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Kevin Follonier - MR SHIFT 🦁
@KevinWSHPod
🎙️ When Shift Happens - I sit down weekly with the most Credible People in Bitcoin & Crypto
2.3K Following    64.8K Followers
E193: @NEARProtocol: NEAR Is Encrypted Ethereum @ilblackdragon is the Co-Founder of NEAR Protocol and one of the inventors of the Transformer, the technology behind every AI LLM. Today we talk about why he left Google, how a payments problem pulled him into crypto, and why he thinks AI and blockchain have to be built together. Timestamps: 00:00 - Intro 02:52 - Illia's Mission, Explained To An Uber Driver 03:46 - The Fire In Illia's Belly: Where It Came From 05:46 - How Illia Got Out of Where he Started from 06:54 - Moving out of Google That Changed Everything 07:55 - Attention Is All You Need, Explained Simply 10:59 - Did Illia Know He Was Starting A Revolution? 12:13 - Sponsor: @variational_io , @Bitwise 13:02 - Why Walk Away From Google's Fortune? 14:44 - Illia's Reaction When ChatGPT Exploded 15:55 - What Smart AI People Still Get Wrong 17:29 - How AI Led Illia To Crypto 19:50 - Did Illia Drop AI For Blockchain? 21:00 - 6 Years Of NEAR And How It Survived 22:14 - Why Stay In Crypto With An AI Edge? 24:42 - NEAR In One Sentence: Today And Tomorrow 26:39 - Sponsor: @KASTxyz 27:26 - What You Can Build On NEAR And Nowhere Else 29:03 - What's Happening Inside Centralized AI 30:48 - Does Illia Use Claude Or ChatGPT? 31:36 - What You Should Never Use ChatGPT Or Claude For 32:25 - The Danger Of A Few Companies Owning All The Intelligence 34:35 - How Cryptographic Guarantees Actually Work 35:58 - Is There A NEAR GPT? 36:50 - ZEC Explained Simply: Why It Matters 38:24 - $ZEC Is Private Bitcoin. What Is near:native? 39:32 - Is Owning The AI Interface Bigger Than Owning Banks? 40:29 - User Owned AI, Explained 42:05 - Sponsor: @JupiterExchange , @ethena 42:45 - Can User Owned AI Sustain An Economy? 44:55 - The Best Argument Against User Owned AI 46:13 - Open Weight Models, Explained 47:20 - Is AI Doom Further Off Than We Think? 51:15 - The Next Shift Nobody Is Watching 54:08 - What Humans Will Struggle With Most 55:29 - Thank You
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. @TThompson explains why $SOL is the easiest way to onboard retail, from LP pools to staking on @JupiterExchange “I do a lot of LP pools. I have a lot of SOL, and I have a lot of Bitcoin because I have a little degen in me.” “@Solana, they’ve done a good job with other products making it very easy to onboard retail. You can say, take your SOL and stake it on one of your sponsors Jupiter” “I think that’s the beautiful thing about SOL. It’s easy to explain right away. This is how you make your money. There you go, you’re on chain” Podcast out tomorrow!
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. @RaoulGMI shares where his $NEAR thesis stands now that the price has confirmed it “I’ve kind of got my bets. I’m not going to change around. I’m not going to do anything else. But that thesis is playing out as NEAR has a lot of use cases which seem to be growing” “@Jamie1Coutts at @RealVision did a big analysis, big deep dive, and they interviewed them all and came out super bullish on it as well.” “I tend not to read anybody else’s research. I just don’t follow it closely. There’s too much going on in the world. Just keeping up with AI is hard enough”
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E190: @RaoulGMI: The Crypto and AI Supercycle and It Doesn’t Stop till 2030 0:00 - Intro 03:31 - The BANANA ZONE that never happened 04:07 - How To Allocate Better In Crypto 04:52 - How Compounding Actually Works 09:25 - Early vs Wrong: How To Tell 12:54 - The Belief Raoul Totally Reversed 15:46 - What Liquidity Charts Say About Crypto 19:01 - Sponsor: @variational_io , @Bitwise 20:08 - The Biggest Thing Markets Are Mispricing Today 22:12 - The Belief Raoul Wishes Was Wrong 29:46 - How Long Does This Bull Run Last? 34:23 - The Next Obvious Crypto Narrative 36:50 - Is Bitcoin Still Primarily Money? 38:08 - Infrastructure vs Narrative: What Separates Them 39:16 - What Crypto Networks are at a Tipping Point? 40:19 - Are We Underestimating AI's Speed? 44:14 - If AI Makes Everything Abundant, What's Scarce? 50:53 - Sponsor: @KASTxyz 51:41 - 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 work 1:06:36 - Has Raoul Actually Made Money On $SUI so far? 1:09:22 - Thoughts on being Overweight SUI While HYPE And $ZEC Run 1:11:02 - When will The SUI Thesis Pay Off? 1:13:20 - What Brought Raoul Back To $ETH 1:16:40 - The $SOL Comeback Thesis 1:17:37 - Getting Mocked Online Over ZEC and Zcash 1:19:59 - The Zcash Thesis 1:20:24 - Is Zcash A Trade Or A ZODL? 1:21:44 - How Big Can ZEC Get? 1:22:53 - Sponsor: @JupiterExchange , @ethena 1:23:35 - Why Real Vision's Analyst @Jamie1Coutts is bullish on $NEAR 1:25:16 - What Is Money For? 1:26:45 - Optimizing For More Than Wealth 1:29:35 - The Most Asked Question To His Palvatar 1:33:31 - The Secret to Raoul's Great Looks 1:35:03 - Looksmaxxing: How Deep Is Raoul In? 1:36:08 - Paying his Ex Wife back with Smoking Chicken Fish 1:37:46 - Was Telling Everyone About SUI a Wise Idea? 1:39:22 - Facing The Millions of People Who Followed him on The SUI Trade 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 Witness 1:48:46 - How Good Is AI Today?
