Haseeb Qureshi, Managing Partner at Dragonfly, breaks down the one rule that separates investors who actually get rich from those who don't: staying in the market when everything says to get out. 

A former professional poker player turned VC, he shares how he survived 2018 and FTX without selling, and why he defended Ethereum and Solana when nobody else would.

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

Follow Haseeb Qureshi

• Twitter: https://x.com/hosseeb

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

1:55 Studio & Show Discussion

3:30 How Hasseb Feels In Life

4:51 Why All The Og’s Are Leaving Crypto

7:39 How Do You Last In Crypto

9:39 Biases That Crypto Investors Try To Trick You With

11:20 Partnerships: @Trezor @BitwiseInvest

12:06 Major Lessons Haseeb Learned At Silicon Valley

17:51 Why Haseeb Compares Crypto To Tech

21:29 What Crypto Is All About

24:35 Haseeb’s Meaning Behind Believing In Exponentials

30:51 Partnership: @KASTxyz 

31:39 How Haseeb Sees Crypto’s Future Becoming Huge

40:54 Does Haseeb Ever Sell Major Tokens

41:28 More Oh Haseeb’s Personal Finances

42:04 Haseeb’s Thesis On Bitcoin + Exponential Growth

48:29 What Does Bitcoin Look Like Once Saturated

51:10 Partnerships: @JupiterExchange @Ethena

51:53 Why Haseeb Defends ETH & SOL

58:07 When Has This Growth Story Thesis Been Wrong

1:02:31 Where HyperLiquid Fits: Growth Or Revenue

1:04:05 Should People Stay In Crypto?

1:08:31 Closing Thoughts

Eric Larchevêque, co-founder of Ledger, shares why everything you've been told about owning money is wrong - and how losing his savings to a corrupt bank, having his gold seized, and watching his co-founder get kidnapped for €10 million in Bitcoin proved it.

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

Follow Eric Larchevêque

• Twitter: https://x.com/ericlarch

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

2:00 Eric’s First Podcast In English

2:32 Where Does Eric’s Optimism Come From

3:31 The First Thing Eric Thinks Of Every Morning

4:03 What Eric’s AI Agents Do

4:57 How Eric Uses These AI Agents

5:47 What Does Eric Do & Why

8:01 Why People Need To Hit A wall

12:39 Who Is Eric Larcheveque

13:21 Eric’s First Major Leap For His Company

18:21 Going From Building Websites To Bitcoin

27:31 Partnerships: @Trezor @BitwiseInvest

28:17 Why Eric Went All In On Bitcoin

34:37 Did Eric Question The Volatility Of Bitcoin

40:24 100% Of Eric’s Liquid Networth Is In Bitcoin

49:59 You Should Build A Bitcoin Strategy

53:07 Where Does Bitcoin Go In 10 Years

54:47 What Does A Bitcoin Dominant World Look Like

59:24 Partnership: @KASTxyz 

1:00:12 Why Bitcoin Will Never Hit 0

1:10:47 What Eric Learned While Building Ledger

1:16:03 Co-Founder Kidnapping Discussion & Advice

1:25:56 Why Eric Stays In France

1:27:23 Partnerships: @JupiterExchange @Ethena

1:28:07 What Is The Bitcoin Society

1:32:25 Who’s Backing Bitcoin Society

1:32:51 What Does A NBA Player Do With Bitcoin

1:33:46 Eric’s View On Learning To Learn

1:34:38 Why Eric Creates Videos When He Could Chill

1:37:19 Is Eric Building A Personal Brand

1:39:00 Does Eric Feel Happier Now With Money

1:40:04 Being An Entrepreneur Requires Sacrifice

1:41:22 Experiences > Buying Extra Bitcoin

1:44:06 Do Everything To Achieve This One Thing

1:45:11 Closing Thoughts

Dan Tapiero is the Founder of 50T Funds, a growth-stage equity fund exclusively focused on the digital asset ecosystem, and one of the few Wall Street veterans who has been publicly bullish on crypto since 2019.

In this episode, Dan reveals why crypto is the greatest macro investment of all time, why most investors will lose money despite being right, and why his $50 trillion thesis may actually be conservative.

