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Raoul Pal on the Four-Year Window to Build Wealth, the Future of Crypto, and Why AI Changes Everything
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

Kevin Follonier
Oct 214 min read


The Bitcoin Century: CZ on Why Crypto’s Biggest Transformation Is Still Ahead
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

Kevin Follonier
Oct 144 min read


The Real Scarcity in an Age of Abundance: Jordi Visser on Bitcoin, Longevity and Rethinking Wealth
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

Kevin Follonier
Aug 194 min read


Beyond the Noise: Mert Mumtaz on Solana, Zcash and the Framework Behind Real Conviction
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

Kevin Follonier
Jul 224 min read
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