Supply Shock

Alexandre Laizet, Founder and CEO of Capital B, sheds light on the current Bitcoin landscape. He discusses why Bitcoin's price lags behind institutional interest, driven by short-term trading behaviors. Laizet highlights the unique role of Bitcoin treasury companies in fostering adoption and shares insights on Wall Street's perception of Bitcoin as not yet money. He anticipates significant catalysts ahead and underscores the importance of patience for investors eyeing 2026 and beyond.

Join Shinobi, a technical expert on Bitcoin, Joakim Book, a writer exploring Bitcoin's history, and Aaron Van Wirdum, a journalist delving into its prehistory. They dissect the controversy surrounding Nick Szabo's recent tweets, shedding light on Bitcoin's cultural debates about decentralization and legal implications. The panel discusses node responsibility, fears of centralization, and the evolving nature of Bitcoin’s community dynamics. Amid the drama, they highlight innovation opportunities and the need for a healthier Bitcoin culture.

John Carvalho, CEO of Synonym and a Bitcoin innovator, shares his thought-provoking insights on Bitcoin scaling. He argues that the main issue isn't technology but trust. John challenges the effectiveness of Lightning and layer-two solutions, stating they inherit fundamental limitations. He highlights how trust dynamics are essential for a functional payment system and introduces his PubKey protocol for enhanced scalability. Additionally, he critiques treasury-backed products while offering a personal strategy for using Bitcoin effectively. Don't miss these unconventional views!

In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy! — Follow Tim: https://www.psalion.com/ 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 (02:03) How Bitcoin’s Market Has Evolved (07:20) Bulls, Bears & the Next Big Move (09:49) Institutional Flows Reshaping Crypto (21:20) Is Bitcoin Correlated to Equities? (23:18) Biggest Bitcoin Catalysts (27:51) Market Structure & Crypto Banks (32:58) Strategy Lessons from Market History (38:50) 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, Bill Tai and George Kikvadze join the show to explore the untold, insider history of Bitcoin mining through the lens of BitFury’s founders, exploring their early struggles, near-death moments, regulatory battles, Silicon Valley skepticism, the birth of ASIC mining, the role of Necker Island gatherings in shaping the industry, and how those lessons inform Bitcoin’s present institutional era and future trajectory. Enjoy! — Follow Bill: https://x.com/KiteVC Follow George: https://x.com/BitfuryGeorge 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 (03:07) New Book: And Then You Win (05:31) Bill’s Bitcoin Backstory (12:57) George’s Path Into Bitcoin (15:43) FG Trailer (16:56) The Birth of ASICs & Industrial Mining (25:58) BitFury’s Breakout Moment (28:20) Mining Challenges & Growing Pains (30:49) Silicon Valley’s Big Miss (34:17) Necker Island: Branson, Bitcoin & Bold Ideas (39:58) Blockchain Summits & Their Industry Impact (42:13) Today’s Bitcoin Market & The Road Ahead (47:37) Biggest Bitcoin Advice & Surprises (54:49) 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

This week, we break down the escalating emergency soft-fork push inside the Bitcoin fork telegram channel, including the bans, inconsistencies, shifting activation plans, and the core dispute over whether a minority can (or should) restrict existing user behavior on Bitcoin. The panel dissects the technical, social, economic, and philosophical stakes, from property-rights violations to purity spirals, UASF fantasies, dangers of rushing consensus, and more. Enjoy! — 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 (02:39) Inside the Bitcoin Fork Telegram (04:45) Diverging Views on the Fork Proposal (12:48) Is the Soft Fork Valid? (14:41) Who Decides Bitcoin’s Future? (17:17) FG Trailer (18:29) Economic Consequences of a Forked Bitcoin (26:24) Miners vs. Nodes (36:18) Can Bitcoin Maintain Consensus & Network Health? (37:46) The Hard Part: Technical + Social Coordination (41:11) Ideology, Philosophy & What Bitcoin Should Be (43:31) Lessons From Past Fork Fights (47:41) Who Really Owns Bitcoin? (01:01:22) Censorship, Neutrality & Network Integrity (01:06:28) 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, co-creator of Counterparty Adam Krellenstein joins the show to unveil Kontor – a next-generation Bitcoin meta-protocol offering native smart contracts and scalable file storage built directly on Bitcoin. He explains how Kontor builds on the legacy of Counterparty, colored coins, and Ordinals to bring true DeFi to Bitcoin without sidechains. Enjoy! — Follow Adam: https://x.com/agkrellenstein 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 (02:02) Kontor: The Next Bitcoin Meta Protocol (03:48) Why Bitcoin Needs a Meta Layer Now (08:05) Smart Contracts, Storage & Kontor’s Design (13:00) Ethics, On-Chain Activity & Bitcoin’s Moral Debate (17:43) Launch Playbook & Kontor Tokenomics (19:36) Kontor’s Scripting Language & Transaction Flow (25:06) FG Trailer (26:18) How Data Moves Through Kontor & Bitcoin (32:06) Building on Bitcoin vs. Alt-L1 Ecosystems (36:59) Bitcoin’s Next Era: Protocols, Miners & Markets (47:52) Multiple Implementations & the Future of Consensus (51:23) Bitcoin Wall Street-ification & Guardrails (55:18) 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

Ian Rogers, Chief Experience Officer at Ledger, shares insights on the innovative Ledger Nano Gen 5 and its e-ink touchscreen. He emphasizes enhanced usability for hardware wallets, discussing how these developments streamline user onboarding. The conversation dives into secure element architecture, Ledger's strategic evolution from Bitcoin cold storage to comprehensive digital value management, and practical recovery solutions. Ian also touches on multi-sig setups, addressing how Ledger is catering to diverse user needs while advocating for broader adoption.

In this discussion, Aaron Van Werdum, a Bitcoin commentator, tackles the heated debate surrounding BIP-444, a proposed soft fork aimed at limiting on-chain data. Joining him are Shinobi, a technical editor with insights on consensus mechanisms, and Rob Hamilton, CEO of Red Anchor Watch. They dive into topics like the implications of a blockchain civil war, the cultural undercurrents of 'pleb slop,' and whether such a fork could effectively control arbitrary data. The group also explores prediction markets related to the fork’s activation probability and the power dynamics at play in Bitcoin's future.

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