When Shift Happens Podcast

E183: Jupiter COO: Getting Rich In Crypto Has Nothing To Do With Luck

Jupiter COO, Kash Dhanda, breaks down the real playbook for building wealth in crypto without luck, memecoins, or moonshots. He explains why we're still in the early majority phase of crypto adoption, why Solana is becoming the everything chain, and why he personally keeps over 50 percent of his portfolio in stablecoins earning yield.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⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/🚀 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/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto___________CONNECT WITH KASH DHANDATwitter:https://x.com/kashdhandaTwitter: https://x.com/jupiterexchangeFOLLOW 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 Introduction2:10 Crypto Middleman Discussion4:46 Where Crypto Currently Sits Within TradFi7:59 Who Is Kash Dhanda9:26 What Was Kash’s Role On SuperTeam11:42 Why Kevin Became So Bullish On Solana & ZCash13:02 What Is The Concept Of Infinite Capitalism16:07 Partnerships: @Variational @BitwiseInvest19:15 Kash’s Opinion On Memecoins21:27 Why Even Hold 10% For Random Investing24:15 How Can People Get Rich In Crypto Without Luck27:25 The One Way To Compound Wealth In Crypto28:33 Isn’t Yield Not Worth It For Crypto Investing31:14 Why Go All In On Stablecoins40:10 Partnership: @KASTxyz43:21 Is Solana Rising From The Ashes47:09 What’s Solana Bad At Toda51:01 Solana’s Thesis In 202652:23 Is SOL Becoming Future-Proof54:07 What Is Jupiter Today56:13 Why JUP Token Is Powered By Ethena57:19 Why Does Jupiter Need A Stable Coin 1:00:05 How JUP Is Able To Give Yield1:03:20 What Is Jupiter Spend1:04:58 Partnerships: @JupiterExchange @Ethena1:05:42 The Advantages Of Using Jupiter Spend1:07:39 Gum Global Unified Markets Explained Simply1:10:20 What Other Things Will Gum Help With1:12:30 Does Solana Doing Well Benefit Jupiter Heavily1:14:45 Why JUP Didn’t Do Well Last Cycle1:17:21 The Changes Jupiter Is Making To Stand Out1:19:23 Should We Be Bullish On JUP Token1:23:28 One Takeaway From This Conversation 1:24:15 Closing Thoughts

E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead

Jordi Visser, macro strategist at 22V Research and former Weiss Multi-Strategy CIO, breaks down why Bitcoin is his hedge against a coming age of AI-driven abundance and why he holds no interest in ever selling. He also dives into longevity, heart rate variability, and why chasing money and status like buying a house may be the wrong game to play.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⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/🚀 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/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto___________CONNECT WITH JORDITwitter: https://x.com/jvisserlabsFOLLOW 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 Introduction2:10 Was Jordi Happy With His Weekend & Activities3:49 How Does One Live Until 100 Years Old4:31 Why Jordi Is Fascinated With Longevity5:44 What Kills The Habit Of Living Healthy7:20 Jordi’s Thoughts On Supplements & Meds9:51 Partnerships: @Variational @BitwiseInvest12:17 How Distribution Of Wealth Affects Longevity14:03 Jordi’s Opinion On Peptides & Hormones17:47 What Is Heart-Rate Variability21:21 How Can You Track Heart-Rate Variability25:12 Jordi’s Findings Within The Finance World29:10 When Jordi Learned The Concept Of Money31:58 Partnership: @KASTxyz32:47 What’s The Point Of Making More Mone38:20 Does Abundance = More Affordable 38:54 Why Would We Still Need To Build Wealth41:22 How Jordi Became Fascinated With Bitcoin47:44 Jordi’s Thesis On Bitcoin Explained Simply50:10 How Much Of Jordi’s Portfolio Is Bitcoin50:48 Would Jordi Ever Sell His Bitcoin51:52 Partnerships: @JupiterExchange @Ethena52:38 How Big Does Bitcoin Get54:00 Jordi’s Thoughts On “Bitcoin Is Too Expensive”55:28 Why Have A Channel About Crypto & Not Bitcoin56:25 Does Jordi Invest In Other Crypto Assets57:24 Other Scarce Assets Jordi’s Invested In58:41 Should 20 Year Olds Work Towards Buying A House1:02:00 The Difference Between Routine & Unique1:03:57 Why You Should Prioritize Longevity1:07:02 Closing Thoughts

E181 : Scott Melker: How To Get Rich In Crypto In 2026 (Without Getting Lucky)

