Supply Shock

Trace Mayer, an early Bitcoin advocate and founder of Urim Capital, dives into monetary sovereignty and the evolving role of Bitcoin in finance. He discusses how the U.S. government might strategically acquire Bitcoin to combat national debt and tackle economic warfare with China. Mayer also highlights the historical context of digital currencies, shares insights on political engagement within the Bitcoin community, and explores the risks and potential of U.S. stablecoins. His reflections on the dynamic crypto landscape are both thought-provoking and timely.

Cory Klippsten, Founder of Swan Bitcoin, dives into the shadowy world of cryptocurrency during his discussion. He exposes deceptive practices in the meme coin sector and introduces the term ‘scambling’ to illustrate investor manipulation. Cory highlights the contrasting fates of Bitcoin and Ethereum, advocating for Bitcoin's supremacy as a global currency. He also discusses the implications of stablecoins and evolving regulations, while painting a picture of exciting startup opportunities in the Bitcoin landscape.

Michael Saylor, Executive Chairman of Strategy and a prominent Bitcoin advocate, dives deep into Bitcoin's pivotal role in shaping global finance. He discusses how governments are beginning to recognize Bitcoin as a strategic reserve asset. Saylor emphasizes the need for bipartisan support for Bitcoin integration and its ethical implications, arguing it enhances individual freedom. He also explores the transformation of the digital token economy, highlighting the potential for innovation and growth in this evolving financial landscape.

Join Casey Wagner, a Senior reporter for BlockWorks covering crypto news and politics, and Ben Strack, also with BlockWorks focusing on institutional crypto involvement, as they tackle the heated political landscape surrounding Bitcoin. They discuss the urgency of bipartisan legislation on cryptocurrencies, corporate adoption trends, and the intriguing rise of Bitcoin staking. They also explore the evolving perception of Bitcoin and stablecoins, revealing how mainstream interest is growing while skepticism remains in certain quarters. It's a dynamic conversation shaping the future of digital assets!

Jeremy Rubin, a respected Bitcoin core developer and founder of Judica, discusses innovative blockchain upgrades like OpCTV and OpCFSV, which aim to enhance Bitcoin's scalability and security. He emphasizes the importance of community consensus in evolving the Bitcoin network and navigates the philosophical rift between Bitcoin and Ethereum. The conversation also touches on rising DeFi trends and the urgent need for robust security measures to counter emerging vulnerabilities. Join Jeremy for an engaging look at the future of Bitcoin!

This week, we discuss lawmakers reintroducing the Bitcoin Act, takeaways from the White House crypto summit, and what Russia’s crypto proposal suggests about Bitcoin sovereign game theory. We also delve into a single Bitaxe mining a block, why proof-of-work consensus is so important, and more. Enjoy!—Follow Nolan: https://x.com/countbtcFollow Michael: https://x.com/mpmcsweeneyFollow Rizzo: https://x.com/pete_rizzo_Follow Supply Shock: https://twitter.com/SupplyShockBWFollow Blockworks: https://twitter.com/Blockworks_Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcxThe Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/—Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!https://blockworks.co/event/digital-asset-summit-2025-new-york—Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.Join Ignition and get onchain: ignition.coredao.org/blockworksStake your Bitcoin with Core: stake.coredao.org/blockworksLedger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.—Timestamps:(00:00) Introduction(01:12) Biggest Bitcoin Headlines(04:01) Greenland's Political Shift(06:31) Michael Saylor's Manifest Destiny(11:29) White House Crypto Summit(14:27) Ads (Core, Ledger, Ledn)(16:00) White House Crypto Summit (Con't)(22:35) Russia's Bitcoin Regulation(26:15) Ads (Core, Ledger, Ledn)(28:22) BRICS & Bitcoin Game Theory(42:37) Bitaxe Miner & Value of Proof-of-Work(53:40) Final Thoughts and DAS 2025—Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