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. @TThompson says basketball taught him to back founders who will do whatever it takes but know when to pivot “I think the beautiful thing about sports is that you learn about people’s strengths and weaknesses. It’s no different than investing in a company” “I invest in great founders that will do whatever they can to achieve greatness, but also still have some sense of reality when to pivot” “That’s what makes guys like LeBron, Kobe, Steph Curry so good. They’re able to adapt to the game changing as decades progressed” Podcast out this week!
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. @DTAPCAP reveals wealthy people stay wealthy because they hold their money, not because they spend it “You are wealthy because you have money, not because you spend it. So when you spend it, it leaves you, it goes away” “Wealthy people are a little more careful and more practical. If you can do something in a reasonable way, that’s a fraction of the cost, you do it” “You have the old, old money Americans who are descended from the people who landed in Greenwich in 1630 or 40. They live in very modest homes, yet they own big tracts of land” “Then you have people who’ve just made money ten years ago, and they go out and buy the 40,000 square foot house with the horses and this and that” @50TFunds
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E191: @DTAPCAP: Where are we in the Great Crypto Wealth Cycle Dan Tapiero is the founder of @50TFunds and a 35-year investor who learned under Julian Robertson, Steve Cohen and Stan Druckenmiller. We discuss what wealthy people actually do differently, why most speculators lose, and where the next leg of crypto comes from. Timestamps: 0:00 Intro 2:05 What Rich People Understand About Money 3:54 Why Dan Isn't On Instagram 5:18 The Biggest Myths About Getting Rich 6:43 Advice That Keeps People Poor 9:49 How FOMO Becomes The Wrecker Of Wealth 15:25 Partnerships: @variational_io @Bitwise 16:17 What People Shouldn't Optimize For In Crypto Today 18:20 Mistakes People Make In Their 20s & 30s 20:54 Knowing When To Sell Is A Skill All Should Learn 25:54 Skill vs Patience In Wealth Building 28:54 Why Do People Sell Their Winners Too Early? 30:46 Partnership: @KASTxyz 31:34 Where We're in the Great The Crypto Wealth Cycle 37:20 Dan's Thoughts On Zcash's Progress 39:50 $HYPE and $VAR are The Best Ways To Bet On RWAs Going on Chain 43:01 How Bullish Is Dan On NFTs? 45:38 What Smart People In Crypto Get Wrong Today 48:26 Partnerships: @JupiterExchange @ethena 49:09 Why All Monetary Value Will Go On Chain 51:21 Where Should A 25-Year-Old Spend Their Energy? 52:57 The Secrets To Getting Rich In Crypto 58:04 What Does A Rich Life Look Like For Dan? 59:58 Closing Thoughts
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Another week, another 100K + pod release, this time with the wise @DTAPCAP It’s a full bull at WSH 🐂
E191: @DTAPCAP: Where are we in the Great Crypto Wealth Cycle Dan Tapiero is the founder of @50TFunds and a 35-year investor who learned under Julian Robertson, Steve Cohen and Stan Druckenmiller. We discuss what wealthy people actually do differently, why most speculators lose, and where the next leg of crypto comes from. Timestamps: 0:00 Intro 2:05 What Rich People Understand About Money 3:54 Why Dan Isn't On Instagram 5:18 The Biggest Myths About Getting Rich 6:43 Advice That Keeps People Poor 9:49 How FOMO Becomes The Wrecker Of Wealth 15:25 Partnerships: @variational_io @Bitwise 16:17 What People Shouldn't Optimize For In Crypto Today 18:20 Mistakes People Make In Their 20s & 30s 20:54 Knowing When To Sell Is A Skill All Should Learn 25:54 Skill vs Patience In Wealth Building 28:54 Why Do People Sell Their Winners Too Early? 