MR SHIFT 🦁
@KevinWSHPod • 63,005 subscribers
🎙️ When Shift Happens - I sit down weekly with the most Credible People in Bitcoin & Crypto
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E179: Mert Mumtaz - $SOL at $8. zcash:native at $18. The framework that caught both, and the next potential gem I sat down for the 3rd time with mert the CoFounder of Solana and the CEO of Zcash 🛡️ for a banger episode where we cut through the noise, understand the thesis for Solana and $SOL in 2026, why zcash:native is the last 100x in the large caps and why $NEAR might be the next $SOL at $8 and zcash:native at $18 Timestamps 0:00 Introduction 4:05 Dating On Zero Sleep: Mert's Relationship Secret 7:30 The X Growth Hack That 6x'd His Following 8:51 Partnerships: Piero Negrini @BitwiseInvest 9:44 $SOL Crashed To $8... Then Everything Changed 15:48 Solana's Secret Leadership Shakeup 18:22 The Two Laws That Future-Proof Solana 25:47 Why Solana Wins By Default 28:05 Why Traders Are Blind To Solana 30:38 Partnerships: KAST Trezor 31:43 One of Mert's Big Bets: Solana In 2026 36:42 How Solana Becomes The New Wall Street 42:45 The Countdown To Solana's Big Upgrade 44:23 Is Solana Actually Back? 47:31 Partnerships: Jupiter Ethena 48:14 The Zcash "Scandal" That Wasn't 55:39 AI Is Coming For DeFi's Bugs 59:24 zcash:native 's 20X Case or more, Explained 1:04:40 NEAR Protocol : The Dark Horse Mert Is Watching 1:09:32 Closing Thoughts
MR SHIFT 🦁85,897 просмотров • 3 дней назад
E172: Michael Saylor: Why Hard Work Won't Make You Rich Michael Saylor is the chairman of Strategy - the world's largest corporate holder of Bitcoin with over 840,000 BTC and $65+ billion deployed. He bought his first Bitcoin in 2020 when the Fed cut rates to zero hasn't stopped since. With WSH, I always want to go much deeper than the current narrative and that’s exactly what we did here. We gradually moved past the surface and into the things that really shaped Michael. We talked about his childhood, growing up in a military family, buying domain names in the 1990s and flipping them for tens of millions, losing $6 billion of his net worth in a single day during the dot-com bubble, his great Apple bet in 2012, why working hard won't make you rich, why you should mortgage your house but probably not sell your kidney to buy BTC, why "THERE IS NO SECOND BEST", and a lot more. The conversation lasted more than two hours, much longer than originally planned, and it was just amazing. I hope you enjoy it as much as I did. Timestamps: 00:00 - Intro 03:05 - Explain what you do to an Uber driver 05:35 - Advice for Rick, the struggling Uber driver 07:07 - Who is Michael Saylor? 11:02 - Sponsors Trezor & Bitwise 11:48 - Kevin's Business Intelligence Company 13:14 - Michael's childhood and chip on the shoulder 17:56 - Has Michael conquered the world yet? 19:49 - Just because you can, doesn't mean you should 28:23 - Sponsors KAST & Sumsub 30:02 - Low time preference and scarcity 43:50 - Buying and flipping domain names for tens of millions 55:11 - Bitcoin is a lifeboat 1:01:31 - Should you mortage your house to buy Bitcoin? 1:09:50 - The great $60B in Bitcoin bet: risks 1:15:32 - Sponsors Jupiter , Ethena 1:16:16 - Sell the kidney if you must but keep the Bitcoin 1:20:14 - What's the endgame for Strategy? 1:28:16 - Where does Bitcoin price end? 1:29:36 - Where would Bitcoin price be without Michael Saylor? 1:31:06 - What is STRC? 1:35:34 - Should my mom put her life savings in STRC? 1:37:12 - How do you always invent new ways to buy more Bitcoin? 1:49:19 - From God to Madman every 6 months: handling insane volatility 1:51:49 - How Michael lost $6 Billion of his net worth in one single day in 2000 and then watched MSTR go down another 99% 1:59:09 - Why Michael doesn't have children 1:59:44 - Why working hard is the worst advice you can get 2:07:37 - Why THERE IS NO SECOND BEST, there is only one crypto asset 2:15:03 - Thanking Michael from the whole crypto industry
MR SHIFT 🦁1,488,192 просмотров • 1 месяц назад
E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks
MR SHIFT 🦁174,909 просмотров • 10 дней назад
E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts
MR SHIFT 🦁591,936 просмотров • 1 месяц назад
