Supply Shock

In this episode, Rizzo is interviewed by Tyler Rowe from Treasury Orange to explore how Bitcoin’s narrative is shifting from grassroots rebellion to corporate balance sheets, why Bitcoin treasuries have become the defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for institutions, and what this means for payments, capital markets, and the next decade of adoption. Enjoy! — Follow Tyler: https://x.com/TylerCompiler 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 (00:50) Rizzo & His Coverage of Bitcoin’s Story (03:50) Adoption of Bitcoin As Payments & Prevailing Store of Value Narrative (05:48) Corporate Adoption and the Future of Bitcoin (09:47) Bitcoin’s Shift from Counterculture to Mainstream Finance (17:19) Which Bitcoin Treasury Strategy Will Win Out Next? (24:48) Navigating Financial Metrics and Data in Bitcoin Companies (28:54) The Yin and Yang of Individual and Corporate Bitcoin Ethos (34:05) XXI: Jack Mallers x Tether x Softbank Treasury Company (37:03) Block’s (Square) Entrance Into ASIC Hardware Design (38:27) Preferred Equity Models and Market Sentiment (41:11) Strategy Bitcoin Holdings Projection For 2026 (42:45) 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

In this episode, John Carvalho returns to challenge prevailing assumptions about Bitcoin governance, scaling, and maximalism, arguing that many current debates are distractions from Bitcoin’s core constraints. We explore his framework for understanding blockspace, protocol subjectivity, and why he believes future changes to Bitcoin may be far harder than most expect. 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 (01:46) 2025 Wins & Misses (07:48) What Drives Rates In 2026 (13:00) Grayscale Ad (13:37) Inflation Deep Dive (18:47) Labor Market & Housing (22:59) The K-Shaped Fed Cycle (29:50) Grayscale Ad (30:37) Fed Balance Sheet (35:06) Active Treasury Issuance (37:46) Equities In 2026 (45:20) Commodities Heating Up (48:13) 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

In this episode, Nolan Bauerle joins the show to discuss Bitcoin entering a new phase where politics, Wall Street, and nation-states reshape its trajectory. We explore why this cycle disappointed expectations, how ETFs and financial engineering changed the game, and why 2026 may matter most for Bitcoin’s next act. Enjoy! — Follow Nolan: https://x.com/countbtc 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 (03:04) Washington, Power & Bitcoin’s Policy Shift (07:36) Bitcoin’s Strategy After A Disappointing Cycle (08:58) Wall Street’s Growing Grip On Bitcoin (17:56) Forecasts, Control & Credibility (25:54) ETFs & The Financialization Of Bitcoin (28:19) Nation-States, Power Competition & Bitcoin Adoption (29:27) AI & The New Monetary Arms Race (34:05) Elon Musk, Narrative Power & Tech Influence (37:57) Meme Coins, Tokenization & The Speculation Cycle (41:00) Bitcoin 2026: Cities, Sovereignty & Scale (45:41) 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

In this episode, Rob Hamilton joins to discuss Bitcoin entering a new phase shaped by institutions, politics, and infrastructure. We explore what 2025 revealed about Bitcoin’s power shifts, cultural fractures, and unresolved questions heading into 2026. Enjoy! — Follow Rob: https://x.com/Rob1Ham 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 (02:42) Inside the Bitcoin Treasury Playbook (03:50) Political Shifts Reshaping Bitcoin (13:07) AI Mining Revolution & Breakthroughs (24:19) Bitcoin Meets Real Estate (26:46) New Entrants & Public-Market Momentum (27:53) Treasury Firms, Flows & Market Positioning (28:45) Consolidation Waves & New Launches (30:50) Innovation Cycles & Bitcoin Community (32:36) Fork Proposals & Community Fractures (42:47) Big Calls on Bitcoin’s Future (48:19) Crypto & Stablecoins (50:37) 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

In this episode, Blockspace Baron joins the show to deep dive into a contrarian Bitcoin thesis: treating block space itself as a scarce, financial asset. We explore why Blockspace Baron is aggressively acquiring it, how inscriptions and tokens reframe fee economics, and what this could mean if transaction fees rise. Enjoy! — Follow Blockspace Baron: https://x.com/MrBeastBitcoin 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) Blockspace, Ordinals & Bit Bars (04:01) How Blockspace Tokens Are Bought & Valued (05:44) Challenges & the Future of Blockspace (13:58) The Long-Term Vision for Blockspace Tokens (20:58) BIT Bars, Meme Culture & Gentleman Club Phenomenon (22:35) The Economics of Blockspace (28:30) Blockspace Tokens & What Comes Next (35:45) 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