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When Shift Happens Podcast

When Shift Happens Podcast

Kevin Follonier 176 Episodes Jul 23, 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

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
E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing
E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing Jun 1, 2026 01:15:03 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.kevinf
E173: Raoul Pal: The AI Race Will Make Crypto Holders Rich
E173: Raoul Pal: The AI Race Will Make Crypto Holders Rich May 29, 2026 01:23:33 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-ne
E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard)
E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard) May 21, 2026 02:16:06 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 dividen
E171: Coinsilium CEO: How AI Agents Will Reshape Crypto (And Replace Millions Of Jobs)
E171: Coinsilium CEO: How AI Agents Will Reshape Crypto (And Replace Millions Of Jobs) May 14, 2026 00:54:44 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 NEWS
E170: Ethereum Co-Founder: How Big Tech Will Use AI To Control You (And How Crypto Stops It)
E170: Ethereum Co-Founder: How Big Tech Will Use AI To Control You (And How Crypto Stops It) May 7, 2026 01:13:24 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,
E169: Bitwise Founder: Why Every Major Bank Is Racing Into Crypto Right Now
E169: Bitwise Founder: Why Every Major Bank Is Racing Into Crypto Right Now Apr 30, 2026 00:58:07 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, Hun

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