In this episode, Dan Held joins the show to discuss bringing crypto innovations into Bitcoin DeFi, metaprotocols like Bitcoin ordinals, and the future of Bitcoin fees and security. We also delve into the outlook for Bitcoin asset listings, Bitcoin updates and soft forks, and more. Enjoy!—Follow Dan Held: https://x.com/danheldFollow Rizzo: https://x.com/pete_rizzo_Follow Supply Shock: https://twitter.com/SupplyShockBWFollow Blockworks: https://twitter.com/Blockworks_The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/—Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!https://blockworks.co/event/digital-asset-summit-2025-new-york—Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.Join Ignition and get onchain: https://ignition.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworksStake your Bitcoin with Core: https://stake.coredao.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=blockworksLedger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.—Timestamps:(00:00) Introduction(02:05) Bitcoin & DeFi Opportunities(11:58) Ads (Core, Ledger, Ledn)(13:31) The Role of Speculation in Bitcoin Adoption(18:12) Ordinals and NFTs on Bitcoin(20:54) User Experience and Bitcoin's Competitiveness(25:57) Price Sensitivity and Transaction Costs(28:30) Ads (Core, Ledger, Ledn)(30:36) Price Sensitivity and Transaction Costs (Con't)(32:39) The Future of NFTs and Bitcoin Tokens(35:11) Exploring Bitcoin Layer 2 Solutions(40:22) The Debate on Bitcoin's Game Theory(53:28) The Case for Bitcoin DeFi(56:57) Is the Super Cycle Here?—Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

This week, we discuss whether crypto assets other than Bitcoin should be in a US reserve, the meaningful differences between Bitcoin and other crypto assets, and the opportunity Trump has to transition America away from a broken system. We also delve into the IMF attacking El Salvador’s Bitcoin policies, the differences between Fartcoin and Bitcoin, and much more. Enjoy!—Follow Nolan: https://x.com/countbtcFollow Michael: https://x.com/mpmcsweeneyFollow Rizzo: https://x.com/pete_rizzo_Follow Supply Shock: https://twitter.com/SupplyShockBWFollow Blockworks: https://twitter.com/Blockworks_The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/—Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!https://blockworks.co/event/digital-asset-summit-2025-new-york—Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.Join Ignition and get onchain: ignition.coredao.org/blockworksStake your Bitcoin with Core: stake.coredao.org/blockworksLedger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.—Timestamps:(00:00) Introduction(03:08) Should the US Own Crypto Other Than BTC?(11:42) Ads (Core, Ledger, Ledn)(13:15) Should the US Own Crypto Other Than BTC? (Con't)(22:33) The US Bitcoin Opportunity(30:43) Ads (Core, Ledger, Ledn)(32:48) El Salvador's Bitcoin Battle with the IMF(38:03) IMF Concerns and El Salvador's Bitcoin Strategy(46:28) Meaningful Differences Between Bitcoin & Everything Else—Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

In this episode, Dennis Porter of Satoshi Action Fund joins the show to discuss Trump's crypto reserve announcement, the states fighting to become the first to buy Bitcoin, and the legislative goals of the Trump Administration. We also delve into the bipartisan support of crypto legislation, the importance of Bitcoin rights, and much more. Enjoy!—Follow Dennis: https://x.com/Dennis_Porter_Follow Rizzo: https://x.com/pete_rizzo_Follow Supply Shock: https://twitter.com/SupplyShockBWFollow Blockworks: https://twitter.com/Blockworks_The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/—Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!https://blockworks.co/event/digital-asset-summit-2025-new-york—Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: ignition.coredao.org/blockworksStake your Bitcoin with Core: stake.coredao.org/blockworksLedger, the global leader in digital asset security, proudly sponsors Supply Shock. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.—Timestamps:(00:00) Introduction(01:47) Trump’s Crypto Reserve Announcement(12:38) Ads (Core, Ledger, Ledn)(14:11) The Case Against ADA, XRP, & SOL(18:38) State-Level Bitcoin Legislation(29:01) Lawmakers' Evolving Understanding of Bitcoin(32:03) Ads (Core, Ledger, Ledn)(36:19) Bipartisanship and Democrat Party Restructuring(46:54) Stablecoin Legislation and Market Structure(51:24) Importance of Bitcoin Rights(56:14) Final Thoughts—Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

In this discussion with Jameson Lopp, co-founder of Casa and a Bitcoin expert, listeners learn why Jack Dorsey is unlikely to be Satoshi Nakamoto. Lopp debunks theories surrounding Dorsey's identity while highlighting the importance of anonymity in Bitcoin's ecosystem. He also discusses rising security threats faced by Bitcoin holders, including kidnapping cases, and shares personal strategies for maintaining security through multi-signature setups. The conversation offers invaluable insights into protecting assets in the ever-evolving crypto landscape.