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

___________

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

Ben Zhou, co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends.

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: 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=102...

🌱 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/

💧 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 BEN ZHOU & BYBIT

• Twitter: https://twitter.com/benbybit

• LinkedIn: https://www.linkedin.com/in/ben-zhou-b979ba28

• Twitter: https://twitter.com/Bybit_Official

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

1:39 Please Subscribe

2:04 Why Ben Is Meeting With Prime Ministers

5:52 Partnerships: @JupiterExchange @KASTxyz

6:32 The Most Fun Part About Building In Crypto 

8:16 Why Ben Would Go On A Podcast 3 Days After Losing $1.5B

11:00 How Does ByBit Use AI To Run Their Business

17:47 How Do You Measure A $150 Million F1 Sponsorship Deal

21:47 Why Did ByBit Sponsor The Stockholm Opens

23:07 Why Ben Is So Hands On Consistently With ByBit Decisions

25:33 Partnerships: @Ethena @sumsub

30:20 Ben’s Message To Anyone Dealing With A Big Crisis

36:51 How Big Is ByBit Today In Terms Of Key Numbers

37:38 How Do You Take ByBit To The Next Level Beyond

39:09 What’s The Endgame For ByBit

40:03 What Is Byreal

42:34 Does Ben See A World Where DEXes Takeover CEXes

43:13 What Is ByBit Doing With Ethena

46:05 Ben’s Opinions On Hyperliquid As A Competitor

49:34 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

50:30 What’s ByBit Doing To Prepare For An AI Driven World

56:57 What Makes Ben Happy

57:21 Does Ben Feel Happier Now That He’s Worth A Lot Of Money

58:30 One Thing Ben Is Holding Onto That He Should Let Go Of

59:04 What Ben Does With His Money Investing Wise

1:02:58 One Thing Ben’s Learned That You Can Takeaway Today

1:04:11 Who Is Ben Zhou

1:06:20 Closing Thoughts

Jeff Park is a macro strategist and Bitwise advisor who believes the financial system is broken beyond repair for young people - from unaffordable housing to AI displacing an entire generation's jobs. 

He breaks down why real estate is actually a depreciating asset, why Bitcoin is the ultimate escape, and how AI will ignite the biggest wave of Bitcoin adoption the world has ever seen.

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: 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=102...

🌱 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/

💧 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 Park

• Twitter: https://x.com/dgt10011

• Twitter: https://x.com/Bitwise

• Website: https://substack.com/@jeffpark1

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

1:33 Please Subscribe

1:59 Jeff & Kevin’s Fitness Discussion

6:15 Who Is Jeff Park?

8:03 Partnerships: @JupiterExchange @KASTxyz

8:43 How Diversity In America Can Be A Strength & Weakness?

12:28 What We’re Seeing Today From A Broken Financial System

25:28 How Does Someone Combat This Home Buying Investment Crisis?

28:46 Why Bitcoin Solves This K-Shaped Wealth Problem

32:15 Partnerships: @Ethena @sumsub

33:17 The Intelligent Investor Framework Explained 

37:20 What Does The Ideological Investor Do?

40:35 How Data Plays A Huge Role In Wealth Creation

47:01 What Tokenization Brings To The Investing Space

48:09 Is Investing Now Off Limits For Average People?

50:06 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

1:02:04 The Occupy AI Moment That’ll Turn GenZ & Gen Alpha Into Bitcoiners Explained

1:05:36 How Is Bitcoin The Answer When Everything Else Gets Abandoned

1:10:26 Jeff’s Thoughts On “Is It Too Late” For People To Invest In Bitcoin

1:12:36 Should Someone Be More Offensive Using Bitcoin In Their Portfolio

1:15:49 How Jeff Prepares His Kids For This Occupy AI Future

1:17:50 Closing Thoughts

Gracy Chen went from a divorced single mom to CEO of Bitget, a top 5 crypto exchange doing $20B in daily volume with 25 million users. 

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: 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=102...

🌱 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/

💧 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 Gracy Chen

• Twitter: https://x.com/GracyBitget

• Twitter: https://x.com/bitget

• Website: https://linktr.ee/bitgetofficials

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

1:34 Please Subscribe

2:00 The Only Bad Experience With When Shift Happens

3:47 Gracy’s T-Shirt & Where It Came From

4:37 How Do We Motivate More Women To Join The Crypto Space

6:13 Bitget’s Overall Work Environment Explained

7:06 How Gracy Manages 2,200 Remote Workers

10:09 Partnerships: @JupiterExchange @KASTxyz

10:50 Who Is Gracy Chen?

13:04 Where Does Gracy’s Fire In The Belly Come From?