. Michael Saylor argues Bitcoin's dominance has nothing to do with belief - it follows the exact same pattern as every winning protocol in human history. "There is no second best math protocol. There is no second best language." "Once a protocol hits critical mass, there's a massive network effect. And all of the money and the power and the influence of the world follows." "Learn Arabic math. Learn to read English. Learn Bitcoin. If you want to be wealthy and powerful. Because that's where all the money is." Strategy
MR SHIFT 🦁339,749 просмотров • 1 месяц назад
"I think ZEC is a top 5 crypto asset" Tushar Jain reveals he doesn't set price targets for $ZEC - he ranks it "When it comes to something like Zcash, I think about it: where is it on the list? Is it number 20, is it number 15, is it number ten, is it in the top five? I think it's going to go top five" "That also allows you to adjust for the market movement. My price target for Zcash is different if Bitcoin is at 80k versus if Bitcoin is at 200k. Everything is relative to each other" "When it comes to an asset like that, I think about: is it in the top five, is it in the top ten?" Multicoin Capital
MR SHIFT 🦁40,589 просмотров • 6 дней назад
. mert predicts Solana quietly becomes the biggest economy while everyone's watching candles instead of the ecosystem "I do see a very viable path in which Solana makes up another very gradual but very consistent run as it keeps releasing things like on-chain prediction markets, unchained perps, on-chain trading, more assets listed, and privacy for institutions and payment providers. Wallets keep improving, borrow and lend, RWA issuance, all these things keep budging up" "There is a moment where you look at it a year from now and you're like, oh shit, that's interesting. I was only focusing on the candles on Trading View and I missed that it is now undoubtedly the biggest economy" "There are so many teams globally building on it that even if 90% of them fail, you just need 10% to succeed wildly. You just need one Pump.fun, one Axiom, one Jupiter, and I'm sure there'll be many" Podcast out this week! Helius
MR SHIFT 🦁27,618 просмотров • 5 дней назад
E173: Raoul Pal - Why I won't sell, why AI Agents' TAM is infinite and why it's it all so f*cking obvious Raoul Pal is back on When Shift Happens for a fun episode full of swearing and well needed hopium while the industry is in full crisis and depression. This time we cover the race to AGI, why crypto got left behind while Nasdaq ran, and why Raoul thinks the worst of that correction is over. We also get into what he's actually buying (moar $SUI and some $ZEC), his framework for valuing layer ones, and why he thinks most traders are just burning energy. Timestamps: Introduction Traveling Non-Stop & Kast Card Discussion Why Steak & Eggs Seems Expensive But $1000 NFTs Don’t What Raoul’s Been Up To The Past 4 Months Why The Stock Market Never Ceases To Grow What Is The Economic Singularity? Partnerships: Trezor Bitwise Is It Still Early To Invest In AI? Is Crypto Superior To AI Investment Wise Crypto’s Reasons For Going Up Forever Bitcoin Going From $126k - $60k Is A Nasty Correction Are Early Investment Opportunities No Longer Possible Why Raoul Started Buying $ZEC What Are The Left & Right Curve Trades? Partnerships: KAST Sumsub How Raoul Thinks About Allocation With Zcash Raoul’s Thoughts On Hyperliquid & $HYPE Token How Layer Ones Will Accrue More Of Crypto’s Value How To Measure Intelligence For Layer Ones Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents Why DeFi Isn’t Dead According To Raoul Why All Financial Rails Are Moving To Blockchain Rails Why Digital Art Will Accrue Massive Value Over Time How Do You Structure An NFT Portfolio? What Kind Of Investor Is Interested In An NFT Fund Partnerships: Jupiter Ethena Should People Only Focus On The Top Tier NFTs Raoul’s Plan To Lend Against NFTs Is Bitcoin A Proxy Trade For AI Why You Should Never Sell Unless You Have To The Numbers Behind Buying & Holding vs Trading Why Volatility Makes People Think Crypto Is Easy To Trade Raoul’s Advice On Developing Patience Why People Should Stay In Crypto Why There’s Hope For Crypto In 2026 & 2027 The Kindest Thing Anyone Has Ever Done For Raoul Closing Thoughts
MR SHIFT 🦁268,207 просмотров • 1 месяц назад
E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts
MR SHIFT 🦁103,729 просмотров • 24 дней назад
