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Crypto Adoption & Culture


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


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


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


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


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


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


Armani Ferrante on Building Through Collapse, Market Structure, and Crypto’s Real Inflection Point
In this episode of When Shift Happens , I sit down with Armani Ferrante to discuss what it really means to build in crypto when everything falls apart. From losing nearly his company’s entire balance sheet in the collapse of FTX, to rebuilding Backpack into a regulated global exchange, Armani explores identity under pressure, the philosophical foundations of crypto, and the structural shift happening as blockchain technology begins to merge with traditional finance. The Quest

Kevin Follonier
Apr 84 min read


Why Xiao-Xiao Left TradFi for Jupiter and What It Says About Where Crypto Is Going
In this episode of When Shift Happens, I sit down with Xiao-Xiao, President of Jupiter and former digital assets lead at KKR, to discuss his unlikely journey from concert pianist to private equity operator to one of the most prominent builders in DeFi. It is a conversation about timing, conviction, product velocity, and the deeper shift from crypto as narrative to onchain finance as real infrastructure. At the centre of it all is a simple question: if stablecoins were only th

Kevin Follonier
Mar 254 min read


Bootstrapping CoinGecko: Bobby Ong on Integrity, Surviving Crypto Cycles, and Playing the Long Game
In this episode of When Shift Happens , I sit down with Bobby Ong, co-founder and CEO of CoinGecko, to discuss how he bootstrapped one of crypto’s most trusted data platforms with just $200 and no venture capital. Over the course of the conversation, Bobby reflects on discovering Bitcoin in 2013, building CoinGecko through multiple brutal market cycles, resisting the many shortcuts that exist in crypto, and why playing long-term games with long-term people may be the only way

Kevin Follonier
Mar 185 min read


Why Evan Cheng Believes Most Blockchains Were Built on the Wrong Architecture, and What Sui Does Differently
In this episode of When Shift Happens, I sit down with Evan Cheng to discuss why he believes the architecture behind most major blockchains is fundamentally insufficient, what Sui was built to solve instead, and how the next wave of adoption may come. What makes the conversation especially interesting is that Evan is not simply arguing that Sui is faster or cheaper. He is making a deeper claim: that much of crypto is still built on a mental model of assets and ledgers that wo

Kevin Follonier
Mar 114 min read


Jeff Yan on Building the Internet for Money, and why Hyperliquid isn’t just a crypto company
In this episode of When Shift Happens , I sit down with Jeff Yan, Founder of Hyperliquid Labs, to reflect on one of crypto’s most extraordinary moments: a $1 billion community airdrop that grew into $10 billion in value. But this conversation goes beyond wealth to focus on responsibility, decentralisation, integrity, and what it really means to “house all of finance” on chain. The $10 Billion Moment, and What It Meant When the HYPE token launched, roughly $1 billion was distr

Kevin Follonier
Feb 254 min read
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