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Crypto Adoption & Culture


Sandeep Nailwal on Why He Stayed: From a Humble Upbringing to Building Polygon as a Global Payments Layer
In this episode of When Shift Happens , I sit down with Sandeep Nailwal, founder of Polygon, to discuss what it takes to build through chaos, why he refused to “walk off” when crypto turned ugly in 2022, and what Polygon is really trying to become: not just another blockchain, but a global payments layer powered by stablecoins. Along the way, Sandeep reflects on his childhood, his obsession with individual sovereignty, and the philanthropic moment that turned crypto into a cu

Kevin Follonier
22 hours ago4 min read


Building the Google of Finance: Meow’s Web4 Vision for Jupiter
In this episode of When Shift Happens , I sit down with Meow, founder of Jupiter, to unpack how a decision made in a ramen shop turned into one of crypto’s most important DeFi platforms, why he thinks crypto desperately needs an “iPhone moment,” and what he really means by Web4 and “social money.” From ramen shop to Jupiter Meow’s “cat” persona comes across as a meme, but it’s actually a metaphor for adaptability. Cats survive in any environment, and he wants to be “whatever

Kevin Follonier
Dec 104 min read


The Hard Truths Behind Building Coinbase — Brian Armstrong on Burnout, Determination, and Thinking Bigger
In this episode of When Shift Happens , I sit down with Brian Armstrong to discuss what it really takes to build something that lasts. We talk about the myth of the “smartest founder in the room,” the unglamorous muscle of unreasonable determination, and the emotional cost of scaling Coinbase over more than a decade. Brian opens up about burnout, loneliness, ambition, and the mindset shifts that helped him keep going when things felt heavy. We also get into why he believes ca

Kevin Follonier
Nov 275 min read


Decentralised Exchanges Are Becoming the New Financial Centres: How Paradex Is Building Zero-Fee On-Chain Markets
In this episode of When Shift Happens , I sit down with Anand Gomes to discuss why decentralised exchanges are becoming the new systemically important financial centres, how Paradex can offer zero fees without breaking, and what it really takes, mentally and structurally, to build the rails of a new on-chain economy. Built Different: The Reality Behind “Eating Glass” Anand is very clear: running a crypto exchange is not glamorous. When Paradex processed $5.4 billion in 24 hou

Kevin Follonier
Nov 205 min read


Why Crypto Needs Privacy: Mert Mumtaz on Zcash, Building on Solana, and Long-Horizon Investing
In this episode of When Shift Happens , I sit down with Mert Mumtaz, CEO and co-founder of Helius, to discuss why he’s betting hard on privacy, Solana infrastructure, and long-term conviction plays like Zcash, SOL, Bitcoin, and Hyperliquid. The conversation goes deep on first-principles investing, how internet connectivity reshapes price action, and the discipline it takes to build and capture value over a 3–5 year horizon. Mert’s worldview starts with time. “Every investment

Kevin Follonier
Nov 134 min read


Unlocking the $80 Trillion Creative Asset Class: SY Lee’s Plan to Fix the Broken IP Economy
In this episode of When Shift Happens , I sit down with Seung Yoon Lee to discuss the $80 trillion creative asset class, why creators are shut out of the value they generate, and how Story Protocol aims to tokenise and “programme” intellectual property so anyone can legally remix it while paying royalties automatically. Fixing Creator Economics Seung’s path to this problem began with a long apprenticeship in media economics. Fresh out of Oxford, he tried to fix journalism’s b

Kevin Follonier
Nov 65 min read


Inside Meteora: Building Solana’s $100M Internet Capital Market Engine
In this episode of When Shift Happens , I sit down with Zen and Soju to discuss how a 20-person team built Solana’s most advanced liquidity engine, why “Internet Capital Markets” are the next frontier, and what it really takes to launch culture-shaping tokens without losing the plot. Meteora didn’t begin as today’s sleek “liquidity layer”. Its roots trace back to Mercurial, a 2021-era Solana project that launched during the FTX boom. Zen, a product-first operator with a knack