30:46 Partnership: @KASTxyz 31:34 Where We're in the Great The Crypto Wealth Cycle 37:20 Dan's Thoughts On Zcash's Progress 39:50 $HYPE and $VAR are The Best Ways To Bet On RWAs Going on Chain 43:01 How Bullish Is Dan On NFTs? 45:38 What Smart People In Crypto Get Wrong Today 48:26 Partnerships: @JupiterExchange @ethena 49:09 Why All Monetary Value Will Go On Chain 51:21 Where Should A 25-Year-Old Spend Their Energy? 52:57 The Secrets To Getting Rich In Crypto 58:04 What Does A Rich Life Look Like For Dan? 59:58 Closing Thoughts
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Bought even more zcash:native here 10,000 US DOLLAR
Bought more $ZEC here Target still the same 10,000 US DOLLAR
So the narrative seems to be that $ZEC is the new $BTC And near:native is the new $ETH You have been warned
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. @RaoulGMI shares where his $NEAR thesis stands now that the price has confirmed it “I’ve kind of got my bets. I’m not going to change around. I’m not going to do anything else. But that thesis is playing out as NEAR has a lot of use cases which seem to be growing” “@Jamie1Coutts at @RealVision did a big analysis, big deep dive, and they interviewed them all and came out super bullish on it as well.” “I tend not to read anybody else’s research. I just don’t follow it closely. There’s too much going on in the world. Just keeping up with AI is hard enough”
Show more
E190: @RaoulGMI: The Crypto and AI Supercycle and It Doesn’t Stop till 2030 0:00 - Intro 03:31 - The BANANA ZONE that never happened 04:07 - How To Allocate Better In Crypto 04:52 - How Compounding Actually Works 09:25 - Early vs Wrong: How To Tell 12:54 - The Belief Raoul Totally Reversed 15:46 - What Liquidity Charts Say About Crypto 19:01 - Sponsor: @variational_io , @Bitwise 20:08 - The Biggest Thing Markets Are Mispricing Today 22:12 - The Belief Raoul Wishes Was Wrong 29:46 - How Long Does This Bull Run Last? 34:23 - The Next Obvious Crypto Narrative 36:50 - Is Bitcoin Still Primarily Money? 38:08 - Infrastructure vs Narrative: What Separates Them 39:16 - What Crypto Networks are at a Tipping Point? 40:19 - Are We Underestimating AI's Speed? 44:14 - If AI Makes Everything Abundant, What's Scarce? 50:53 - Sponsor: @KASTxyz 51:41 - 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 work 1:06:36 - Has Raoul Actually Made Money On $SUI so far? 1:09:22 - Thoughts on being Overweight SUI While HYPE And $ZEC Run 1:11:02 - When will The SUI Thesis Pay Off? 1:13:20 - What Brought Raoul Back To $ETH 1:16:40 - The $SOL Comeback Thesis 1:17:37 - Getting Mocked Online Over ZEC and Zcash 1:19:59 - The Zcash Thesis 1:20:24 - Is Zcash A Trade Or A ZODL? 1:21:44 - How Big Can ZEC Get? 1:22:53 - Sponsor: @JupiterExchange , @ethena 1:23:35 - Why Real Vision's Analyst @Jamie1Coutts is bullish on $NEAR 1:25:16 - What Is Money For? 1:26:45 - Optimizing For More Than Wealth 1:29:35 - The Most Asked Question To His Palvatar 1:33:31 - The Secret to Raoul's Great Looks 1:35:03 - Looksmaxxing: How Deep Is Raoul In? 1:36:08 - Paying his Ex Wife back with Smoking Chicken Fish 1:37:46 - Was Telling Everyone About SUI a Wise Idea? 1:39:22 - Facing The Millions of People Who Followed him on The SUI Trade 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 Witness 1:48:46 - How Good Is AI Today?
