Supply Shock

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

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