15:01 Why Is It Necessary To Go To The Best Schools 

22:23 Why Gracy Left Acumulus?

23:45 The Hardest Part About Building A Business

28:52 Partnerships: @Ethena @sumsub

41:36 What Is Bitget, Explained Simply?

43:55 Gracy’s Breakdown Of Bitget’s Numbers

45:09 How Bitget Got Over 40% Of Its Management Team To Be Female

46:48 Where Women Excel In Terms Of Business Management Practice

50:45 Where Do Men Excel In Business Management Practice

52:20 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

53:17 What Are Gracy’s KPIs As The CEO Of Bitget?

56:45 How Bitget Is Growing The Pie To Continue Expanding

1:03:40 What’s The Endgame For Bitget?

1:05:49 Why Can Anyone Become A CEO?

1:09:28 Running A 2,200 Employee Company While Taking Care Of A Kid, How?

1:11:22 How Has Bitget Evolved Since Gracy Joined In 2022

1:17:12 What The Voice In Gracy’s Head Tells Her In The Morning & Evening

1:20:05 One Thing Gracy’s Learned That You Can Take With You 

1:24:31 Closing Thoughts

Armani Ferrante is the Founder and CEO of Backpack, a regulated global crypto exchange with over $420 billion in trading volume and one of the leading builders in the Solana ecosystem.

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: 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=102...

🌱 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/

💧 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 Armani Ferrante

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

• Twitter: https://x.com/Backpack

• Website: https://backpack.exchange/

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 Michelle Fuko & Her Philosophical View On The Panopticon Metaphor

5:25 Armani’s Answer To This Philosophical View In Regards To Crypto

7:50 Who Is Armani Ferrante?

8:39 Partnerships: @JupiterExchange @KASTxyz

9:19 Where Armani’s Chip On The Shoulder Comes From

10:43 Getting Hired Twice At Alameda Research Twice Explained

13:46 Being Able To Work On Early Solana Projects

14:43 Why Instead Of Going To FTX Did Armani Go & Build His Own Exchange?

18:26 Was There Ever Any FOMO From Not Joining FTX?

23:32 Partnerships: @Ethena @sumsub

24:34 How Armani & Backpack Got Affected By The FTX Collapse

36:25 What’s The TLDR On The MadLad Story

42:03 How Important Was The MadLad Story For Backpack?

43:40 Armani’s Deepest Belief On What Crypto Should Be

51:59 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

52:55 Explain Backpack To Your Uber Driver

57:36 Most Of Crypto Is Currently A Test Bed

1:04:15 Percentage Of People Think They Own Shares From Huge Companies But Really Don’t

1:06:41 What Unified Margin Accounts Solve & Why You Should Care

1:15:20 Why Armani Left Sunny California For Tokyo Japan

1:17:18 Why These Huge Exchanges Don’t Exist In Japan

1:18:43 How Did Backpack Acquire Licenses At A fraction Of The Cost Compared To FTX

1:21:53 Closing Thoughts

Xin is the Group CEO of GSR Markets, one of crypto's oldest market-making firms - bootstrapped with $20K over twelve years ago and still independently funded today. 

In this episode, he breaks down why crypto's market structure is fundamentally broken, how misaligned incentives are holding the industry back, and why GSR is transforming into crypto's first full-service investment bank modeled after Goldman Sachs. 

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: 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=102...

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

🔒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/

💧 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 Xin Song

• Twitter: https://x.com/xinsong86

• Twitter: https://x.com/gsr_io

• Website: https://www.gsr.io/

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 Introduction1:32 Please Subscribe

2:02 Sleep & Age Banter

3:15 Advantage Of Age & Maturity

7:33 Who Is Xin Song?

9:23 What Did You Learn From Your Parents

12:47 Partnerships: @JupiterExchange @KASTxyz

13:27 What’s Happening With Crypto Right Now Considering The Market

16:12 What Broken Market Structure Means

19:18 Why Crypto Companies Shouldn’t Be Competing With Each Other

21:27 What Shocks You That People Don’t Understand With Crypto vs TradFi

26:42 What’s The Incentive To Make These Changes

28:41 GSR Explained To Your Mom

32:51 Partnerships: @Ethena @sumsub

33:53 Why Do Market Makers In Crypto Have Bad Reputations

36:48 How To Fix The Crypto Market Makers Reputation

40:09 What Does It Mean That GSR Wants To Become The Goldman Sachs Of Crypto

42:05 Example: Goldman Sachs Worked With Coca Cola & How GSR Reflects That In The Web 3 World

44:50 Why Is It Necessary For GSR To Become The Goldman Sachs Of Web 3

48:34 You Made 2 Major Acquisitions, Why?

