Jeff Park is a macro strategist and Bitwise advisor who believes the financial system is broken beyond repair for young people - from unaffordable housing to AI displacing an entire generation's jobs.

He breaks down why real estate is actually a depreciating asset, why Bitcoin is the ultimate escape, and how AI will ignite the biggest wave of Bitcoin adoption the world has ever seen.

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/

💳 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...

🌱 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/

🔒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 Jeff Park

• Twitter: https://x.com/dgt10011

• Twitter: https://x.com/Bitwise

• Website: https://substack.com/@jeffpark1

FOLLOW WHEN SHIFT HAPPENS

Twitter (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/

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

1:33 Please Subscribe

1:59 Jeff & Kevin’s Fitness Discussion

6:15 Who Is Jeff Park?

8:03 Partnerships: @JupiterExchange @KASTxyz

8:43 How Diversity In America Can Be A Strength & Weakness?

12:28 What We’re Seeing Today From A Broken Financial System

25:28 How Does Someone Combat This Home Buying Investment Crisis?

28:46 Why Bitcoin Solves This K-Shaped Wealth Problem

32:15 Partnerships: @Ethena @sumsub

33:17 The Intelligent Investor Framework Explained

37:20 What Does The Ideological Investor Do?

40:35 How Data Plays A Huge Role In Wealth Creation

47:01 What Tokenization Brings To The Investing Space

48:09 Is Investing Now Off Limits For Average People?

50:06 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

1:02:04 The Occupy AI Moment That’ll Turn GenZ & Gen Alpha Into Bitcoiners Explained

1:05:36 How Is Bitcoin The Answer When Everything Else Gets Abandoned

1:10:26 Jeff’s Thoughts On “Is It Too Late” For People To Invest In Bitcoin

1:12:36 Should Someone Be More Offensive Using Bitcoin In Their Portfolio

1:15:49 How Jeff Prepares His Kids For This Occupy AI Future

1:17:50 Closing Thoughts

Gracy Chen went from a divorced single mom to CEO of Bitget, a top 5 crypto exchange doing $20B in daily volume with 25 million users.

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/

💳 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...

🌱 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/

🔒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 Gracy Chen

• Twitter: https://x.com/GracyBitget

• Twitter: https://x.com/bitget

• Website: https://linktr.ee/bitgetofficials

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

1:34 Please Subscribe

2:00 The Only Bad Experience With When Shift Happens

3:47 Gracy’s T-Shirt & Where It Came From

4:37 How Do We Motivate More Women To Join The Crypto Space

6:13 Bitget’s Overall Work Environment Explained

7:06 How Gracy Manages 2,200 Remote Workers

10:09 Partnerships: @JupiterExchange @KASTxyz

10:50 Who Is Gracy Chen?

13:04 Where Does Gracy’s Fire In The Belly Come From?

15:01 Why Is It Necessary To Go To The Best Schools

22:23 Why Gracy Left Acumulus?

23:45 The Hardest Part About Building A Business

28:52 Partnerships: @Ethena @sumsub

41:36 What Is Bitget, Explained Simply?

43:55 Gracy’s Breakdown Of Bitget’s Numbers

45:09 How Bitget Got Over 40% Of Its Management Team To Be Female

46:48 Where Women Excel In Terms Of Business Management Practice

50:45 Where Do Men Excel In Business Management Practice

52:20 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

53:17 What Are Gracy’s KPIs As The CEO Of Bitget?

56:45 How Bitget Is Growing The Pie To Continue Expanding

1:03:40 What’s The Endgame For Bitget?

1:05:49 Why Can Anyone Become A CEO?

1:09:28 Running A 2,200 Employee Company While Taking Care Of A Kid, How?

1:11:22 How Has Bitget Evolved Since Gracy Joined In 2022

1:17:12 What The Voice In Gracy’s Head Tells Her In The Morning & Evening

1:20:05 One Thing Gracy’s Learned That You Can Take With You

1:24:31 Closing Thoughts

Armani Ferrante is the Founder and CEO of Backpack, a regulated global crypto exchange with over $420 billion in trading volume and one of the leading builders in the Solana ecosystem.

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/

💳 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...

