When Shift Happens Podcast

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 HAPPENSTwitter (X): https://x.com/KevinWSHPod Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe 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 Introduction1:38 Please Subscribe4:26 KAST Card Plug & My Life Is Built On Stable Coins6:24 Why Avichal Wears A Cap All The Time?8:05 What Can You Tell Us About Bitwise9:51 The People Who Built Bitwise Are Geniuses Or?10:53 Lessons From Silicon Valley About Beliefs12:30 Partnerships: @JupiterExchange @KASTxyz13:06 What Fuels Belief For Successful Entrepreneurs19:34 How Early Did You Invest In These Companies20:15 Is It Luck Or Genius That You Invested28:37 Partnerships: @paradex @zashi_wallet34:00 Avichal’s Backstory40:05 Connection Between Crypto & “The Little Guy”43:32 How Does Silicon Valley Look At Crypto Investors44:48 Partnerships: @Trezor @BitwiseInvest @SuiNetwork45:40 What Happens To Those Who Are In Crypto But Don’t Believe In It47:26 Why The Majority Of People Can’t Buy & Hold In Crypto55:03 How High Can Bitcoin, ETH, & Crypto Get Based On These Principles?1:01:06 The Compounding Effect & Logic Behind Bitcoin Investing1:02:19 Applying This “Compound Effect” To ETH, SOL, & Bitcoin1:06:15 Any Other Crypto Assets That May Have Reached Insane Velocity In 20261:07:51 Avichal’s Thesis On SUI1:10:20 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/bitwiseinvestFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe 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 Introduction1:35 Please Subscribe2:01 Matt’s Last Episode Popped Off3:59 At Least 10x Left On The Crypto Marketplace?4:36 Why Is Bitcoin Still Early5:43 Who Are You11:09 Our Trusted Partners11:45 Why Is A Higher Price In Gold Bullish For Bitcoin12:49 Matt’s Portfolio Regarding Gold, Bitcoin, & Crypto13:56 How Does 1 Bitcoin Reach $6.5 Million In 20 Years15:03 How Could This Thesis Be Wrong20:27 Wise & Boring vs Unwise & Exciting21:40 Two Bets On Solana Explained25:11 Confusion With Crypto Investing Explained30:00 Does Solana Have The Best Setup30:31 How Big Could Solana Get In 10 Years31:20 Our Valued Sponsors32:29 How Matt Expresses His Bullishness On Solana 37:13 Is Your View Still Holding Bitcoin, Bitcoin, Bitcoin?38:27 What’s The Deal With Ethereum42:14 Our Esteemed Supporters46:16 Debasement Trading Will Be More Popular In 202648:00 How Do I Get Rich With Crypto In 202649:14 Alpha & Long Term Trends Build Wealth In Crypto55:23 One Thing To Remember From Conversation

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 ANDREJTwitter: https://x.com/AMajcen_BTCSTwitter: https://x.com/BitcoinSuisseAGFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/DISCLAIMERThe 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 Introduction1:35 Please Subscribe2:01 Building A Good Work Environment & Being Critical5:05 Where Does This Hardworking Attitude Come From7:50 Viewpoint On Working Difficult Jobs At An Early Age10:57 Our Trusted Partners11:34 Who Are You12:24 How Andrej Became Fascinated By Crypto15:41 The Price Of Bitcoin When You Started19:16 Your View On The Crypto Space22:53 Your Answer To “Bitcoin Is Too Expensive”26:15 Why Andrej Owns Real Estate When Most People Are Against It 31:24 Our Esteemed Supporters43:17 Bitcoin Suisse Explained To Your Mom49:37 What’s The Origin Behind The Name Bitcoin Suisse 53:46 Our Valued Sponsors56:36 Comparing Investment Assets, S&P 500, Gold, Bitcoin1:04:36 Nicholas Story & Allocating Large Amounts Of Capital1:08:51 Why You Relocated To Abu Dhabi 2 Years Ago1:10:29 Why Abu Dhabi Specifically For This Objective1:15:34 What Makes Bitcoin Suisse Special1:16:13 Who Do You Serve & Not Serve1:17:19 Why You Don’t Serve Retail Anymore1:18:19 What’s Bitcoin Suisse’s Endgame1:19:55 Andrej’s Biggest Flaw1:22:12 One Thing People Should Remember

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/RaoulGMILinkedin: https://www.linkedin.com/in/raoul-pal-real-vision/Instagram: https://www.instagram.com/raoulgmiYouTube: @RaoulPalTJM GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUeFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/DISCLAIMERThe 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

