Supply Shock
Supply Shock explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.
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Why Bitcoin's Price Is Lagging Adoption...For Now | Alexandre Laizet
<p>In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,” how Wall Street treats Bitcoin as (not yet) money, and what investors can expect heading into 2026. Enjoy!</p> <p>—</p> <p>Follow Alex: https://x.com/AlexandreLaizet </p> <p>Follow Rizzo: https://x.com/pete_rizzo_ </p> <p>Follow Supply Shock: https://twitter.com/SupplyShockBW </p> <p>Follow Blockworks: https://twitter.com/Blockwor...
Bitcoin’s Legal Crisis: The Szabo Debate | Roundup
<p>In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A sharp look at how technical disagreements can morph into full-blown community rifts and potential legal backlash. Enjoy!</p> <p>—</p> <p>Follow Shinobi: https://x.com/Brain_Trollz </p> <p>Follow Joakim: https://x.com/joakimbook </p> <p>Follow Aaron: https://x.com/AaronvanW </p> <p>Follow Rizzo: https://x.com/pete_riz...
Why Bitcoin Can’t Scale | John Carvalho
<p>In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he believes layers don’t truly scale Bitcoin, how trust dynamics shape every payment system, and why Synonym is building a new framework for peer-to-peer coordination that goes beyond blockchains. Enjoy!</p> <p>—</p> <p>Follow John: https://x.com/BitcoinErrorLog </p> <p>Follow Rizzo: https://x.com/pete_rizzo_ </p> <p>Follow Supply Shock: https://twitte...
Bitcoin’s Four-Year Cycle Is Breaking But Not Dead | Tim Enneking
<p>In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy!</p> <p>—</p> <p>Follow Tim: https://www.psalion.com/ </p> <p>Follow Rizzo: https://x.com/pete_rizzo_ </p> <p>Follow Supply Shock: https://twitter.com/SupplyShockBW </p> <p>Follow Blockworks: https://twitter.com/Blockw...
The Billion-Dollar Arms Race That Started Over $10 Bitcoins | Bill Tai & George Kikvadze
<p>In this episode, Bill Tai and George Kikvadze join the show to explore the untold, insider history of Bitcoin mining through the lens of BitFury’s founders, exploring their early struggles, near-death moments, regulatory battles, Silicon Valley skepticism, the birth of ASIC mining, the role of Necker Island gatherings in shaping the industry, and how those lessons inform Bitcoin’s present institutional era and future trajectory. Enjoy!</p> <p>—</p> <p>Follow Bill: https://x.com/KiteVC </p> <p>Follow George: https://x.com/BitfuryGeorge </p> <p>Follow Rizzo: https://x.com/pete_rizzo_ </p> <p>Follow Supply Shock: https...
Inside the Secret Bitcoin Fork Telegram Channel | Roundup
<p>This week, we break down the escalating emergency soft-fork push inside the Bitcoin fork telegram channel, including the bans, inconsistencies, shifting activation plans, and the core dispute over whether a minority can (or should) restrict existing user behavior on Bitcoin. The panel dissects the technical, social, economic, and philosophical stakes, from property-rights violations to purity spirals, UASF fantasies, dangers of rushing consensus, and more. Enjoy!</p> <p>—</p> <p>Follow Joakim: https://x.com/joakimbook </p> <p>Follow Aaron: https://x.com/AaronvanW </p> <p>Follow Rob: https://x.com/Rob1Ham </p> <p>Follow Rizzo: https://x.com/pe...
Bitcoin’s Next Generation Meta Protocol is Bringing Back Smart Contracts | Adam Krellenstein
<p>In this episode, co-creator of Counterparty Adam Krellenstein joins the show to unveil Kontor – a next-generation Bitcoin meta-protocol offering native smart contracts and scalable file storage built directly on Bitcoin. He explains how Kontor builds on the legacy of Counterparty, colored coins, and Ordinals to bring true DeFi to Bitcoin without sidechains. Enjoy!</p> <p>—</p> <p>Follow Adam: https://x.com/agkrellenstein </p> <p>Follow Rizzo: https://x.com/pete_rizzo_ </p> <p>Follow Supply Shock: https://twitter.com/SupplyShockBW </p> <p>Follow Blockworks: https://twitter.com/Blockworks_ </p> <p><br></p> <p>Supply Shock Telegram: https://t.me/+...
Ledger Chief Experience Officer on the Future of Bitcoin Self-Custody | Ian Rodgers
<p>In this episode, we sit down with Ledger’s Chief Experience Officer, Ian Rogers, to discuss the launch of the new Ledger Nano Gen 5 and the evolution of Ledger Wallet. We dive into how Ledger is improving hardware wallet usability and the company’s broader vision of securing Bitcoin to enable a full digital value ecosystem. Enjoy!</p> <p>—</p> <p>Follow Ian: https://x.com/iancr </p> <p>Follow Rizzo: https://x.com/pete_rizzo_ </p> <p>Follow Supply Shock: https://twitter.com/SupplyShockBW </p> <p>Follow Blockworks: https://twitter.com/Blockworks_ </p> <p><br></p> <p>Supply Shock...
BIP-444: The Soft Fork That Could Split Bitcoin | Roundup
<p>In this episode, we dive into the escalating Bitcoin civil war over BIP-444 — the proposed “emergency soft fork” to limit arbitrary data onchain. The panel debates “pleb slop” culture, anti-core developer sentiment, and whether the community is repeating the moral crusades of the Blocksize Wars. We also dissect miner incentives, exploiting user-activated vs. user-rejected forks, property-rights implications, and prediction markets tracking whether the fork will ever activate. Enjoy!</p> <p>—</p> <p>Follow Shinobi: https://x.com/Brain_Trollz </p> <p>Follow Joakim: https://x.com/joakimbook </p> <p>Follow Aaron: https://x.com/AaronvanW </p> <p>Follow Rob: https://x.co...
Buy Bitcoin Like a House: How Anyone Can Own a Whole Coin | Lamar Wilson
<p>In this episode, Lamar Wilson – founder of Black Bitcoin Billionaire and creator of Orange House Capital – joins the show to discuss his new platform that lets everyday people buy Bitcoin the same way they’d buy a home: with a down payment and monthly installments. Lamar explains how this “Bitcoin mortgage” model aims to make ownership accessible without credit checks, drawing parallels to how traditional mortgages built the American middle class. Enjoy!</p> <p>—</p> <p>Follow Lamar: https://x.com/bigmarh </p> <p>Follow Rizzo: https://x.com/pete_rizzo_ </p> <p>Follow Supply Shock: https://twitter.com/SupplyShockB...
