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When Shift Happens Podcast

When Shift Happens Podcast

Kevin Follonier 176 Episodes Sep 10, 2026

A weekly podcast featuring in-depth conversations with prominent figures in the cryptocurrency and Web3 space. The host aims to create a safe environment for discussing the industry's core values and opportunities, while educating mainstream audiences about the potential of decentralized technologies.

Episodes

E185: Variational CEO: This Hidden Fee Is Quietly Draining Your Crypto Account
E185: Variational CEO: This Hidden Fee Is Quietly Draining Your Crypto Account Sep 10, 2026 01:28:45 Lucas Schuermann is the founder and CEO of Variational, a peer-to-peer derivatives protocol built on Arbitrum. Former Genesis executive, former quant, and someone who went to Columbia at 12 and started a hedge fund at 20.Today we get into why variational charges zero trading fees, how it's aggregating liquidity from traditional finance to list hundreds of assets on chain, why perps have a funding
E185: Ethena CEO: This $7B Crypto Company Just Launched An App That Pays You To Spend Money
E185: Ethena CEO: This $7B Crypto Company Just Launched An App That Pays You To Spend Money Sep 2, 2026 00:58:53 Guy Young built Ethena from zero to billions in under two years. In this conversation, we talk about the one crypto product he believes can reach 100 million users: a yield-bearing dollar in a mobile app. The goal is for it to feel like a normal fintech app where users don't even know crypto is powering it underneath. Just save, spend, and send to anyone in the world. THE SHIFT NEWSLETTER💡Go beyon
E184: Trezor CTO: How Quantum Computers Could Empty Every Bitcoin Wallet
E184: Trezor CTO: How Quantum Computers Could Empty Every Bitcoin Wallet Aug 27, 2026 01:32:16 Trezor's CTO, Tomáš Sušánka, breaks down how AI is changing the scam landscape and why even security experts are getting fooled. From AI deepfake Microsoft Teams calls to voice cloning and phishing sites that nearly caught the CTO himself, this conversation covers the modern security playbook everyone needs for 2026.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Shift, my new weekly new
E183: Jupiter COO: Getting Rich In Crypto Has Nothing To Do With Luck
E183: Jupiter COO: Getting Rich In Crypto Has Nothing To Do With Luck Aug 20, 2026 01:25:15 Jupiter COO, Kash Dhanda, breaks down the real playbook for building wealth in crypto without luck, memecoins, or moonshots. He explains why we're still in the early majority phase of crypto adoption, why Solana is becoming the everything chain, and why he personally keeps over 50 percent of his portfolio in stablecoins earning yield.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe to The Sh
E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead
E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead Aug 13, 2026 01:07:34 Jordi Visser, macro strategist at 22V Research and former Weiss Multi-Strategy CIO, breaks down why Bitcoin is his hedge against a coming age of AI-driven abundance and why he holds no interest in ever selling. He also dives into longevity, heart rate variability, and why chasing money and status like buying a house may be the wrong game to play.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe t
E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky)
E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky) Aug 6, 2026 00:58:08 Scott Melker, host of The Wolf of All Streets, explains why most people chasing quick wins in crypto never make it, and why his own strategy is deliberately boring: mostly Bitcoin, bought on a schedule and left alone. He also opens up about being a top creditor in the Voyager collapse, his first interview with Michael Saylor, and why he thinks crypto Twitter is actively hurting mainstream adoption
E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right Now
E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right Now Jul 23, 2026 01:46:06 Raags, founder of Kast, breaks down the massive crypto opportunity he bet his career on, why he scrapped Kast’s token for tokenized equity, and what really happens to your money if a crypto bank collapses.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://
E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)
E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle) Jul 16, 2026 01:12:22 Mert Mumtaz, co-founder and CEO of Helius, breaks down why he sees Solana and Zcash as two of crypto's most undervalued bets heading into 2026, using his "physics and incentives" framework to separate real conviction from trader noise. He also debunks the recent Zcash security scare, explains why AI is forcing crypto toward "spaceflight-level" security standards, and weighs
E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle
E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle Jul 9, 2026 01:17:55 Tushar Jain, Managing Partner at Multicoin Capital, breaks down why he believes the crypto market has already bottomed and is entering a new turning point, walking through his conviction plays on Solana, Hyperliquid, and Zcash. He also opens up on Multicoin's biggest shakeup yet: co-founder Kyle Samani's exit from the firm and the industry.THE SHIFT NEWSLETTER💡Go beyond the mic - subscribe
If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177
If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177 Jul 2, 2026 01:09:17 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
E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually Own
E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually Own Jun 25, 2026 01:46:01 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
E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich
E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich Jun 18, 2026 00:59:12 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

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