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S&P Dow Jones Indices and Kalshi are joining forces to build the next generation of financial markets. The Dow launched in 1896. The S&P 500 in 1957. The idea was simple: bring individual stocks together into a single benchmark, giving people a clearer view of the broader market. Over time, products built around those benchmarks transformed investing. Index funds, ETFs, futures, and options gave investors ways to gain diversified market exposure and hedge broad market swings. These indices became foundations of global finance. More than $20 trillion is indexed or benchmarked to the S&P 500 alone. Today, this structure extends beyond stocks to bonds, commodities, currencies, and more. The next step is to bring that structure to the events that shape everyone’s lives. Through this partnership, S&P Dow Jones Indices and Kalshi will work together to create indices composed of Kalshi event contracts. Think about what that opens up. An index of political power. An index of supply chain risk. An index tracking AI’s impact on employment. An index of sports outcomes that affect broadcasters, advertisers, cities, and small businesses. An index of weather risks that shape harvests, energy demand, and business revenues. Each would bundle event contracts into a single indicator, helping people understand how related risks are evolving. Over time, products built around these indices could offer diversified exposure to those events and new ways to hedge their impact. The events that shape our lives could become as easy to track and gain exposure to as the S&P 500.
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. @TThompson says basketball taught him to back founders who will do whatever it takes but know when to pivot “I think the beautiful thing about sports is that you learn about people’s strengths and weaknesses. It’s no different than investing in a company” “I invest in great founders that will do whatever they can to achieve greatness, but also still have some sense of reality when to pivot” “That’s what makes guys like LeBron, Kobe, Steph Curry so good. They’re able to adapt to the game changing as decades progressed” Podcast out this week!
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. @DTAPCAP reveals wealthy people stay wealthy because they hold their money, not because they spend it “You are wealthy because you have money, not because you spend it. So when you spend it, it leaves you, it goes away” “Wealthy people are a little more careful and more practical. If you can do something in a reasonable way, that’s a fraction of the cost, you do it” “You have the old, old money Americans who are descended from the people who landed in Greenwich in 1630 or 40. They live in very modest homes, yet they own big tracts of land” “Then you have people who’ve just made money ten years ago, and they go out and buy the 40,000 square foot house with the horses and this and that” @50TFunds
Show more
E191: @DTAPCAP: Where are we in the Great Crypto Wealth Cycle Dan Tapiero is the founder of @50TFunds and a 35-year investor who learned under Julian Robertson, Steve Cohen and Stan Druckenmiller. We discuss what wealthy people actually do differently, why most speculators lose, and where the next leg of crypto comes from. Timestamps: 0:00 Intro 2:05 What Rich People Understand About Money 3:54 Why Dan Isn't On Instagram 5:18 The Biggest Myths About Getting Rich 6:43 Advice That Keeps People Poor 9:49 How FOMO Becomes The Wrecker Of Wealth 15:25 Partnerships: @variational_io @Bitwise 16:17 What People Shouldn't Optimize For In Crypto Today 18:20 Mistakes People Make In Their 20s & 30s 20:54 Knowing When To Sell Is A Skill All Should Learn 25:54 Skill vs Patience In Wealth Building 28:54 Why Do People Sell Their Winners Too Early? 30:46 Partnership: @KASTxyz 31:34 Where We're in the Great The Crypto Wealth Cycle 37:20 Dan's Thoughts On Zcash's Progress 39:50 $HYPE and $VAR are The Best Ways To Bet On RWAs Going on Chain 43:01 How Bullish Is Dan On NFTs? 45:38 What Smart People In Crypto Get Wrong Today 48:26 Partnerships: @JupiterExchange @ethena 49:09 Why All Monetary Value Will Go On Chain 51:21 Where Should A 25-Year-Old Spend Their Energy? 52:57 The Secrets To Getting Rich In Crypto 58:04 What Does A Rich Life Look Like For Dan? 59:58 Closing Thoughts
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Another week, another 100K + pod release, this time with the wise @DTAPCAP It’s a full bull at WSH 🐂
