When Shift Happens Podcast

Louis Régis is the founder and CEO of XBorg, the world’s largest player identity protocol in gaming. Louis shares his journey from trading to building in the crypto space, offering insights into the challenges of trading, the truth about crypto exchanges, and his predictions for the next big trends in the industry. We also explore how XBorg is revolutionizing the gaming industry by creating the "online CV" for gamers, merging digital identities with blockchain technology. Join us as we discuss HOW TO BRING MILLIONS OF PEOPLE ON-CHAIN THROUGH GAMING, based on Louis's experiences and innovative approach in the crypto and gaming markets. In this conversation, we dive into: - Escaping the 9-to-5 - Trading Success - How to Make Money Trading Crypto - Building Gaming Protocol XBorg - From Hospitality to Crypto - Online Identity Importance - Social Impact of Crypto Trading - Prediction for the Next 12 Months And much more! __________________________________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana. https://jup.ag/ 🐧 Pudgy Penguins is a web3-born brand that fosters creativity, freedom, and community. Join the huddle: https://pudgypenguins.com/ ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. Sign up with this link and earn up to €100 : https://join.swissborg.com/r/kevinH6E7 ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com 🍷 Dvin is building the operating system for the $100 billion wine industry. https://www.dvinlabs.com/ __________________________________ Follow Louis Régis 👇 • Twitter: https://x.com/louisregis • LinkedIn: https://www.linkedin.com/in/louisregis Follow XBorg 👇 • Twitter: https://x.com/XBorgHQ • Website: https://www.xborg.com/ • YouTube: https://www.youtube.com/@xborgofficial Follow Kevin & The When Shift Happens Podcast👇 Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://www.podpage.com/when-shift-happens/ __________________________________ 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. #Entrepreneurship #Crypto #howtogetrich __________________________________ Timestamps 0:00 Introduction 1:26 Our Valued Sponsors 02:14 Introducing Louis Régis 03:40 From Hospitality to Crypto 05:48 Escaping the 9-to-5 07:26 Leverage: Code and Media 09:19 Investing in In-House Teams 10:39 Trading Success 14:13 How to Make Money Trading Crypto 17:00 Meme Coins 20:27 Meme Coins: Lottery of Crypto 25:44 Primary VS Secondary Markets 27:32 Primary Market Insights and Investments 29:58 Dvin Labs Partnership 30:21 Building a Gaming Protocol 33:10 Social Impact of Crypto Trading 37:57 Trading and Building Simultaneously 41:10 What is XBorg? 42:45 Online Identity Importance 45:18 Holy Grail for XBorg 46:10 Inside the Crypto Token Listing Game 53:33 KOL Frenzy in Crypto 58:27 Prediction for the Next 12 Months

TN Lee is the founder of Pendle Finance - a DeFi platform that enables users to tokenize and trade future yield on Ethereum assets. Pendle has shown remarkable expansion since the beginning of the year, elevating its TVL from $250 million to over $7 billion in just a few months. In this conversation, we dive into: - Analyzing Market Prices - Getting into Crypto via Kyber - Starting and failing a Cold Brew Business - What is Pendle? - Failures & Ventures Within Crypto - Culinary Business in Peru & Japan - Trading Interest Rates - Building Without Precedence - $7 Billion in TVL - Predictions for the Next 12 Months And much more! __________________________________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana. https://jup.ag/ 🐧 Pudgy Penguins is a web3-born brand that fosters creativity, freedom, and community. Join the huddle: https://pudgypenguins.com/ ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. Sign up with this link and earn up to €100 : https://join.swissborg.com/r/kevinH6E7 ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com 🍷 Dvin is building the operating system for the $100 billion wine industry. https://www.dvinlabs.com/ __________________________________ FOLLOW TN LEE👇 • Twitter: https://x.com/tn_pendle FOLLOW PENDLE 👇 • Twitter: https://x.com/pendle_fi • Website: https://www.pendle.finance/ • Instagram: https://www.instagram.com/pendlefinance/ FOLLOW KEVIN & WHEN SHIFT HAPPENS👇 Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://www.podpage.com/when-shift-happens/ __________________________________ 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. #Entrepreneurship #Crypto #howtogetrich __________________________________ Video Chapters 0:00 Who is TN Lee? 1:29 Our Valued Sponsors 2:16 Analyzing Market Prices 5:08 Theory of Attention 8:12 Protocol Positioning 11:16 Getting into Crypto via Kyber 17:41 Leaving Kyber Lessons 20:29 Business Start-ups 24:34 Decentralized Exchange Realization 26:34 Knowing When to Give Up 29:29 Dvin Labs Partnership 30:19 Business Mindset Realization 37:36 Mindset VS Resources 38:48 Surrounded By Success 41:08 Managing Family Finance & Relationships 45:23 What is Pendle? 46:43 Trading Interest Rates 49:06 Building Without Precedence 49:46 Anchor Protocol 50:46 Failures & Ventures Within Crypto 53:55 Failure is Necessary 57:20 Launching Pendle V2 1:00:24 5 Months Ago VS Now 1:02:30 $7 Billion in TVL 1:04:27 Understanding Pendle Token System 1:10:07 Servicing the ‘Big Players’ 1:11:47 Potential of Pendle 1:14:42 Ethena 1:17:08 Monad 1:20:22 The Real Product Is the Community 1:21:37 EtherFi 1:22:37 Business Based on Strengths 1:25:26 Culinary Business in Peru & Japan 1:31:32 Predictions for the Next 12 Months

Jason is a full-time crypto native angel investor and the Co-Founder of Tangent, an evergreen prop investment firm that supports founders in both early-stage and liquid crypto markets. He is also the Host at the  @theblockcrunchpodcast  and was previously a General Partner at Spartan Capital, one of Asia’s first institutional crypto funds. He co-led investments in over 80 companies and helped scale the Spartan fund from $9M in to $500M in Assets under management. In this conversation, we dive into: - Discovering Crypto - Biggest Loss Ever - How to get Rich in Crypto without Luck: key principles - Dunning-Kruger Effect in Crypto - Unpopular Crypto Beliefs And much more! __________________________________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana. https://jup.ag/ 🐧 Pudgy Penguins is a web3-born brand that fosters creativity, freedom, and community. Join the huddle: https://pudgypenguins.com/ ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. Sign up with this link and earn up to €100 : https://join.swissborg.com/r/kevinH6E7 ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com 🍷 Dvin is building the operating system for the $100 billion wine industry. https://www.dvinlabs.com/ __________________________________ FOLLOW JASON CHOI👇 • Twitter: https://x.com/mrjasonchoi • LinkedIn: https://www.linkedin.com/in/jasonhtchoi FOLLOW TANGENT 👇 • Twitter: https://x.com/tangent_xyz • Website: https://www.tangent.ventures FOLLOW KEVIN & WHEN SHIFT HAPPENS👇 Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/ __________________________________ 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. #Entrepreneurship #Crypto #howtogetrich __________________________________ Timestamps 0:00 Introduction 1:24 Our Valued Sponsors 2:11 Who is Jason 3:13 Moving to Singapore 5:42 Growing Up in Hong-Kong Vs USA 6:56 Interning at Bridgewater 9:27 Personal Growth 10:40 Discovering Crypto 13:41 Sticking with Crypto 14:56 Starting a Crypto Podcast 19:00 Networking on Steroids 21:31 Joining The Spartan Group 23:46 The Spartan Experience 30:03 Dvin Sponsorship 30:28 Resilience After a Huge Loss 33:14 Financial Advice 36:32 Profit-Taking Rules 41:59 Big Blow-Ups this Cycle 43:27 Favorite Books 46:00 How to get Rich Without Getting Lucky 47:25 Narratives VS Traction 49:41 Fundamentals in Crypto? 