🌱 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/

🔒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 Armani Ferrante

• Twitter: https://x.com/armaniferrante

• Twitter: https://x.com/Backpack

• Website: https://backpack.exchange/

FOLLOW WHEN SHIFT HAPPENS

Twitter (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/

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

1:32 Please Subscribe

1:56 Michelle Fuko & Her Philosophical View On The Panopticon Metaphor

5:25 Armani’s Answer To This Philosophical View In Regards To Crypto

7:50 Who Is Armani Ferrante?

8:39 Partnerships: @JupiterExchange @KASTxyz

9:19 Where Armani’s Chip On The Shoulder Comes From

10:43 Getting Hired Twice At Alameda Research Twice Explained

13:46 Being Able To Work On Early Solana Projects

14:43 Why Instead Of Going To FTX Did Armani Go & Build His Own Exchange?

18:26 Was There Ever Any FOMO From Not Joining FTX?

23:32 Partnerships: @Ethena @sumsub

24:34 How Armani & Backpack Got Affected By The FTX Collapse

36:25 What’s The TLDR On The MadLad Story

42:03 How Important Was The MadLad Story For Backpack?

43:40 Armani’s Deepest Belief On What Crypto Should Be

51:59 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

52:55 Explain Backpack To Your Uber Driver

57:36 Most Of Crypto Is Currently A Test Bed

1:04:15 Percentage Of People Think They Own Shares From Huge Companies But Really Don’t

1:06:41 What Unified Margin Accounts Solve & Why You Should Care

1:15:20 Why Armani Left Sunny California For Tokyo Japan

1:17:18 Why These Huge Exchanges Don’t Exist In Japan

1:18:43 How Did Backpack Acquire Licenses At A fraction Of The Cost Compared To FTX

1:21:53 Closing Thoughts

Xin is the Group CEO of GSR Markets, one of crypto's oldest market-making firms - bootstrapped with $20K over twelve years ago and still independently funded today.

In this episode, he breaks down why crypto's market structure is fundamentally broken, how misaligned incentives are holding the industry back, and why GSR is transforming into crypto's first full-service investment bank modeled after Goldman Sachs.

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/

💳 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...

🌱 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 Xin Song

• Twitter: https://x.com/xinsong86

• Twitter: https://x.com/gsr_io

• Website: https://www.gsr.io/

FOLLOW WHEN SHIFT HAPPENS

Twitter (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/

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 Introduction1:32 Please Subscribe

2:02 Sleep & Age Banter

3:15 Advantage Of Age & Maturity

7:33 Who Is Xin Song?

9:23 What Did You Learn From Your Parents

12:47 Partnerships: @JupiterExchange @KASTxyz

13:27 What’s Happening With Crypto Right Now Considering The Market

16:12 What Broken Market Structure Means

19:18 Why Crypto Companies Shouldn’t Be Competing With Each Other

21:27 What Shocks You That People Don’t Understand With Crypto vs TradFi

26:42 What’s The Incentive To Make These Changes

28:41 GSR Explained To Your Mom

32:51 Partnerships: @Ethena @sumsub

33:53 Why Do Market Makers In Crypto Have Bad Reputations

36:48 How To Fix The Crypto Market Makers Reputation

40:09 What Does It Mean That GSR Wants To Become The Goldman Sachs Of Crypto

42:05 Example: Goldman Sachs Worked With Coca Cola & How GSR Reflects That In The Web 3 World

44:50 Why Is It Necessary For GSR To Become The Goldman Sachs Of Web 3

48:34 You Made 2 Major Acquisitions, Why?

51:49 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

52:45 Why Is Now The Best Moment For Focusing On Tokenization

56:24 What Must Happen For 10% Of $300 Trillion To Be On Chain

59:20 Katana Explained Simply

1:12:18 Closing Thoughts

Xiao-Xiao is the President of Jupiter, the leading DeFi super app on Solana, and former digital assets lead at KKR, one of the world's top private equity firms.

In this episode, he reveals why he left Wall Street to go all-in on crypto - and how Jupiter is building zero-fee global payments that could disrupt a $5 trillion market.

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/

💳 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...