51:49 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

52:45 Why Is Now The Best Moment For Focusing On Tokenization

56:24 What Must Happen For 10% Of $300 Trillion To Be On Chain

59:20 Katana Explained Simply

1:12:18 Closing Thoughts

Xiao-Xiao is the President of Jupiter, the leading DeFi super app on Solana, and former digital assets lead at KKR, one of the world's top private equity firms. 

In this episode, he reveals why he left Wall Street to go all-in on crypto - and how Jupiter is building zero-fee global payments that could disrupt a $5 trillion market. 

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: 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=102...

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

🔒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/

💧 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 Xiao-Xiao 

• Twitter: https://x.com/xxjzhu

• 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

1:26 Please Subscribe

1:52 Xiao’s Personal Thoughts On Dubai

3:11 Kevin Working For Luxury Brands

3:47 Working, Chaos, & A Delicate Balance Within Jupiter

5:16 How Xiao’s Previous Job At KKR Compares To Jupiter

6:01 Coming From TradFi Means Less Structure More Output

7:35 What Is Jupiter Global

8:29 Siloed Point Solution vs The Network Effect & Aggregation 

10:09 Who Is Xiao Xiao

11:26 Partnerships: @JupiterExchange @KASTxyz

12:06 Tell Us More About The Musical Part Of Your Life

13:49 Xiao’s Realization About What He Wanted To Pursue

16:22 What Was This BCG Project About?

18:00 Xiao’s Big Crypto Aha Moment

22:10 What Happens At A Big Firm Like KKR In Terms Of Market Cycles

27:00 Did You Feel FOMO In Regards To FDX Around 2022

31:01 How Advanced Is This Institutional Adoption Within Crypto Now vs Future

37:14 Partnerships: @ethena, @sumsub

38:16 The Fantasy/FOMO Of Going All In On Crypto With Your Job

48:25 What Xiao’s Trying To Prove Within This Jupiter Chapter 

51:13 Are You The Reason KKR & ParaFi Invested In Jupiter?

52:48 Why Concretely Did ParaFi Invest $35 Million Into Jup Token

57:31 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

58:28 What Does Onchain Finance Look Like In 5 years

1:07:25 One Thing That Makes You Proud To Be Apart Of Jupiter

1:10:42 Kevin’s One Thing He’s Proud Of With Jupiter

1:14:24 What Shift Is Happening That Most People Don’t See

1:18:18 Closing Thoughts

Bobby Ong is the co-founder and CEO of CoinGecko, the crypto data platform he bootstrapped with $200 over 12 years - no VC money, no shortcuts.

In this episode, Bobby reveals why most crypto founders are destined to fail, how he caught employees taking bribes for listings, and what it really takes to survive in an industry designed to destroy you.

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: 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=102...

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

🔒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/

💧 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 BOBBY ONG

• Twitter: https://x.com/bobbyong

• Twitter: https://x.com/coingecko

• Website: https://www.coingecko.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 Intro

1:40 Please Subscribe

2:06 Kevin’s Transition Into When Shift Happens

4:36 Who Is Bobby Ong?

5:34 The Decision Process Around Switching CEOs

7:27 What Attracted Bobby To Bitcoin In 2013

13:36 Partnerships: @JupiterExchange @KASTxyz @sumsub

14:47 Where Bobby’s Fire In The Belly Comes From

16:26 Where This Risk Taking Attitude Comes From

18:37 The Tech Guys Bobby Was Following To Learn About Crypto

20:13 How Do You Explain Your Co-Founder Sticking Around 12 Years Later

22:45 Where Do You Think Good Values Vibe From?

23:59 What’s The Deal With Pudgy Penguins

25:05 Bobby’s View On NFTs In 2026

27:14 Who Would Be The Future Winners On Asset Appreciation

29:15 What Did The First $200 CoinGecko Look Like

30:26 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

31:23 History Of Bobby’s Work While Building CoinGecko

33:03 Short Term vs Long Term Thinking In Crypto Discussion 

35:12 2017 You Went All In On CoinGecko

36:22 Four Year Bitcoin Cycle & Surviving

50:16 Explain CoinGecko To Your Mom

50:45 Why Is CoinGecko Called CoinGecko

1:26:44 Is #1 CoinMarketCap Not Playing The Trust Game

1:27:13 How Does A User Decide Between Coin Market Gap & CoinGecko

1:28:51 Where Does CoinMarketCap Excel

1:30:00 Why Didn’t Zash The Company You Acquired Work Out

1:35:31 Red Flags In Acquisitions Founders Miss

1:39:10 Best Moment To Sell

1:40:10 Closing Thoughts