MR SHIFT 🦁

E171: @CoinsiliumGroup - Prediction markets, AI agents, and the next big trade Eddy Travia is the CEO and co-founder of Coinsilium, a publicly listed crypto accelerator on a London Exchange. He's been in this space since 2013. We cover Coinsilium's wild 2025, the limits of the Bitcoin treasury model, and why Eddy is now positioning around prediction markets and the agentic economy. Timestamps: Introduction Tea & Coffee Discussion What Would Eddy Do If he Got $10 Million Today Why Does Crypto Make Sense In A World In Crisis Partnerships: @JupiterExchange @KASTxyz Who Is Eddy Travia? Why Eddy Backed WSH Early? What Is Coinsilium Explained Simply What Coinsilium Dealt With Last Year What Did Coinsilium Do Right In 2025 Despite The Criticism The @Yellow Network Bet Why Yellow Matters? Partnerships: @ethena @sumsub Eddy’s Further Thoughts On The Yellow Investment Has Anything Good Come Out Of Crypto Lately? Why You Need To Be A VC To Win In Crypto How To Play Prediction Markets How to Position For High-Traction Markets How The Investor Environment Is Changing and Why He Backed @otomato_xyz How This Changes Eddy's Investing What Companies Should Know About The AI Agents Era How AI Agents Change Fundraising Should The Crypto Industry Fear The AI Brain Drain Partnerships: @Trezor @Bitwise Is Eddy Still Bullish On Crypto? Is The $1M Bitcoin Dream Dead? Closing Thoughts

@M0CKJUP Wow you got this one from the 2024 archives

zer0 mindset much needed meow was ahead of time again

$BHYP - Now trading on NYSE. Hyperliquid’s rise over the past few years is the stuff of legend. - $4.4 trillion in cumulative volume for perps (DeFiLlama as of 5/14/26) - Ability to process 200K orders/second - HYPE is the 10th largest crypto asset less than two years after being launched, with a market cap of $11 billion (CoinMarketCap as of 5/14/26) - Supports more than 130 perpetual futures markets, including for equities, commodities, and FX (Artemis as of 5/14/26) - Protocol built to return 99% of perp revenues via HYPE buybacks/token burns BHYP gives investors exposure to one of the most disruptive and fastest-growing projects in crypto. We see big things ahead for Hyperliquid. Onward–

Irresponsibly long crypto (But that’s not new…)

If you are paying attention, you’ll see that Jupiter is literally everywhere Unsure how they do it but JUP is just everywhere

If you watched our first WSH podcast with Jeff from Hyperliquid podcast and smashed the buy button you bought HYPE at the lowest token price ever publicly available (TGE) If you watched our second Hyperliquid podcast with Jeff and smashed the buy button, you bought HYPE at the last local bottom Hyperliquid 😏😏

E170: @ethereumJoseph - Trust, surveillance, and who controls your money Joseph Lubin is the co-founder of @ethereum and founder and CEO of @Consensys, the company behind @MetaMask and @LineaBuild. He's been building decentralized infrastructure since 2014. We talk about what drew him in, where he thinks this is all going, and why the AI question might matter more than anything else happening in crypto right now. Timestamps: 0:00 Introduction 1:55 Kast Card & Hong Kong Discussion 3:52 What It Means To Be Meta 5:35 What Does Joe Do Explained Simply 7:25 When Did Joe Realized You Can’t Trust The Current Financial System 11:53 Partnerships: @JupiterExchange @KASTxyz 12:35 What Are These Magical Things That Can Transform An Economy 14:23 How Did 9/11 Change Joe’s Relationship With Institutions 16:27 The Before & After Of Joe’s Beliefs Post 9/11 18:02 What Does This Negative Or Positive Road Depend On 21:55 Why Joe Goes To Many Crypto Conferences 23:16 How Did Joe React To Novo’s Article Comment 24:18 How Did Joe Become Fascinated With Crypto & Blockchain 31:14 Partnerships: @ethena @sumsub 32:16 Why Joe Decided To Join Ethereum As A Co-Founder 35:03 Why Is Decentralization An Organizing Principle 39:15 Decentralizations Lack Of Direction Criticism Debunked 40:32 Explain Consensys To Your Uber Driver 42:57 Joe’s Fundamental Belief Of What Blockchain Represents 46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed 49:33 Partnerships: @Trezor @Bitwise 50:17 What’s The Most Tangible Thing To Come Out Of Crypto 51:43 What Is MetaMask? 57:01 How Much Of Joe’s Life Is Lived In This New Financial System 59:50 Why Would You Borrow Against A Volatile Asset? 1:00:40 Is Self-Sovereignty A Good Or Bad Thing 1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky 1:06:36 What Could Easier Self-Custody Look Like? 1:08:32 Joe’s Relationship With Money 1:09:28 How Will People Interact With Money In The Next 10 Years 1:12:28 Closing Thoughts

Vitalik says maybe stop calling Ethereum the "World Computer" @ethereumJoseph agrees - for now it's a global digital asset settlement layer But his end game? Something he calls "Metropolitan Ethereum" - and that becomes the world computer anyway The vision didn't change. Just the order of operations @Consensys

