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Why Evan Cheng Believes Most Blockchains Were Built on the Wrong Architecture, and What Sui Does Differently
In this episode of When Shift Happens , I sit down with Evan Cheng to discuss why he believes the architecture behind most major blockchains is fundamentally insufficient, what Sui was built to solve instead, and how the next wave of adoption may come. What makes the conversation especially interesting is that Evan is not simply arguing that Sui is faster or cheaper. He is making a deeper claim: that much of crypto is still built on a mental model of assets and ledgers that w

Kevin Follonier
Mar 114 min read


Why Bitcoin at $1M Is Just the Beginning and How David Bailey Got Donald Trump Into Bitcoin
In this episode of When Shift Happens , I sit down with David Bailey, Chairman of Bitcoin Magazine, the man behind the world’s largest...

Kevin Follonier
Oct 1, 20254 min read


The Boring Strategy That Beat 96% of Fund Managers: Matt Hougan on Crypto’s Real Edge
In this episode of When Shift Happens, I sit down with Matt Hougan, CIO of Bitwise Asset Management, to discuss why his “boring”...

Kevin Follonier
Aug 21, 20255 min read


Bitcoin Is Going to $1 Million: What 25 Years on Wall Street Taught Dan Tapiero About Risk, Conviction, and Crypto
In this episode of When Shift Happens , I sit down with Dan Tapiero to explore his journey from Wall Street to crypto. We talk about the...

Kevin Follonier
Jul 17, 20254 min read


Why 2025 Is Bitcoin’s Most Important Year Yet — Hunter Horsley
In this episode of When Shift Happens , I sit down with Hunter Horsley, CEO of Bitwise, to unpack why he believes 2025 is the best year...

Kevin Follonier
Jul 10, 20254 min read
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