DROPS E36: Streamex ( 🪨 , ⛏️ ) - From NFTs to Nasdaq at 26 - and now building the future of commodities Henry McPhie ( 🪨 , ⛏️ ) is the co-founder and CEO of Stream X, a Nasdaq-listed company tokenizing physical commodities. He's a mining engineer by training who got into crypto through NFTs at 19, refunded his entire community when the project wound down, and pivoted into building what he calls the future of commodities. We talk about: - Why GLDY pays you to hold gold while every ETF and physical vault charges you - How gold leasing works and why jewellers would rather rent gold than buy it - Why GLDY is currently institutional-only and what the permissionless version looks like - How silver fits into the roadmap and why it'll be built differently - How he raised $55 million on Nasdaq at 26 by surrounding himself with people who'd already done it And much more... Timestamps: - Introduction - What Streamex Actually Does? - Henry's Background - How he get into Mining - Building a NASDAQ Company at 26 - From NFT Founder to Public Company CEO - How Much of Success Is Luck? - World of Crypto - Taking an NFT Founder Seriously - Raising $55M at a Young Age - What Is Streamex? - Why We Need Tokenized Commodities? - Why Traditional Gold Doesn't Earn Yield - Why Gold Was Chosen? - Building This as a Public Company - Why List in the US Instead of Canada? - Sponsorship NordVPN - Being Taken Seriously at 26 - Is StreamX a Crypto or Finance Company? - GLDY Different From Gold ETFs - How Scalable is Gold Leasing? - Maths behind 3.5% Yield - Risks Behind Lending Gold - RFID Tracking & Gold Verification - Other Ways to Earn Yield on Gold - Goal: $1B in AUM - Why GLDY Is Institution-Focused - Misconceptions About GLDY - Which Institutions Will Adopt First? - Silver Is the Next Focus - Silver Will Be Retail-Friendly - What Are Vaults in DeFi? - Security Tokens vs Permissionless Assets - What Comes After Silver? - How Mining Royalties Work? - Conclusion
MR SHIFT 🦁230,431 просмотров • 1 месяц назад
E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl (fka Zashi) 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts
MR SHIFT 🦁575,445 просмотров • 5 месяцев назад
. Tushar Jain admits Zcash 🛡️ reminds him of early Bitcoin - and explains exactly what convinced him the momentum was real "I love the momentum, I love the use case, I love the community around it. It reminds me of early Bitcoin days, and that's really encouraging" "What I did after it traced back is I talked to a lot of the people who were really bullish on Zcash last year, and they were still bullish. They were still sticking to their guns" "Sometimes there's a tailwind that you can just capture. The hard part is distinguishing something that has a genuine tailwind versus a flash in the pan - is it a hot money game, or are people actually buying into the story here?" Podcast out tomorrow! Multicoin Capital
MR SHIFT 🦁39,479 просмотров • 11 дней назад
E175: Dan Tapiero - $50 trillion crypto. And that might be conservative Dan Tapiero is the founder of 50T Funds, a growth stage fund built on the thesis that the digital asset ecosystem will reach $50 trillion. He doesn't touch tokens, doesn't do VC, and last year had six realizations - including a stake in Deribit acquired by Coinbase. This episode covers his framework, his macro thesis, and what two decades alongside Robertson, Druckenmiller, and Cohen taught him about sitting still. Timestamps: 0:00 Introduction 2:00 Kast Card Discussion 2:40 Dan’s Framework For Investing In Businesses 5:29 Why Equity Over Tokenization 12:19 Partnerships: Trezor Bitwise 13:05 Dan’s Bullish Tweet Style Explained 19:55 The Shift That Makes Someone Confident 28:00 Partnership: KAST 28:48 Why Markets Tend To Do The Unexpected 32:23 Conviction In Bitcoin Is Becoming Much Harder 41:03 How Dan Raises Money During A Bear Market 46:24 Partnerships: Jupiter Ethena 47:07 Why Dan Is Confident Crypto Will Go To $50 Trillion 52:02 How Agentic AI Will Help Crypto Reach $50 Trillion 54:33 The Numbers Behind ETH & SOL Post $50 Trillion 58:30 Closing Thoughts
MR SHIFT 🦁107,257 просмотров • 1 месяц назад
