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Vision & Philosophy


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


Self-Custody Or Nothing: Matej Zak On Why 98% Of Crypto Users Are Still At Risk
In this episode of When Shift Happens , I sit down with Matej Zak to discuss why self-custody matters, how Czech history shaped his worldview, and what it really takes to build Trezor, the world’s most trusted hardware wallet. From a brutal 1953 monetary reform in Czechoslovakia to today’s billion-dollar exchange hacks, Matej explains why most people in crypto still do not truly own their money, and what would need to change for that to become the norm. A Czech History Lesson

Kevin Follonier
Dec 34 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 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


“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


$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


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


Playing the Long Game: Chris Larsen on Ripple’s Approach to Growth
In this episode of When Shift Happens , I sit down with Chris Larsen, co-founder and Executive Chairman of Ripple, to unpack how he and...

Kevin Follonier
Jul 44 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


Sui Is Not the Next Solana: Why Evan Cheng Left Facebook to Build the Blockchain That Works
Evan Cheng sat down with me on the 125th episode of When Shift Happens to unpack a bold ambition: fixing the broken foundation of the...

Kevin Follonier
Jun 194 min read


“Crypto Has Lost Its Way”: Gavin Wood speaks on Governance, Greed, and Rebuilding the Blockchain Ethos
Gavin Wood, the co-founder of Ethereum and founder of Polkadot, sat down with me on the 124th episode of When Shift Happens to unpack...

Kevin Follonier
Jun 154 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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