. @eddybitcoin on how the agent economy is quietly rewiring startup fundraising AI agents allocate capital based on results - not relationships, not vibes, not your school If your traction is real, they'll find you Podcast out this week! @CoinsiliumGroup

Joseph Lubin on Why Decentralization May Be Humanity’s Last Line of Defense In this episode of When Shift Happens, I sit down with @ethereumJoseph to discuss the future of decentralized systems, the growing danger of centralized AI, the collapse of trust in institutions, and why he believes blockchain technology represents a fundamental reorganization of society itself. Over the course of the conversation, Lubin reflects on his journey from software engineer and finance observer to @ethereum co-founder, explains how events like 9/11 reshaped his worldview, and lays out a vision where decentralized infrastructure becomes the foundation for finance, governance, identity, and eventually human-machine coordination itself. From Financial Anxiety to Bitcoin One of the most interesting parts of the conversation is how deeply Lubin’s entry into crypto was tied to disillusionment with the traditional financial system. Before Ethereum, before @MetaMask, and before Web3 became a global movement, he was already studying debt cycles, monetary policy, and the structural incentives embedded within governments and financial institutions. As he puts it, he began noticing that the global economy seemed trapped in a feedback loop of debt accumulation, lobbying, and monetary expansion. He points to the abandonment of the gold standard, growing government deficits, and the inability of political systems to stop themselves from continuously expanding debt obligations. Referencing Ray Dalio’s work on long-term debt cycles, Lubin explains that by the late 2000s, he had become increasingly pessimistic about where the world was heading. Then he read the Bitcoin white paper. “When I read Satoshi’s white paper,” he says, “I was like, hey, this decentralized trust thing can fix everything.” That line captures the emotional core of Lubin’s story. Bitcoin was not merely an investment opportunity or a technological curiosity to him. It represented a completely new trust architecture. For someone who had become deeply skeptical of centralized systems, Bitcoin offered the possibility of rebuilding society’s financial foundations from the ground up. What changed his life was not just digital money itself, but the idea of decentralized trust. Why Ethereum Felt Bigger Than Bitcoin Lubin explains that while Bitcoin introduced the idea of decentralized trust, Ethereum expanded its potential dramatically. The key breakthrough, in his view, was that Ethereum transformed blockchain technology from a narrow monetary system into a general-purpose platform that developers could build almost anything on. Rather than forcing developers to build complex applications on top of Bitcoin’s relatively limited scripting system, Ethereum gave developers access to a programmable, computationally complete virtual machine. That shift unlocked entirely new possibilities: decentralized finance, prediction markets, tokenized assets, DAOs, and broader Web3 applications. Lubin’s framing of Ethereum is particularly notable because it avoids the usual “world computer” cliché often associated with the project. Instead, he argues that Ethereum is evolving through layers. First came decentralized trust. Then, decentralized finance. Eventually, he believes, decentralized social infrastructure and broader decentralized coordination systems will emerge on top of those foundations. In many ways, Lubin views Ethereum less as a product and more as civilization-scale infrastructure. Decentralization as an Organizing Principle The philosophical center of the conversation revolves around decentralization itself. Lubin repeatedly returns to the idea that decentralization is not simply a technical design choice, but an organizing principle for human society. He argues that top-down systems are efficient for building large civilizations, but often become brittle, stagnant, and vulnerable to power consolidation over time. Hierarchies, he says, naturally incentivize information hoarding, political maneuvering, and selfish behavior. Decentralized systems attempt to solve this by introducing more horizontal participation into how decisions are made and how value is distributed. “What decentralized protocols do,” Lubin explains, “is enable large groups of people or intelligences to make decisions in virtually real time.” This becomes especially important in the age of AI. Throughout the episode, Lubin warns that society is approaching a fork in the road. On one side lies a future dominated by centralized AI systems controlled by governments or large technology corporations. On the other hand lies a decentralized architecture where machine intelligence is distributed more openly, and individuals retain agency over their digital and financial lives. “If we don’t figure out that architecture,” he warns, “we’ll probably see governments or big technology organizations having access to too much machine intelligence power and being able to control humans and all the systems of the world.” MetaMask and the Rise of Self-Sovereign Finance The most practical section of the conversation focuses on @Consensys and MetaMask. Lubin explains that MetaMask originally began as a simple interface that hid the complexity of blockchain cryptography from users. Instead of manually interacting with complicated signing systems, users could simply specify what they wanted to do. Over time, it evolved into something much larger. Lubin now describes it as an emerging “fully featured financial platform that you own.” Traditional banks hold custody over users’ assets, control access to accounts, and monetize deposits internally. MetaMask, by contrast, aims to place financial control directly into the hands of users while connecting them to decentralized financial systems. Lubin believes stablecoins, tokenized assets, and DeFi products are gradually becoming usable not just for crypto-native individuals, but for corporations and eventually mainstream users. Once regulatory clarity improves, particularly in the United States, he expects adoption to accelerate significantly. “There’s going to be,” he says, “probably a stampede.” The Burden of Self-Sovereignty One of the more nuanced moments comes when the conversation turns toward self-custody and individual responsibility. Lubin openly acknowledges that self-sovereignty creates complexity. Most people, he argues, are not financially literate enough to safely manage full control over their assets today. At the same time, he believes relying entirely on centralized institutions may ultimately be even more dangerous. His proposed solution is fascinating: AI-assisted self-custody. Rather than expecting users to manually manage wallets, protocols, and DeFi positions, Lubin imagines intelligent agents acting as “digital twins” that understand users’ goals and execute financial decisions on their behalf. In this vision, AI does not replace human agency but enhances it. That distinction sits at the heart of the episode. Lubin is not anti-technology. In fact, he is extraordinarily optimistic about AI. What he fears is concentrated control over AI systems without decentralized counterbalances. For him, blockchain is ultimately about preserving agency in an increasingly automated world. And that may be the deepest lesson from the conversation: the real battle in crypto was never only about money. It was always about who gets to control the systems humanity increasingly depends on. 👉If you enjoyed reading the summary, head over to When Shift Happens on YouTube or your favorite podcast platform to access the full convo.

