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Inflection Point

A Tech News , News and Business News podcast

#105 in Tech News · 🇳🇬 #143 in Tech News · 🇦🇺
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About the show

Inflection Point is a weekly podcast for institutional professionals navigating crypto’s transition from a retail-driven market to a core component of global finance. Hosted by Blockworks Research Analyst Marc Arjoon alongside Matt Hougan (CIO, Bitwise), David Lawant (Head of Research, Anchorage), and Michael Marcantonio (Head of DeFi, Galaxy), the show delivers top-down, institution-led analysis of ETF flows, policy, market structure, and macro. We cut through the noise to focus on the true inflection points shaping crypto’s institutional future.

Newest episodes

Is Distribution Crypto's Biggest Moat?

1 hr 6 min

The next phase of crypto won't be decided by technology alone, it will be won by whoever controls distribution and user experience. This week, the team explores how competition is shifting across crypto infrastructure, from Bitcoin and Solana to perpetual futures, tokenized assets, and Ethereum's evolving leadership. We discuss Strategy's changing Bitcoin playbook, Solana's surge in onchain activity, the race for perpetuals between Hyperliquid, Robinhood, and Binance, and whether Ethereum's new institutions can reignite its ecosystem. Enjoy! TIMESTAMPS: 00:00 Intro 01:31 World Cup Recap 09:20 Crypto Markets Bounce 13:04 Saylor Clarifies Strategy 15:38 Solana Activity Surges 20:49 Solana Versus Hyperliquid 24:32 The Perps Race Is On 29:27 Is Distribution The Moat? 35:26 Hyperliquid’s Real Competition 41:19 Should Companies Launch Tokens? 49:12 Why Use Robinhood Chain? 53:20 Ethereum’s Institutional Reset 01:00:18 Foundations Versus Businesses 01:04:31 World Cup Predictions FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

SEC Commissioner Hester Peirce On The Rulebook For Crypto & Tokenized Securities

53 min

Markets are being rebuilt around blockchain, but the rules governing them are still being written. This week, we sit down with SEC Commissioner Hester Peirce to discuss how tokenization is reshaping market structure and where regulation is headed next. We cover tokenized securities, the innovation exemption, Rule 611, DeFi market structure, and the future of public markets. Enjoy! TIMESTAMPS: 00:00 Intro 02:19 What People Misread About The SEC 05:07 Hester Peirce’s Regulatory Path 09:10 Tokenized Securities Framework 12:21 The Innovation Exemption Debate 16:11 Does Rule 611 Block DeFi? 20:27 Where Registration Should Attach 25:16 Onchain Finance vs DeFi 32:30 Crypto’s Remaining Gray Areas 40:12 Making Public Markets Work Again 46:13 Tokenized Securities Models FOLLOW COMMISSIONER PEIRCE › X/Twitter – https://x.com/HesterPeirce FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is Strategy’s Credit Machine Starting To Crack?

1 hr 4 min

Strategy built a Bitcoin credit machine and now the market is testing whether it really works. This week, we examine the growing pressure on Strategy as STRC trades below par, investors questioning the company’s evolving role, and how the market reassesses the assumptions behind its Bitcoin-backed capital structure. We also discuss what it would take for STRC to recover, Bitmine copying Strategy, how AI may be draining liquidity from crypto, and why a shift away from the AI trade could reshape Bitcoin’s next cycle. Enjoy! TIMESTAMPS: 00:00 Intro 01:32 FIFA World Cup 03:59 Sports Betting & Prediction Markets 11:29 South Korea Sparks AI Fears 15:25 Clarity Act Odds Dropping 20:16 AI Trade Nears A Turn 26:13 Strategy’s STRC Problem 37:58 Is Strategy's Model Changing? 43:34 What Gets STRC To Par? 51:08 Should Strategy Buy STRC? 53:35 Bitmine Follows Saylor’s Playbook 59:43 Hester Pierce And World Cup FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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All episodes

The newest 50 of 510 episodes

Is Distribution Crypto's Biggest Moat?

