When Shift Happens Podcast

Illia Polosukhin, CEO of the NEAR Foundation and co-founder of NEAR Protocol, also helped create the transformer architecture behind AI like ChatGPT and Claude, explains what really happens to your data when you use AI and why a handful of companies could end up controlling it. He also shares how he went from AI to crypto and how crypto's privacy tools are being used to build AI that can't see or use your data without your permission.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🌱 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___________FOLLOW ILLIA POLOSUKHIN• Twitter: https://x.com/ilblackdragon• LinkedIn: https://www.linkedin.com/company/near-protocol-project/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.Timestamps00:00 Intro 02:57 His Mission: Own Your Data, Assets and Choices04:08 Growing Up With Hyperinflation in Ukraine05:46 Why Now Is the Best Time To Learn Anything06:58 The Big Move: Leaving Google07:56 "Attention Is All You Need" Explained Simply12:12 Partnerships: @Variational @BitwiseInvest13:05 Why Google Didn't Launch ChatGPT First16:01 What the Smartest AI People Still Get Wrong17:33 How a Payments Problem Led Him to Crypto24:44 What NEAR Is Today26:43 Partnership: @KASTxyz27:30 What NEAR Handles That Other Stacks Can’t29:05 What Happens To Your Data With Big AI Companies31:29 What You Should Never Ask a Chatbot32:52 The 1984 Scenario: Who Controls AI's Instructions?35:07 How You Can Verify Your AI (The Green Lock)36:55 Zcash and Private Money Explained40:31 What Is User-Owned AI?42:05 Partnerships: @JupiterExchange @Ethena42:49 How Is User-Owned AI Sustainable44:58 The Strongest Argument Against Private AI47:23 Is the AI Doom Story Overhyped?51:21 The Next Big Shift: Personalized Medicine54:10 What Humans Will Struggle To Adapt To

NBA champion Tristan Thompson breaks down the simple Bitcoin strategy he uses to build long-term wealth, and why he believes in Bitcoin going to $1 million. He opens up about growing up around government assistance, the memecoin trade where greed cost him most of a seven figure gain, and why so many rich people end up losing it all. Whether you’re new to crypto or already stacking, this is a rare look at how a pro athlete really thinks about money, risk, and getting rich.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___________FOLLOW TRISTAN THOMPSON• Twitter: https://www.instagram.com/realtristan13/• LinkedIn: https://x.com/TThompsonFOLLOW 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 Intro3:55 What Basketball Taught Tristan About Investing4:41 Tristan’s Biggest Weakness6:04 Growing Up With A Chip On His Shoulder6:52 Why He Switched From Soccer To Basketball8:58 Life After The NBA11:20 Why Companies Want Former Athletes12:46 Partnerships: @KASTxyz @Variational @BitwiseInvest14:24 Why Sharks Target Athletes’ Money16:49 Bitcoin To $1 Million?19:37 Tristan’s Crypto Portfolio Beyond Bitcoin21:08 His Biggest Miss & Best Investment23:03 The Real Goal Behind Building Wealth24:09 What Separates Talented From Great24:49 Why He’s Betting On AI & Robotics27:29 What Becomes Scarce When AI Makes Everything Abundant28:44 Preparing Kids For An AI Future29:51 Partnerships: @JupiterExchange @Ethena30:35 Where The Money In AI Actually Goes33:16 Why Rich People Lose It All35:02 The Memecoin Trade That Got Away35:35 Does Tristan Make Money Leverage Trading?37:39 Tristan’s Thoughts On Zcash38:03 What He’s Trying To Win Now39:25 Do Elite Degrees Still Matter?41:57 If You Don’t Spend It, Someone Else Will42:46 Closing Thoughts

Dan Tapiero, founder of $1.7 billion digital asset firm 10T Holdings, returns to reveal the boring secrets to getting rich in crypto that actually work, from why he passed on FTX to the selling rule that keeps you from giving it all back. After 35 years in investing, including working under legends Stan Druckenmiller, Julian Robertson and Steve Cohen, Dan explains why crypto is the easiest place in the world to make money and the hardest place to keep it.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___________FOLLOW DAN TAPIERO• Twitter: https://x.com/DTAPCAP• LinkedIn: https://www.linkedin.com/in/dan-tapiero-22b41b191/FOLLOW 50T HOLDINGS• Twitter: https://x.com/50TFunds• Website: https://www.50tfunds.com/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 Intro2:05 What Rich People Understand About Money3:54 Why Dan Isn't On Instagram5:18 The Biggest Myths About Getting Rich6:43 Advice That Keeps People Poor9:49 How FOMO Becomes The Wrecker Of Wealth15:25 Partnerships: @Variational @BitwiseInvest16:17 What People Shouldn't Optimize For In Crypto Today18:20 Mistakes People Make In Their 20s & 30s20:54 Knowing When To Sell Is A Skill All Should Learn25:54 Skill vs Patience In Wealth Building28:54 Why Do People Sell Their Winners Too Early?30:46 Partnership: @KASTxyz31:34 Where We're At Within The Crypto Wealth Cycle37:20 Dan's Thoughts On Zcash's Progress39:50 The Best Ways To Bet On Assets Going On Chain43:01 How Bullish Is Dan On NFTs?45:38 What Smart People In Crypto Get Wrong Today48:26 Partnerships: @JupiterExchange @Ethena49:09 Why All Monetary Value Will Go On Chain51:21 Where Should A 25-Year-Old Spend Their Energy?52:57 The Secrets To Getting Rich In Crypto58:04 What Does A Rich Life Look Like For Dan?59:58 Closing Thoughts