Scott Melker, host of The Wolf of All Streets, explains why most people chasing quick wins in crypto never make it, and why his own strategy is deliberately boring: mostly Bitcoin, bought on a schedule and left alone. He also opens up about being a top creditor in the Voyager collapse, his first interview with Michael Saylor, and why he thinks crypto Twitter is actively hurting mainstream adoption.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⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/🚀 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/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto___________CONNECT WITH RAAGSTwitter: https://x.com/raagulanpathyLinkedIn: https://www.linkedin.com/in/raagulanpathy/Twitter: https://x.com/kastxyzWebsite: https://www.kast.xyz/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 Introduction1:51 Dressing Up Discussion2:51 What Helps Scott Stay Optimistic3:43 Scott’s Thoughts On Failure4:43 Who Is Scott Melker?7:00 Why Do DJ’s Go Down The Crypto Rabbit Hole8:48 What Scott’s Trading Life Was Like9:56 When Did Scott Go All In On Building In Crypto11:46 Partnerships: @Variational @BitwiseInvest12:38 Is Crypto Still Relevant In 202616:15 What Scott Invests In18:50 How Scott’s Opinion On Crypto Gets Influenced19:58 Scott’s Thoughts On Yield23:42 How To Improve A Crypto Media Business 26:26 How Scott Stays Excited Even When It’s Boring 28:12 Partnership: @KASTxyz31:46 Scott’s Advice On Trading Bitcoin34:17 How Average People Get Rich From Crypto35:40 A Few Lessons Scott Learned In 202238:08 What Other Assets Is Scott Interested In39:23 Scott’s Most Unexpected But Best Interview43:06 The Biggest Myth About Investing Debunked44:13 Partnerships: @JupiterExchange @Ethena44:57 Scott’s Goal With His Media Company47:22 What About Scott’s Goal In Life50:39 Scott’s Learnings From Behind The Scenes 51:59 How Scott Stays Motivated Despite The Bear Market53:33 Why People Should Be Optimistic About Crypto57:26 Closing Thought

E180: Kast Founder: The Biggest Crypto Opportunity Of Our Lifetime Is Happening Right Now

Raags, founder of Kast, breaks down the massive crypto opportunity he bet his career on, why he scrapped Kast’s token for tokenized equity, and what really happens to your money if a crypto bank collapses.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⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/🚀 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/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto___________CONNECT WITH RAAGSTwitter: https://x.com/raagulanpathyLinkedIn: https://www.linkedin.com/in/raagulanpathy/Twitter: https://x.com/kastxyzWebsite: https://www.kast.xyz/FOLLOW 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 Introduction1:58 How Raagulan Prioritizes What’s Done At Kast4:35 Kast Employees Deal With Major Chaos5:38 Raagulan’s Theory About Hiring For Kast7:02 Why Firing People Can Be More Difficult8:35 An Error That Could Kill Kast9:52 Convincing A Stable Coin Skeptic 12:06 Why Kast Has To Build Different Departments18:32 Partnerships: @Variational @BitwiseInvest19:24 Raagulan’s Thoughts On Fees21:55 Kast’s Best Customer Type23:53 Something Raagulan Shouldn’t Say Publicly29:04 Raagulan’s Experience With GLP-Ones34:05 Kast Is On Track For $100 Million In Revenue36:55 Why Kast Hasn’t Blown Up Due To Misspending41:04 Why Is Everyone Trying To Build Neo Banks42:52 What’s Difficult About Building Neo Banks49:14 Kast Isn’t A Card Business50:43 How Kast Is Building Momentum56:29 Partnerships: @KASTxyz @Trezor57:33 Kevin’s Thoughts On Kast58:59 What Does Kast Do With $80 Million1:01:55 Would Raagulan Consider Selling Equity1:08:39 Is Your Money Truly Yours When Inside Kast 1:10:49 What Happens To Your Money If Kast Fails1:17:38 Pros & Cons Between Non & Self Custodial1:22:42 Partnerships: @JupiterExchange @Ethena1:23:26 Should The Kast Community Feel Cheated1:34:13 What’s This Tokenized Stock Based On?1:35:25 The Hill Raagulan Is Willing To Die On1:37:59 Is The Worse Behind Us In Crypto1:42:57 One Thing To Remember From This Conversation1:45:16 Closing Thoughts

E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)

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 debunks the recent Zcash security scare, explains why AI is forcing crypto toward "spaceflight-level" security standards, and weighs in on Near's high-upside, low-conviction potential.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⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/🚀 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/♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com___________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/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 Introduction1:57 Coffee, Zyns, & Sleep Discussion3:26 Is It Better To Work At Night With ADHD4:05 How Mert Has A Relationship Despite His Schedule6:45 Mert On Being A Parent7:30 How Mert Grew On X So Fast8:51 Partnerships: @Variational @BitwiseInvest9:44 Mert’s Experience With SOL’s Price Drop 15:48 The Behind The Scenes With Solana18:22 How Solana’s Future-Proofing Its Ecosystem25:47 Why Businesses Will Build On Solana28:05 Why Solana Isn’t Seen As The Obvious Choice30:38 Partnerships: @KASTxyz @Trezor31:43 Mert’s Thesis Behind Solana In 202636:42 Solana Will Become The Biggest Financial Economy 42:45 The Timeline On Solana’s Changes Going Live44:23 Is Solana Making Its Comeback?47:31 Partnerships: @JupiterExchange @Ethena48:14 The Zcash Drama Explained55:39 AI’s Advancement Means Crypto Must Evolve59:24 What Is Zcash’s Potential1:04:40 How Is NEAR Special Like Solana & Zcash1:09:32 Closing Thoughts