53:01 Networking = Wealth 54:27 Compounding Investments 59:54 Risk Adjustment for Volatility 1:05:07 Don’t Bet What You Don’t Have 1:07:10 Self-Comparison Curse 1:10:21 Leverage Does Not Equal Genius 1:14:33 Dunning-Kruger Effect in Crypto 1:17:22 Crypto Running on Narratives 1:19:03 Spotting Crypto Narratives 1:21:21 Paying Forward in Crypto 1:27:57 Root Causes of Anxiety 1:30:42 Venture Investing Issues 1:32:55 Apps VS Protocols 1:36:57 Optimistic VC Investing 1:38:53 Meme Coins 1:40:15 9GAG & Meme Land 1:46:31 Beginners Coming into Crypto 1:48:40 Ethena 1:51:30 Sei Network 1:52:50 Farcaster 1:54:22 Unpopular Crypto Beliefs 1:55:56 Predictions for the Next 12 Months

As a founder, engineer, and explorer, JP Thor challenges the limits of human potential with his boundless curiosity. JP continually reinvents himself while exploring the social, physical, and memetic boundaries of his world. In this conversation, we dive into: - Teleportation via Starlink - How JP made $400M in 7 years with Crypto - Why JP Bought a Helicopter - Memetic and Genetic Repository - How Important is Money? - Pioneering Space with Robots - Importance of a Personal Brand - How Meme Coins Grow - Thinking Bigger Than Just Earth - Upgrading Humanity Through Memes - What is Vultisig? & much more! __________________________________ SPONSORS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana. https://jup.ag/ ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. 💰 Earn up to €100 and be eligible for multiple airdrops by Registering to Swissborg via the following link: https://join.swissborg.com/r/kevinH6E7 ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com __________________________________ FOLLOW JP THOR 👇 • Twitter:https://x.com/jpthor • Instagram: https://www.instagram.com/jpthor/ FOLLOW THORChain 👇 • Twitter: https://x.com/thorchain • Website: https://thorchain.org/ FOLLOW KEVIN & WHEN SHIFT HAPPENS👇 Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://www.podpage.com/when-shift-happens/ __________________________________ 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. #Entrepreneurship #Crypto Contents of the Video 0:00 Who is JP Thor? 1:48 Our Valued Sponsors 2:52 Maximum Output Maximum Input 4:22 Thinking Fast 6:01 Chief Energy Officer 7:53 A Leader of Your Ideas 9:31 Naïve to Confidence 11:30 Embracing Creativity 14:51 Why Buy a Helicopter 17:14 Miracle of Flight 19:01 Potential of Humans 20:01 Teleportation via Starlink 24:02 Getting into Crypto 27:24 Decentralized Liquidity Focus 27:58 Launching THORChain 32:17 THORChain Growth Through Memes 34:25 Predicting Memes from Norse Mythology 37:15 Complex VS Simple Memes 38:19 Opinion = Identity 39:18 Memetic and Genetic Repository 42:12 Importance of a Personal Brand 44:53 Limitation of Staying Anonymous 46:23 Building in Public VS Private 50:18 Building an Investable Brand 53:24 Business Practicality 57:04 Direct Management 58:12 Children’s Memetic Repository 1:00:26 Here to Create, Not Consume 1:02:12 Zombifying Humanity 1:05:12 Memes for Output, not Consumption 1:06:47 Upgrading Humanity Through Memes 1:09:18 Bitcoin is Irreplaceable 1:11:02 Measuring Value with Entropy 1:12:57 How Meme Coins Grow 1:16:59 How Businesses Grow 1:24:04 What is Vultisig? 1:28:03 How Important is Money? 1:31:17 Rediscovering Crypto Drive 1:32:55 Post-Wealth Mentality 1:35:00 Millions on Music Festival Arena 1:36:55 Scarcity of Time and Efforts 1:38:47 Thinking Bigger Than Just Earth 1:42:53 Pioneering Space with Robots 1:51:56 Advice to Your Younger Self 1:53:28 Finding a Partner 1:57:32 Prediction for the Next 5 Years