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

FOLLOW DAN TAPIERO

• Twitter: https://x.com/DTAPCAP

• LinkedIn: https://www.linkedin.com/in/dan-tapiero-22b41b191/

FOLLOW 10T HOLDINGS

• Twitter: https://x.com/10Tfund

• Website: https://10tfund.com/

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

2:00 Kast Card Discussion

2:40 Dan’s Framework For Investing In Businesses

5:29 Why Equity Over Tokenization

12:19 Partnerships: @Trezor @BitwiseInvest

13:05 Dan’s Bullish Tweet Style Explained

19:55 The Shift That Makes Someone Confident

28:00 Partnership: @KASTxyz 

28:48 Why Markets Tend To Do The Unexpected

32:23 Conviction In Bitcoin Is Becoming Much Harder

41:03 How Dan Raises Money During A Bear Market

46:24 Partnerships: @JupiterExchange @Ethena

47:07 Why Dan Is Confident Crypto Will Go To $50 Trillion

52:02 How Agentic AI Will Help Crypto Reach $50 Trillion

54:33 The Numbers Behind ETH & SOL Post $50 Trillion

58:30 Closing Thoughts

Tarek Mansour is the co-founder and CEO of Kalshi, the largest federally regulated prediction market exchange in the US - valued at $2 billion and backed by some of the world's top investors.

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

CONNECT WITH TAREK MANSOUR👇

Twitter: https://x.com/mansourtarek_Twitter: https://x.com/Kalshi

Website: https://kalshi.com/

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

3:11 Where The Anime Passion Comes From

4:01 How Tarek Is Doing

4:53 Who Is Tarek

7:02 Which Version Of Uncertainty Is Tarek A Fan Of

9:10 Where Tarek’s Fire In The Belly Comes From

13:33 Partnerships: @Trezor @BitwiseInvest

14:20 What Tarek’s Brother Does

15:19 Why Tarek’s Resilience Is Crazy

16:31 Why Is Entrepreneurship Like Therapy

22:16 Is Tarek Mad, Crazy, Or In Denial

24:45 Would Tarek Have Ever Given Up Earlier?

29:54 Partnerships: @KASTxyz @sumsub

31:19 How To Focus On Inputs, Not Results

33:16 When Did Kalshi Come Into Existence

36:00 What’s The True Innovation Of Prediction Markets

38:28 How Prediction Markets Revolutionize The Media

43:47 How Are Prediction Markets A Better Insurance

44:55 Why Is There No Leverage In Prediction Markets

47:16 Partnerships: @JupiterExchange @Ethena

48:00 Tarek’s Opinion On Insider Trading

51:19 Who Enforces The Insider Trading Rules

55:26 How Kalshi Surveys Suspicious Behavior

56:59 Tarek’s Honest View On Crypto

59:41 Why Kalshi Is Launching Regulated Perps In The U.S

1:00:30 What Does Regulated Perps Mean?

1:02:22 Was Kalshi Inspired By HyperLiquid 

1:03:41 How Much Time Does Tarek Look At Competition

1:05:58 What’s The Endgame For Kalshi

1:07:06 What Does Tarek Do With A Billion Dollars

1:08:31 Is Tarek Happy

1:13:08 One Thing Tarek Should Let Go Of

1:14:18 Closing Thoughts

Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. 

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

CONNECT WITH RAOUL👇

Twitter: https://x.com/RaoulGMI

Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/

Instagram: https://www.instagram.com/raoulgmi

YouTube:  @RaoulPalTJM  

GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

2:00 Traveling Non-Stop & Kast Card Discussion

5:00 What Raoul’s Been Up To The Past 4 Months

7:24 Why The Stock Market Never Ceases To Grow

10:33 What Is The Economic Singularity?

15:03 Partnerships: @Trezor @BitwiseInvest

15:49 Is It Still Early To Invest In AI?

17:44 Is Crypto Superior To AI Investment Wise

19:38 Crypto’s Reasons For Going Up Forever

22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction

28:35 Why Raoul Started Buying Zcash

30:12 What Are The Left & Right Curve Trades?

30:47 Partnerships: @KASTxyz @sumsub

32:12 How Raoul Thinks About Allocation With Zcash

32:59 Raoul’s Thoughts On Hyperliquid & Hype Token

41:13 How To Measure Intelligence For Layer Ones

45:56 Why DeFi Isn’t Dead According To Raoul

51:09 How Do You Structure An NFT Portfolio?

56:04 Partnerships: @JupiterExchange @Ethena

56:47 Should People Only Focus On The Top Grail NFTs

59:35 Raoul’s Plan To Lend Against NFTs

1:00:44 Is Bitcoin A Proxy Trade For AI

1:02:05 Why You Should Never Sell Unless You Have To

1:04:33 The Numbers Behind Buying & Holding vs Trading

1:10:47 Raoul’s Advice On Developing Patience

1:14:55 Why People Should Stay In Crypto

1:17:06 Why There’s Hope For Crypto In 2026 & 2027

1:22:35 Closing Thoughts

Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. 