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/weremeowFOLLOW JUPITER EXCHANGE 👇• Twitter: https://x.com/jupiterexchange• Website: https://jup.ag/FOLLOW WHEN SHIFT HAPPENSTwitter (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/DISCLAIMERThe 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 Introduction1:37 Please Subscribe2:03 What Is Meow Writing?3:32 Fastest Growing Company & Podcast7:34 Getting More People Into Crypto10:54 Our Trusted Partners11:47 Who Are You14:39 Ramen & Being A Chill Cat15:52 Jupiter Started In A Ramen Shop27:12 How Long Until Everyone Starts Using The Google Of Finance28:52 Web 4 Explained To Web 3 Users34:47 Our Valued Sponsors36:00 Why Is Jupiter The Best Team To Push Web 438:36 The IPhone Strategy42:46 Why’d You Choose When Shift Happens As A Partner49:23 What Is Synergies Of Scale55:51 What’s The Omni Chain Problem1:19:28 Being Grateful For Everything1:21:31 When Shift Happens Newsletter

Brian Armstrong built Coinbase from when Bitcoin was $6 to a $100 billion public company - surviving government attacks, multiple 90% market crashes, and 13 years of chaos.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🌱 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 Brian Armstrong• Twitter: https://x.com/brian_armstrong• Twitter: https://x.com/Coinbase• Website: www.coinbase.comFOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Linkedin: https://www.linkedin.com/in/kevinfollonier/DISCLAIMERThe 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 Introduction1:31 Please Subscribe1:57 You Need Security?3:45 Who Are You5:21 More About Being An Introverted Kid6:33 What Gave Brian The Chip On The Shoulder11:38 Our Trusted Partners12:31 How Much Of Your Mission Is Driven By Your Past15:25 The Baldness Story17:24 Turning Bald Into A Superpower21:30 Brian's Thoughts On Solo Founders25:26 How Did Your Co-Founder Leaving Make You Feel29:24 Another Tough Moment In The History Of Coinbase 33:00 Our Valued Sponsors34:15 How Brian Got Fascinated By Bitcoin & Blockchain37:02 How Long Did It Take To Go All In44:16 The Role Of Privacy Creating More Economic Freedom47:23 Coinbase Explained To Your Mom52:05 Trying To Help But Running Into Unreasonable People56:40 Lasting So Long Through Wall After Wall, How?1:02:06 Big Things That Needed To Change Before Burnout1:05:53 What Do The Audience Not Know About Being Brian1:10:10 Gaining Self Irrational Beliefs1:11:53 Something Brian Can’t Do1:15:21 How Brian Felt On The IPO Day & The Day After1:20:27 Do You Look Back At Many Milestones1:21:56 When Is The Job Done For Brian1:23:48 Having A Minimalist Lifestyle1:33:09 The Role Of Centralized Exchanges1:35:26 Endgame For Coinbase1:36:00 Are You Happy1:43:06 The Voice In Your Head Is Saying?1:45:03 One Lesson To Takeaway1:46:20 A Belief Brian Has That Most Don’t

Mert Mumtaz, CEO and co-founder of Helius, reveals why he's betting everything on privacy, Solana infrastructure, and long-term conviction plays like Zcash and Hyperliquid.While most crypto investors chase short-term gains, Mert operates on 3-5 year time horizons, building core infrastructure for Solana and defending privacy as crypto's most unsolved problem. From explaining how connectivity and reflexivity drive extreme price movements to sharing how a Slavic girlfriend changed his approach to capturing value, this conversation goes deep.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🌱 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 Mert Mumtaz• Twitter: https://x.com/0xMert_• Twitter: https://x.com/heliuslabs• Website: https://www.helius.dev/FOLLOW WHEN SHIFT HAPPENSTwitter (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/#tagsDISCLAIMERThe 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 - Introduction1:36 - Please Subscribe2:02 - What Is Kast 3:18 - Turning Slavic Girlfriend Into A Superpower4:33 - The Meaning Of Knowing Your Worth7:18 - The More Money You Make The More You Spend10:08 - Our Trusted Partners11:02 - Knowing Your Worth According To Shamath 11:47 - Merts Health Since Last Year12:38 - What People Don’t See Behind Success14:56 - Who Is Mert 16:41 - Why So Vocal About Zcash 23:03 - How Privacy Can Prevent Tragedies Like Charlie Kirk 25:58 - Zcash Explained To Your Girlfriend28:19 - Our Valued Sponsors29:32 - Merts Thesis On HyperLiquid33:28 - How Mert Looks At Investments Being 3-5 Years35:18 - Connectivity And Reflectivity Explained42:06 - Building One Of The Most Credible Personal Brands In Crypto45:47 - Best Things That Happened Because Of Your Personal Brand