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