When Shift Happens Podcast

Raags, CEO of Kast, lost a $100M company and spent 8 years paying back debt.  Now he's building what he believes will be a trillion-dollar stablecoin bank serving 150+ countries.  THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier....

Raoul Pal shares his framework for making it in crypto in 2026 without getting lucky: hold the right assets and do absolutely nothing.  THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS...

Sandeep Nailwal, founder of Polygon, went from living in a storage room where his grandfathers were servants to building a $30 billion blockchain company.  THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter _...

Meow, founder of Jupiter, reveals how his team built crypto's largest DEX aggregator with over $2 trillion in volume and $300M annual revenue - and why their token still failed. While other protocols obsess over technology, Jupiter focused on making crypto accessible to everyone by building the "Google of finance." But despite massive product success, communication failures and commu...

Matej  Zak, CEO of Trezor, reveals why 98% of crypto users are vulnerable to hacks - and what the $1.5 billion exchange hack proves about crypto security. From inventing the first hardware wallet to discovering security flaws in competitor devices, Matej  explains why only 2% actually control their crypto and what happens when you trust exchanges. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscri...

Brian Armstrong built Coinbase from when Bitcoin was $6 to a $100 billion public company -  surviving government attacks, multiple 90% market crashes, and 13 years of chaos. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto...

Anand Gomes, CEO of Paradex, reveals why decentralized exchanges are becoming the new Wall Street - combining banks, brokerages, and clearing houses into one platform with zero fees. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.c...

Mert Mumtaz, CEO and co-founder of Helius, reveals why he's betting everything on privacy, Solana infrastructure, and long-term conviction plays like Zcash and Hyperliquid. While most crypto investors chase short-term gains, Mert operates on 3-5 year time horizons, building core infrastructure for Solana and defending privacy as crypto's most unsolved problem.  From explaining how connecti...

Seung Yoon Lee, CEO and co-founder of Story Protocol, is building crypto infrastructure to unlock the $80 trillion creative asset class. After selling his previous company Radish Fiction to Kakao for $440 million, Seung saw a bigger problem: streaming platforms like Netflix make billions while creators who make the content get almost nothing.  Story Protocol lets creators own and trade their work...

Zen and Soju, co-leads of Meteora, reveal how their 20-person team built Solana's most advanced liquidity infrastructure - powering the Trump launch that generated $30M in fees, Kanye's surprise token, and Jupiter's $18 billion debut. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes f...

Paolo Ardoino, CEO of Tether and CTO of Bitfinex, reveals how he built one of the most profitable companies in history - generating approximately $100 million in profit per employee. Tether created USDT, the world's most-used stablecoin, providing financial access to 3 billion unbanked people in countries facing extreme inflation and financial instability.  THE SHIFT NEWSLETTER 💡Go beyond the mic...

Arthur Hayes explains why Bitcoin is heading to $1M, his timeline for the 2028 peak and 2029 crash, why he keeps majority of his wealth in Bitcoin, and his complete framework for building crypto wealth.  THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https:/...

Mark Moss, Bitcoin strategist and investor, reveals how to build wealth with Bitcoin without gambling or luck.  After losing everything in 2008, he shares why the fiat system keeps you poor and how Bitcoin changes your relationship with money forever. Mark breaks down his projections for Bitcoin reaching $1 million by 2030 and $45 million by 2050, explains why your money loses 10-15% annually (not...

David Bailey, CEO of Bitcoin Magazine and Kindly MD, reveals the inside story of the 4-month campaign that got Donald Trump to embrace Bitcoin as an "America First" policy.  __________________________________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️  Paradex is building the future of open finance wit...

Paul Faecks, Founder of Plasma, just pulled off one of the most explosive launches in crypto history - raising $1 billion in just 90 seconds without a single private deal or pre-commitment. In this raw and honest conversation, Paul takes us inside the most stressful moment of his entrepreneurial journey: the terrifying 90 seconds that changed everything. PARTNERS 🚀 Jupiter is the most used Decent...

Lily Liu, President of the Solana Foundation, explains why Bitcoin and Solana will replace traditional banking.  She discusses how Bitcoin serves as digital gold while Solana provides the infrastructure to bank 5.5 billion people currently excluded from the financial system. __________________________________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX...

Emin Gun Sirer is the CEO and Co-founder of Ava Labs, the company behind Avalanche - one of the world's largest blockchain networks with a peak valuation over $60 billion. __________________________________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST is a global financial platform that enables users to manag...

Jordi Alexander, founder of Selini Capital,  is a crypto investor who's built significant wealth by understanding one key insight: traditional money and investing strategies are fundamentally broken. __________________________________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST is a global financial platform...

Sergey Nazarov, co-founder and CEO of Chainlink, explains why crypto has hit a growth wall and how traditional finance holds the key to its explosive future.  From powering 80% of DeFi to building bridges for Wall Street's trillions, Sergey reveals why banks aren't crypto's enemy… they're its savior. __________________________________ PARTNERS 🚀 Jupiter is the most used Decentrali...

Matt Hougan, CIO of Bitwise Asset Management ($10B AUM), reveals why his "boring" crypto strategy outperformed 96% of fund managers and delivered 12x returns over 7 years. Matt shares his 80/20 portfolio rule, predicts Bitcoin hitting $200K in 2025, and explains why the trillion-dollar institutional wave is just beginning.  __________________________________ PARTNERS 🚀 Jupiter is the most used De...

Sam Blackshear is the Co-founder and CTO of Mysten Labs, the company behind the Sui Network, and creator of the Move programming language that's revolutionizing smart contract development.  From his academic roots in programming language research to his pivotal role at Facebook's Libra project, Sam shares the untold story of how he identified fundamental flaws in existing blockchain architectures...

Evgeny Gaevoy, founder and CEO of Wintermute, dismantles crypto's biggest conspiracy theories with brutal honesty.  He explains why market manipulation claims are "flat earth theory level stupidity" and reveals how markets actually work. From price crash accusations to wash trading conspiracies, Evgeny addresses every major theory while sharing his journey from 1990s Russia to multi-...

Diogo Mónica co-founded Anchorage Digital, America's only federally chartered crypto bank managing $60+ billion in digital assets.  After helping a crypto fund recover their lost $1.5 million Bitcoin wallet, he realized the massive need for institutional crypto custody and built crypto's most trusted institution. __________________________________ PARTNERS 🚀 Jupiter is the most used Decentralized...

Luca Netz, founder of Pudgy Penguins, opens up about surviving crypto's most brutal crashes and building one of the industry's biggest ecosystems. From being down 90% to launching one of crypto's largest airdrop to 6 million wallets, Luca shares the emotional reality of building billion-dollar projects under extreme pressure.  The conversation also covers Ethereum Foundation's surprising cultural...

Dan Tapiero is a 25-year Wall Street veteran who worked with legendary investors like Steve Cohen, Stan Druckenmiller, and Julian Robertson.  Today, he manages $1.5 billion across 23 crypto companies through his funds 10T Partners and One River. He shares lessons learned from Wall Street's greatest traders, explains why he transitioned from traditional macro trading to crypto, and discusses hi...