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Supply Shock

Latest episodes

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Jun 24, 2025 • 38min

Bitcoin’s Next Demand Shock Is Coming | Kyle Reidhead

Kyle Reidhead, founder of Milk Road and expert in crypto investing, dives into the dynamics shaping Bitcoin's future. He discusses how geopolitical tensions like the Israel-Iran war could drive demand. The conversation touches on Bitcoin's relationship with gold and why it could be seen as both risky and safe. Reidhead also explores the strategies of major players like Michael Saylor and the implications of stablecoins in the market. Is a new demand shock on the horizon for Bitcoin? Tune in to find out!
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Jun 18, 2025 • 1h 10min

Empire | Introducing the Token Transparency Framework

Dan Smith, Head of Data at Blockworks, unveils the Token Transparency Framework, which aims to bridge the information gap in the crypto space. He discusses how transparency can reshape token projects and drive mainstream adoption. Louis, an investment partner at L1D, highlights structural issues in the crypto market, likening it to a 'lemon market.' They address the impacts of inadequate legal protections for investors and the need for improved disclosure practices to bolster trust and integrity in the cryptocurrency ecosystem.
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8 snips
Jun 17, 2025 • 48min

Bitcoin's Biggest Bubble Is On Its Way | Milk Road

Pete Rizzo, a Bitcoin historian and journalist, dives into the imminent rise of Bitcoin treasury companies and their potential to drive major inflows into Bitcoin. He likens this surge to past crypto waves, highlighting how thousands of firms could start holding BTC. The conversation also addresses the evolution of stablecoins, NFTs, and regulatory hurdles. Rizzo shares insights on the speculative nature of alternative cryptocurrencies and underscores Bitcoin's unique value proposition as the market gears up for a new bullish cycle.
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9 snips
Jun 12, 2025 • 53min

Bitcoin Visions Collide: Jack Dorsey vs. Michael Saylor

Join Nolan Bauerle, known for his insights on Bitcoin, and Michael McSweeney, BlockWorks' Editor, as they clash over Bitcoin's future. They dive deep into the contrasting visions of Jack Dorsey and Michael Saylor—Dorsey's decentralized approach versus Saylor's corporate treasury model. Discover the implications of these strategies on public perception, funding, and the sustainability of Bitcoin. Their lively debate highlights the challenges Bitcoin faces as it transitions from niche to mainstream, providing a fascinating look at its evolving role in finance.
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16 snips
Jun 10, 2025 • 1h 5min

He Bought Bitcoin at $80 — Why He's Buying at $100,000 | Isaac Miller

Isaac Miller, a Bitcoin OG and web developer, shares his unique journey from early adoption in 2013 to becoming a cultural figure through viral videos. He reflects on Bitcoin's transformation, discussing how its ethos has shifted from cypherpunk ideals to mainstream corporate backing. Miller also emphasizes Bitcoin as a foundational freedom technology amidst growing speculation around meme coins, encouraging listeners to reconnect with Bitcoin's true potential and the importance of community in this ever-evolving landscape.
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Jun 5, 2025 • 1h 17min

Save Our Wallets: The Legal War on Bitcoin | Matt Corallo

Veteran Bitcoin developer Matt Corallo, an open-source engineer at Spiral, dives into the critical role of second layers like Lightning for Bitcoin's scalability. He sheds light on regulatory blind spots jeopardizing non-custodial wallets, advocating for the Blockchain Regulatory Certainty Act to protect innovation. Corallo questions Bitcoin maximalism, discusses trade-offs of Layer 2 solutions, and emphasizes the need for realism in the decentralized landscape. His insights challenge the status quo and highlight urgent legal issues facing the crypto community.
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Jun 3, 2025 • 40min

Bitcoin, Not Blockchain: Wall Street’s Big Flip

Adam Back, CEO of Blockstream and a cryptography pioneer, alongside Sean Bill, the firm's Chief Investment Officer, dive into the shifting landscape of institutional Bitcoin investment. They discuss how pension funds and endowments are engaging with Bitcoin, exploring innovative investment vehicles and risk management strategies. The duo also highlights the rise of Bitcoin treasury companies like MicroStrategy and warns about the potential pitfalls of leveraging debt in Bitcoin accumulation. Their insights reveal how Wall Street is transforming its relationship with Bitcoin amidst increasing institutional interest.
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14 snips
May 29, 2025 • 52min

MSTR vs BlackRock: Who Will Be The Bitcoin Superpower?

Nolan Bauerle, known from Roxham TV for his Bitcoin insights, joins to discuss the fierce competition between MicroStrategy and BlackRock for Bitcoin supremacy. They delve into Michael Saylor's aggressive BTC accumulation tactics versus Larry Fink's ETF-driven approach. Bauerle sheds light on the regulatory factors impacting both strategies and the potential for either firm to dominate Bitcoin ownership. The conversation offers a compelling look at how these two approaches could reshape the future of cryptocurrency investment.
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7 snips
May 26, 2025 • 43min

Sweden’s Bitcoin Bombshell: Selling Gold, Buying Bitcoin? | Dennis Dioukarev

Swedish MP Dennis Dioukarev, a vocal advocate for cryptocurrency, proposes a groundbreaking strategic Bitcoin reserve for Sweden. He critiques the Central Bank's dismissal of Bitcoin, arguing for its alignment with freedom and transparency. The conversation dives into Sweden's political landscape, the EU's skepticism, and the global shift towards Bitcoin reserves. Dennis also addresses the risks of CBDCs and emphasizes the importance of financial sovereignty for individuals. His insights illustrate a bold step into the future of finance and the potential for Sweden to lead in cryptocurrency adoption.
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May 22, 2025 • 1h 4min

Bitcoin’s Data Debate: Should the Blockchain Be Permissionless? | Sergio Lerner

In this discussion, Sergio Lerner, Bitcoin developer and co-founder of RSK, dives deeply into the pivotal debates surrounding Bitcoin's evolution. He champions a permissionless blockchain and critiques current transaction filtering, citing it as a barrier to innovation. Lerner highlights the potential of the BitVMX protocol to introduce advanced capabilities, and shares insights on real-world financial applications of RSK. The conversation also addresses concerns over mining centralization and the cultural divides within the Bitcoin community, underscoring the need for balance as the ecosystem matures.

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