In this episode of When Shift Happens, I sit down with Tushar Jain, Managing Partner and Chief Investment Officer at Multicoin Capital, to discuss how he identifies market turning points, builds conviction in volatile assets, and separates a real investment edge from an emotional decision. Through Solana, Hyperliquid, and Zcash, the conversation explores a harder question: how do you remain committed through crypto’s most punishing cycles? When Conviction Feels Uncomfortable

In this episode of When Shift Happens, I sit down with Raoul Pal, co-founder of Real Vision, to discuss what he believes is the biggest capital event in human history. While the conversation touches on Bitcoin, Ethereum, NFTs, and crypto markets, the deeper discussion is about something much larger: the accelerating race for artificial intelligence and the profound economic transformation it could trigger. Raoul argues that we are entering an era where intelligence itself bec

In this episode of When Shift Happens , I sit down with Avichal Garg to discuss why most people lose in crypto, what it really takes to survive long enough to win, and the investing frameworks behind backing more than 25 unicorns. As co-founder and general partner at Electric Capital, and an early backer of companies like Figma, Solana, Kraken, Notion, and Bitwise, Avichal brings a long-term Silicon Valley lens to a simple but uncomfortable question: Are you here because you

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