🌱 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 Xiao-Xiao

• Twitter: https://x.com/xxjzhu

• Twitter: https://x.com/jupiterexchange

• Website: https://jup.ag/

FOLLOW WHEN SHIFT HAPPENS

Twitter (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/

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

1:26 Please Subscribe

1:52 Xiao’s Personal Thoughts On Dubai

3:11 Kevin Working For Luxury Brands

3:47 Working, Chaos, & A Delicate Balance Within Jupiter

5:16 How Xiao’s Previous Job At KKR Compares To Jupiter

6:01 Coming From TradFi Means Less Structure More Output

7:35 What Is Jupiter Global

8:29 Siloed Point Solution vs The Network Effect & Aggregation

10:09 Who Is Xiao Xiao

11:26 Partnerships: @JupiterExchange @KASTxyz

12:06 Tell Us More About The Musical Part Of Your Life

13:49 Xiao’s Realization About What He Wanted To Pursue

16:22 What Was This BCG Project About?

18:00 Xiao’s Big Crypto Aha Moment

22:10 What Happens At A Big Firm Like KKR In Terms Of Market Cycles

27:00 Did You Feel FOMO In Regards To FDX Around 2022

31:01 How Advanced Is This Institutional Adoption Within Crypto Now vs Future

37:14 Partnerships: @ethena, @sumsub

38:16 The Fantasy/FOMO Of Going All In On Crypto With Your Job

48:25 What Xiao’s Trying To Prove Within This Jupiter Chapter

51:13 Are You The Reason KKR & ParaFi Invested In Jupiter?

52:48 Why Concretely Did ParaFi Invest $35 Million Into Jup Token

57:31 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

58:28 What Does Onchain Finance Look Like In 5 years

1:07:25 One Thing That Makes You Proud To Be Apart Of Jupiter

1:10:42 Kevin’s One Thing He’s Proud Of With Jupiter

1:14:24 What Shift Is Happening That Most People Don’t See

1:18:18 Closing Thoughts

Bobby Ong is the co-founder and CEO of CoinGecko, the crypto data platform he bootstrapped with $200 over 12 years - no VC money, no shortcuts.

In this episode, Bobby reveals why most crypto founders are destined to fail, how he caught employees taking bribes for listings, and what it really takes to survive in an industry designed to destroy you.

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/

💳 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...

🌱 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 BOBBY ONG

• Twitter: https://x.com/bobbyong

• Twitter: https://x.com/coingecko

• Website: https://www.coingecko.com/

FOLLOW WHEN SHIFT HAPPENS

Twitter (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/

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 Intro

1:40 Please Subscribe

2:06 Kevin’s Transition Into When Shift Happens

4:36 Who Is Bobby Ong?

5:34 The Decision Process Around Switching CEOs

7:27 What Attracted Bobby To Bitcoin In 2013

13:36 Partnerships: @JupiterExchange @KASTxyz @sumsub

14:47 Where Bobby’s Fire In The Belly Comes From

16:26 Where This Risk Taking Attitude Comes From

18:37 The Tech Guys Bobby Was Following To Learn About Crypto

20:13 How Do You Explain Your Co-Founder Sticking Around 12 Years Later

22:45 Where Do You Think Good Values Vibe From?

23:59 What’s The Deal With Pudgy Penguins

25:05 Bobby’s View On NFTs In 2026

27:14 Who Would Be The Future Winners On Asset Appreciation

29:15 What Did The First $200 CoinGecko Look Like

30:26 Partnerships: @Trezor @BitwiseInvest @SuiNetwork

31:23 History Of Bobby’s Work While Building CoinGecko

33:03 Short Term vs Long Term Thinking In Crypto Discussion

35:12 2017 You Went All In On CoinGecko

36:22 Four Year Bitcoin Cycle & Surviving

50:16 Explain CoinGecko To Your Mom

50:45 Why Is CoinGecko Called CoinGecko

1:26:44 Is #1 CoinMarketCap Not Playing The Trust Game

1:27:13 How Does A User Decide Between Coin Market Gap & CoinGecko

1:28:51 Where Does CoinMarketCap Excel

1:30:00 Why Didn’t Zash The Company You Acquired Work Out

1:35:31 Red Flags In Acquisitions Founders Miss

1:39:10 Best Moment To Sell

1:40:10 Closing Thoughts

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.

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PARTNERS

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Follow Anand Gomes

• Twitter: https://x.com/fiddybps1

• Twitter: https://x.com/paradex

• Website: https://app.paradex.trade/

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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