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Investment & Market Strategy


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
7 days ago5 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


$10m Isn’t Enough To Retire: Jordi Alexander On Survival, Wealth, And Building Judgment
In this episode of When Shift Happens , I sit down with Jordi Alexander, founder of Selini Capital, to unpack one of the most pressing...

Kevin Follonier
Sep 34 min read


The Boring Strategy That Beat 96% of Fund Managers: Matt Hougan on Crypto’s Real Edge
In this episode of When Shift Happens, I sit down with Matt Hougan, CIO of Bitwise Asset Management, to discuss why his “boring”...

Kevin Follonier
Aug 215 min read


"The Flat Earth Theory of Crypto": Evgeny Gaevoy on Market Myths, Trading Truths, and Mars
In this episode of When Shift Happens , I sit down with Evgeny Gaevoy, founder and CEO of Wintermute, to unpack some of the most...

Kevin Follonier
Aug 65 min read


“I think DeFi will never work.” – Diogo Mónica, Anchorage’s cofounder on Entrepreneurship, VCs, and Crypto’s Next Chapter
In this episode of When Shift Happens , I sit down with Diogo Mónica, General Partner at Haun Ventures, the $1.5 billion firm known for...

Kevin Follonier
Jul 314 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


Bitcoin Is Going to $1 Million: What 25 Years on Wall Street Taught Dan Tapiero About Risk, Conviction, and Crypto
In this episode of When Shift Happens , I sit down with Dan Tapiero to explore his journey from Wall Street to crypto. We talk about the...

Kevin Follonier
Jul 174 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


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


Drunk Wisdom and Digital Wealth: Raoul Pal’s Playbook to the Banana Zone
Raoul Pal is known for spotting macro shifts before they hit the mainstream. But in his latest appearance on When Shift Happens , he...

Kevin Follonier
May 153 min read


How Anthony Scaramucci Found Peace, Purpose, and Bitcoin
At 18, Anthony Scaramucci came home from school to find a $10,000 check waiting for him. His father, a crane operator, had cashed out his...

Kevin Follonier
May 14 min read
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