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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 15, 20254 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 8, 20255 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 1, 20254 min read


Inside the 90 Seconds That Shook Crypto: Paul Faecks on Plasma, Stablecoins, and the Future of Money
In this episode of When Shift Happens , I sit down with Paul Faecks, the founder and CEO of Plasma, to discuss the trillion-dollar...

Kevin Follonier
Sep 24, 20254 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 17, 20254 min read


The Network of Networks: Emin Gün Sirer’s Journey and Why Everything of Value Belongs On-Chain
In this episode of When Shift Happens , I sit down with Emin Gün Sirer to discuss his journey from Turkish immigrant to Cornell professor...

Kevin Follonier
Sep 10, 20254 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 3, 20254 min read


TradFi Isn’t the Enemy: Sergey Nazarov on Chainlink, DeFi’s Future, and Why Banks Hold the Keys to Crypto’s Growth
In this episode of When Shift Happens , I sit down with Sergey Nazarov, co-founder and CEO of Chainlink, to discuss why crypto has...

Kevin Follonier
Aug 27, 20254 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 21, 20255 min read


"If We Do Our Job Well, We’ll 5x The Number Of Developers In Crypto In 24 Months." - How Sam Blackshear Built Move To Fix Blockchain’s Core Flaws
In this episode of When Shift Happens, I sit down with Sam Blackshear, Co-founder and CTO of Mysten Labs, to discuss the creation of the...

Kevin Follonier
Aug 13, 20254 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 6, 20255 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 31, 20254 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 24, 20254 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 17, 20254 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 10, 20254 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 4, 20254 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 26, 20255 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 19, 20254 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 15, 20254 min read


How Sebastien and Sophon Are Changing the Game With Crypto People Actually Want to Use
Sebastien, the Swiss co-founder and CEO of Sophon, sat with me on When Shift Happens to explore why crypto has stayed niche for so long,...

Kevin Follonier
Jun 5, 20254 min read
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