Jeff Yan, founder of Hyperliquid Labs, returns after one of crypto's most extraordinary moments - a $1 billion community airdrop that grew to $10 billion, built by a team of just 11 people who didn't stop to celebrate.

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/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place.  https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

⁠https://www.coinsilium.com⁠ 

___________

FOLLOW JEFF YAN

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

• Website: https://app.hyperliquid.xyz/trade

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

1:35 Please Subscribe

2:01 Jeff’s Thoughts On Singapore

11:10 Partnerships: @JupiterExchange @KASTxyz

11:51 How To Make HyperLiquid A Cult For Those Outside Crypto To Come In

22:05 What Jeff Looks At For Reliable Teammates

24:51 Celebrations Or Right Back To The Grind

26:45 How Do You Test For High Integrity

28:31 How About Sleep? Is That A Thing At HyperLiquid

30:05 The Fear Of $300 Million Worth Of Token Hitting The Market Monthly Explained

31:41 Handling FUd, Criticism, & PR At HyperLiquid

32:28 How Does Jeff Personally Handle FUD

35:02 What’s The Problem With Buying Back Tokens When The Price Is High vs Low?

37:20 The Importance Of No Discretionary Element For HyperLiquid

39:04 Hyper EVM Explained Simply

40:00 Partnerships: @paradex @zashi_wallet

40:41 Jeff’s Take On The Success Of Hyper EVM So Far

44:05 HyperLiquid Improvement Proposal 3 Explained Simply

48:19 Why Should People Care?

51:33 Why Is It So Important To Bring All Finance On Chain

52:08 Why Is The HyperLiquid Approach Better

1:08:01 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

1:08:58 Housing All Of Finance Meaning

1:12:23 Why Does HyperLiquid Have A Stablecoin USDH

1:14:39 What Is Kinetic & Why Does It Matter For The HyperLiquid Ecosystem

1:23:39 Where Did Fairness Cost Jeff The Most?

1:24:47 What Do You Want HyperLiquid To Be Remembered For

1:28:10 Closing Thoughts

Avichal Garg is co-founder of Electric Capital, one of crypto's most respected early-stage funds, and an early backer of Solana, Kraken, Figma, and Bitwise.

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/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. 

https://www.coinsilium.com

___________

Follow Avichal Garg

• Twitter: https://x.com/avichal

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

• Website: https://www.electriccapital.com/

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

1:38 Please Subscribe

4:26 KAST Card Plug & My Life Is Built On Stable Coins

6:24 Why Avichal Wears A Cap All The Time?

8:05 What Can You Tell Us About Bitwise

9:51 The People Who Built Bitwise Are Geniuses Or?

10:53 Lessons From Silicon Valley About Beliefs

12:30 Partnerships: @JupiterExchange @KASTxyz

13:06 What Fuels Belief For Successful Entrepreneurs

19:34 How Early Did You Invest In These Companies

20:15 Is It Luck Or Genius That You Invested

28:37 Partnerships: @paradex @zashi_wallet

34:00 Avichal’s Backstory

40:05 Connection Between Crypto & “The Little Guy”

43:32 How Does Silicon Valley Look At Crypto Investors

44:48 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

45:40 What Happens To Those Who Are In Crypto But Don’t Believe In It

47:26 Why The Majority Of People Can’t Buy & Hold In Crypto

55:03 How High Can Bitcoin, ETH, & Crypto Get Based On These Principles?

1:01:06 The Compounding Effect & Logic Behind Bitcoin Investing

1:02:19 Applying This “Compound Effect” To ETH, SOL, & Bitcoin

1:06:15 Any Other Crypto Assets That May Have Reached Insane Velocity In 2026

1:07:51 Avichal’s Thesis On SUI

1:10:20 Closing Thoughts

Anthony Pompliano, founder and CEO of Professional Capital Management, reveals how he put 95% of his net worth into Bitcoin and why extreme concentration backed by deep research isn't gambling - it's conviction.

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/

🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

FOLLOW ANTHONY POMPLIANO

• Twitter: https://x.com/APompliano

• Instagram: https://www.instagram.com/pompglobal

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

1:21 Please Subscribe

1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok”

2:36 Who Are You

2:50 Why Relentless Is Anthony’s Favorite Word

3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio

4:30 How Does Someone Who Relies On Their Portfolio Build Conviction

6:17 Anthony Is A Risk Cowboy

7:06 The History Of Anthony’s Risk & Conviction

8:55 Partnerships: JupiterExchange, KAST

9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets

12:20 Making Changes From 95% In Bitcoin To Other Assets

14:08 Anthony’s Evolution Towards Investing

19:30 Partnerships: Paradex, Zashi Wallet, Mantle

20:39 Does Forcing Yourself Into A Corner Result In True Growth

26:17 Partnerships: Trezor, BitwiseInvest, SUI

27:10 How To Invest In Those 3 Big Topics Today

29:40 A Realistic Return On Bitcoin Over The Next 10 Years

32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years

33:12 Closing Thoughts

Matt Hougan, CIO at Bitwise, explains why Bitcoin could reach $6.5 million and why Solana has "the best setup I've ever seen" for a 10x to $1 trillion.