Meow is the CoFounder at Jupiter Exchange, the most used decentralized Exchange in the world. He is a true O.G. in the crypto scene, with a wealth of experience as the lead advisor at Instadapp, Kyber, and Blockfolio. In this conversation, we dive into: -The importance of failure -"Going with the flow" in Crypto -Money is energy -Crypto as an insiders game -PPP -Crypto Cycles -How to be resilient -The Zero expectations philosophy -MoonBoys and Attention theory -Meme coins vs Utility coins __________________________________ JOIN 'KEVIN X SWISSBORG ALPHA CLUB' TO GET BEST ALPHA FROM THE BIGGEST BUILDERS 💰 https://swissborg.com/kevin-follonier/ SPONSORS 💰 Earn up to €100 and be eligible for multiple airdrops by Registering to Swissborg via the following link: https://join.swissborg.com/en/r/kevin... 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com/ ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ 🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyz __________________________________ FOLLOW MEOW 👇 • Twitter: https://x.com/weremeow • Instagram: https://www.instagram.com/weremeow?igsh=bmczc3dsdmcwMmtv FOLLOW KEVIN & WHEN SHIFT HAPPENS👇 Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://www.podpage.com/when-shift-happens/ __________________________________ JOIN THE YIELD LABS CLUB • Spotify: https://open.spotify.com/show/7JqCB5tnRky7XS7NRFWQJt • Apple podcast: https://podcasts.apple.com/gb/podcast/the-yield-labs-podcast/id1596083462 • Twitter: https://twitter.com/yieldlabs • Substack: https://yieldlabs.substack.com/ • Telegram: https://t.me/joinchat/WmwpRFGjRIIyZTdk • Linkedin: https://www.linkedin.com/company/the-yield-labs-podcast/about/ __________________________________ Contents of the Video 00:00 Who is Meow? 01:43 Our Valued Sponsors 02:29 High Expectations is Low Resilience 05:10 Going with the Flow 06:18 Having a Vision and Plan 08:52 Importance of Failure 14:09 How to Use Failure as a Lesson 18:56 Importance of Bad Decision Making 21:41 Balance in Human Ecosystem 26:59 Money is Energy 28:32 What is Energy? 30:35 Money Literacy 34:19 Money Freedom 38:33 Crypto as an Insiders Game 40:39 PVP Within the Environment 43:59 What is PPP? 45:30 Finite and Infinite Games 48:23 Crypto Cycles on PPP Games 50:03 PVP to PPP Mindset 51:41 Resilience Lesson 56:56 Zero Expectations Philosophy 01:00:34 MoonBoys and Attention Theory 01:03:01 Learning from Market Cycles 01:06:24 Meme Coins 01:09:48 Meme Coins Vs Utility Coins 01:11:01 Fundamentals of Meme Coins 01:13:12 Religion is Technically a Meme 01:19:52 Starting a Meme Coin Experiment 01:21:19 Helping Coins Launch (Irene) 01:23:21 Narratives Vs Strategy 01:26:09 Importance of Patience 01:28:48 Power of Decentralized Finance 01:30:40 Global Unified Markets 01:34:42 “Don’t be Mid” 01:36:59 Dealing with FUD 01:39:48 Purpose and Motivation 01:42:23 Advice to My Past Self 01:43:26 Being a “Social Misfit” 01:46:17 Turning Point to Finding Yourself 01:47:35 Prediction for the Next 12 Months

Sebastien Borget, Co-Founder of The Sandbox, discusses challenges in traditional gaming, Web3 gaming barriers, NFT trends, and the future plans of The Sandbox. They also cover topics like NFT risks, meme coins vs social tokens, and the Bored Ape Community.