1 hr 6 min

The next phase of crypto won't be decided by technology alone, it will be won by whoever controls distribution and user experience. This week, the team explores how competition is shifting across crypto infrastructure, from Bitcoin and Solana to perpetual futures, tokenized assets, and Ethereum's evolving leadership. We discuss Strategy's changing Bitcoin playbook, Solana's surge in onchain activity, the race for perpetuals between Hyperliquid, Robinhood, and Binance, and whether Ethereum's new institutions can reignite its ecosystem. Enjoy! TIMESTAMPS: 00:00 Intro 01:31 World Cup Recap 09:20 Crypto Markets Bounce 13:04 Saylor Clarifies Strategy 15:38 Solana Activity Surges 20:49 Solana Versus Hyperliquid 24:32 The Perps Race Is On 29:27 Is Distribution The Moat? 35:26 Hyperliquid’s Real Competition 41:19 Should Companies Launch Tokens? 49:12 Why Use Robinhood Chain? 53:20 Ethereum’s Institutional Reset 01:00:18 Foundations Versus Businesses 01:04:31 World Cup Predictions FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

SEC Commissioner Hester Peirce On The Rulebook For Crypto & Tokenized Securities

53 min

Markets are being rebuilt around blockchain, but the rules governing them are still being written. This week, we sit down with SEC Commissioner Hester Peirce to discuss how tokenization is reshaping market structure and where regulation is headed next. We cover tokenized securities, the innovation exemption, Rule 611, DeFi market structure, and the future of public markets. Enjoy! TIMESTAMPS: 00:00 Intro 02:19 What People Misread About The SEC 05:07 Hester Peirce’s Regulatory Path 09:10 Tokenized Securities Framework 12:21 The Innovation Exemption Debate 16:11 Does Rule 611 Block DeFi? 20:27 Where Registration Should Attach 25:16 Onchain Finance vs DeFi 32:30 Crypto’s Remaining Gray Areas 40:12 Making Public Markets Work Again 46:13 Tokenized Securities Models FOLLOW COMMISSIONER PEIRCE › X/Twitter – https://x.com/HesterPeirce FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is Strategy’s Credit Machine Starting To Crack?

1 hr 4 min

Strategy built a Bitcoin credit machine and now the market is testing whether it really works. This week, we examine the growing pressure on Strategy as STRC trades below par, investors questioning the company’s evolving role, and how the market reassesses the assumptions behind its Bitcoin-backed capital structure. We also discuss what it would take for STRC to recover, Bitmine copying Strategy, how AI may be draining liquidity from crypto, and why a shift away from the AI trade could reshape Bitcoin’s next cycle. Enjoy! TIMESTAMPS: 00:00 Intro 01:32 FIFA World Cup 03:59 Sports Betting & Prediction Markets 11:29 South Korea Sparks AI Fears 15:25 Clarity Act Odds Dropping 20:16 AI Trade Nears A Turn 26:13 Strategy’s STRC Problem 37:58 Is Strategy's Model Changing? 43:34 What Gets STRC To Par? 51:08 Should Strategy Buy STRC? 53:35 Bitmine Follows Saylor’s Playbook 59:43 Hester Pierce And World Cup FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Outdated Rules Are Holding Crypto Back

1 hr 4 min

The biggest opportunities in crypto may be emerging just as prices eye a bottom and investors are questioning old assumptions about markets, regulation, and where value will accrue next. This week, we explore whether recent market strength signals a meaningful shift for crypto or simply another chapter in an increasingly complex macro environment. We also discuss record M&A activity, SEC market structure reforms, accredited investor rules, DeFi security risks, and the evolution of crypto ETFs. Enjoy! TIMESTAMPS: 00:00 Intro 01:46 Blockworks Acquires Messari 04:08 World Cup And Knicks 09:44 Bitcoin Bottom Debate 15:29 Crypto’s Few Winners 18:26 SEC Rewrites Market Structure 34:12 Private Markets Leave Retail Behind 45:06 AI, Hacks, And DeFi Risk 58:50 Active Crypto ETFs Arrive FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Blockworks Acquires Messari

