Supply Shock

In this episode, Charles Edwards joins the show to discuss why quantum computing has become a real market risk, the valuation impact, upgrade paths, and what could unlock the next move. We also explore why Bitcoin’s classic cycle may be breaking, how institutional flows and liquidity are reshaping price action, and more. Enjoy!

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Follow Charles: https://x.com/caprioleio

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Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

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Timestamps:

(00:00) Introduction

(02:34) Bitcoin’s Quantum Risk

(09:19) Expert Opinions on Quantum Timelines

(12:48) Potential Quantum Attacks on Bitcoin

(18:55) Evaluating Bitcoin’s Vulnerability to Quantum Computing

(28:38) Debating Bitcoin’s Long-Term Security and Value Proposition

(34:32) 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

In this episode, Michael Terpin returns to the show to discuss whether Bitcoin’s four-year cycle still holds, how whales and institutions shape market tops and bottoms, what signals matter most during drawdowns, and why the next bull market may look very different from the last. We also dig into regulation, altcoin narratives, and cycle timing. Enjoy!

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Follow Michael: https://x.com/michaelterpin

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

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Timestamps:

(00:00) Introduction

(04:56) Impact of Whale Activity on Bitcoin

(07:57) Regulatory Challenges and Market Sentiment

(10:59) DATs, Institutions and CLARITY Act

(20:32) Bottom Predictions and Trading Strategies

(25:19) Market Cycles and Bitcoin Dominance

(32:40) Challenges in Token Investments & New Narratives

(39:02) Market Predictions and Strategies

(41:46) 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

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!

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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

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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

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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

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!

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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

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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

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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

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!

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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

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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

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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