. Raoul Pal reveals he's been buying $ZEC during this recent market correction, and why he thinks it could be worth 5-10% of Bitcoin "In the world of store of value, there was only one really. But now we've got another one: Zcash 🛡️ - Bitcoin with privacy." "I talked to Barry Silbert about this the other day. To assume it could be 10% of Bitcoin, 5% of Bitcoin - that's great, in terms of how much economic value it has." "Privacy in the world has value for people, and I think people will understand that more." Podcast out this Thursday! Real Vision
MR SHIFT 🦁137,960 просмотров • 1 месяц назад
E152: Raoul Pal: Buy the F*cking Dip! For our last podcast of the year, I flew to Dubai to record our 4th WSH episode with Raoul Pal. As ever, it was a blast, and an absolute banger full alpha on how to navigate crypto in 2026 Enjoy! Timestamps 0:00 Introduction 1:40 Please Subscribe 2:06 Getting Sick, Conferences, & Podcasts 4:04 From God to Moron every 6 months 6:13 Online FUD and state actors 12:36 Is It Realistic To Put All Your Hopes & Dreams Into Crypto? 15:13 Partnerships: Jupiter Paradex KAST Zashi is now Zodl 18:46 Buy & Hold 21:38 Liquidity Is The Name Of The Game 26:59 The Minimum Regret Portfolio 29:25 Chat GPT and Onchain Metrics 30:47 Does Raoul Follow His Own DTFU Framework? 36:33 Partnerships: Trezor Sui Story 37:47 Naval and Balaji bullish on Zcash: the God signal? 40:24 When will Raoul buy ZCash? 43:20 Is DCA'ing BTC forever not the only true proven way to make money? 47:17 Kevin’s Learnings From Silicon Valley & Raoul’s Thoughts 54:26 Silicon Valley vs Wall Street crypto frameworks 56:21 Exponential Growth 1:03:28 The Internet vs Bitcoin similarities 1:09:43 Raoul’s Portfolio for 2026 1:11:48 Raoul's Honest Thoughts On SUI In Late 2025 1:15:33 How Do You Ensure that onchain Data is not faked? 1:16:19 Where do the SUI Network Users Come From? 1:17:35 Being Paranoid In Regard To Crypto data 1:21:03 Luck 1:22:50 The Superpowers of Podcasting 1:26:47 What does Raoul do with his monthly income? 1:28:13 What’s Happening With NFTs? 1:35:27 The Upstream Of All Wealth Leads To Art 1:38:53 Buy the f*cking Dip? 1:45:50 Conviction 1:46:37 Is 2026 bullish or bearish: Insider info 1:47:55 How To Make it in Crypto In 202 Real Vision
MR SHIFT 🦁486,896 просмотров • 7 месяцев назад
E169: Bitwise - $400 trillion is looking for somewhere to go and Bitcoin is the new option Hunter Horsley is CEO of Bitwise, a crypto specialist asset manager with over $15 billion under management. He's watched institutions circle this space for seven years. Right now, he says, is the most bullish moment he's ever seen - and he's got specific reasons for that. Timestamps: 0:00 Introduction 1:55 Coffee & Swiss People Discussion 3:36 Is Hunter ADHD, The Operator, Or A Mix Of Them Both 7:28 Partnerships: Jupiter KAST 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 46:17 Partnerships: Trezor Bitwise 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
MR SHIFT 🦁143,433 просмотров • 2 месяцев назад
E158: Avichal - Electric ϟ Capital - The $5M Bitcoin case, ETH is 2019 Bitcoin, and why crypto is still very niche Avishal who co-founded Electric Capital, was the first investor in Bitwise, and has backed some of the most important crypto infrastructure companies at seed before any of it was cool. He also shares how growing up as the outsider, the only brown kid in 90s Kentucky, gave him a lens on crypto that most Silicon Valley couldn't see. Timestamps: 0:00 Introduction 1:38 Please Subscribe 2:04 Plastic Surgery, Important For Online Presence? 4:26 KAST Card Plug & My Life Is Built On Stable Coins 6:24 Why Avichal Wears A Cap All The Time? 8:05 What Can You Tell Us About Bitwise 9:51 The People Who Built Bitwise Are Geniuses Or? 10:53 Lessons From Silicon Valley About Beliefs 12:30 Partnerships: Jupiter KAST 13:06 What Fuels Belief For Successful Entrepreneurs 15:17 Will The Next 50 Elon’s Be Found Or Make It Themselves 18:22 Your Mission Is Finding This Talent & Unlocking 100x Potential In Humanity 19:34 How Early Did You Invest In These Companies 20:15 Is It Luck Or Genius That You Invested 22:04 How Do You Realize Who’s Worth Investing In? 27:03 Spending Time With People Is The Best Identifier For Investing 28:37 Partnerships: Paradex Zashi is now Zodl 29:19 The Commonalities Of Successful Businesses Avichal Invested In 32:37 How Of Your Decision Is Based On The Principle Of “They’re Born To Do It” 34:00 Avichal’s Backstory 40:05 Connection Between Crypto & “The Little Guy” 43:32 How Does Silicon Valley Look At Crypto Investors 44:48 Partnerships: Trezor Sui 45:40 What Happens To Those Who Are In Crypto But Don’t Believe In It 47:26 Why The Majority Of People Can’t Buy & Hold In Crypto 53:28 Missionary vs Mercenary Explained 55:03 How High Can Bitcoin, ETH, & Crypto Get Based On These Principles? 1:01:06 The Compounding Effect & Logic Behind Bitcoin Investing 1:02:19 Applying This “Compound Effect” To ETH, SOL, & Bitcoin 1:06:15 Any Other Crypto Assets That May Have Reached Insane Velocity In 2026 1:07:51 Avichal’s Thesis On SUI 1:10:20 Closing Thoughts
