About this episode
Mert Mumtaz, CEO and co-founder of Helius, reveals why he's betting everything on privacy, Solana infrastructure, and long-term conviction plays like Zcash and Hyperliquid.While most crypto investors chase short-term gains, Mert operates on 3-5 year time horizons, building core infrastructure for Solana and defending privacy as crypto's most unsolved problem. From explaining how connectivity and reflexivity drive extreme price movements to sharing how a Slavic girlfriend changed his approach to capturing value, this conversation goes deep.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: https://www.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/?? Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots ? https://app.paradex.trade/wl/resilientrogueqv? KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: 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 in video): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356? Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/? Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/? Story makes IP and real-world data programmable, enforceable, and monetizable. https://www.story.foundation? Forza!, Coinsilium’s Gibraltar-based Bitcoin treasury arm. Coinsilium trades on AQUIS (COIN) and OTCQB (CINGF). https://www.coinsilium.com/? Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. https://www.mantle.xyz___________Follow Mert Mumtaz• Twitter: https://x.com/0xMert_• Twitter: https://x.com/heliuslabs• Website: https://www.helius.dev/FOLLOW WHEN SHIFT HAPPENSTwitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_Linkedin: https://www.linkedin.com/in/kevinfollonier/Website: https://kevinfollonier.com/#tagsDISCLAIMERThe info contained herein