Rektie

[Rektie @NierRektie]

@KevinWSHPod @ionet @MTorygreen Kevin going down thw AI rabbit hole

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

Building the Airbnb of AI with @ionet CEO, @MTorygreen

This week I am releasing a Drops episode with Tory Green from Ionet!

His goal is to build Ionet into a better, cheaper, faster cloud solution while becoming the world’s largest decentralized AI Cloud.

He reveals:
- His biggest failure that led to his relentless work ethic and drive today
- Why GPUs are the new “oil” of the AI revolution
- How decentralized networks are the key for AI agents to reach full mainstream adoption
- Why disruption is the best way to innovate in crypto
- How to “front load” stress as an entrepreneur to create a successful business

Podcast coming out this week!

[Rektie @NierRektie]

@KevinWSHPod @BChillman @phantom 🔥

[Rektie @NierRektie]

@KevinWSHPod @SuiNetwork @EmanAbio @EvanWeb3 @GDanezis @b1ackd0g @WalrusProtocol Incredible work!

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

I’m proud to announce that When Shift Happens podcast is now an ecosystem media partner of @SuiNetwork , and Sui is an official partner of the When Shift Happens Podcast!

I met Adeniyi (@EmanAbio ) in San Francisco in August of last year and talked to him about life, faith/religion, crypto, Arsenal, and of course: how SUI intends to change the world for the better.

At the time, I knew about Sui through @RaoulGMI ’s thesis on the project, and after interviewing Adeniyi, SUI became a no-brainer for me.

Glad to be a part of Sui’s ecosystem and proud to call them a WSH partner!

[Rektie @NierRektie]

@KevinWSHPod @virtuals_io @ethermage My bags down so bad i needed this

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

E112: @virtuals_io : The Future of Autonomous Agents

@ethermage is the CoFounder of the Virtuals Protocol, the leading AI Agents protocol on Base and Solana

Timestamps
0:00 Intro
1:54 Partnerships: Jupiter, Bitwise, SUI and Mantle
2:39 Time Zone Adjustments
3:50 Scaling From 1 to 100
5:42 Who is Jansen Teng?
7:52 Learning from Startup Failures
10:51 Self Custody with @Trezor
11:44 Building Businesses While at BCG
17:42 Fire Fast, Hire Smart
19:26 Profitable Business vs. Billion-Dollar Dreams
22:07 Virtuals’ Historic 2024 Run
26:58 The 99% Token Drop Struggle
29:34 Why Jansen is a @cryptopunks
32:44 @pudgypenguins
33:18 NFT Speculation Bubble
35:42 Dealing with FUD
41:12 Reality of Crypto Founder
43:53 Speculative Premium in Crypto
47:00 Crypto Revenue Volatility Explained
48:45 Building a High-Growth Team
51:51 Mistakes in Crypto Innovation
56:50 Learning from @luna_virtuals 's AI Journey
1:00:00 USA vs. Malaysia
1:03:46 Expanding to @solana
1:07:04 Shifting Away from BASE
1:09:25 Constructive Criticism on BASE
1:11:25 Building Products, Not Networks
1:13:51 Politics of Crypto Listings
1:16:36 A Founders Dedication
1:19:44 Mastering Sleep Techniques
1:22:22 Starting life with a $300,000 Debt
1:23:34 Why Showing Up Matters
1:24:50 Wildest Moves for Virtual Success
1:29:22 Future of Autonomous Agents
1:33:57 AI Agents: ChatGPT Wrappers
1:35:02 Getting Rich with Crypto AI Agents
1:38:47 The Next Wave of AI Agents
1:41:02 Attention = Currency
1:41:57 Internet Water Army
1:46:13 Concluding Remarks

[Rektie @NierRektie]

@KevinWSHPod @JupiterExchange @weremeow @kashdhanda Lfggg

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

E111: @JupiterExchange : The Largest Aidrop in History, Jupnet, and Burning $3.5Bn (& a Cat!) in Istanbul!

@weremeow and @kashdhanda are the Cat and Cat Herder of Jupiter, one of the top Decentralized Trading Platforms in Crypto, and the largest DAO in the World

Timestamps
0:00 Intro
1:47 Sponsors: Jupiter, Bitwise, Sui & Mantle
2:32 Welcome to When Shift Happens
3:21 Surviving on 3 Hours of Sleep
5:30 Community-Driven Governance
8:22 Giving Away $700 Million
10:11 Self Custody with @Trezor
11:04 Airdrops: Invitations to Governance, Not Freebies
15:41 Meme Coins & Crypto Integrity: Why Istanbul?
17:46 The Surprising Success of Jupiter
19:11 Jupiter's Long-Term Vision
24:55 Strategic Pillars for Success
28:39 Trump Launch: DEXs vs. CEXs Future
32:57 Reinventing Finance
35:01 Acquiring a Majority Stake Moonshot: Behind The Deal
39:19 Celebrities Eyeing the Trump Playbook
40:35 Trump Coin vs. Hawk Tuah: Celebrity Token Success?
50:11 Balancing Business vs. Integrity
54:11 What is Jupnet?
56:48 Burning $3.5 Billion in Tokens
1:01:55 Community Trust Drives Token Success
1:14:01 Creating a Historic Event in Istanbul
1:17:28 @0xErbil & @humafinance : Replacing SWIFT with Huma Finance
1:19:19 From Quora to Silicon Valley: Early Days of Web 2.0
1:28:00 Why We're Bullish on Jupiter in 2025

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

Respect your guest and you audience’s time

One of the most astounding comment I often hear about WSH is “it’s amazing how much space you give to the guests and how much you let them talk”

Bro, I don’t know what podcasts you usually watch but if I am getting an industry star - who is 100x smarter than me - in a room for 2h… of course I will STFU and let him / her talk

Common sense

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

In SF and NYC for the next 4 weeks, lining up the mega crypto stars and founders in the USA

🇺🇸 🇺🇸 🇺🇸

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

You CANNOT trade crypto

Stay the course, believe in that thing

And be patient

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

Sat down with @GDanezis , Co-founder and Chief Scientist at @Mysten_Labs , and one of the minds contributing to @SuiNetwork and @WalrusProtocol

We talked for 2h about:
- the upcoming Walrus launch
- decentralizing data storage
- P2P systems
- Bitcoin, Ethereum, and SUI
- how to come up with big ideas
And much more!

