Uploaded August 2026 | Updated September 2026, 2 weeks ago
Crypto has been boring for a couple of months. AI has been going crazy. But when you look at the ratio between Bitcoin and the NASDAQ and put the standard deviation bounds on it, Bitcoin is as cheap as it has been in its long-term uptrend.
In this conversation with @RaoulPalTJM , we talk about why people should stay in crypto both investing and building. The banks are coming. Stablecoins are big and going to grow massively. The Clarity Act is going to get signed. Global liquidity is going to increase. We still have $8 trillion of interest payments to roll and $6 trillion more to come, which means a ton of money is going to get printed.
Crypto is as cheap as it has been against many asset classes. The fear and greed index was below 10 for the longest period in history. That's the perfect storm of upside if you want to put it together.
SPEND YOUR STABLECOINS AND EARN YIELD ON YOUR CASH WITH KAST:
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - promo code: SHIFT - https://go.kast.xyz/VqVO/SHIFT
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: kevinfollonier.com/crypto-web3-newsletter
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: instagram.com/kevinfollonier_
TikTok: tiktok.com/@kevinfollonier_
Linkedin: linkedin.com/in/kevinfollonier
Website: kevinfollonier.com
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.
Crypto has been boring for a couple of months. AI has been going crazy. But when you look at the ratio between Bitcoin and the NASDAQ and put the standard deviation bounds on it, Bitcoin is as cheap as it has been in its long-term uptrend.
In this conversation with @RaoulPalTJM , we talk about why people should stay in crypto both investing and building. The banks are coming. Stablecoins are big and going to grow massively. The Clarity Act is going to get signed. Global liquidity is going to increase. We still have $8 trillion of interest payments to roll and $6 trillion more to come, which means a ton of money is going to get printed.
Crypto is as cheap as it has been against many asset classes. The fear and greed index was below 10 for the longest period in history. That's the perfect storm of upside if you want to put it together.
SPEND YOUR STABLECOINS AND EARN YIELD ON YOUR CASH WITH KAST:
💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - promo code: SHIFT - https://go.kast.xyz/VqVO/SHIFT
THE SHIFT NEWSLETTER
💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: kevinfollonier.com/crypto-web3-newsletter
FOLLOW WHEN SHIFT HAPPENS
Twitter (X): https://x.com/KevinWSHPod
Instagram: instagram.com/kevinfollonier_
TikTok: tiktok.com/@kevinfollonier_
Linkedin: linkedin.com/in/kevinfollonier
Website: kevinfollonier.com
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.
