E179: Helius CEO: These 3 Crypto Coins Are MASSIVELY Underpriced (2026 Cycle)

<p>Mert Mumtaz, co-founder and CEO of Helius, breaks down why he sees Solana and Zcash as two of crypto&#39;s most undervalued bets heading into 2026, using his &quot;physics and incentives&quot; framework to separate real conviction from trader noise. </p><p><br></p><p>He also debunks the recent Zcash security scare, explains why AI is forcing crypto toward &quot;spaceflight-level&quot; security standards, and weighs in on Near&#39;s high-upside, low-conviction potential.</p><p><br></p><p>THE SHIFT NEWSLETTER</p><p>💡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</p><p><br></p><p>___________</p><p>PARTNERS</p><p><br></p><p>⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/</p><p>🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/</p><p>💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT</p><p>🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence.</p><p> Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h</p><p>🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/</p><p>⚖️ 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. https://ethena.fi/</p><p>♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com</p><p><br></p><p><br></p><p>___________</p><p><br></p><p>Follow Mert Mumtaz</p><p>• Twitter: https://x.com/0xMert_</p><p>• Twitter: <a href="https://x.com/heliuslabs" target="_blank" rel="ugc noopener noreferrer">https://x.com/heliuslabs</a></p><p>• Website: https://www.helius.dev/</p><p><br></p><p>FOLLOW WHEN SHIFT HAPPENS</p><p>Twitter (X): https://x.com/KevinWSHPod  </p><p>Instagram:  https://www.instagram.com/kevinfollonier_ </p><p>TikTok: https://www.tiktok.com/@kevinfollonier_</p><p>Linkedin: https://www.linkedin.co