Out soon

[Rektie @NierRektie]

@KevinWSHPod @Melt_Dem Meltem is the best

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

E109: @Melt_Dem : Why Speculation Drives Crypto (And How to Play the Game)

Meltem Demirors is the Founder and General Partner at
Crucible, an early-stage fund investing in the foundations of our digital future

Timestamps
0:00 Intro
1:55 Jupiter
2:03 Bitwise
2:16 Sui
2:26 Mantle
2:41 Aesthetic Maxing
6:29 Who is Meltem?
8:39 How Crypto Became My Religion
12:05 Price Drives Price
14:19 Self Custody with Trezor
15:11 Price Drives Price
17:22 Bitcoin: Not If, But When
20:06 Thesis VS Direction
20:59 Crypto World Fascination
23:33 Taking the Leap into Crypto
24:51 First Experience in Crypto
25:55 Bitcoin's Early Days: Community-Driven Revolution
30:48 Thermoeconomics: The Core Behind Bitcoin
36:24 What is Infrastructure?
38:20 What Makes Infrastructure Sexy?
44:45 AI Agents and Crypto's Future
48:22 Speculation: Fuel for Future Markets
54:55 EtherRocks: Crypto's Absurd Art
1:02:53 Explaining Memes to Aliens
1:05:53 How Knowledge Changes Authority
1:07:49 Building Crucible Capital
1:10:59 Why Building in Crypto Is Hard
1:13:47 The Power of an Empty Calendar
1:17:09 Crypto Needs Outsiders
1:17:56 The Power of LinkedIn
1:21:05 The Crypto Content Dilemma
1:22:30 The Wild 2000s & Choice Chaos
1:25:41 Why Instagram Ruined Travel
1:28:12 Do You Have Kids?
1:29:03 Self Sovereignty Importance
1:33:41 Prediction for the Next 12 Months

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

Recorded a 2H + banger with @cryptomanran from @crypto_banter

This is a completely different Ran than everyone has seen before, a unfiltered conversation where I not only challenge him about the Banter Business Model but where we go through tons of things :

- Ayahuasca
- How to grow a mega YouTube Channel
- How to actually make money on crypto
- the trade offs between getting attention and “the boring that works” in crypto media
- Building leverage and the best network in crypto through podcasting and Content
- Failing big
- dealing with FUD
- being a champion and beating everyone else by a mile
- being obsessed with winning
- being the best dad in the world

And so much more

Out in soon !

[Rektie @NierRektie]

@KevinWSHPod @Punk9277 @KaitoAI 🧠

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

Looking at @Punk9277 and his team’s execution in the last few months , the Kaito mindshare and the $KAITO chart after TGE, it seems that @kaitoai was another big W for When Shift Happens and for whoever took the time to study the pod with Yu Hu to build conviction

But how did I know?

It’s not that complicated if you just…look.

Crypto is full of noise, and there aren’t many S-Tier Founders on the consumer apps side (there are quite a few A-Tier though)

Big brains like to use a term I rarely use: “first principles thinking”

If you follow “first principles thinking” and look at who is “built different” in the “newcomers” generation of mega crypto founders, here are the people who stand out imho:

@chameleon_jeff
@weremeow
@Punk9277
@ASvanevik
@LucaNetz
@leptokurtic_
@BChillman

Might be forgetting a few people but the list isn’t long - probably less than 10 people

(Btw, “Newcomers” mean “non OG mega founders yet” but who have the potential to become the OG mega founders of the future, just like the OG big exchanges / stablecoin guys are now: Brian Armstrong, Jesse Powell, CZ, Jeremy Allaire, Paolo from Tether/Bitfinex, Justin Sun, etc..)

Again, if you are a serious investor in this industry, you want to bet on the CZ, Brian or Paolo of tomorrow.

But how do you do this?

Lets look at the common pattern between these newcomers (First principles) :

- They are hyper intelligent
- They are hyper practical
- They built a profitable business (because they are practical and understand that a business must be… profitable, even in crypto!)
- They are very humble
- They work 24/7
- Their product / app has a large mindshare (i.e. is known by almost everyone)

I am lucky that my job is to sit down with these people and it might help me recognize the patterns after more than 110 conversations with the most credible people in this industry

But given that these conversations are all published online and available for free, I just don’t see how you too cant see how “easy” it is to spot these S-Tier Founders

Maybe you are just too caught up in the too many short term crypto zero sum games. Or maybe you are just too lazy to go through a 1.5-2.5h long podcast. Or maybe you don’t act on your conviction.

Anyhow, I will claim my 6 figs $KAITO airdrop and stake it all, because supporting the too few S-Tier founders in the crypto industry is not only a must, but also a win - win (for the founders and for my bags)

Now back to work

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

Why Crypto’s Speculative Side Shouldn’t Be Bashed

@Melt_Dem from @cruciblevc talks about one of her biggest pet peeves after being in crypto for nearly a decade…

And how to come to terms with the speculation and subsequent greed in crypto, and the benefits it’s given crypto participants over multiple cycles.

[Rektie @NierRektie]

@KevinWSHPod @notthreadguy 👏🏻