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When Shift Happens Podcast

Kevin Follonier
Bitcoin
Ethereum
Cryptocurrency
Solana
Web3
Defi
Crypto
Nfts
Decentralized Finance
Decentralized Finance (defi)
Meme Coins
FTX
Entrepreneurship
Investment
Pudgy Penguins
Artificial Intelligence
Sui Network
Blockchain
Hyperliquid
Investing

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 poss... more

PublishesWeeklyEpisodes182Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for When Shift Happens Podcast

Latest Episodes

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 debu... more

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 ... more

YouTube

Haseeb Qureshi, Managing Partner at Dragonfly, breaks down the one rule that separates investors who actually get rich from those who don't: staying in the market when everything says to get out.

A former professional poker player turned VC, he sha... more

YouTube

Eric Larchevêque, co-founder of Ledger, shares why everything you've been told about owning money is wrong - and how losing his savings to a corrupt bank, having his gold seized, and watching his co-founder get kidnapped for €10 million in Bitcoin pr... more

Key Facts

Accepts Guests
Accepts Sponsors
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Recent Guests

Mert Mumtaz
Co-founder and CEO of Helius, a leading Solana infrastructure provider
Helius
Episode: E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)
Tushar Jain
Managing partner and chief investment officer of Multicoin Capital
Multicoin Capital
Episode: E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle
Haseeb Qureshi
Managing Partner at Dragonfly, leading crypto venture investments
Dragonfly
Episode: If You Want To Get Rich, Hold Bitcoin - Haseeb Qureshi, Dragonfly Managing Partner | E177
Eric Larchevêque
French entrepreneur, co-founder of Ledger and CoinHouse, author and Bitcoin advocate
Ledger; CoinHouse
Episode: E176: Eric Larchevêque: Why Bitcoin Is the Only Money You Actually Own
Dan Tapiero
Founder of 50T Funds and digital asset fund manager focused on crypto, blockchain, Web3, and digital assets
50T Funds
Episode: E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich
Tarek Mansour
Co-founder and CEO of Kalshi, a federally regulated exchange for event trading
Kalshi
Episode: E174: Tarek Mansour, Kalshi CEO: Why Prediction Markets Are the Future of Investing
Raoul Pal
Co-founder and CEO of Real Vision
Real Vision
Episode: E173: Raoul Pal: The AI Race Will Make Crypto Holders Rich
Michael Saylor
Founder and executive chairman of Strategy
Strategy (MicroStrategy)
Episode: E172: Michael Saylor: How To Get Rich With Crypto (Without Working Hard)
Eddy Travia
CEO and co-founder of Coinsilium, early believer in the show's premise
Coinsilium
Episode: E171: Coinsilium CEO: How AI Agents Will Reshape Crypto (And Replace Millions Of Jobs)

Host

Kevin
Host of the show, introduces guests and guides the discussion

Reviews

4.8 out of 5 stars from 624 ratings
  • So well done

    Great guests, great convos, learn something new every episode.

    Apple Podcasts
    5
    THETRUSS
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Deep dives into regulation, risk, and capital markets resonate with professionals.
Conversations mix big macro theses with practical product and leadership lessons.
Sponsors and guest variety provide broad industry context and credibility.
Guests consistently bring high-signal insights from crypto leaders.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle
Q: What signals confirmed the bottom or turning point in the market?
Confirmations come from sentiment bottoming, reduced impact of bad news, and ongoing adoption tailwinds, rather than a single drastic event.
E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle
Q: How do you decide how to allocate between Solana and Hyperliquid?
He argues for owning both with a probabilistic view, given their different strengths in spot vs derivatives and encourages avoiding absolutist bets on a single chain.
E178: Tushar Jain, Multicoin CoFounder: The 3 Coins His Multi-Billion Dollar Fund Is Bullish On This Cycle
Q: Is there one asset you find easier to time: buying when you feel like an idiot versus selling when you feel like a genius?
Both are hard, and he explains that the easier path is not about the asset but about maintaining discipline and a framework that emphasizes qualitative judgment over precision timing.
E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)
Q: What is the thesis for Solana in 2026?
Solana is positioned as the most usable, scalable, and battle-tested chain with the strongest concentration of products and talent, especially if it can retain and attract builders, improve liquidity, and execute on a plan that aligns physics and incentives; this could make Solana the dominant crypto economy and later the leading financial economy.
E175: Dan Tapiero: This Crypto Strategy is Boring, But It Will Make You Rich
Q: What is the shift in mindset that's needed to become more in command and actually start to understand what you're doing here?
The guest emphasizes learning from legendary money managers, adapting to different risk appetites, and combining macro insight with bottom-up diligence. He describes developing a long-term, patient approach, recognizing uncertainty as a core part of investing, and building confidence through repeated, disciplined implementation of a coherent macro thesis.

Audience Metrics

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Frequently Asked Questions About When Shift Happens Podcast

What is When Shift Happens Podcast about and what kind of topics does it cover?

Focused on crypto, fintech, and the evolving role of Web3 in mainstream finance, this show features deep-dive conversations with top builders, investors, and operators in the crypto ecosystem. Episodes frequently explore macro trends, regulatory dynamics, institutional adoption, and the practical mechanics of crypto platforms—from prediction markets and on-chain finance to AI-enabled finance and tokenization. Unique angles include founder stories of resilience during crises, modern governance in crypto projects, and long-horizon bets on crypto infrastructure as foundational technology. Potential listeners can expect candid leadership insights, actionable crypto industry trends, and a clear view of where decentralized finance intersects with... more

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Which podcasts are similar to When Shift Happens Podcast?

These podcasts share a similar audience with When Shift Happens Podcast:

1. Raoul Pal: The Journey Man
2. Empire
3. The Pomp Podcast
4. The Milk Road Show
5. Bankless

How many episodes of When Shift Happens Podcast are there?

When Shift Happens Podcast launched 5 years ago and published 182 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on When Shift Happens Podcast?

Recent guests on When Shift Happens Podcast include:

1. Mert Mumtaz
2. Tushar Jain
3. Haseeb Qureshi
4. Eric Larchevêque
5. Dan Tapiero
6. Tarek Mansour
7. Raoul Pal
8. Michael Saylor

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