When Shift Happens Podcast

Evan Cheng co-founded SUI after leading Facebook's Libra project -  then threw away everything they built because it wasn't good enough. 

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.  https://app.paradex.trade/wl/resilien...
💳 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...
💰 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/
🔒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 EVAN CHENG
• Twitter: https://x.com/EvanWeb3
• Twitter: https://x.com/SuiNetwork
• LinkedIn: https://www.linkedin.com/in/chengevan/
• Website: https://t.co/S0laxwqTPP
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.
Timestamps:
0:00 Introduction
1:36 Please Subscribe
2:02 Evan’s Move To New York Explained
3:20 So Much Has Shifted In The Last Year
5:03 How Do You Deal With Unpredictability
8:59 How Evan Feels About These Changes
10:59 Partnerships: @JupiterExchange @KASTxyz
18:11 Has SUI Officially Proven This Way To Be Correct
19:22 Considering Tokens Dropping In Value - What Has SUI Proven Despite This
23:10 How Do You Define “Product Market Fit”
24:53 Partnerships: @paradex @zashi_wallet @sumsub
26:05 What Does A Much Bigger Adoption Look Like
30:29 The Dynamic Between Institutions & The Chains They Build On
32:06 How Different Is It To Build For An Institutional User vs A Retail User
34:23 Building The “Better” Technology Is Never Enough
37:05 Do All Major Chains Converge Or Specialize
40:00 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
40:57 What Is SUI Doing Differently From Ethereum Or Solana Explained Simply
43:10 An Example Of Assets That Are The Same vs Not The Same
46:11 SUI Didn’t Build Something Limited Like Facebook Libra Or DM, They Built Something Better
48:11 Closing Thoughts

Anand Gomes, CEO of Paradex, exposes how most crypto token launches really work, reveals the red flags that separate serious builders from teams that cash out and disappear, and explains why Paradex locked 80% of its own team tokens to public performance milestones.

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.  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 Anand Gomes
• Twitter: https://x.com/fiddybps1
• Twitter: https://x.com/paradex
• Website: https://app.paradex.trade/

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
1:29 Please Subscribe
1:55 25 Day Fast & The Benefits
9:25 - Partnerships: @JupiterExchange @KASTxyz
14:04 Fixing Your Health Makes You Unstoppable When Building A Business
15:20 The Playbook To Survive & Become Stronger In Crypto
18:52 The Key To Staying Motivated No Matter What
21:02 How Difficult Is It To Run A Crypto Exchange
23:14 Anand's Stance On Hiring People Who Execute
28:48 Partnerships: @paradex @zashi_wallet @sumsub
33:48 What Do You Want Crypto To Be?
35:12 Paradex’s Privacy Aspect Explained
36:58 Has Anand Ever Thought Of Building Paradex On Solana
41:12 Do You Ever Regret Or Doubt Yourself With Anything?
44:45 Why Anand Is Extremely Bullish On The Perp Space
47:35 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
48:32 What Happens To The Perp Space In One Years Time
55:34 Crypto’s “Bad Rep” Comes From These Non-Serious Token Creators
56:50 Paradex Stands Out Because Of The Transparency, Alignment, & Governance Framework
59:30 How You Ensure People Won’t Use Options As An Instrument To Sell 
1:01:19 What’re You Trying To Prove Here?
1:03:31 Why You’re Confident Launching A Token In A Bear Market
1:05:22 Can You Be Transparent With Us Now?
1:05:50 What Does The Little Voice In Your Head Tell You Every Day & Night
1:08:08 Closing Thoughts

Jeff Yan, founder of Hyperliquid Labs, returns after one of crypto's most extraordinary moments - a $1 billion community airdrop that grew to $10 billion, built by a team of just 11 people who didn't stop to celebrate.

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.  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 JEFF YAN
• Twitter: https://x.com/chameleon_jeff
• Website: https://app.hyperliquid.xyz/trade
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
1:35 Please Subscribe
2:01 Jeff’s Thoughts On Singapore
11:10 Partnerships: @JupiterExchange @KASTxyz
11:51 How To Make HyperLiquid A Cult For Those Outside Crypto To Come In
22:05 What Jeff Looks At For Reliable Teammates
24:51 Celebrations Or Right Back To The Grind
26:45 How Do You Test For High Integrity
28:31 How About Sleep? Is That A Thing At HyperLiquid
30:05 The Fear Of $300 Million Worth Of Token Hitting The Market Monthly Explained
31:41 Handling FUd, Criticism, & PR At HyperLiquid
32:28 How Does Jeff Personally Handle FUD
35:02 What’s The Problem With Buying Back Tokens When The Price Is High vs Low?
37:20 The Importance Of No Discretionary Element For HyperLiquid
39:04 Hyper EVM Explained Simply
40:00 Partnerships: @paradex @zashi_wallet
40:41 Jeff’s Take On The Success Of Hyper EVM So Far
44:05 HyperLiquid Improvement Proposal 3 Explained Simply
48:19 Why Should People Care?
51:33 Why Is It So Important To Bring All Finance On Chain
52:08 Why Is The HyperLiquid Approach Better
1:08:01 Partnerships: @Trezor @BitwiseInvest @SuiNetwork
1:08:58 Housing All Of Finance Meaning
1:12:23 Why Does HyperLiquid Have A Stablecoin USDH
1:14:39 What Is Kinetic & Why Does It Matter For The HyperLiquid Ecosystem
1:23:39 Where Did Fairness Cost Jeff The Most?
1:24:47 What Do You Want HyperLiquid To Be Remembered For
1:28:10 Closing Thoughts

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 HAPPENS
Twitter (X): https://x.com/KevinWSHPod  
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
1:38 Please Subscribe
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: @JupiterExchange @KASTxyz
13:06 What Fuels Belief For Successful Entrepreneurs
19:34 How Early Did You Invest In These Companies
20:15 Is It Luck Or Genius That You Invested
28:37 Partnerships: @paradex @zashi_wallet
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 @BitwiseInvest @SuiNetwork
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
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

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/pompglobal

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
1:21 Please Subscribe
1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok”
2:36 Who Are You
2:50 Why Relentless Is Anthony’s Favorite Word
3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio
4:30 How Does Someone Who Relies On Their Portfolio Build Conviction
6:17 Anthony Is A Risk Cowboy
7:06 The History Of Anthony’s Risk & Conviction
8:55 Partnerships: JupiterExchange, KAST
9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets
12:20 Making Changes From 95% In Bitcoin To Other Assets
14:08 Anthony’s Evolution Towards Investing
19:30 Partnerships: Paradex, Zashi Wallet, Mantle
20:39 Does Forcing Yourself Into A Corner Result In True Growth
26:17 Partnerships: Trezor, BitwiseInvest, SUI
27:10 How To Invest In Those 3 Big Topics Today
29:40 A Realistic Return On Bitcoin Over The Next 10 Years
32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years
33:12 Closing Thoughts