Investment & Market Strategy

In this episode of When Shift Happens , I sit down with Matt Hougan, Chief Investment Officer at Bitwise, to discuss why Bitcoin may be worth millions per coin, why Solana has one of the strongest setups he has ever seen, and why the most reliable path to wealth in crypto is also the least exciting one. Hougan is not a chain maximalist. He comes from traditional finance, spent more than a decade in ETFs, and now sits at the intersection of institutional capital and digital as

In this episode of When Shift Happens , I sit down with Andrej Majcen, co-founder and Group CEO of Bitcoin Suisse, to unpack one central idea: we are living through a narrow, five-year window that may define who preserves and compounds wealth, and who doesn’t. As pension systems strain, trust in institutions erodes, and inflation quietly eats away at savings, Andrej argues that Bitcoin is no longer a speculative trade but a structural response to a broken financial system. Th

In this episode of When Shift Happens , I sit down with Raoul Pal for the 2nd time this year to discuss how to survive and succeed in crypto in 2026 without relying on luck, perfect timing, or constant trading. At the centre of the conversation is a deceptively simple framework: hold the right assets, understand your risk tolerance, and do absolutely nothing. Beneath that simplicity, however, lies a demanding discipline shaped by time horizons, liquidity cycles, and a thoroug

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

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

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

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...

In this episode of When Shift Happens , I sit down with David Bailey, Chairman of Bitcoin Magazine, the man behind the world’s largest...

In this episode of When Shift Happens , I sit down with Jordi Alexander, founder of Selini Capital, to unpack one of the most pressing...

In this episode of When Shift Happens, I sit down with Matt Hougan, CIO of Bitwise Asset Management, to discuss why his “boring”...

In this episode of When Shift Happens , I sit down with Evgeny Gaevoy, founder and CEO of Wintermute, to unpack some of the most...

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...

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...

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...

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...

Anthony Pompliano, widely known as Pomp, is a leading voice in crypto and finance, founder and CEO of Professional Capital Management,...

Raoul Pal is known for spotting macro shifts before they hit the mainstream. But in his latest appearance on When Shift Happens , he...

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...