When Shift Happens Podcast

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 conservative.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 DAN TAPIERO• Twitter: https://x.com/DTAPCAP• LinkedIn: https://www.linkedin.com/in/dan-tapiero-22b41b191/FOLLOW 10T HOLDINGS• Twitter: https://x.com/10Tfund• Website: https://10tfund.com/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 Introduction2:00 Kast Card Discussion2:40 Dan’s Framework For Investing In Businesses5:29 Why Equity Over Tokenization12:19 Partnerships: @Trezor @BitwiseInvest13:05 Dan’s Bullish Tweet Style Explained19:55 The Shift That Makes Someone Confident28:00 Partnership: @KASTxyz 28:48 Why Markets Tend To Do The Unexpected32:23 Conviction In Bitcoin Is Becoming Much Harder41:03 How Dan Raises Money During A Bear Market46:24 Partnerships: @JupiterExchange @Ethena47:07 Why Dan Is Confident Crypto Will Go To $50 Trillion52:02 How Agentic AI Will Help Crypto Reach $50 Trillion54:33 The Numbers Behind ETH & SOL Post $50 Trillion58:30 Closing Thoughts

Anthony Pompliano, founder and CEO of Professional Capital Management, reveals how he put 95% of his net worth into Bitcoin and why extreme concentration backed by deep research isn't gambling - it's conviction.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.💰 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/ 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/🔘 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 ANTHONY POMPLIANO• Twitter: https://x.com/APompliano• Instagram: https://www.instagram.com/pompglobalFOLLOW 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 Introduction1:21 Please Subscribe1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok”2:36 Who Are You2:50 Why Relentless Is Anthony’s Favorite Word3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio4:30 How Does Someone Who Relies On Their Portfolio Build Conviction6:17 Anthony Is A Risk Cowboy7:06 The History Of Anthony’s Risk & Conviction8:55 Partnerships: JupiterExchange, KAST9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets12:20 Making Changes From 95% In Bitcoin To Other Assets14:08 Anthony’s Evolution Towards Investing19:30 Partnerships: Paradex, Zashi Wallet, Mantle20:39 Does Forcing Yourself Into A Corner Result In True Growth26:17 Partnerships: Trezor, BitwiseInvest, SUI27:10 How To Invest In Those 3 Big Topics Today29:40 A Realistic Return On Bitcoin Over The Next 10 Years32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years33:12 Closing Thoughts

Kostas Chalkias, co-founded Sui after leaving Facebook's Libra - and named his son Kryptos.While other blockchains compete on speed, Sui built what nobody else prioritized: quantum-safe cryptography, AI-ready infrastructure, and blocks large enough for robots. Governments and developers are quietly choosing Sui over Ethereum and Solana.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 KOSTASTwitter: https://x.com/kostascryptoTwitter: https://x.com/Mysten_LabsWebsite: https://t.co/EufSM90Sd9FOLLOW 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 Introduction1:32 Please Subscribe1:56 Going Outside3:26 Time Difference In Dubai vs U.S5:50 Why Kostas Doesn’t Sleep8:09 Isn’t It Annoying To Change This 8 Year Habit8:42 Did You Realize This Habit Wasn’t Healthy11:50 Our Trusted Partners12:26 Using Stable Coins Everywhere12:59 What Is A Cryptographer Explained To Your Mom15:18 How Secure Are WhatsApp Messages from Governments POVs28:20 Most Companies Lack Strong Cryptography Teams30:03 Do You See This Happening With Mysten, Growing To Big To Make Decisions Quickly33:00 Our Valued Sponsors43:46 What Is The One Big Breakthrough SUI Is Known For50:34 - Our Esteemed Supporters51:25 What Is SUI Doing At The Intersection Of AI, Crypto, And Robots59:26 Closing Remarks - Most Passionate Founder

Raags, CEO of Kast, lost a $100M company and spent 8 years paying back debt. Now he's building what he believes will be a trillion-dollar stablecoin bank serving 150+ countries. 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 RAAGSTwitter: https://x.com/raagulanpathyTwitter: https://x.com/kastxyzWHEN 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 Managing A New Baby + Business How?1:32 How You Deal With Social Media & Gatherings4:44 The Math Of Compounding As A Founder Explained6:43 Getting Others To Understand Compounding At Scale7:22 How Much Time Goes Into This?8:39 Who Are You11:00 Our Valued Sponsors19:33 Eating The Humble Pie Explained21:16 The Importance Of Ego In Entrepreneurship23:46 Retweeting A Complaint Comment + Response26:59 How You Made Money After First Business Failure29:18 Why You’re Called The Stable Coin Guy31:30 Our Valued Sponsors31:47 Stable Coins Have Unified The Dollar System32:51 How Do You Look At The U.S Dollar vs Stable Coins35:47 What Did You See That Made You Start Kast39:06 Explain Kast To Your Mom42:11 Why Are You Building Kast With Over 100 Employees47:41 How Do You Simplify The Stable Coin Usage System49:33 Are You A Fintech Or Crypto Company50:48 How Likely Would Revolut Or Robinhood Replace Kast54:14 How Is It Possible For Kast To Be Profitable After 15 Months57:57 What Is It About The Gold Card1:02:03 How Can Someone Tell If They Should Spend Or Hold

Sandeep Nailwal, founder of Polygon, went from living in a storage room where his grandfathers were servants to building a $30 billion blockchain company. 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 SANDEEP NAILWAL👇• Twitter: https://x.com/sandeepnailwal• Twitter: https://x.com/0xPolygon• Website: https://polygon.technology/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 Introduction1:35 Please Subscribe3:10 How Are You Doing3:53 Sandeep Doesn’t Sleep Much4:19 Sandeep Is Just Like Paulo From Tether6:15 Sandeep’s Regular Sleep Hours8:22 What Is Your Mission11:45 Who Are You13:43 Our Trusted Partners18:42 Your Definition Of A Big Man Today24:04 Explain Polygon To Your Mom28:02 3 Different Names For Polygon Token Over The Years, Why?31:10 Polygon Hired The Head Of Crypto For Stripe, Why?35:20 Risk Of The Poly Market Moving Away From Polygon38:10 Our Valued Sponsors39:24 Why Is The Poly Market Built On A Blockchain43:04 What’s Special About The Katana Team to Have Them In Polygons Ecosystem45:05 What Is Maiden Explained Simply46:16 What Is The Polygon Ag Layer47:12 What Is Sentient & How Does It Fit Into Aggregation Layer51:12 Why AI & Blockchain Intersection Is Importantly For The Future52:29 Why Sandeep Is Very Active In Philanthropy53:31 The Happiest Moment In Your Philanthropic Journey