The internet needed blockchain. Blockchain needs AI agents McKinsey says $5T market. Gartner says $15T @eddybitcoin thinks we're at another 1999 moment - and most people still don't see it Podcast out tomorrow @CoinsiliumGroup

Podcasts/Videos & Websites & X Cryptopodcasts & videos - Steady Lads, mainly for Jordi Alexander - When Shift Happens, best crypto-interviews in my humble opinion - Andrewaskshow has excellent interviews too - I like XO videos a lot with technical analysis, they are very high quality - Long time watcher of Technicalroundup as well with the Don & Cred - Fan of Bob Loukas videos, big respect for him Geopolitics: - Judging Freedom, various good recurring guests - Glenn Diesen - Greater Eurasia Podcast I like listening to Karaganov´s perspective on Russia´s position - Tucker Carlson has good interviews too For health & new trends - Tim Ferris Podcast - Everything with Dr Dominic D´Agostino in it on keto - Peter Attia Drive is ok to go deeper into the physical body Spirituality: - Guru viking podcast: really excellent interviews with all kind of people serious on inner development Dutch podcasts - De nieuwe wereld - Holland Gold Listen to the occasional Lex Fridman or Joe Rogan when something interesting is on, mainly on history or when Musk is on To follow ai-development, i like following this x-account: x.com/TheRundownAI I like the visual capitalist website for fast overview of info and graphs: visualcapitalist.com Metaculus for predictions: metaculus.com/questions/ yarrlist.net to watch everything for free online Personally have gotten a lot more critical with my information intake since i feel and think WAY too many people think they can make podcasts. There are mountains of low quality out there. Is the main reason i have not started a podcast myself or refused offers from others to do so, since i felt i could not share enough quality info which i did not already share on this account Rest of accounts on X i like just see who i follow

@kashdhanda 🙌🏻

@KevinWSHPod WSH has been clinically proven to be beneficial to your financial health recommended.

@Okada_DeFi0x should take care of itself at some point imho

@KevinWSHPod Facts, but “everywhere” usually means liquidity + incentives, not inevitability. What’s the real demand signal for JUP post-campaign, volume that holds without subsidies, or just mercenary flow?

E171: @CoinsiliumGroup - Prediction markets, AI agents, and the next big trade Eddy Travia is the CEO and co-founder of Coinsilium, a publicly listed crypto accelerator on a London Exchange. He's been in this space since 2013. We cover Coinsilium's wild 2025, the limits of the Bitcoin treasury model, and why Eddy is now positioning around prediction markets and the agentic economy. Timestamps: Introduction Tea & Coffee Discussion What Would Eddy Do If he Got $10 Million Today Why Does Crypto Make Sense In A World In Crisis Partnerships: @JupiterExchange @KASTxyz Who Is Eddy Travia? Why Eddy Backed WSH Early? What Is Coinsilium Explained Simply What Coinsilium Dealt With Last Year What Did Coinsilium Do Right In 2025 Despite The Criticism The @Yellow Network Bet Why Yellow Matters? Partnerships: @ethena @sumsub Eddy’s Further Thoughts On The Yellow Investment Has Anything Good Come Out Of Crypto Lately? Why You Need To Be A VC To Win In Crypto How To Play Prediction Markets How to Position For High-Traction Markets How The Investor Environment Is Changing and Why He Backed @otomato_xyz How This Changes Eddy's Investing What Companies Should Know About The AI Agents Era How AI Agents Change Fundraising Should The Crypto Industry Fear The AI Brain Drain Partnerships: @Trezor @Bitwise Is Eddy Still Bullish On Crypto? Is The $1M Bitcoin Dream Dead? Closing Thoughts

zcash is a swiss bank in your pocket

@KevinWSHPod Mr shift pod bottomed hype Absolute electro.

@andyyy 🤝