Kevin Follonier
Oct 295 min read


Why Stablecoins Change Everything: Paolo Ardoino on Tether’s Mission, Financial Access in a Fractured World, and What Comes Next
In this episode of When Shift Happens , I sit down with Paolo Ardoino to discuss how Tether became one of the most profitable businesses per employee in history, why stablecoins matter most to people outside the West, and what it means to build a “stable company” in an unstable world. Ardoino, CEO of Tether and CTO of Bitfinex, is matter-of-fact about the numbers. Tether earned $13.7 billion last year and expects similar performance this year. Some of that windfall reflects m

Kevin Follonier
Oct 245 min read


Inside Arthur Hayes’ Bitcoin Thesis: Liquidity, Cycles, and the Road to $1M
In this episode of When Shift Happens , I sit down with Arthur Hayes to discuss why he keeps most of his wealth in Bitcoin, his framework for turning “shitcoins” into more BTC, the stablecoin meta he thinks will reshape finance, and the human routines like skiing, tennis, and discipline that anchor his risk-taking. The Bitcoin Standard Hayes is the CIO of Maelstrom, co-founder and former CEO of BitMEX, and the inventor of the perpetual swap. Across an hour of fast exchanges

Kevin Follonier
Oct 154 min read


“Build Wealth Without Luck”: Mark Moss on Bitcoin, Compounding, and the New Path to Freedom
In this episode of When Shift Happens , I sit down with Mark Moss to discuss how to build lasting wealth without gambling or luck, why...

Kevin Follonier
Oct 85 min read


Why Bitcoin at $1M Is Just the Beginning and How David Bailey Got Donald Trump Into Bitcoin
In this episode of When Shift Happens , I sit down with David Bailey, Chairman of Bitcoin Magazine, the man behind the world’s largest...

Kevin Follonier
Oct 14 min read


Inside the 90 Seconds That Shook Crypto: Paul Faecks on Plasma, Stablecoins, and the Future of Money
In this episode of When Shift Happens , I sit down with Paul Faecks, the founder and CEO of Plasma, to discuss the trillion-dollar...

Kevin Follonier
Sep 244 min read


“Money That Works”: Lily Liu on Bitcoin, Solana, and Banking the Internet
In this episode of When Shift Happens , I sit down with Lily Liu, President of the Solana Foundation, to discuss why Bitcoin and Solana...

Kevin Follonier
Sep 174 min read


The Network of Networks: Emin Gün Sirer’s Journey and Why Everything of Value Belongs On-Chain
In this episode of When Shift Happens , I sit down with Emin Gün Sirer to discuss his journey from Turkish immigrant to Cornell professor...

Kevin Follonier
Sep 104 min read


TradFi Isn’t the Enemy: Sergey Nazarov on Chainlink, DeFi’s Future, and Why Banks Hold the Keys to Crypto’s Growth
In this episode of When Shift Happens , I sit down with Sergey Nazarov, co-founder and CEO of Chainlink, to discuss why crypto has...

Kevin Follonier
Aug 274 min read


How Luca Netz and Pudgy Penguins Survived Crypto’s Worst Crashes and Came Back Stronger
In this episode of When Shift Happens , I sit down with Luca Netz to discuss the highs and lows of building Pudgy Penguins, how he...

Kevin Follonier
Jul 244 min read


Why 2025 Is Bitcoin’s Most Important Year Yet — Hunter Horsley
In this episode of When Shift Happens , I sit down with Hunter Horsley, CEO of Bitwise, to unpack why he believes 2025 is the best year...

Kevin Follonier
Jul 104 min read


Not Everyone Will Make It, But SwissBorg Is Betting One Million People Will
What if everything you’ve been taught about money, like buying a home, playing it safe, and climbing the ladder, is actually keeping you...

Kevin Follonier
Jun 265 min read


How Sebastien and Sophon Are Changing the Game With Crypto People Actually Want to Use
Sebastien, the Swiss co-founder and CEO of Sophon, sat with me on When Shift Happens to explore why crypto has stayed niche for so long,...

Kevin Follonier
Jun 54 min read


Anthony Pompliano on Chasing Freedom, Balance and Navigating Crypto’s Ups and Downs
Anthony Pompliano, widely known as Pomp, is a leading voice in crypto and finance, founder and CEO of Professional Capital Management,...

Kevin Follonier
May 294 min read
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