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Bitcoin, Boring Wealth, and the Case for Thinking in Decades
In this episode of When Shift Happens , I sit down with Matt Hougan, Chief Investment Officer at Bitwise, to discuss why Bitcoin may be worth millions per coin, why Solana has one of the strongest setups he has ever seen, and why the most reliable path to wealth in crypto is also the least exciting one. Hougan is not a chain maximalist. He comes from traditional finance, spent more than a decade in ETFs, and now sits at the intersection of institutional capital and digital as

Kevin Follonier
14 hours ago5 min read


Inside Meteora: Building Solana’s $100M Internet Capital Market Engine
In this episode of When Shift Happens , I sit down with Zen and Soju to discuss how a 20-person team built Solana’s most advanced liquidity engine, why “Internet Capital Markets” are the next frontier, and what it really takes to launch culture-shaping tokens without losing the plot. Meteora didn’t begin as today’s sleek “liquidity layer”. Its roots trace back to Mercurial, a 2021-era Solana project that launched during the FTX boom. Zen, a product-first operator with a knack

Kevin Follonier
Oct 29, 20255 min read


“Money That Works”: Lily Liu on Bitcoin, Solana, and Banking the Internet
In this episode of When Shift Happens , I sit down with Lily Liu, President of the Solana Foundation, to discuss why Bitcoin and Solana...

Kevin Follonier
Sep 17, 20254 min read


Solana’s Next Chapter: Acceleration, Mobile, and the Power of Building Fast
In the wake of an industry-wide crash and the collapse of FTX, many expected Solana to vanish quietly into the crypto graveyard. Instead,...

Kevin Follonier
May 9, 20254 min read
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