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The One Rule That Separates Great Investors From Everyone Else
In this episode of When Shift Happens, I sit down with Haseeb Qureshi, Managing Partner at Dragonfly, to discuss one of the most misunderstood ideas in investing. A former professional poker player turned venture capitalist, Haseeb has lived through some of crypto's darkest moments. He witnessed the collapse of the ICO boom in 2018, the devastation following FTX, and countless periods when confidence in the industry seemed beyond repair. Yet through each cycle, his philosophy

Kevin Follonier
Jul 84 min read


How Bitcoin Changed Michael Saylor’s Understanding of Money Forever
In this episode of When Shift Happens, I sit down with Michael Saylor to discuss Bitcoin, wealth creation, monetary collapse, low time preference, and the philosophy that turned a software entrepreneur who once watched his company fall 99.8% into one of the most influential figures in global finance. What begins as a conversation about Bitcoin quickly goes deeper into a reflection on ego, focus, scarcity, survival, and what it actually means to preserve value across generatio

Kevin Follonier
May 275 min read


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
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