When Shift Happens Podcast
Kevin Follonier
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 possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’s core values and ethos.
Thank you for watching.
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 possible into the incredible world of opportunities that Web 3 offers, while staying true to crypto’s core values and ethos.
Thank you for watching.
Episodes
Mentioned books
Mar 26, 2026 • 1h 13min
E164: GSR CEO: The New Era of Crypto Is About to Begin
Xin Song, Group CEO of GSR Markets, a veteran crypto market-maker now building a full-service Web3 investment bank. He digs into why crypto market structure is broken, how token issuance incentives misalign, and what it will take to professionalize markets, tokenization, and advisory services in the new crypto era.
Mar 19, 2026 • 1h 20min
E163: Jupiter President: How Crypto Will Replace Your Bank (And Why Wall Street Knows It)
Xiao-Xiao (Xiao Xiaojie Zhu), President of Jupiter and former KKR digital assets lead, builds on-chain finance and DeFi products. He discusses Jupiter’s zero-fee global QRPay payments, fast product shipping and chaotic builder culture. Conversation covers aggregation vs point solutions, on-chain adoption timelines, and tokenization shaping future capital formation.
6 snips
Mar 12, 2026 • 1h 42min
E162: CoinGecko CEO: The Truth About Getting Rich in Crypto (you won't like it)
Bobby Ong, co-founder and CEO of CoinGecko, bootstrapped the crypto data platform from $200 and built a community-first analytics company. He tells stories about catching internal corruption, why most crypto projects fail, the hard choices of bootstrapping vs VC, and the survival mindset needed to weather brutal market cycles.
11 snips
Mar 5, 2026 • 49min
E161: Sui Founder Explains Why Ethereum & Solana Will Be Left Behind
Evan Cheng, co-founder and CEO of Mysten Labs and creator of Sui, formerly an engineering lead on Facebook’s Libra/Diem, explains why object-based layer-one design matters. He discusses institutional tokenization, why account-led ledgers fall short, Sui’s technical building blocks, and how better low-level design aims to unlock faster settlement and real-world asset flows.
Feb 26, 2026 • 1h 9min
E160: Paradex CEO: A Crypto Founder Exposes How Token Launches Really Work
Anand Gomes, co-founder and CEO of Paradex, a builder of on-chain perpetual DEXs with institutional privacy features. He exposes how token launches can be abused, explains Paradex’s three-layer privacy design and why they locked 80% of team tokens to performance, and discusses perp DEXes as financial supercenters and why Ethereum was chosen for long-term reliability.
22 snips
Feb 19, 2026 • 1h 29min
E159: Jeff Yan, Hyperliquid CEO: Why Crypto Must Fix Finance Before AI Takes Over
Jeff Yan, founder and CEO of Hyperliquid Labs, builds a Layer 1 with on-chain order books and permissionless finance. He recounts the surprise $1B-to-$10B token moment and why staying focused mattered. He explains Hyper-EVM, HIP3 permissionless perps, on-chain liquid staking, fee burn rules, and why fixing finance now is crucial before AI reshapes value flows.
43 snips
Feb 12, 2026 • 1h 12min
E158: Avichal Garg, Electrical Capital CoFounder: Why Bitcoin Hitting $10 Million Is Less Crazy Than You Think
Avichal Garg, co‑founder and general partner at Electric Capital and early backer of Solana, Kraken, and Figma, shares his journey from founder to investor. He discusses patterns behind successful founders, why crypto can level the playing field, cognitive biases that blind people to exponential growth, and why Bitcoin hitting multi‑million prices is less crazy than it seems.
9 snips
Feb 5, 2026 • 34min
E157:Anthony Pompliano: This is what happens when you go all-in on Bitcoin (you get rich?)
Anthony Pompliano, founder and CEO of ProCap and outspoken Bitcoin investor, explains why he concentrated nearly all his liquid net worth into Bitcoin and calls it conviction, not gambling. He discusses risk compartmentalization, building other businesses instead of selling winners, long-term thinking during market drawdowns, and top investment themes for 2026 like humanoid robots and AI-enabled apps.
32 snips
Jan 29, 2026 • 58min
E156: Matt Hougan, CIO of Bitwise: How To Get Rich in Crypto (without Gambling)
Matt Hougan, Chief Investment Officer at Bitwise, is a veteran allocator who builds practical crypto products. He discusses why Bitcoin could reach eye-popping values and how Solana might 10x thanks to tokenization, stablecoins, and ease of use. Short-term trading is discouraged; the focus is on buy-and-hold, a core index plus Bitcoin and Solana satellites, and why fiat debasement fuels scarce-asset demand.
Jan 22, 2026 • 1h 1min
E155: SUI Network Founder: We Built What Ethereum and Solana Can't
Kostas Chalkias, co-founder and chief cryptographer at Misten Labs, left Facebook's Libra to innovate in quantum-safe cryptography with Sui. He discusses the unique features of Sui, including AI-ready infrastructure and large block sizes suitable for robotics. Kostas candidly shares insights on balancing user privacy with regulatory needs and the urgency of transitioning to post-quantum algorithms. With a focus on practical applications, he envisions Sui enhancing daily payments, gaming, and even robotics in the evolving crypto landscape.