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

CONNECT WITH RAOUL👇

Twitter: https://x.com/RaoulGMI

Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/

Instagram: https://www.instagram.com/raoulgmi

GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

2:00 Traveling Non-Stop & Kast Card Discussion

5:00 What Raoul’s Been Up To The Past 4 Months

7:24 Why The Stock Market Never Ceases To Grow

10:33 What Is The Economic Singularity?

15:03 Partnerships: @Trezor @BitwiseInvest

15:49 Is It Still Early To Invest In AI?

17:44 Is Crypto Superior To AI Investment Wise

19:38 Crypto’s Reasons For Going Up Forever

22:54 Bitcoin Going From $126k - $60k Is A Nasty Correction

28:35 Why Raoul Started Buying Zcash

30:12 What Are The Left & Right Curve Trades?

30:47 Partnerships: @KASTxyz @sumsub

32:12 How Raoul Thinks About Allocation With Zcash

32:59 Raoul’s Thoughts On Hyperliquid & Hype Token

41:13 How To Measure Intelligence For Layer Ones

45:56 Why DeFi Isn’t Dead According To Raoul

51:09 How Do You Structure An NFT Portfolio?

56:04 Partnerships: @JupiterExchange @Ethena

56:47 Should People Only Focus On The Top Grail NFTs

59:35 Raoul’s Plan To Lend Against NFTs

1:00:44 Is Bitcoin A Proxy Trade For AI

1:02:05 Why You Should Never Sell Unless You Have To

1:04:33 The Numbers Behind Buying & Holding vs Trading

1:10:47 Raoul’s Advice On Developing Patience

1:14:55 Why People Should Stay In Crypto

1:17:06 Why There’s Hope For Crypto In 2026 & 2027

1:22:35 Closing Thoughts

Michael Saylor is the Founder and Chairman of Strategy (formerly MicroStrategy), the world's largest corporate holder of Bitcoin with roughly 818,000 BTC and over $65 billion in capital. 

After surviving a 99.8% stock collapse that left his company three days from bankruptcy, he rebuilt it into a "reserve bank for Bitcoin" - issuing products like STRC that pay an 11.5% monthly dividend, tax-deferred. 

In this episode, he breaks down how to build lasting, passive wealth with Bitcoin, why he believes there's no second best in crypto, and why working hard may be the worst financial advice you can follow.

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

FOLLOW MICHAEL SAYLOR

• Twitter: https://x.com/saylor

• Twitter: https://x.com/Strategy

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

00:00 Intro03:05 Explain what you do to an Uber driver05:35 Advice for Rick, the struggling Uber driver07:07 Who is Michael Saylor?11:02 Sponsors Trezor & Bitwise11:48 Kevin's Business Intelligence Company13:14 Michael's childhood and chip on the shoulder17:56 Has Michael conquered the world yet?19:49 Just because you can, doesn't mean you should28:23 Sponsors Kast, Sumsub30:02 Low time preference and scarcity1:01:31 Should you mortage your house to buy Bitcoin?1:09:50 The great $60B in Bitcoin bet: risks1:15:32 Sponsors Jupiter, Ethena1:16:16 Sell the kidney if you must but keep the Bitcoin1:20:14 What's the endgame for Strategy?1:28:16 Where does Bitcoin price end?1:35:34 Should my mom put her life savings in STRC?1:59:09 Why Michael doesn't have children1:59:44 Why working hard is the worst advice you can get2:07:37 Why THERE IS NO SECOND BEST, there is only one crypto asset2:15:03 Thanking Michael from the whole crypto industry

Eddie Travia is the co-founder and CEO of Coinsilium Group, the first blockchain company to complete an IPO, and a pioneering crypto investor since 2013.

In this episode, Eddie breaks down how AI agents and crypto are converging into a $15 trillion shift that will reshape investing, fundraising, and entrepreneurship - and explains why millions of jobs won't survive the transition.

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

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PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

FOLLOW EDDY TRAVIA

• Twitter: https://x.com/eddybitcoin

• Twitter: https://x.com/CoinsiliumGroup

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

1:56 Tea & Coffee Discussion

5:25 If Eddy Got $10 Million Today, What Would He Do

6:42 Why Does Crypto Make Sense In A World Crisis

8:00 Partnerships: @JupiterExchange @KASTxyz

8:41 Who Is Eddy Travia?

8:57 Why Eddy Backed WSH Early?

10:04 What Is Coinsilium Explained Through An Analogy

10:40 What Coinsilium Dealt With Last Year

13:33 What Did Coinsilium Do Right In 2025 Despite The Criticism

17:27 The Yellow Network Bet

20:10 Why Yellow Matters?

