When Shift Happens Podcast

I sit down every week with the most based people in crypto.My goal is to create a safe space to have the deepest and most real conversations with the biggest builders and investors in the industry, as well as to help educate the mainstream people, politicians, celebrities and big Web2 entrepreneurs coming into Web3.Hopefully this platform does its little part in onboarding as many people as possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’s core values and ethos.Thank you for watching.

When Shift Happens Podcast is a business podcast hosted by Kevin Follonier, with 172 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Kevin Follonier hosts When Shift Happens Podcast, a business show with 172 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #182

  E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead

  Aug 13, 20261h 8m

  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 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 ⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/ 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/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto ___________ CONNECT WITH JORDI Twitter: https://x.com/jvisserlabs 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 2:10 Was Jordi Happy With His Weekend & Activities 3:49 How Does One Live Until 100 Years Old 4:31 Why Jordi Is Fascinated With Longevity 5:44 What Kills The Habit Of Living Healthy 7:20 Jordi’s Thoughts On Supplements & Meds 9:51 Partnerships: @Variational @BitwiseInvest 12:17 How Distribution Of Wealth Affects Longevity 14:03 Jordi’s Opinion On Peptides & Hormones 17:47 What Is Heart-Rate Variability 21:21 How Can You Track Heart-Rate Variability 25:12 Jordi’s Findings Within The Finance World 29:10 When Jordi Learned The Concept Of Money 31:58 Partnership: @KASTxyz 32:47 What’s The Point Of Making More Mone 38:20 Does Abundance = More Affordable 38:54 Why Would We Still Need To Build Wealth 41:22 How Jordi Became Fascinated With Bitcoin 47:44 Jordi’s Thesis On Bitcoin Explained Simply 50:10 How Much Of Jordi’s Portfolio Is Bitcoin 50:48 Would Jordi Ever Sell His Bitcoin 51:52 Partnerships: @JupiterExchange @Ethena 52:38 How Big Does Bitcoin Get 54:00 Jordi’s Thoughts On “Bitcoin Is Too Expensive” 55:28 Why Have A Channel About Crypto & Not Bitcoin 56:25 Does Jordi Invest In Other Crypto Assets 57:24 Other Scarce Assets Jordi’s Invested In 58:41 Should 20 Year Olds Work Towards Buying A House 1:02:00 The Difference Between Routine & Unique 1:03:57 Why You Should Prioritize Longevity 1:07:02 Closing Thoughts

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  Episode #185

  E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky)

  Aug 6, 202658 min

  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. 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 ⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/ 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/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto ___________ CONNECT WITH RAAGS Twitter: https://x.com/raagulanpathy LinkedIn: https://www.linkedin.com/in/raagulanpathy/ Twitter: https://x.com/kastxyz Website: https://www.kast.xyz/ 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 1:51 Dressing Up Discussion 2:51 What Helps Scott Stay Optimistic 3:43 Scott’s Thoughts On Failure 4:43 Who Is Scott Melker? 7:00 Why Do DJ’s Go Down The Crypto Rabbit Hole 8:48 What Scott’s Trading Life Was Like 9:56 When Did Scott Go All In On Building In Crypto 11:46 Partnerships: @Variational @BitwiseInvest 12:38 Is Crypto Still Relevant In 2026 16:15 What Scott Invests In 18:50 How Scott’s Opinion On Crypto Gets Influenced 19:58 Scott’s Thoughts On Yield 23:42 How To Improve A Crypto Media Business 26:26 How Scott Stays Excited Even When It’s Boring 28:12 Partnership: @KASTxyz 31:46 Scott’s Advice On Trading Bitcoin 34:17 How Average People Get Rich From Crypto 35:40 A Few Lessons Scott Learned In 2022 38:08 What Other Assets Is Scott Interested In 39:23 Scott’s Most Unexpected But Best Interview 43:06 The Biggest Myth About Investing Debunked 44:13 Partnerships: @JupiterExchange @Ethena 44:57 Scott’s Goal With His Media Company 47:22 What About Scott’s Goal In Life 50:39 Scott’s Learnings From Behind The Scenes 51:59 How Scott Stays Motivated Despite The Bear Market 53:33 Why People Should Be Optimistic About Crypto 57:26 Closing Thought

