MR SHIFT 🦁

🎙️ When Shift Happens - I sit down weekly with the most Credible People in Bitcoin & Crypto

[MR SHIFT 🦁 @KevinWSHPod]

E179: Mert Mumtaz - $SOL at $8. zcash:native at $18. The framework that caught both, and the next potential gem

I sat down for the 3rd time with @mert the CoFounder of @solana and the CEO of @Zcash for a banger episode where we cut through the noise, understand the thesis for Solana and $SOL in 2026, why zcash:native is the last 100x in the large caps and why $NEAR might be the next $SOL at $8 and zcash:native at $18

Timestamps
0:00 Introduction
4:05 Dating On Zero Sleep: Mert's Relationship Secret
7:30 The X Growth Hack That 6x'd His Following
8:51 Partnerships: @Variational @BitwiseInvest
9:44 $SOL Crashed To $8... Then Everything Changed
15:48 Solana's Secret Leadership Shakeup
18:22 The Two Laws That Future-Proof Solana
25:47 Why Solana Wins By Default
28:05 Why Traders Are Blind To Solana
30:38 Partnerships: @KASTxyz @Trezor
31:43 One of Mert's Big Bets: Solana In 2026
36:42 How Solana Becomes The New Wall Street
42:45 The Countdown To Solana's Big Upgrade
44:23 Is Solana Actually Back?
47:31 Partnerships: @JupiterExchange @Ethena
48:14 The Zcash "Scandal" That Wasn't
55:39 AI Is Coming For DeFi's Bugs
59:24 zcash:native 's 20X Case or more, Explained
1:04:40 @NEARProtocol : The Dark Horse Mert Is Watching 1:09:32 Closing Thoughts

[MR SHIFT 🦁 @KevinWSHPod]

When Shift Happens was born in the last bear market

This bear market both of our business and views are killing it

Next bull we come out on top

Slow compounding for years >>> hype for a cycle

[MR SHIFT 🦁 @KevinWSHPod]

The next bull run riches are determined today, not in 1 year

[MR SHIFT 🦁 @KevinWSHPod]

If you are a crypto brand hiring a KOL agency or a clipping agency your money is funding bots only

The bigger issue is that because you are judging your CMO on KPIs like views and „engagement“ so this person - if not a cofounder or shareholder - has a direct incentive to keep these agencies game running for longer …

The solution is to stop being lazy, look at the 10-15 people who have actual, organic and high quality traction / awareness on this platform (you can probably name them without having to scroll X) and talk to them / hire them directly

[MR SHIFT 🦁 @KevinWSHPod]

This week, I'm releasing a 1-hour 45-minute conversation with @raagulanpathy - founder and CEO at @kastxyz.

Rags is blunt about why everyone is suddenly building a neobank: crypto hasn't delivered much value to anyone, and the fintech layer on top of the rails is the biggest addressable market of our lifetime. He also thinks almost everyone chasing it is about to find out how hard it actually is.

We talk about:
- Why cards on their own are a business that never makes money
- The ten other revenue lines every serious fintech needs, and what KAST is building
- What actually happens to your money if Kast ever goes out of business
- The toll that building a business like KAST takes on him
- Why he'd rather be misunderstood for three years than launch a token that tanks 95%
- Why he's invested so much of his own money in KAST and never sold a share
- What he means when he calls token launches "free money" for founders

And much more...

Podcast out this week!

[MR SHIFT 🦁 @KevinWSHPod]

The clipping agencies are literally all mega SCAMS

They scam both their clients (all botted, AI slops etc, zero impact or real views) and their clippers at the same time (they never pay them or barely pay them)

I know this because we tried one a few weeks ago they took the money and ran away after I called them out

Then I went down the rabbit hole and realized that the only way to make this kind of business work at scale and make actual money from it is to scam

Ps: the funniest thing is that the main account of the clipping company that ran away with our money still replies to my tweets (using AI slops… of course) 😹

[MR SHIFT 🦁 @KevinWSHPod]

@JasonYanowitz Finally! 👏🏻

[raagulanpathy @raagulanpathy]

Keep’ it real as always!
@KASTxyz @KevinWSHPod

[MR SHIFT 🦁 @KevinWSHPod]

. @nattyvirk predicts AI will push the world back to a barter system enforced by tokens

"AI is going to be responsible for over 50% of transactions happening in the world"

"Robots are not going to put money into their pockets and go do transactions - they are going to do transactions on tokens, an actual exchange of value that's enforceable and recognized"

"As more and more tokenization happens in the world, the natural merger is going to be that the world moves back towards a barter system, where the exchange of value has to be legit"

DROPS out Tomorrow!

