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Supply Shock

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Supply Shock
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  • BIP-444: The Soft Fork That Could Split Bitcoin | Roundup
    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! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (01:48) Debating “Pleb Slop” and Core Values (08:25) Developers, Consensus, and the Community Divide (16:20) Fork Proposals and the Governance Dilemma (21:40) Soft Forks, User Action, and Network Power (34:05) FG Trailer (35:17) Soft Forks, User Action, and Network Power (39:18) Game Theory: Block Invalidation and Chain Reorgs (42:50) Prediction Markets, Fork Futures, and Incentives (47:51) Economic Voting and Miner Power Dynamics (52:42) Censorship, Property Rights, and Bitcoin Core’s Role (1:06:01) Fork Scenarios and the Future of Bitcoin (1:07:24) 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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  • Buy Bitcoin Like a House: How Anyone Can Own a Whole Coin | Lamar Wilson
    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! — Follow Lamar: https://x.com/bigmarh 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 — Timestamps: (00:00) Introduction (02:17) Building Orange House (04:32) The Bitcoin Mortgage Model (10:56) Cryptography & Refinancing (13:50) Reinventing the Mortgage for Bitcoin (17:44) FG Trailer (18:56) Reinventing the Mortgage for Bitcoin (21:11) The Target Market (23:44) The Bitcoin Layaway Revolution (26:14) Lamar’s Bitcoin History (27:58) Democratizing Bitcoin Access (33:25) Bitcoin is for the People (38:22) 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 Emergency Fork Proposal: Biggest Divide Since the Blocksize Wars | Roundup Debate
    In this episode, we’re joined by Shinobi, Joakim Book, and Aaron van Wirdum to discuss the emergency Bitcoin soft fork proposal that could split the network. We debate whether the proposal’s “legal and moral” justifications hold any weight, question who defines harm within Bitcoin, and explore how technical limits, cultural rifts, and power struggles will shape Bitcoin’s future. 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 Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Timestamps:(00:00) Introduction (02:06) Bitcoin’s BIP-444 Battle (07:11) The Legal & Moral Dilemma (10:22) How Would It Activate? (17:57) The Community Divide (28:18) FG Trailer (29:30) History Repeats Itself (53:06) Culture Wars in Bitcoin (1:00:34) Forking & Freedom (1:13:04) The Next Bitcoin Fork? (1:28:58) 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 Worst October in 7 Years: The End of Uptober? | Boaz Sobrado
    In this episode, Boaz Sobrado joins the show to unpack Bitcoin’s toughest October in a decade, how institutional traders may be flipping traditional market narratives, and the exchange shifts reshaping crypto. We also discuss the rise of corporate Bitcoin adoption, strategic government reserves, Square’s renewed push for Bitcoin payments, and if this cycle is truly different. Enjoy! — Follow Boaz: https://x.com/sobradob 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 — Timestamps: (00:00) Introduction (00:57) Bitcoin’s Worst October Ever? (04:50) Is this the End of the Cycle? (06:51) Exchange Shakeups (10:23) CME Overtaking Crypto Natives (14:23) The Blending of Exchanges (16:08) Tokenized Assets & the ICO Revival (21:57) FG Trailer (23:09) Corporate Bitcoin Adoption (28:19) The Global Regulatory Chess Game (29:53) Strategic Bitcoin Reserves & Treasury Adoption (34:38) Square Pushing BTC as Money (40:26) Is this Time Different? (42:34) 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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  • Crypto News Roundup: Shutdowns, Seizures, & Stablecoins | Joakim Book
    In this episode, Rizzo & Joakim Book break down the latest in Bitcoin and crypto: from the market crash and Polymarket’s NYSE deal, to the U.S. government’s Bitcoin seizures, growing dominance of stablecoins, and Bitcoin’s four-year cycle. Enjoy! — Follow Joakim: https://x.com/joakimbook  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  — Timestamps: (00:00) Introduction (02:31) Prediction Markets & Polymarket (07:00) Government Shutdown & Bitcoin’s Role (12:18) Bitcoin Seizures & Reserves (16:20) Bitcoin’s ATH & Sentiment (20:13) Mainstream Media Bitcoin Narratives (21:29) FG Trailer (22:51) Mainstream Media Bitcoin Narratives (25:14) Politics & Crypto on the Global Stage (32:29) Stablecoins & Tether’s Dominance (38:53) Bitcoin’s Four-Year Cycle Debate (41:17) 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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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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