intersection of artificial intelligence and crypto, CZ shares why he believes we are entering one of the most excitin

Kevin Follonier
Oct 144 min read


There Is No Finish Line: Jordi Alexander on AI, Wealth, Health, and the End of Retirement
In this episode of When Shift Happens, I sit down with Jordi Alexander, founder and CEO of crypto trading firm Selini Capital, to discuss what happens when the goals that once drove you are already behind you. We get into AI, judgment, wealth, retirement, health, Bitcoin, Zcash, and the question underneath all of them: what does it mean to build a good life in a world that keeps changing faster than your plans? Success After the Goals Jordi says he has already achieved most o

Kevin Follonier
Oct 74 min read


CZ on Building Binance, Surviving Crypto’s Biggest Crises, and Why He Still Thinks We’re Early
In this episode of When Shift Happens, I sit down with Changpeng Zhao, better known as CZ, the founder of Binance, to discuss the journey that took him from growing up in an immigrant family in Canada to building the world’s largest crypto exchange. We get into the early days of Binance, the FTX collapse, hacks and crisis management, why he remains relentlessly bullish on crypto, and the project he believes will create his biggest impact. The Work Ethic Behind Binance When a

Kevin Follonier
Oct 14 min read


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
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