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Bitcoin, Boring Wealth, and the Case for Thinking in Decades
In this episode of When Shift Happens , I sit down with Matt Hougan, Chief Investment Officer at Bitwise, to discuss why Bitcoin may be worth millions per coin, why Solana has one of the strongest setups he has ever seen, and why the most reliable path to wealth in crypto is also the least exciting one. Hougan is not a chain maximalist. He comes from traditional finance, spent more than a decade in ETFs, and now sits at the intersection of institutional capital and digital as

Kevin Follonier
14 hours ago5 min read


Kostas Chalkias On Why Sui Is Betting On Quantum Safety, AI Agents, And Robots, Not Just Faster Transactions
In this episode of When Shift Happens , I sit down with Kostas Chalkias to discuss why the next decade of blockchain won’t be defined by faster transactions, but by quantum-safe cryptography, AI-native infrastructure, and systems designed for machines and humans. Chalkias is the co-founder and chief cryptographer at Mysten Labs, best known for building the Sui Network after leaving Facebook’s Libra project. With over 15 years in cryptographic research and security, he brings

Kevin Follonier
Jan 284 min read


Unlocking the $80 Trillion Creative Asset Class: SY Lee’s Plan to Fix the Broken IP Economy
In this episode of When Shift Happens , I sit down with Seung Yoon Lee to discuss the $80 trillion creative asset class, why creators are shut out of the value they generate, and how Story Protocol aims to tokenise and “programme” intellectual property so anyone can legally remix it while paying royalties automatically. Fixing Creator Economics Seung’s path to this problem began with a long apprenticeship in media economics. Fresh out of Oxford, he tried to fix journalism’s b

Kevin Follonier
Nov 6, 20255 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


Solana’s Next Chapter: Acceleration, Mobile, and the Power of Building Fast
In the wake of an industry-wide crash and the collapse of FTX, many expected Solana to vanish quietly into the crypto graveyard. Instead,...

Kevin Follonier
May 9, 20254 min read
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