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How Anthony Pompliano Thinks About Conviction, Risk, and Why He Went All-In on Bitcoin
In this episode of When Shift Happens , I sit down with Anthony Pompliano to discuss what real conviction looks like: why he once put 95% of his net worth into Bitcoin, how deep research separates concentration from gambling, and why he would rather risk going to zero than win at what he calls “insider games” that create no real impact. “Relentless” as a way of operating Pompliano describes himself simply: investor, entrepreneur, someone who likes to have fun, but at the same

Kevin Follonier
Feb 114 min read


Why Andrej Majcen Thinks Bitcoin, Not “Crypto”, Is the Only Bet That Matters
In this episode of When Shift Happens , I sit down with Andrej Majcen, co-founder and Group CEO of Bitcoin Suisse, to unpack one central idea: we are living through a narrow, five-year window that may define who preserves and compounds wealth, and who doesn’t. As pension systems strain, trust in institutions erodes, and inflation quietly eats away at savings, Andrej argues that Bitcoin is no longer a speculative trade but a structural response to a broken financial system. Th

Kevin Follonier
Jan 214 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 3, 20254 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 15, 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
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