E191: @DTAPCAP: Where are we in the Great Crypto Wealth Cycle Dan Tapiero is the founder of @50TFunds and a 35-year investor who learned under Julian Robertson, Steve Cohen and Stan Druckenmiller. We discuss what wealthy people actually do differently, why most speculators lose, and where the next leg of crypto comes from. Timestamps: 0:00 Intro 2:05 What Rich People Understand About Money 3:54 Why Dan Isn't On Instagram 5:18 The Biggest Myths About Getting Rich 6:43 Advice That Keeps People Poor 9:49 How FOMO Becomes The Wrecker Of Wealth 15:25 Partnerships: @variational_io @Bitwise 16:17 What People Shouldn't Optimize For In Crypto Today 18:20 Mistakes People Make In Their 20s & 30s 20:54 Knowing When To Sell Is A Skill All Should Learn 25:54 Skill vs Patience In Wealth Building 28:54 Why Do People Sell Their Winners Too Early? 30:46 Partnership: @KASTxyz 31:34 Where We're in the Great The Crypto Wealth Cycle 37:20 Dan's Thoughts On Zcash's Progress 39:50 $HYPE and $VAR are The Best Ways To Bet On RWAs Going on Chain 43:01 How Bullish Is Dan On NFTs? 45:38 What Smart People In Crypto Get Wrong Today 48:26 Partnerships: @JupiterExchange @ethena 49:09 Why All Monetary Value Will Go On Chain 51:21 Where Should A 25-Year-Old Spend Their Energy? 52:57 The Secrets To Getting Rich In Crypto 58:04 What Does A Rich Life Look Like For Dan? 59:58 Closing Thoughts
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Work hard in silence. Let success be your noise. 🏆
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. @jvisserlabs breaks down why seasonal allergies aren't real - and it's the same reason people actually died from Covid "Allergies are not real. A peanut allergy is real - your body could die from it. Allergies to pollen are not real. They're your immune system overreacting to a toxin that enters your body, which means your immune system is screwed up." "People are dying from their immune system overreacting. The virus is gone before they die. It's the symptoms that stay." "I call it your immune system is drunk. It just doesn't know what to do. Really, it's the soil. Your gut, your immune system is the soil."
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E182: @jvisserlabs - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: @variational_io @Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: @KASTxyz 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: @JupiterExchange @ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts
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. @DTAPCAP shares why RWA perp trading could be the next big bet in crypto, pointing to HYPE and @variational_io “I think HYPE is a great bet. I’d like to securitize as well. Historically the valuation has gone up and down. You have to buy things at the right price” “I think RWA perp trading is something that will be very big, with a very large TAM. Variational is one way to play that, I think HYPE is another” “There’s only a handful of ways to play. Just think about how many centralized exchanges there are. You have Binance, you have Coinbase, you have Kraken, OKEx” “This is just the very beginning of perps, and I think RWA perps, because that’s something innovative” @50TFunds
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E191: @DTAPCAP: Where are we in the Great Crypto Wealth Cycle Dan Tapiero is the founder of @50TFunds and a 35-year investor who learned under Julian Robertson, Steve Cohen and Stan Druckenmiller. We discuss what wealthy people actually do differently, why most speculators lose, and where the next leg of crypto comes from. Timestamps: 0:00 Intro 2:05 What Rich People Understand About Money 3:54 Why Dan Isn't On Instagram 5:18 The Biggest Myths About Getting Rich 6:43 Advice That Keeps People Poor 9:49 How FOMO Becomes The Wrecker Of Wealth 15:25 Partnerships: @variational_io @Bitwise 16:17 What People Shouldn't Optimize For In Crypto Today 18:20 Mistakes People Make In Their 20s & 30s 20:54 Knowing When To Sell Is A Skill All Should Learn 25:54 Skill vs Patience In Wealth Building 28:54 Why Do People Sell Their Winners Too Early? 30:46 Partnership: @KASTxyz 31:34 Where We're in the Great The Crypto Wealth Cycle 37:20 Dan's Thoughts On Zcash's Progress 39:50 $HYPE and $VAR are The Best Ways To Bet On RWAs Going on Chain 43:01 How Bullish Is Dan On NFTs? 45:38 What Smart People In Crypto Get Wrong Today 48:26 Partnerships: @JupiterExchange @ethena 49:09 Why All Monetary Value Will Go On Chain 51:21 Where Should A 25-Year-Old Spend Their Energy? 52:57 The Secrets To Getting Rich In Crypto 58:04 What Does A Rich Life Look Like For Dan? 59:58 Closing Thoughts
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This week, I’m releasing a 40-minute conversation with @TThompson - NBA champion and venture investor. Tristan was never the most gifted player in his matchup. He just refused to let anyone outwork him, and he’s bringing that same rule to his ventures. We talk about: - How the “never get outworked” mindset carried over from the NBA to early-stage investing - Why he says the best founders will jump off the Golden Gate Bridge to win - How much he actually believes in Bitcoin, and his call on BTC to $1 million - Why he sees Bitcoin as digital gold and a savings account - What he thinks of $ZEC and the privacy narrative - Why he holds $SOL and how he uses @JupiterExchange to stake it - Why physical AI matters more to him than LLMs - Why creativity is the one thing he believes AI can’t replicate And much more... Podcast out this week!
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Golden rule in crypto and in life: If you are really doing well, just STFU Karma punishes ego