20:46 Partnerships: @Ethena @sumsub

21:49 Eddy’s Further Thoughts On The Yellow Investment

22:28 Has Anything Good Come Out Of Crypto Lately?

24:08 Why You Need To Be A VC To Win In Crypto

27:27 How To Play Prediction Markets

30:23 How to Position For High-Traction Markets

32:55 How The Investor Environment Is Changing

40:02 How This Changes Eddy's Investing

41:42 What Companies Should Know About The AI Agents Era

44:15 How AI Agents Change Fundraising

46:08 Should The Crypto Industry Fear The AI Brain Drain

48:24 Partnerships: @Trezor @BitwiseInvest

49:08 Is Eddy Still Bullish On Crypto?

51:03 Is The $1M Bitcoin Dream Dead?

53:54 Closing Thoughts

Joseph Lubin, co-founder of Ethereum and CEO of Consensys, warns that big tech is racing to build centralized AI systems that could control humans and every system on the planet - and explains why decentralized protocols are the only architecture standing in the way.

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. 

Download the Sumsub Crypto Industry Report 2026 here: https://sumsub.link/osb

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

FOLLOW JOSEPH LUBIN

• Twitter: https://x.com/ethereumJoseph

• Twitter: https://x.com/Consensys

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

1:55 Kast Card & Hong Kong Discussion

3:52 What It Means To Be Meta According To Joe

5:35 What Does Joe Do Explained Simply

11:53 Partnerships: @JupiterExchange @KASTxyz

16:27 The Before & After Of Joe’s Beliefs Post 9/11 Explained

18:02 What Does This Negative Or Positive Road Depend On

21:55 Why Joe Goes To Many Crypto Conferences

23:16 How Did Joe React To Novo’s Article Comment

31:14 Partnerships: @Ethena @sumsub

32:16 Why Joe Decided To Join Ethereum As A Co-Founder

35:03 Why Is Decentralization An Organizing Principle

40:32 Explain Consensys To Your Uber Driver

42:57 Joe’s Fundamental Belief Of What Blockchain Represents Today

46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed

49:33 Partnerships: @Trezor @BitwiseInvest

50:17 What’s The Most Incredible, Tangible Thing To Come Out Of Crypto

51:43 What Is MetaMask?

57:01 How Much Of Joe’s Life Is Lived In This New Financial System

59:50 Why Would You Borrow Against A Volatile Asset?

1:00:40 Is Self-Sovereignty A Good Or Bad Thing

1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky

1:06:36 What Could Easier Self-Custody Look Like?

1:08:32 Joe’s Relationship With Money

1:09:28 How Do People Interact With Money In The Next 10 Years

1:12:28 Closing Thoughts

Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural tailwind pointing in the same direction.

From the $400 trillion in global assets beginning to shift toward crypto, to institutions going "zero to 500 miles an hour" on adoption, Hunter breaks down why the new era of crypto is already underway and why it's not too late to be early.

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

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT

🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.

 Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h

🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/

⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/

🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. https://sumsub.com/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com

___________

FOLLOW HUNTER HORSLEY

• Twitter: https://x.com/hhorsley

• LinkedIn: https://www.linkedin.com/in/hunter-horsley-11512721

FOLLOW BITWISE

• Twitter: https://x.com/BitwiseInvest

• Website: bitwiseinvestments.com

FOLLOW WHEN SHIFT HAPPENS

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

TikTok: https://www.tiktok.com/@kevinfollonier_

Linkedin: https://www.linkedin.com/in/kevinfollonier/

Website: https://kevinfollonier.com/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

0:00 Introduction

1:55 Coffee & Swiss People Discussion

3:36 Is Hunter The ADHD Guy, The Operator, Or A Mix Of Them Both

7:28 Partnerships: @JupiterExchange @KASTxyz

8:08 How Hunter’s Relationship With Avichal Led To Bitwise’s Creation

11:28 The Advantages Of Being Based In San Francisco

17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months

21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Crypto’s Future

24:19 Partnerships: @Ethena @sumsub

25:21 Hunters Response To “I Missed The Bitcoin Opportunity”

30:17 Hunter’s Thoughts On Thinking Exponentially About Crypto’s Growth 

35:58 How Are People Underestimating Bitcoins Usage Over The Next 10 Years

38:24 Crypto Is Creating A New Class That Thinks Differently About Money, Explained

46:17 Partnerships: @Trezor @BitwiseInvest

47:01 What’s Relevant For 25-50 Year Old Investors who Aren’t Crypto Savvy

52:02 Why You Should Watch When Shift Happens

57:31 Closing Thoughts