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Vision & Philosophy


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


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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