@blockmazerwa

[MR SHIFT 🦁 @KevinWSHPod]

@CoinsiliumGroup Read more on Nijinn’s launch here: https://t.co/odPBVIG8sv

[MR SHIFT 🦁 @KevinWSHPod]

Gm Folks
We are back!

This is another edition of the Predict Alpha Report, our bi-monthly collaboration with @CoinsiliumGroup tracking the rise of prediction markets, event-driven finance, and the growing role of AI agents within it. Each edition focuses on the signals that matter, from capital flows and fundraising activity to regulatory shifts and product innovation. As information is increasingly priced in real time by both humans and machines, the Predict Alpha Report will track where these signals lead.
But first, let’s get this part out of the way:

Always DYOR:
This bulletin is for informational purposes only and contains summaries of news articles originally published by third-party media outlets. Please refer to the full disclaimer at the end of the post.

Now, let’s get started.
Here are the highlights:

💸 Capital Signals
👉Largest Single Event Market In Kalshi’s History!
👉Compute Futures
👉 Introducing… Margin Trading
👉Predictive Labs Launches Nijinn as Coinsilium Expands Strategic Investment

📈 Industry Pulse
👉Track the FDA
👉Banks and AI
👉Oracle’s AI Workspace
👉Reuters & MCP

💸 Capital Signals

💰 Largest Single Event Market In Kalshi’s History!

@Kalshi’s contract on the 2026 World Cup final between Argentina and Spain has surpassed $1.27 billion in trading volume, making it the largest single event market in the platform’s history! Total World Cup trading on Kalshi has exceeded $25 billion, compared with roughly $2 billion for the NBA Finals and $1 billion for the Super Bowl. Polymarket is seeing a similar rise in interest, with nearly $3 million traded on the final, more than 64,000 users visiting the match market, and $4 billion traded on its overall World Cup winner contract since July 2025.

The surge shows that prediction markets are becoming a way for fans to follow major sporting events. However, high trading volume does not guarantee accurate forecasts as both Kalshi and Polymarket initially favoured the losing teams in the France–Spain and Argentina–England semifinals, with prices shifting as the matches unfolded. Earlier-round predictions were more reliable, so these markets may be useful measures of public expectations, but football’s unpredictability remains part of both their appeal and their risk.

💰Compute Futures

Kalshi has launched futures contracts tied to the future price of AI computing power, giving traders a way to bet on where the cost of GPU access is heading. The product was led by Uday Shah, Kalshi’s new chief risk officer and a 16-year CME Group veteran. Kalshi says its prices will come directly from market activity rather than private deals, which could help create a clearer benchmark for a fragmented market where compute costs vary by chip, location, and use case.

The bigger bet is that computing power will become a major tradable commodity as companies spend heavily on AI infrastructure. Kalshi estimates hyperscalers could commit more than $500 billion to $600 billion in 2026 alone, while CME and ICE are also developing compute-related products.

💰 Introducing… Margin Trading

@Polymarket has applied for a US Futures Commission Merchant licence through its affiliate, Coming Home GBA LLC, as it looks to introduce margin trading for prediction markets. Approval would allow eligible users to open larger positions without paying the full value of each contract upfront, though its launch still depends on the CFTC.

Margin trading could make Polymarket more attractive to professional and institutional traders, and the move puts Polymarket in closer competition with Kalshi, which secured a similar licence earlier this year. However, it would also introduce stricter identity checks, customer-fund rules, and risk controls, while pushing prediction markets further toward the structure of traditional derivatives platforms.

And rounding up this section:

💰Predictive Labs Launches Nijinn as Coinsilium Expands Strategic Investment

@Predictive_Labs has unveiled Nijinn, its first commercial product, marking a significant milestone in the company's evolution since Coinsilium's initial investment in March 2026. Designed as an independent analytics platform for the rapidly expanding prediction markets sector, Nijinn aggregates data and market intelligence from multiple venues without providing trading, execution, or custody services. Its first release is expected to offer tools for cross-venue arbitrage, market making, performance analysis, and hedging, with early access launching during
@Wikiexpo_global Hong Kong later this month.

