In this episode, Alex B from Ark Labs joins the show to discuss how Arkade, a new Bitcoin scaling protocol, enables off-chain programmability without bridges, preserves self-custody, and avoids global state constraints. He discusses complementarity with Lightning, unlocking Bitcoin-native capital markets, programmable contracts, synthetic assets, and how Arkade could transform Bitcoin financial infrastructure – and more. Enjoy!
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Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
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Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit https://www.ledn.io/ to learn more.
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Timestamps:
(00:00) Introduction
(02:37) What is Arkade?
(06:17) Ledn Ad
(06:59) Programmability & Scripting
(12:32) Comparing Arkade with Other Solutions
(33:01) Future of Bitcoin Financialization
(33:49) Ledn Ad
(34:35) Future of Bitcoin Financialization
(48:46) Final Thoughts
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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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50:07
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50:07
Bitcoin Treasuries: We're Just Getting Started | Cory Klippsten
In this episode, CEO of Swan Cory Klippsten discusses Swan Bitcoin’s Series C raise and its partnership with a French semiconductor company pivoting into Bitcoin treasury accumulation. He explains the rise of leveraged Bitcoin equities, how these companies use debt markets to acquire Bitcoin, and the potential influx of institutional fixed income into Bitcoin. Cory breaks down risks, opportunities, and why he believes Bitcoin-focused financial institutions are inevitable – touching on market cycles, treasury company models, and strategic corporate adoption. Enjoy!
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Follow Cory: https://x.com/coryklippsten
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
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Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6
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Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.
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Timestamps:
00:00 Swan-Sequans Treasury Partnership
2:45 Bitcoin Treasury Endgame
4:59 Leveraged Bitcoin Equities
6:30 Breaking Down the Strategy
7:30 Ads (Ledger)
8:14 Breaking Down the Strategy
12:07 Unique Arbitrage Opportunities
15:35 Differentiating Good vs Bad Actors
17:55 Fixed Income Opportunity
19:36 When do the Floodgates Open?
22:53 Ads (Ledger)
23:38 When do the Floodgates Open?
25:06 Swan’s Goals
28:33 Crypto Treasury Companies
30:44 Is this Bull Market Different?
32:44 Bitcoin Treasury Doomsday
36:00 Moving Toward Hyperbitcoinization
38:40 Final Thoughts
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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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42:19
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42:19
Bitcoin Core vs. The World: Why It Can’t Be Shut Down | Peter Todd
In this episode, Bitcoin core developer Peter Todd discusses the rise of Bitcoin Knots, censorship debates, op_return limits, miner incentives, the challenges of blocking ordinals and inscriptions, scaling via Lightning, the future of Bitcoin development, and more. Enjoy!
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Follow Peter: https://x.com/peterktodd
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
Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6
—
Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit https://www.ledn.io/ to learn more.
—
Timestamps:
(00:00) Introduction
(01:24) Bitcoin's Firestorm
(02:07) Ledn Title Ad
(02:28) Bitcoin's Firestorm
(06:27) Satoshi Dice
(08:50) Censoring Transactions
(13:34) Ability to Dissent
(16:45) Ledn Ad
(17:22) Is Bitcoin Knots A Threat?
(20:16) The Knots Critique of Bitcoin
(27:52) Making A Moral Argument
(28:46) Ledn Ad
(29:32) Making A Moral Argument
(32:03) Responsibility of Miners
(35:54) Filtering is Pointless
(37:33) “Shoulds” vs Reality
(41:56) Development & Price
(44:56) Multiple Bitcoin Soft Forks
(47:19) Bitcoin Dream Development
(49:53) Alternative Financial System
(53:22) Innovations in Crypto
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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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57:31
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57:31
50 Bitcoin for $0.50 | Wild Tales of Early Bitcoin Trading
In this special interview live from Permissionless IV, Rizzo sits down with Bitcoin OG & Core developer Jeff Garzik to reflect on Bitcoin’s early days, the culture shift from experimentation to ossification, and his belief that Bitcoin’s social and monetary network would have emerged regardless of specific developers. Garzik critiques Lightning as a failed detour, champions Layer 2s like Hemi for bringing programmability to Bitcoin, and stresses that Ethereum remains vital due to its developer traction and audit maturity. Enjoy!
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Follow Jeff: https://x.com/jgarzik
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
Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6
—
Ledger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at https://Ledger.com.
—
Timestamps:
(00:00) Introduction
(01:47) Building the Bitcoin Market
(08:16) Ledger Ad
(09:42) Bitcoin Then vs Today
(11:55) Bitcoin Ossification
(13:39) Was Bitcoin Inevitable?
(18:38) Who Controls Bitcoin?
(21:37) Bitcoin Forks & Lightning Network
(25:01) Crypto is the Beta Test for Bitcoin
(25:34) Ledger Ad
(26:19) Crypto is the Beta Test for Bitcoin
(31:08) What Did Ethereum Achieve?
(36:46) EVMs, BitVM & L2s
(41:24) Unleashing Bitcoin Upgrades
(49:25) Identifying the Problems
(57:46) Why Work on Bitcoin Today?
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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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1:01:28
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1:01:28
Industry Narratives, Future of Stablecoins & Big Tech Is Coming | Permissionless IV Recap
In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto today. We discuss the future of stablecoins, give a candid macro outlook, and explore how Big Tech is positioning itself as the next crypto overlord. Finally, we reflect on some predictions we got wrong – and what we learned from them. Enjoy!
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Follow Boccaccio: https://x.com/salveboccaccio
Follow Danny: https://x.com/defi_kay_
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
Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6
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Timestamps:
(00:00) Intro
(00:57) Permissionless IV Takeaways
(07:00) Biggest Industry Narratives
(12:00) Future of Stablecoins
(17:44) Macro Outlook
(20:47) Big Tech Overlords
(28:38) Predictions We Got Wrong
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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
Supply Shock, hosted by Pete Rizzo, The Bitcoin Historian, 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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