Supply Shock

In this episode, Natalie Brunell unpacks how Bitcoin reframes money, incentives, and opportunity in a world where inflation and broken systems quietly shape daily life. We also discuss why Bitcoin is apolitical and a universal antidote to the broken American dream. Enjoy! — Follow Natalie: https://x.com/natbrunell 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) Bitcoin Is For Everyone (07:15) The Writing Process (10:15) Book Vision & Audience (14:10) Natalie’s Coin Story (16:34) Encouraging Friends & Family (18:53) Bitcoin Is A Universal Antidote (23:17) What 2026 Holds for Bitcoin (26:08) Sentiment & Narratives (28:26) The Institutionalization Of Bitcoin (32:33) Bitcoin Risks & Concerns (35:20) 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, Jameson Lopp returns to discuss Bitcoin’s muted 2025 cycle, the shifting power from retail to institutions, and the messy but necessary evolution of Bitcoin’s development, governance, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities of future forks, and what truly threatens Bitcoin heading into 2026. Enjoy! — Follow Jameson: https://x.com/lopp 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 (01:44) Bitcoin Cycles vs Institutions (07:35) Bitcoin as Hedge, Asset, and Narrative (09:22) State of Bitcoin Development (11:23) Protocol Wars and Bitcoin's Future (28:38) Privacy Innovations and Zcash (36:05) Institutional Bitcoin Adoption Accelerates (45:13) Regulation’s Expanding Role in Bitcoin (49:45) The Road to Merchant Adoption (52:26) Top Risks for Bitcoin Heading Into 2026 (54:54) 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, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy! — Follow Smashtoshi: https://x.com/bysmashtoshi Book Auction: https://shop.historyofbitcoin.io/first-edition 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 (01:36) Smashatoshi’s History of Bitcoin (04:52) Becoming a Bitcoin Historian (07:15) Uncovering Bitcoin’s Early History (07:39) Bitcoin’s Cultural & Social Shift (09:42) Bitcoin’s Financial Evolution (15:42) Where Bitcoin Is Heading Next (24:52) 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 Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy! — Follow John: https://x.com/PayItForwardDad 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 (01:57) Is the Bitcoin Cycle Broken? (09:05) The Rise & Risk of Corporate Bitcoin (13:31) Hard Truths About This Market (19:42) Bitcoin’s Path to the Index Era (22:21) The Mood Shift Under the Surface (24:43) What the Fed Means for Crypto (27:00) The Great Altcoin Reckoning (30:36) Stablecoins Become Infrastructure (33:20) Bitcoin’s Real Stress Test Ahead (36:29) Culture, Capital & the Next Cycle (41:06) 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, 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