In recognition of Predictive Labs' successful delivery of key development milestones, Coinsilium has exercised its option to invest a further US$200,000, increasing its total investment to US$350,000 and its ownership to nearly 12% of the company. Coinsilium also retains rights to make further staged investments in Predictive Labs, potentially increasing its shareholding to nearly 30% as additional milestones are achieved.

📌 FYI: Coinsilium’s shares are traded on the Aquis Stock Exchange Growth Market in London, under the ticker symbol "COIN", and on the OTCQB Venture Market in the United States under the ticker symbol "CINGF".

But it’s not just capital flowing into the space.
Keep reading for the latest signals in regulation, adoption, and structure.

📈 Industry Pulse

⚡️Track the FDA

Kalshi is launching prediction markets tied to late-stage clinical trials and FDA decisions, giving traders a way to take a position on the outcome of a specific drug rather than the company developing it. The markets are being built with AppliedXL and will cover more than a dozen FDA decisions at launch, including experimental cancer treatments from Gilead and Summit Therapeutics. Each contract will be settled using a named public record, such as an FDA approval letter, an advisory committee vote, or a trial’s registered primary endpoint.

The pilot will only include late-stage trials that have finished enrolling, with the outcome criteria fixed before trading begins. Kalshi will also require employment verification and block anyone with material non-public information from participating. For biotech investors and drugmakers, the contracts could offer a more direct way to price and manage the risk around major regulatory milestones, while making market expectations around new treatments visible in real time.

⚡️Banks and AI

Abrigo has unveiled APX, an AI platform designed to coordinate lending work across banks and credit unions. It is expected to launch in Q3 2026 and will use specialised AI agents to handle tasks such as collecting documents, reviewing data, managing exceptions, and checking loan files, while keeping staff in control of key decisions.

Unlike basic automation tools that complete isolated tasks, APX is designed to manage workflows across the full lending process, from underwriting to servicing. It also records how decisions are made, applies each institution’s policies, and creates a complete audit history, which could make it easier for banks to adopt AI without losing the oversight regulators expect. Abrigo estimates the platform could reduce manual work by more than 40%, giving lending teams more time to focus on customers.

⚡️Oracle’s AI Workspace

@Oracle has launched a new pro-code workspace within AI Agent Studio, giving developers and AI coding agents a place to build, test, and host specialised applications inside Oracle Fusion Cloud. These applications can connect directly to the finance, HR, and operations systems companies already use, rather than operating as separate chatbots or standalone tools.

The main advantage is control. Applications built in the studio inherit Oracle Fusion’s existing security rules, approval processes, data boundaries, and audit records, making them easier to use in sensitive business workflows. Microsoft, SAP, and Salesforce are also pursuing similar strategies.

⚡️Reuters & MCP

@Reuters has launched a Model Context Protocol server that lets customers connect AI agents directly to the news and media included in their Reuters subscriptions. MCP is an open standard that helps AI systems access external tools and information, meaning organisations can now search, retrieve, and download Reuters content without building separate integrations for every workflow.

The server could help newsrooms and research teams automate time-consuming tasks, such as finding relevant images, assembling multimedia stories, and adapting reporting for different audiences. More broadly, it gives companies a way to feed verified, structured news into AI systems at a time when the accuracy and sourcing of machine-generated information remain major concerns.

And that’s it!
Long read, but if you enjoyed this, set a reminder in your calendar for the next edition of the Predict Alpha Report.

Thanks to Coinsilium, we’ll be dropping these updates every other Monday, i.e, twice a month.

Till then,

Thank you for being a part of the When Shift Happens family.

Full Disclaimer
All rights to the original content belong to the respective publishers. We do not claim ownership of any third-party material and provide proper attribution, including source links, for transparency and reference. While we strive for accuracy in our summaries, we make no warranties or guarantees regarding the completeness or accuracy of the information provided.

Any mention of cryptocurrency, financial products, public company stocks, or other investment instruments in this newsletter or the referenced articles is not intended as financial advice or a recommendation to invest. The information is not tailored to any individual’s circumstances and should not be relied upon for investment decisions. Readers are encouraged to consult the original articles and seek independent financial, legal, or professional advice before making any investment.

The author(s) of this report may hold, directly or indirectly, positions in the securities or digital assets (including shares or tokens) of the company(ies) or project(s) mentioned herein. Any such holdings are disclosed for transparency and should not be construed as a recommendation to buy, sell, or hold any financial instrument.

