Kevin Follonier - MR SHIFT 🦁(@KevinWSHPod):. @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”

Kevin Follonier - MR SHIFT 🦁@KevinWSHPod

2026.10.27 14:27

. @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”

Kevin Follonier - MR SHIFT 🦁@KevinWSHPod

2026.10.15 14:33

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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