Investment & Market Strategy

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this episode of When Shift Happens, I sit down with Eddy Travia to discuss the convergence of AI agents, prediction markets, crypto infrastructure, and the future of capital allocation. As the co-founder and CEO of Coinsilium Group, one of the earliest publicly listed blockchain investment firms, Eddy has spent more than a decade watching the digital asset industry move through waves of euphoria, collapse, reinvention, and adoption. And now, Eddy believes the next phase is

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

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

In this episode of When Shift Happens , I sit down with Avichal Garg to discuss why most people lose in crypto, what it really takes to survive long enough to win, and the investing frameworks behind backing more than 25 unicorns. As co-founder and general partner at Electric Capital, and an early backer of companies like Figma, Solana, Kraken, Notion, and Bitwise, Avichal brings a long-term Silicon Valley lens to a simple but uncomfortable question: Are you here because you