[MR SHIFT 🦁 @KevinWSHPod]

@0xSammy https://t.co/nsHzPQvior

they deleted lol

[MR SHIFT 🦁 @KevinWSHPod]

@ClipurMediaCorp yo stop commenting my posts with your AI you scammed me for 5K lmao

[MR SHIFT 🦁 @KevinWSHPod]

The clipping agencies are literally all mega SCAMS

They scam both their clients (all botted, AI slops etc, zero impact or real views) and their clippers at the same time (they never pay them or barely pay them)

I know this because we tried one a few weeks ago they took the money and ran away after I called them out

Then I went down the rabbit hole and realized that the only way to make this kind of business work at scale and make actual money from it is to scam

Ps: the funniest thing is that the main account of the clipping company that ran away with our money still replies to my tweets (using AI slops… of course) 😹

[Chris Williamson @ChrisWillx]

Everything is hard and no one cares.

“I’m sorry that accomplishing your dreams wasn’t fast, easy and risk-free.” — @AlexHormozi

[MR SHIFT 🦁 @KevinWSHPod]

E179: Mert Mumtaz - $SOL at $8. zcash:native at $18. The framework that caught both, and the next potential gem

I sat down for the 3rd time with @mert the CoFounder of @solana and the CEO of @Zcash for a banger episode where we cut through the noise, understand the thesis for Solana and $SOL in 2026, why zcash:native is the last 100x in the large caps and why $NEAR might be the next $SOL at $8 and zcash:native at $18

Timestamps
0:00 Introduction
4:05 Dating On Zero Sleep: Mert's Relationship Secret
7:30 The X Growth Hack That 6x'd His Following
8:51 Partnerships: @Variational @BitwiseInvest
9:44 $SOL Crashed To $8... Then Everything Changed
15:48 Solana's Secret Leadership Shakeup
18:22 The Two Laws That Future-Proof Solana
25:47 Why Solana Wins By Default
28:05 Why Traders Are Blind To Solana
30:38 Partnerships: @KASTxyz @Trezor
31:43 One of Mert's Big Bets: Solana In 2026
36:42 How Solana Becomes The New Wall Street
42:45 The Countdown To Solana's Big Upgrade
44:23 Is Solana Actually Back?
47:31 Partnerships: @JupiterExchange @Ethena
48:14 The Zcash "Scandal" That Wasn't
55:39 AI Is Coming For DeFi's Bugs
59:24 zcash:native 's 20X Case or more, Explained
1:04:40 @NEARProtocol : The Dark Horse Mert Is Watching 1:09:32 Closing Thoughts

[MR SHIFT 🦁 @KevinWSHPod]

This week, I'm releasing a 1-hour 45-minute conversation with @raagulanpathy - founder and CEO at @kastxyz.

Rags is blunt about why everyone is suddenly building a neobank: crypto hasn't delivered much value to anyone, and the fintech layer on top of the rails is the biggest addressable market of our lifetime. He also thinks almost everyone chasing it is about to find out how hard it actually is.

We talk about:
- Why cards on their own are a business that never makes money
- The ten other revenue lines every serious fintech needs, and what KAST is building
- What actually happens to your money if Kast ever goes out of business
- The toll that building a business like KAST takes on him
- Why he'd rather be misunderstood for three years than launch a token that tanks 95%
- Why he's invested so much of his own money in KAST and never sold a share
- What he means when he calls token launches "free money" for founders

And much more...

Podcast out this week!

[MR SHIFT 🦁 @KevinWSHPod]

I don’t think any memecoin rums to multiple billions again

The cycles are too short now, everyone figured out the playbook

It lasts a day to a week max

In 2021 the playbook was private deals and print in a couple of weeks / months

In 2025 it was memecoins and print for a couple of weeks/ months

Now the memecoin opportunity is gone

But there will be a new thing this new cycle, there always is

[MR SHIFT 🦁 @KevinWSHPod]

Nothing more exciting than the bottom of the bear to double down on plans to take over the crypto media space in the next bull run 🐂

[MR SHIFT 🦁 @KevinWSHPod]

. @nattyvirk predicts AI will push the world back to a barter system enforced by tokens

"AI is going to be responsible for over 50% of transactions happening in the world"

"Robots are not going to put money into their pockets and go do transactions - they are going to do transactions on tokens, an actual exchange of value that's enforceable and recognized"

"As more and more tokenization happens in the world, the natural merger is going to be that the world moves back towards a barter system, where the exchange of value has to be legit"

DROPS out Tomorrow!

