Supply Shock Bitcoin’s Next Decade Will Run Through Public Companies
11 snips
Jan 8, 2026 Pete Rizzo, a veteran Bitcoin journalist and President of BitcoinTreasuries.net, discusses the evolving narrative of Bitcoin from grassroots to corporate treasuries. He explains how figures like Michael Saylor have reframed Bitcoin for institutions, emphasizing its significance for corporate balance sheets. Rizzo explores the tension between individual investors and corporate adoption, the future of Bitcoin payments, and what trends might define the next decade, including potential Bitcoin-backed equities as alternatives to altcoins.
AI Snips
Chapters
Transcript
Episode notes
How Pete Started Covering Bitcoin
- Pete Rizzo fell into Bitcoin coverage after college, learning finance and tech on the job.
- His early beat covered merchants and payment processors during Bitcoin's initial business-focused phase.
Payments Are The Last-Mile Problem
- Payments are a last-mile network problem that follows broad Bitcoin adoption by businesses and devices.
- Corporate adoption creates the urgency and infrastructure needed before retail payments scale broadly.
Wall Street Is The Trojan Horse
- The next decade of Bitcoin will be about connecting Bitcoin to existing capital markets globally.
- Public companies and Wall Street are the Trojan horse bringing Bitcoin into mainstream finance.