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

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 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 — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

Follow Matt Hougan

• Twitter: https://x.com/matt_hougan

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

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

1:35 Please Subscribe

2:01 Matt’s Last Episode Popped Off

3:59 At Least 10x Left On The Crypto Marketplace?

4:36 Why Is Bitcoin Still Early

5:43 Who Are You

11:09 Our Trusted Partners

11:45 Why Is A Higher Price In Gold Bullish For Bitcoin

12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto

13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years

15:03 How Could This Thesis Be Wrong

20:27 Wise & Boring vs Unwise & Exciting

21:40 Two Bets On Solana Explained

25:11 Confusion With Crypto Investing Explained

30:00 Does Solana Have The Best Setup

30:31 How Big Could Solana Get In 10 Years

31:20 Our Valued Sponsors

32:29 How Matt Expresses His Bullishness On Solana 

37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin?

38:27 What’s The Deal With Ethereum

42:14 Our Esteemed Supporters

46:16 Debasement Trading Will Be More Popular In 2026

48:00 How Do I Get Rich With Crypto In 2026

49:14 Alpha & Long Term Trends Build Wealth In Crypto

55:23 One Thing To Remember From Conversation

Kostas Chalkias, co-founded Sui after leaving Facebook's Libra - and named his son Kryptos.

While other blockchains compete on speed, Sui built what nobody else prioritized: quantum-safe cryptography, AI-ready infrastructure, and blocks large enough for robots. 

Governments and developers are quietly choosing Sui over Ethereum and Solana.

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

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 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 — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

CONNECT WITH KOSTAS

Twitter: https://x.com/kostascrypto

Twitter: https://x.com/Mysten_Labs

Website: https://t.co/EufSM90Sd9

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

1:32 Please Subscribe

1:56 Going Outside

3:26 Time Difference In Dubai vs U.S

5:50 Why Kostas Doesn’t Sleep

8:09 Isn’t It Annoying To Change This 8 Year Habit

8:42 Did You Realize This Habit Wasn’t Healthy

11:50 Our Trusted Partners

12:26 Using Stable Coins Everywhere

12:59 What Is A Cryptographer Explained To Your Mom

15:18 How Secure Are WhatsApp Messages from Governments POVs

28:20 Most Companies Lack Strong Cryptography Teams

30:03 Do You See This Happening With Mysten, Growing To Big To Make Decisions Quickly

33:00 Our Valued Sponsors

43:46 What Is The One Big Breakthrough SUI Is Known For

50:34 - Our Esteemed Supporters

51:25 What Is SUI Doing At The Intersection Of AI, Crypto, And Robots

59:26 Closing Remarks - Most Passionate Founder

Andrej Majcen, CEO of Bitcoin Swiss, built a $6 billion crypto empire from $500 Bitcoin without VC funding.

In this conversation, Andrej explains why we have a 5-year window to build generational wealth - and why Bitcoin, not crypto, is the answer.

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

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 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 — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

★ Coinsilium is a Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

CONNECT WITH ANDREJ

Twitter: https://x.com/AMajcen_BTCS

Twitter: https://x.com/BitcoinSuisseAG

FOLLOW WHEN SHIFT HAPPENS

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

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

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

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

1:35 Please Subscribe

2:01 Building A Good Work Environment & Being Critical

5:05 Where Does This Hardworking Attitude Come From

7:50 Viewpoint On Working Difficult Jobs At An Early Age

10:57 Our Trusted Partners

11:34 Who Are You

12:24 How Andrej Became Fascinated By Crypto

15:41 The Price Of Bitcoin When You Started

19:16 Your View On The Crypto Space

22:53 Your Answer To “Bitcoin Is Too Expensive”

26:15 Why Andrej Owns Real Estate When Most People Are Against It 

31:24 Our Esteemed Supporters

43:17 Bitcoin Suisse Explained To Your Mom

49:37 What’s The Origin Behind The Name Bitcoin Suisse 

53:46 Our Valued Sponsors

56:36 Comparing Investment Assets, S&P 500, Gold, Bitcoin

1:04:36 Nicholas Story & Allocating Large Amounts Of Capital

1:08:51 Why You Relocated To Abu Dhabi 2 Years Ago

1:10:29 Why Abu Dhabi Specifically For This Objective

1:15:34 What Makes Bitcoin Suisse Special

1:16:13 Who Do You Serve & Not Serve

1:17:19 Why You Don’t Serve Retail Anymore

1:18:19 What’s Bitcoin Suisse’s Endgame

1:19:55 Andrej’s Biggest Flaw

1:22:12 One Thing People Should Remember

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.com/crypto-web3-newsletter

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 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 — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: ⁠https://go.kast.xyz/VqVO/SHIFT⁠

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

CONNECT WITH RAAGS

Twitter: https://x.com/raagulanpathy

Twitter: https://x.com/kastxyz

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 Managing A New Baby + Business How?