@blockmazerwa

[MR SHIFT 🦁 @KevinWSHPod]

@CoinsiliumGroup Read more on Nijinn’s launch here: https://t.co/odPBVIG8sv

[MR SHIFT 🦁 @KevinWSHPod]

Gm Folks
We are back!

This is another edition of the Predict Alpha Report, our bi-monthly collaboration with @CoinsiliumGroup tracking the rise of prediction markets, event-driven finance, and the growing role of AI agents within it. Each edition focuses on the signals that matter, from capital flows and fundraising activity to regulatory shifts and product innovation. As information is increasingly priced in real time by both humans and machines, the Predict Alpha Report will track where these signals lead.
But first, let’s get this part out of the way:

Always DYOR:
This bulletin is for informational purposes only and contains summaries of news articles originally published by third-party media outlets. Please refer to the full disclaimer at the end of the post.

Now, let’s get started.
Here are the highlights:

💸 Capital Signals
👉Largest Single Event Market In Kalshi’s History!
👉Compute Futures
👉 Introducing… Margin Trading
👉Predictive Labs Launches Nijinn as Coinsilium Expands Strategic Investment

📈 Industry Pulse
👉Track the FDA
👉Banks and AI
👉Oracle’s AI Workspace
👉Reuters & MCP

💸 Capital Signals

💰 Largest Single Event Market In Kalshi’s History!

@Kalshi’s contract on the 2026 World Cup final between Argentina and Spain has surpassed $1.27 billion in trading volume, making it the largest single event market in the platform’s history! Total World Cup trading on Kalshi has exceeded $25 billion, compared with roughly $2 billion for the NBA Finals and $1 billion for the Super Bowl. Polymarket is seeing a similar rise in interest, with nearly $3 million traded on the final, more than 64,000 users visiting the match market, and $4 billion traded on its overall World Cup winner contract since July 2025.

The surge shows that prediction markets are becoming a way for fans to follow major sporting events. However, high trading volume does not guarantee accurate forecasts as both Kalshi and Polymarket initially favoured the losing teams in the France–Spain and Argentina–England semifinals, with prices shifting as the matches unfolded. Earlier-round predictions were more reliable, so these markets may be useful measures of public expectations, but football’s unpredictability remains part of both their appeal and their risk.

💰Compute Futures

Kalshi has launched futures contracts tied to the future price of AI computing power, giving traders a way to bet on where the cost of GPU access is heading. The product was led by Uday Shah, Kalshi’s new chief risk officer and a 16-year CME Group veteran. Kalshi says its prices will come directly from market activity rather than private deals, which could help create a clearer benchmark for a fragmented market where compute costs vary by chip, location, and use case.

The bigger bet is that computing power will become a major tradable commodity as companies spend heavily on AI infrastructure. Kalshi estimates hyperscalers could commit more than $500 billion to $600 billion in 2026 alone, while CME and ICE are also developing compute-related products.

💰 Introducing… Margin Trading

@Polymarket has applied for a US Futures Commission Merchant licence through its affiliate, Coming Home GBA LLC, as it looks to introduce margin trading for prediction markets. Approval would allow eligible users to open larger positions without paying the full value of each contract upfront, though its launch still depends on the CFTC.

Margin trading could make Polymarket more attractive to professional and institutional traders, and the move puts Polymarket in closer competition with Kalshi, which secured a similar licence earlier this year. However, it would also introduce stricter identity checks, customer-fund rules, and risk controls, while pushing prediction markets further toward the structure of traditional derivatives platforms.

And rounding up this section:

💰Predictive Labs Launches Nijinn as Coinsilium Expands Strategic Investment

@Predictive_Labs has unveiled Nijinn, its first commercial product, marking a significant milestone in the company's evolution since Coinsilium's initial investment in March 2026. Designed as an independent analytics platform for the rapidly expanding prediction markets sector, Nijinn aggregates data and market intelligence from multiple venues without providing trading, execution, or custody services. Its first release is expected to offer tools for cross-venue arbitrage, market making, performance analysis, and hedging, with early access launching during
@Wikiexpo_global Hong Kong later this month.

In recognition of Predictive Labs' successful delivery of key development milestones, Coinsilium has exercised its option to invest a further US$200,000, increasing its total investment to US$350,000 and its ownership to nearly 12% of the company. Coinsilium also retains rights to make further staged investments in Predictive Labs, potentially increasing its shareholding to nearly 30% as additional milestones are achieved.

📌 FYI: Coinsilium’s shares are traded on the Aquis Stock Exchange Growth Market in London, under the ticker symbol "COIN", and on the OTCQB Venture Market in the United States under the ticker symbol "CINGF".