Raoul Pal believes we have roughly four years to build wealth before AI fundamentally changes how the economy works. 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 RAOUL👇Twitter: https://x.com/RaoulGMILinkedin: https://www.linkedin.com/in/raoul-pal-real-vision/Instagram: https://www.instagram.com/raoulgmiYouTube:  @RaoulPalTJM  GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUeCONNECT WITH REAL VISION👇Twitter: https://x.com/RealVisionWebsite: https://www.instagram.com/realvisiontvYouTube:  @RealVisionPresentsFOLLOW 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 - Intro03:31 - The BANANA ZONE that never happened04:07 - How To Allocate Better In Crypto04:52 - How Compounding Actually Works09:25 - Early vs Wrong: How To Tell12:54 - The Belief Raoul Totally Reversed19:01 - Sponsor: Variational, Bitwise22:12 - The Belief Raoul Wishes Was Wrong29:46 - How Long Does This Bull Run Last?34:23 - The Next Obvious Crypto Narrative36:50 - Is Bitcoin Still Primarily Money?40:19 - Are We Underestimating AI’s Speed?50:53 - Sponsor: Kast51:41 - Will Crypto Ever Be Exciting Again?59:49 - Is Success Being Smart Or Pain Tolerance?1:03:27 - KR1: A Raoul Crypto Bet That didn't work1:11:02 - When will The SUI Thesis Pay Off?1:13:20 - What Brought Raoul Back To ETH1:20:24 - Is Zcash A Trade Or A ZODL?1:21:44 - How Big Can ZEC Get?1:22:53 - Sponsor: Jupiter, Ethena1:25:16 - What Is Money For?1:26:45 - Optimizing For More Than Wealth1:29:35 - The Most Asked Question To His Palvatar1:33:31 - The Secret to Raoul's Great Looks1:35:03 - Looksmaxxing: How Deep Is Raoul In?1:37:46 - Was Telling Everyone About SUI a Wise Idea?1:42:53 - Was the 70% SUI Position Sizing Wrong?1:44:13 - Does Raoul Still Believe In Hold And Do Nothing?1:44:48 - The One Major Shift Left To Witness1:48:46 - How Good Is AI Today?

Changpeng Zhao (CZ), founder of Binance, sits down with Kevin live on stage at Bitcoin Asia 2026 in Hong Kong and explains why right now is the best point in history to build wealth in crypto. He breaks down why $1 million Bitcoin is coming faster than anyone expects, why Bitcoin will overtake gold in the next bull run, the exact crypto allocation he tells governments to hold, and what the biggest AI companies are telling him about launching their own tokens. Where the next decade of crypto is going, from the man who built the biggest exchange in the world.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/💧 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 CHANGPENG ZHAO (CZ)👇Twitter: https://x.com/cz_binanceFOLLOW 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.#CryptoNews, #JupiterDEX, #SolanaEcosystem, #DeFiInsights, #DEXAggregator, #CryptoTrading, #Web4, #BlockchainFuture, #TokenEconomics, #CryptoCommunity, #DeFiGrowth, #CryptoAdoption, #FintechRevolution, #CryptoMistakes, #FoundersStory, #CryptoBuilders, #DeFiRevenue, #CryptoVolume, #CryptoCulture, #Web3ToWeb4, #CryptoInnovation, #SolanaDEX, #CryptoProduct, #BlockchainStrategy0:00 Intro0:37 Do We Need 25 Years For Bitcoin To Hit $1M1:36 What’s Needed For This Century To Be Bitcoin Century3:26 How Tokenization Links To Bitcoin’s Success5:08 Will Bitcoin Weaken Or Strengthen Governments8:47 Are Governments Serious About Bitcoin Today11:14 What Most Governments Aren’t Doing With Bitcoin12:56 Which Countries Are Doing The Best With Bitcoin15:36 Will Bitcoin Become More Valuable Than Gold16:33 Could We Be Wrong About Bitcoin Being Better Than Gold17:17 How Much Should Countries Go In On Bitcoin20:37 What’s Driving The Next Bitcoin Cycle21:49 How AI Agents Will Trade Crypto25:21 Stablecoins vs Bitcoin’s Future26:54 What Will CZ Contribute To The Bitcoin Century