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Guy Young’s Bet on the ‘Familiar’ Crypto App That Could Reach 100 Million Users
In this episode of When Shift Happens, I sit down with Guy Young, founder and CEO of Ethena Labs, to discuss how Ethena grew from zero to billions of dollars in under two years, what that experience taught him about building in crypto, and why he now believes one of the industry’s biggest opportunities is surprisingly simple: a dollar that earns yield, inside an app anyone can use. The vision behind EthenaPay is not to convince millions of people to become crypto users. It is

Kevin Follonier
Sep 95 min read


Why Xiao-Xiao Left TradFi for Jupiter and What It Says About Where Crypto Is Going
In this episode of When Shift Happens, I sit down with Xiao-Xiao, President of Jupiter and former digital assets lead at KKR, to discuss his unlikely journey from concert pianist to private equity operator to one of the most prominent builders in DeFi. It is a conversation about timing, conviction, product velocity, and the deeper shift from crypto as narrative to onchain finance as real infrastructure. At the centre of it all is a simple question: if stablecoins were only th

Kevin Follonier
Mar 254 min read


Building the Google of Finance: Meow’s Web4 Vision for Jupiter
In this episode of When Shift Happens , I sit down with Meow, founder of Jupiter, to unpack how a decision made in a ramen shop turned into one of crypto’s most important DeFi platforms, why he thinks crypto desperately needs an “iPhone moment,” and what he really means by Web4 and “social money.” From ramen shop to Jupiter Meow’s “cat” persona comes across as a meme, but it’s actually a metaphor for adaptability. Cats survive in any environment, and he wants to be “whatever

Kevin Follonier
Dec 10, 20254 min read
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