But it’s not just capital flowing into the space.
Keep reading for the latest signals in regulation, adoption, and structure.

📈 Industry Pulse

⚡️Track the FDA

Kalshi is launching prediction markets tied to late-stage clinical trials and FDA decisions, giving traders a way to take a position on the outcome of a specific drug rather than the company developing it. The markets are being built with AppliedXL and will cover more than a dozen FDA decisions at launch, including experimental cancer treatments from Gilead and Summit Therapeutics. Each contract will be settled using a named public record, such as an FDA approval letter, an advisory committee vote, or a trial’s registered primary endpoint.

The pilot will only include late-stage trials that have finished enrolling, with the outcome criteria fixed before trading begins. Kalshi will also require employment verification and block anyone with material non-public information from participating. For biotech investors and drugmakers, the contracts could offer a more direct way to price and manage the risk around major regulatory milestones, while making market expectations around new treatments visible in real time.

⚡️Banks and AI

Abrigo has unveiled APX, an AI platform designed to coordinate lending work across banks and credit unions. It is expected to launch in Q3 2026 and will use specialised AI agents to handle tasks such as collecting documents, reviewing data, managing exceptions, and checking loan files, while keeping staff in control of key decisions.

Unlike basic automation tools that complete isolated tasks, APX is designed to manage workflows across the full lending process, from underwriting to servicing. It also records how decisions are made, applies each institution’s policies, and creates a complete audit history, which could make it easier for banks to adopt AI without losing the oversight regulators expect. Abrigo estimates the platform could reduce manual work by more than 40%, giving lending teams more time to focus on customers.

⚡️Oracle’s AI Workspace

@Oracle has launched a new pro-code workspace within AI Agent Studio, giving developers and AI coding agents a place to build, test, and host specialised applications inside Oracle Fusion Cloud. These applications can connect directly to the finance, HR, and operations systems companies already use, rather than operating as separate chatbots or standalone tools.

The main advantage is control. Applications built in the studio inherit Oracle Fusion’s existing security rules, approval processes, data boundaries, and audit records, making them easier to use in sensitive business workflows. Microsoft, SAP, and Salesforce are also pursuing similar strategies.

⚡️Reuters & MCP

@Reuters has launched a Model Context Protocol server that lets customers connect AI agents directly to the news and media included in their Reuters subscriptions. MCP is an open standard that helps AI systems access external tools and information, meaning organisations can now search, retrieve, and download Reuters content without building separate integrations for every workflow.

The server could help newsrooms and research teams automate time-consuming tasks, such as finding relevant images, assembling multimedia stories, and adapting reporting for different audiences. More broadly, it gives companies a way to feed verified, structured news into AI systems at a time when the accuracy and sourcing of machine-generated information remain major concerns.

And that’s it!
Long read, but if you enjoyed this, set a reminder in your calendar for the next edition of the Predict Alpha Report.

Thanks to Coinsilium, we’ll be dropping these updates every other Monday, i.e, twice a month.

Till then,

Thank you for being a part of the When Shift Happens family.

Full Disclaimer
All rights to the original content belong to the respective publishers. We do not claim ownership of any third-party material and provide proper attribution, including source links, for transparency and reference. While we strive for accuracy in our summaries, we make no warranties or guarantees regarding the completeness or accuracy of the information provided.

Any mention of cryptocurrency, financial products, public company stocks, or other investment instruments in this newsletter or the referenced articles is not intended as financial advice or a recommendation to invest. The information is not tailored to any individual’s circumstances and should not be relied upon for investment decisions. Readers are encouraged to consult the original articles and seek independent financial, legal, or professional advice before making any investment.

The author(s) of this report may hold, directly or indirectly, positions in the securities or digital assets (including shares or tokens) of the company(ies) or project(s) mentioned herein. Any such holdings are disclosed for transparency and should not be construed as a recommendation to buy, sell, or hold any financial instrument.

[MR SHIFT 🦁 @KevinWSHPod]

If you are a crypto brand hiring a KOL agency or a clipping agency your money is funding bots only

The bigger issue is that because you are judging your CMO on KPIs like views and „engagement“ so this person - if not a cofounder or shareholder - has a direct incentive to keep these agencies game running for longer …

The solution is to stop being lazy, look at the 10-15 people who have actual, organic and high quality traction / awareness on this platform (you can probably name them without having to scroll X) and talk to them / hire them directly