Luca Netz is the Owner and CEO of Pudgy Penguins a Web3-born brand that fosters creativity, freedom, and community. This is Luca's second time on the podcast, in the first episode we covered how he went from being a 10th-grade dropout to making his first million selling fake chains on Shopify. In this episode, we dove into Luca's "Blueprint" for transforming Pudgy Penguins from a renowned crypto brand into a global powerhouse on par with Apple and Disney. We also go through many other topics you don't want to miss: -Pudgy Penguins Walmart deal and it's impact on brand recognition -The Importance of Community and Culture -Pudgy's Social Media Takeover -How to maximize airdrop impact -How to build an infrastructure for mass adoption -The X-Factors of market cycles -Why linking physical products to digital NFTs is a smart move -Plans to acquire and build a Layer 2 Solution -The truth behind meme coins -Luca's message to the Pudgy Penguins community And much more! ------------------------------------------------------------------------- SPONSORS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana. https://jup.ag/ ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. 💰 Earn up to €100 and be eligible for multiple airdrops by Registering to Swissborg via the following link: https://join.swissborg.com/r/kevinH6E7 ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com/ ------------------------------------------------------------------------- Connect with Luca👇 Twitter: https://x.com/LucaNetz Linkedin: https://www.linkedin.com/in/luca-s-a13508192/ Connect with Pudgy Penguins👇 Twitter: https://x.com/pudgypenguins Website: https://pudgypenguins.com/ Connect with Kevin & When Shift Happens👇 Website: https://www.podpage.com/when-shift-happens/ Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Twitter (X): https://x.com/KevinWSHPod ------------------------------------------------------------------------- Chapters 00:00 Introduction 01:36 Jupiter, Mantle, Astar Network Partnerships 02:23 Walmart X Pudgy Penguins 07:25 Selling 1,000,000 Units 10:22 Building Infrastructure for Mass Adoption 12:35 Acquiring An L2 To Reach The Next Level 14:29 Social Media and Digital Strategy 16:07 Pudgy Penguins via Social Networks 17:48 Overpass IP 20:17 Distribution Problem 21:20 X-Factors of Market Cycles 22:28 Maximizing Potential 27:27 Pudgy Penguin Market Journey 33:41 Avoiding Arrogance 37:33 Building an Inclusive Community 42:38 Maximizing Airdrop Impact 50:10 Strategizing Airdrops for Penguins 51:26 Expanding Pudgy Penguin Holdings 54:34 Timing the Layer Two Launch 56:34 Attracting Big Brains to Pudgy 59:18 Kickstarting NFTs with Token Launches 01:01: 53 Meme Coins 01:06:45 LayerZero 01:07:45 Doodles 01:08:00 Ordinal Builders 01:08:47 Execution Risk 01:09:50 Leverage Unlocks NFT Potential 01:12:03 Message to the Pudgy Community

Raoul Pal is the Co-Founder and CEO of Real Vision and the Founder of Global Macro Investors. Raoul candidly opens up about dealing with massive FUD in early 2023, the impact it had on him, and how he not only overcame the FUD but also doubled down on personal branding and ended up being one of the few ones who publicly went all in SOL when it wasn’t a consensus trade last year. We also go through many other topics: - how the crypto industry is literally built to make you “fuck this up” - where the big blow ups might come from this cycle - why some NFTs are about to go Bananas and why Beeple and Xcopy are the alpha - why Raoul is now more interested by NFTs than by meme coins - what’s the “next SOL” - what could make Raoul change his mind on $SOL - why people in their early 30ies are f*cked and why everyone has “2 jobs” today - why diversification is dead - Crypto, the super massive black hole! - the Banana Zone (of course) And much much more! This conversation is a masterclass on how to build wealth in crypto over the next 8 years (not 8 weeks!) and on how everyone can benefit from this truly generational wealth building opportunity! ------------------------------------------------------------------------- JOIN 'KEVIN X SWISSBORG ALPHA CLUB' TO GET BEST ALPHA FROM THE BIGGEST BUILDERS 💰 https://swissborg.com/kevin-follonier SPONSORS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana. https://jup.ag/ ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ----------------------------------- Connect with Raoul👇 Twitter: https://x.com/RaoulGMI Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/ Instagram: https://www.instagram.com/raoulgmi Connect with Kevin & When Shift Happens👇 Website: https://www.when-shift-happens.co/ Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Twitter (X): https://x.com/KevinWSHPod --------------- 00:00:00 Introduction 00:01:36 JUP / MNT / ASTR Partnerships 00:02:48 Raoul's Mission 00:05:01 Make your own Choice 00:05:36 Who is Raoul Pal? 00:06:31 Getting into Macro 00:09:46 Taking the Leap 00:11:33 Shares VS Cash 00:13:17 Running a Hedge Fund 00:16:33 Being Business Wired 00:18:39 Founding Real Vision 00:23:13 Explaining the 12% Hurdle Rate 00:25:46 Wage Deflation 00:27:32 The Retirement Crisis 00:29:03 How to Retire 00:31:09 Understanding Liquidity Cycles 32:50 “Number Go Up” 43:06 Self-Custody in Crypto 44:27 Secular Trends 44:21 Crypto VS NASDAQ 49:30 Thinking Exponentially 52:14 Diversification is Dead 53:48 Concentrated Bets 56:18 The Great Solana Bet 01:03:10 Shifting Crypto Narratives 01:07:56 Why you should be paranoid 01:11:28 Cycle Transitioning 01:14:08 Making Crypto a Living 01:17:48 What will be this cycle's LUNA moment? 01:23:00 Leverage Risks 01:25:09 Learning by Doing 01:27:18 2020-2021 Cycle Lessons 01:28:50 Dealing with Massive FUD 01:32:01 Coping with Stress 01:36:58 Why Personal Branding is key 01:41:38 Power of Memes 01:43:46 “Don’t F*** This Up” 01:46:37 Why Crypto is a $100 Trillion asset class 01:50:59 Meme Coins VS Social Tokens 01:52:20 Are NFTs Dead? 01:57:24 Luca Netz & Pudgy Penguins 01:59:39 The Magic of this Time 02:03:00 Banana Zone 02:06:17 Meme Coins 02:08:25 What's 'the next SOL? 02:13:30 Raoul's favorite Projects and Teams 02:14:42 Why Raoul has no Children 02:16:26 Next 12 Months Prediction

Yat Siu is the Co-Founder and Executive Chairman of Animoca Brands. Animoca Brands is a global leader in gamification and blockchain with a large portfolio of over 400 investments in Web3. Its mission is to advance digital property rights and decentralized projects to help build the open metaverse. In this conversation, we dive into: - How Crypto redistributes wealth - Will every NFT project launch a token? - Pudgy Penguins - BoredApe Yacht Club - Memecoins - Animoca Brands - How Yat focused on his health after being overweight and in poor health - How to unlock an investing mindset - The potential of education in Web3 And more! ------------------------------------------------------------------------- JOIN 'KEVIN X SWISSBORG ALPHA CLUB' TO GET BEST ALPHA FROM THE BIGGEST BUILDERS 💰 https://swissborg.com/kevin-follonier SPONSORS 💰 Earn up to €100 and be eligible for multiple airdrops by Registering to Swissborg via the following link: https://join.swissborg.com/r/kevinH6E7 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ ------------------------------------------------------------------------- Connect with Yat👇 Twitter: https://x.com/ysiu Website: https://ysiu.medium.com/ Linkedin: https://www.linkedin.com/in/yatsiu/?originalSubdomain=hk Instagram: https://www.instagram.com/ysiu/?hl=en Connect with Animoca Brands👇 Twitter:https://x.com/animocabrands Website:https://www.animocabrands.com/ Connect with Kevin & When Shift Happens👇 Website: https://www.when-shift-happens.co/ Instagram: https://www.instagram.com/kevinwshpod/ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Twitter (X): https://x.com/KevinWSHPod ------------------------------------------------------------------------- Contents of the Video 0:00 Does Crypto Help Fight Against Poverty? 6:41 SwissBorg Partnership 8:03 Increasing Financial Literacy and Unlocking an Investing Mindset 12:13 Early Wisdom from Yat Siu 14:55 Shaping Yourself and Realizing What Your Talent Is 17:47 Yat Siu Take on Meme Coins 19:23 Will Meme Coins Become and New Category of Assets 21:05 Are Meme Coins What Social Token Could Have Been? 24:14 NFT’s State/ Value Within the Bull Market and Ecosystem 28:17 Astar Network Partnership 28:53 The Role of Bored Apes in Todays Ecosystem 30:40 Investing Back into The Ecosystem (Web3) 32:39 Bored Apes Role in History for the Future of Web3 33:53 Yat Siu on Pudgy Penguins 34:50 What is Animoca and What’s its Mission? 39:32 Logic Behind NFT Projects Launching Tokens and Fungible Tokens 46:08 Mantle Partnership 46:54 What Makes a Meme Coin “Interesting”? 49:14 Reflecting on Past Beliefs and Evolution of Web3 and AR 52:58 Crypto Beliefs that Proved To Be Wrong (Gaming Utility, Web2 to Web3 Adoption) 55:54 Potential of Education in Web3 58:44 Importance of Health and the Industry of Health 01:00:22 Personal Insights on health as Wealth 01:02:11 Predictions and Reflections on the Future of Web3 01:03:46 Unraveling Leverage and Warning Signs Within Market Cycles