MR SHIFT 🦁258,646 просмотров • 5 месяцев назад
Should my mum invest her entire $500K life savings in $STRC? Michael Saylor reframes the "should I go all-in on Strategy" question: "It all comes down to how comfortable you are with the risk you're assuming. You wouldn't want to be a Bitcoin maximalist overnight." "The average investor would probably say, I want to have my investments across two, three, four different sources of credit." "The question is: would you put all your money in one bank called Strategy? And would you trust that the Bitcoin network is robust and is not going away?" Strategy
MR SHIFT 🦁66,650 просмотров • 1 месяц назад
E168: Bybit - The CEO Who Went on a Podcast 3 Days After a $1.5B Hack and Made it all Back in 8 Months Ben Zhou, the 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. In this episode, Ben shares the untold story of the recovery, Bybit's growth to 85 million users, and his vision to merge banks, brokers, and exchanges into crypto's next financial super-app. Timestamps: 0:00 Introduction 1:39 Please Subscribe 2:04 Why Ben Is Meeting With Prime Ministers 5:52 Partnerships: Jupiter KAST 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 16:22 When Did Ben Realize AI Was Game Changing For The 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 With ByBit Decisions 25:33 Partnerships: Ethena Sumsub 26:35 The Most Surprising Thing Ben Learned From The ByBit Hack 28:06 How Do You Deal With An Outside Party When Big Issues Happen 30:20 Ben’s Message To Anyone Dealing With A Big Crisis 32:51 How Ben Managed The Negative Spotlight 36:51 How Big Is ByBit Today In Terms Of Key Numbers 37:38 How Do You Take ByBit To The Next Level 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 45:06 Ben’s Thoughts About The Ethena Partnership 46:05 Ben’s Opinions On Hyperliquid As A Competitor 49:34 Partnerships: Trezor Bitwise Sui 50:30 What’s ByBit Doing To Prepare For An AI Driven World 53:56 The Evolution Of Crypto vs AI 56:57 What Makes Ben Happy 57:21 Does Ben Feel Happier Now That He’s Rich 58:30 One Thing Ben Is Holding Onto That He Should Let Go Of 59:04 What Ben Does With His Money 1:00:14 What Does The Voice In Ben's Head Tell Him 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
MR SHIFT 🦁131,461 просмотров • 2 месяцев назад
E170: Joseph Lubin - Trust, surveillance, and who controls your money Joseph Lubin is the co-founder of Ethereum and founder and CEO of Consensys.eth, the company behind MetaMask 🦊 and Linea.eth. He's been building decentralized infrastructure since 2014. We talk about what drew him in, where he thinks this is all going, and why the AI question might matter more than anything else happening in crypto right now. Timestamps: 0:00 Introduction 1:55 Kast Card & Hong Kong Discussion 3:52 What It Means To Be Meta 5:35 What Does Joe Do Explained Simply 7:25 When Did Joe Realized You Can’t Trust The Current Financial System 11:53 Partnerships: Jupiter KAST 12:35 What Are These Magical Things That Can Transform An Economy 14:23 How Did 9/11 Change Joe’s Relationship With Institutions 16:27 The Before & After Of Joe’s Beliefs Post 9/11 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 24:18 How Did Joe Become Fascinated With Crypto & Blockchain 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 39:15 Decentralizations Lack Of Direction Criticism Debunked 40:32 Explain Consensys To Your Uber Driver 42:57 Joe’s Fundamental Belief Of What Blockchain Represents 46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed 49:33 Partnerships: Trezor Bitwise 50:17 What’s The Most 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 Will People Interact With Money In The Next 10 Years 1:12:28 Closing Thoughts
MR SHIFT 🦁109,667 просмотров • 2 месяцев назад