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  Episode #180

  E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right Now

  Jul 23, 20261h 46m

  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://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS ⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/ 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/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto ___________ CONNECT WITH RAAGS Twitter: https://x.com/raagulanpathy LinkedIn: https://www.linkedin.com/in/raagulanpathy/ Twitter: https://x.com/kastxyz Website: https://www.kast.xyz/ 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 1:58 How Raagulan Prioritizes What’s Done At Kast 4:35 Kast Employees Deal With Major Chaos 5:38 Raagulan’s Theory About Hiring For Kast 7:02 Why Firing People Can Be More Difficult 8:35 An Error That Could Kill Kast 9:52 Convincing A Stable Coin Skeptic 12:06 Why Kast Has To Build Different Departments 18:32 Partnerships: @Variational @BitwiseInvest 19:24 Raagulan’s Thoughts On Fees 21:55 Kast’s Best Customer Type 23:53 Something Raagulan Shouldn’t Say Publicly 29:04 Raagulan’s Experience With GLP-Ones 34:05 Kast Is On Track For $100 Million In Revenue 36:55 Why Kast Hasn’t Blown Up Due To Misspending 41:04 Why Is Everyone Trying To Build Neo Banks 42:52 What’s Difficult About Building Neo Banks 49:14 Kast Isn’t A Card Business 50:43 How Kast Is Building Momentum 56:29 Partnerships: @KASTxyz @Trezor 57:33 Kevin’s Thoughts On Kast 58:59 What Does Kast Do With $80 Million 1:01:55 Would Raagulan Consider Selling Equity 1:08:39 Is Your Money Truly Yours When Inside Kast 1:10:49 What Happens To Your Money If Kast Fails 1:17:38 Pros & Cons Between Non & Self Custodial 1:22:42 Partnerships: @JupiterExchange @Ethena 1:23:26 Should The Kast Community Feel Cheated 1:34:13 What’s This Tokenized Stock Based On? 1:35:25 The Hill Raagulan Is Willing To Die On 1:37:59 Is The Worse Behind Us In Crypto 1:42:57 One Thing To Remember From This Conversation 1:45:16 Closing Thoughts

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  Episode #179

  E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)

  Jul 16, 20261h 12m

  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 in on Near's high-upside, low-conviction potential. 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 ⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/ 🚀 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/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________ Follow Mert Mumtaz • Twitter: https://x.com/0xMert_ • Twitter: https://x.com/heliuslabs • Website: https://www.helius.dev/ 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 1:57 Coffee, Zyns, & Sleep Discussion 3:26 Is It Better To Work At Night With ADHD 4:05 How Mert Has A Relationship Despite His Schedule 6:45 Mert On Being A Parent 7:30 How Mert Grew On X So Fast 8:51 Partnerships: @Variational @BitwiseInvest 9:44 Mert’s Experience With SOL’s Price Drop 15:48 The Behind The Scenes With Solana 18:22 How Solana’s Future-Proofing Its Ecosystem 25:47 Why Businesses Will Build On Solana 28:05 Why Solana Isn’t Seen As The Obvious Choice 30:38 Partnerships: @KASTxyz @Trezor 31:43 Mert’s Thesis Behind Solana In 2026 36:42 Solana Will Become The Biggest Financial Economy 42:45 The Timeline On Solana’s Changes Going Live 44:23 Is Solana Making Its Comeback? 47:31 Partnerships: @JupiterExchange @Ethena 48:14 The Zcash Drama Explained 55:39 AI’s Advancement Means Crypto Must Evolve 59:24 What Is Zcash’s Potential 1:04:40 How Is NEAR Special Like Solana & Zcash 1:09:32 Closing Thoughts

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  Episode #178

  E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle

  Jul 9, 20261h 18m

  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 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/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________ Follow Tushar Jain • Twitter: https://x.com/tushar_jain 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 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: Zcash 19:39 - What Zcash represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing Solana and Hyperliquid 31:45 - Sponsors: Kast, Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: Zcash, Hype, Ethena 43:21 - What Ethena represents 45:37 - How much founder quality matters 47:09 - When to take profits 49:50 - Thoughts on Ethereum 51:44 - Kyle leaving Multicoin 53:03 - Sponsors: Jupiter, Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid ($HYPE) report 1:09:55 - Base case: $319 price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

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Recent guests on When Shift Happens Podcast. Study who booked and why before you pitch.

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