Uploaded April 2026 | Updated September 2026, 2 weeks ago
Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural tailwind pointing in the same direction.
From the $400 trillion in global assets beginning to shift toward crypto, to institutions going "zero to 500 miles an hour" on adoption, Hunter breaks down why the new era of crypto is already underway and why it's not too late to be early.
THE SHIFT NEWSLETTER
đź’ˇGo 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
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
đź’ł 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
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off - promo code: WSH10 - affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. bitwiseinvestments.com
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. ethena.fi
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. sumsub.com
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. coinsilium.com
___________
FOLLOW HUNTER HORSLEY
• Twitter: https://x.com/hhorsley
• LinkedIn: linkedin.com/in/hunter-horsley-11512721
FOLLOW BITWISE
• Twitter: https://x.com/BitwiseInvest
• Website: bitwiseinvestments.com
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.
0:00 Introduction
1:55 Coffee & Swiss People Discussion
3:36 Is Hunter ADHD, The Operator, Or A Mix Of Them Both
7:28 Partnerships: @JupiterExchange @KASTxyz
8:08 How Hunter’s Relationship With Avichal Led To Bitwise’s Creation
11:28 The Advantages Of Being Based In San Francisco
17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months
21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Crypto’s Future
24:19 Partnerships: @Ethena @sumsub
25:21 Hunters Response To “I Missed The Bitcoin Opportunity”
30:17 Hunter’s Thoughts On Thinking Exponentially About Crypto’s Growth
35:58 How Are People Underestimating Bitcoins Usage Over The Next 10 Years
38:24 Crypto Is Creating A New Class That Thinks Differently About Money
46:17 Partnerships: @Trezor @BitwiseInvest
47:01 What’s Relevant For 25-50 Year Old Investors who Aren’t Crypto Savvy
52:02 Why You Should Watch When Shift Happens
57:31 Closing Thoughts
Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural tailwind pointing in the same direction.
From the $400 trillion in global assets beginning to shift toward crypto, to institutions going "zero to 500 miles an hour" on adoption, Hunter breaks down why the new era of crypto is already underway and why it's not too late to be early.
THE SHIFT NEWSLETTER
đź’ˇGo 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
___________
PARTNERS
🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/
đź’ł 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
🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.
Buy with 10% off - promo code: WSH10 - affil.trezor.io/SH12h
🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. bitwiseinvestments.com
⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. ethena.fi
🔒Sumsub is the leading full-cycle verification platform for the crypto industry, chosen by 8 out of 10 of the world’s largest exchanges. From instant KYC and KYB to automated crypto transaction monitoring, they help VASPs, exchanges, and DeFi platforms prevent fraud, stay compliant, and scale globally. sumsub.com
♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. coinsilium.com
___________
FOLLOW HUNTER HORSLEY
• Twitter: https://x.com/hhorsley
• LinkedIn: linkedin.com/in/hunter-horsley-11512721
FOLLOW BITWISE
• Twitter: https://x.com/BitwiseInvest
• Website: bitwiseinvestments.com
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.
0:00 Introduction
1:55 Coffee & Swiss People Discussion
3:36 Is Hunter ADHD, The Operator, Or A Mix Of Them Both
7:28 Partnerships: @JupiterExchange @KASTxyz
8:08 How Hunter’s Relationship With Avichal Led To Bitwise’s Creation
11:28 The Advantages Of Being Based In San Francisco
17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months
21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Crypto’s Future
24:19 Partnerships: @Ethena @sumsub
25:21 Hunters Response To “I Missed The Bitcoin Opportunity”
30:17 Hunter’s Thoughts On Thinking Exponentially About Crypto’s Growth
35:58 How Are People Underestimating Bitcoins Usage Over The Next 10 Years
38:24 Crypto Is Creating A New Class That Thinks Differently About Money
46:17 Partnerships: @Trezor @BitwiseInvest
47:01 What’s Relevant For 25-50 Year Old Investors who Aren’t Crypto Savvy
52:02 Why You Should Watch When Shift Happens
57:31 Closing Thoughts