1:32 How You Deal With Social Media & Gatherings

4:44 The Math Of Compounding As A Founder Explained

6:43 Getting Others To Understand Compounding At Scale

7:22 How Much Time Goes Into This?

8:39 Who Are You

11:00 Our Valued Sponsors

19:33 Eating The Humble Pie Explained

21:16 The Importance Of Ego In Entrepreneurship

23:46 Retweeting A Complaint Comment + Response

26:59 How You Made Money After First Business Failure

29:18 Why You’re Called The Stable Coin Guy

31:30 Our Valued Sponsors

31:47 Stable Coins Have Unified The Dollar System

32:51 How Do You Look At The U.S Dollar vs Stable Coins

35:47 What Did You See That Made You Start Kast

39:06 Explain Kast To Your Mom

42:11 Why Are You Building Kast With Over 100 Employees

47:41 How Do You Simplify The Stable Coin Usage System

49:33 Are You A Fintech Or Crypto Company

50:48 How Likely Would Revolut Or Robinhood Replace Kast

54:14 How Is It Possible For Kast To Be Profitable After 15 Months

57:57 What Is It About The Gold Card

1:02:03 How Can Someone Tell If They Should Spend Or Hold

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

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 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 — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. 

Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t

___________

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_ 

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 Introduction1:40 Please Subscribe2:06 Getting Sick, Conferences, & Podcasts4:04 You’re Either A God Or A Moron6:13 Why Would Someone Attack Anyone For Any Reason?15:13 Our Trusted Partners18:46 Traders Are Claiming The Move Is To Buy & Hold21:38 Liquidity Is The Name Of The Game In Crypto26:59 What Is A Minimum Regret Portfolio30:47 Does Raoul Follow His Own Framework36:33 Our Valued Sponsors40:24 What Raoul Needs To Pull The Trigger On ZCash54:26 Wall Streets Thoughts On Crypto vs Reality56:21 Raoul’s Take On Crypto’s Exponential Growth1:09:43 Raoul’s Portfolio In 20251:11:48 Honest Thoughts On SUI In Late 20251:21:03 How Lucky It Is To Be In These Positions 1:28:13 What’s Happening With NFTs1:35:27 The Upstream Of All Wealth Leads To Art1:38:53 Is Your Advice Still To Buy The Dip In 20251:45:50 We’re Learning Conviction Even Now1:47:55 How To Win With Crypto In 2026

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

___________

PARTNERS

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 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 — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

FOLLOW SANDEEP NAILWAL👇

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

• Twitter: https://x.com/0xPolygon

• Website: https://polygon.technology/

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

1:35 Please Subscribe

3:10 How Are You Doing

3:53 Sandeep Doesn’t Sleep Much

4:19 Sandeep Is Just Like Paulo From Tether

6:15 Sandeep’s Regular Sleep Hours

8:22 What Is Your Mission

11:45 Who Are You

13:43 Our Trusted Partners

18:42 Your Definition Of A Big Man Today

24:04 Explain Polygon To Your Mom

28:02 3 Different Names For Polygon Token Over The Years, Why?

31:10 Polygon Hired The Head Of Crypto For Stripe, Why?

35:20 Risk Of The Poly Market Moving Away From Polygon

38:10 Our Valued Sponsors

39:24 Why Is The Poly Market Built On A Blockchain

43:04 What’s Special About The Katana Team to Have Them In Polygons Ecosystem

45:05 What Is Maiden Explained Simply

46:16 What Is The Polygon Ag Layer

47:12 What Is Sentient & How Does It Fit Into Aggregation Layer

51:12 Why AI & Blockchain Intersection Is Importantly For The Future

52:29 Why Sandeep Is Very Active In Philanthropy

53:31 The Happiest Moment In Your Philanthropic Journey

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 community mismanagement tanked the token.

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

💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016.

https://z.cash/ecosystem/zashi-wallet/

🚀 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 — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT

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

 Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

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

💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure.

 https://sui.io/

🧩 Story makes IP and real-world data programmable, enforceable, and monetizable.

 https://www.story.foundation

★ Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/

🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz

___________

FOLLOW MEOW 👇

• Twitter: https://x.com/weremeow

• Instagram: https://www.instagram.com/weremeow

FOLLOW JUPITER EXCHANGE 👇

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

• Website: https://jup.ag/

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

1:37 Please Subscribe

2:03 What Is Meow Writing?

3:32 Fastest Growing Company & Podcast

7:34 Getting More People Into Crypto

10:54 Our Trusted Partners

11:47 Who Are You

14:39 Ramen & Being A Chill Cat

15:52 Jupiter Started In A Ramen Shop

27:12 How Long Until Everyone Starts Using The Google Of Finance

28:52 Web 4 Explained To Web 3 Users

34:47 Our Valued Sponsors

36:00 Why Is Jupiter The Best Team To Push Web 4

38:36 The IPhone Strategy

42:46 Why’d You Choose When Shift Happens As A Partner

49:23 What Is Synergies Of Scale

55:51 What’s The Omni Chain Problem

1:19:28 Being Grateful For Everything

1:21:31 When Shift Happens Newsletter