In this episode, we sit down with Guy Young, the founder of Ethena, to dive deep into the world of crypto and DeFi. Ethena is a groundbreaking synthetic dollar protocol built on Ethereum, and it’s shaking up the space with a crypto-native solution that doesn’t rely on traditional banking systems. In this conversation, we dive into: - The vision behind Ethena and the quest for creating a new form of money - Guy’s biggest predictions for the next 12 months in the crypto space - The story behind Ethena’s explosive growth to a $10 billion protocol in just one year - The importance of building during market lows and the contrarian mindset - Guy’s thoughts on the role of speculation, meme coins, and the future of DeFi - The challenges and innovations in the world of stablecoins and synthetic assets And more! ------------- JOIN 'KEVIN X SWISSBORG ALPHA CLUB' TO GET BEST ALPHA FROM THE BIGGEST BUILDERS 💰 https://swissborg.com/kevin-follonier/ SPONSORS 🤖 SwissBorg is Europe’s top trusted crypto app offering user-centric investment platforms and DeFi asset management with reliability and innovation. ♾ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ♾️ Astar Network is a Web3 hub for innovation, offering tools and a blockchain platform for decentralized apps and smart contracts. It invites users to innovate and connect in a community-driven ecosystem, transforming ideas into reality with its robust infrastructure. https://astar.network/ ------------------ Connect with Guy 👇 Twitter: https://x.com/leptokurtic_ LinkedIn: https://www.linkedin.com/in/guy-young-a11914279/ Connect with Ethena 👇 Twitter: https://x.com/ethena_labs Website: https://ethena.fi/ Connect with Kevin & When Shift Happens👇 Instagram: https://www.instagram.com/kevinwshpod/ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Twitter (X): https://twitter.com/KevinWSHPod ----------------- Contents of the Video 0:00 Ethena: Guy Young 1:39 Building Discipline 5:09 Introducing Guy Young 5:28 Escaping Harsh Market Conditions 7:47 Gem Hunting in a Bear Market 9:43 What Ethena Labs do Differently and its Impact 11:51 Importance of Decentralization at Different Layers 13:03 Most Important Skills to Success and the Risk to Being the Smartest 14:55 Mindset Towards Building a $10 Billion Project 17:02 SwissBorg Partnership 19:20 Having a “Boring” Daily Routine is Key to Greatness 20:01 Fiat Stablecoins: USDT and USDC Surviving the Bear Market 22:01 Why is Synthetic Dollar so Important in DeFi 23:06 The Practical Approach to Crypto and DeFi Innovations 25:43 How was the Synthetic Dollar Created 27:34 Cash and Carry Trade within Crypto and What Can Go Wrong 29:34 USD Size at Which it Becomes Too Big for Synthetic Dollar 32:44 False Knowledge Leading to Trouble, in Ethena and in Life 34:27 Mantle Partnership 35:50 What is the Worst Thing that Could Happen to Ethena and USD 37:44 Market Structure Response on Meme Coins 39:14 Creating our Own Form of Money Within Crypto 40:01 Ethena Vision for the next 12 Months, Marketing vs Product 42:11 Synthetic Dollar: Stablecoins (ETH) and Centralized Exchanges 43:25 Astar Network Partnership 44:14 Synthetic Dollar: Possible Different Architecture 45:48 Building a Controversial Product and Dealing with Backlash 49:07 Risks to Being Crypto Founder and A Possible Failing Product 52:10 Understanding Attention Economy to Perform a Successful Token Launch 53:44 Sustainable Hype Post-Token Launch and Community Building 56:18 Why Don’t Other Founders Reward Their Users? 58:09 Crypto Alpha: What is PENDLE? 59:42 Crypto Alpha: The MANTLE Approach 01:00:56 Getting into Routine and Habit 01:01:53 Biggest Prediction for the Next 12 Months 01:03:03 Event that Tops the Current Cycle 01:04:00 Ethena Plans Through Bear Market 01:05:37 Conclusion