Supply Shock

• Why Bitcoin's Price Is Lagging Adoption...For Now | Alexandre Laizet

  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! — Follow Alex: https://x.com/AlexandreLaizet Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx — Timestamps: (00:00) Introduction (01:48) Why Isn’t BTC Higher? (07:02) Is Bitcoin Being Manipulated? (17:45) The Role of BTC Treasury Companies (24:39) Why Buy Treasury Companies? (34:02) Biggest Bitcoin Catalysts (38:58) How Does Bitcoin Recover? (44:24) Final Thoughts — Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Bitcoin #Crypto #SupplyShock

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• Bitcoin’s Legal Crisis: The Szabo Debate | Roundup

  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! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx — Timestamps: (00:00) Introduction (04:17) Szabo’s Tweets, Ideological Shift & Legal Debates (15:03) Making Sense of Szabo’s Broader Message (37:58) Censorship Resistance, Node Design & Decentralization Risks (41:48) Nodes, Governance, and Bitcoin’s Long-Term Future (42:29) Government Pressure, Community Responses & Developer Tensions (49:21) The Knots Movement & Bitcoin’s Cultural Direction (01:01:11) Building a Stronger Bitcoin Culture (01:06:32) The Next Wave of Bitcoin Innovation (01:10:53) Final Thoughts — Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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• Why Bitcoin Can’t Scale | John Carvalho

  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! — Follow John: https://x.com/BitcoinErrorLog Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx — Timestamps: (00:00) Introduction (01:31) Can Lightning Actually Scale? (12:10) Why Trust Shapes All Bitcoin Scaling (20:57) Why Trust Shapes All Bitcoin Scaling (30:19) How Synonym Approaches Bitcoin Scaling (34:56) Synonym’s Innovations, Tools & Future Roadmap (37:22) Data Control, Custom Algorithms & Pubkey Protocol (40:09) E-Commerce, Mobile Wallets & Next-Gen Bitcoin UX (42:03) Upgrading Nodes & Reinventing the Payment Protocol (47:19) Trust-Based Scaling: Pros & Cons (50:57) Rethinking Bitcoin Treasuries (01:02:24) A Personal Bitcoin Strategy (01:04:39) Final Thoughts — Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Bitcoin #Crypto #SupplyShock

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• Bitcoin’s Four-Year Cycle Is Breaking But Not Dead | Tim Enneking

  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! — Follow Tim: https://www.psalion.com/ Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx — Timestamps: (00:00) Introduction (02:03) How Bitcoin’s Market Has Evolved (07:20) Bulls, Bears & the Next Big Move (09:49) Institutional Flows Reshaping Crypto (21:20) Is Bitcoin Correlated to Equities? (23:18) Biggest Bitcoin Catalysts (27:51) Market Structure & Crypto Banks (32:58) Strategy Lessons from Market History (38:50) Final Thoughts — Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Bitcoin #Crypto #SupplyShock

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• The Billion-Dollar Arms Race That Started Over $10 Bitcoins | Bill Tai & George Kikvadze

  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! — Follow Bill: https://x.com/KiteVC Follow George: https://x.com/BitfuryGeorge Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx — Timestamps: (00:00) Introduction (03:07) New Book: And Then You Win (05:31) Bill’s Bitcoin Backstory (12:57) George’s Path Into Bitcoin (15:43) FG Trailer (16:56) The Birth of ASICs & Industrial Mining (25:58) BitFury’s Breakout Moment (28:20) Mining Challenges & Growing Pains (30:49) Silicon Valley’s Big Miss (34:17) Necker Island: Branson, Bitcoin & Bold Ideas (39:58) Blockchain Summits & Their Industry Impact (42:13) Today’s Bitcoin Market & The Road Ahead (47:37) Biggest Bitcoin Advice & Surprises (54:49) Final Thoughts — Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Bitcoin #Crypto #SupplyShock

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