28 min

In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz

How Tokenization Will Rebuild Capital Markets | Gabe Otte

45 min

A quiet shift is underway that could fundamentally change how capital markets operate. This episode, Gabriel Otte, co-founder and CEO of Dinari, explains why tokenization is more than a new wrapper for securities and how it could transform financial infrastructure. The discussion explores tokenized stocks, regulatory frameworks, global market access, ownership rights, and why programmable assets may reshape investing itself. Enjoy! TIMESTAMPS: 00:00 Intro 01:48 Why The World Tokenizes 04:27 Tokenization’s Universal Language 06:05 Dinari’s Regulatory Moat 09:18 Global Access Through APIs 13:44 Dinari’s Business Model 15:36 Dividends, Rights, And Ownership 22:04 SpaceX Goes Onchain 24:25 Weekend Price Discovery 31:02 When Tokens Become Shares 37:08 Programmable Market Structure 42:58 Rethinking Capital Markets FOLLOW GABE › X – https://x.com/GabeOtte › Dinari – https://dinari.com/dshares FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Crypto Is Forcing Traditional Finance To Upgrade

1 hr 13 min

The institutions are coming, but not where most crypto investors expect. As Wall Street adopts blockchain technology, the biggest opportunities may be shifting from Bitcoin itself to the infrastructure, applications, and market structures reshaping finance. This week, we discuss the arrival of perpetual futures in the U.S., the stablecoin battle with traditional banks, and why crypto is increasingly forcing legacy financial institutions to adapt. We also explore Coinbase and Deribit, Hyperliquid’s regulatory path, the debate over tokenized deposits, Michael Saylor’s Bitcoin strategy, and whether macro risks could keep markets under pressure. Enjoy! TIMESTAMPS: 00:00 Intro 02:43 Where Institutions See Opportunity 11:31 Stablecoins vs Tokenized Deposits 26:55 Perps Finally Come Onshore 32:58 Are Perps Futures Or Swaps? 44:28 Coinbase Opens The Offshore Door 51:30 Can Strategy Actually Sell Bitcoin? 01:04:23 Is The Bitcoin Bottom In? 01:08:41 Will The Fed Hike Again? FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

AI Is Winning The Capital War Against Crypto

59 min

As capital floods into AI, crypto is being forced to answer a tougher question: what actually deserves to survive when narratives stop driving markets? This week, we explore why crypto has fallen out of favor while AI dominates investor attention, and whether regulatory uncertainty is keeping capital on the sidelines. We also discuss Hyperliquid’s rise, the growing privacy narrative around Zcash, Bitcoin options markets, Ethereum’s identity crisis, and what these shifts could mean for the next cycle. Enjoy! TIMESTAMPS: 00:00 Intro 02:08 Crypto Loses Its Momentum 08:57 Can Clarity Revive Crypto? 10:26 Bitcoin Sentiment Breaks Down 13:25 Hyperliquid And Fundamental Value 18:58 Crypto’s Fundamental Turning Point 22:31 Zcash And Privacy’s Comeback 31:12 Bitcoin Options Take Off 36:48 The Covered Call Trap 42:56 Ethereum’s Identity Crisis 49:02 Why Ultrasound Money Failed 56:26 Strategy Sales And US Perps FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Hyperliquid Is The First Crypto Super App

58 min

This week, we discuss Bitcoin's price action, break down Hyperliquid's growth into a derivatives super app, the SEC withdrawal of its innovation exemption and the CLARITY Act's path through the Senate. Enjoy! --- TIMESTAMPS: (00:00) Intro (01:27) Outlook on Bitcoin (08:41) Hyperliquid’s Revenue Engines (16:40) HYPE ETFs Steal the Show (26:04) ICE & OKX Challenge Hype (36:33) SEC Pauses Innovation Exemption (48:10) CLARITY Act Debrief --- FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks --- DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Clarity's Make Or Break Moment And Strategy Selling Its Bitcoin

1 hr 2 min

Washington, Wall Street, and Big Tech are all converging on stablecoins at the exact same moment, but the next phase may depend less on ideology and more on politics, payments, and institutional flexibility. This week, we discuss the Clarity Act, stablecoin adoption accelerating through Big Tech, and why Strategy considering Bitcoin sales to help power STRC. We also explore stablecoin yield battles, tax-loss harvesting, tokenized funds, creator payments, and why every crypto breakthrough seems to arrive with drama. Enjoy! TIMESTAMPS: 00:00 Intro 02:56 Why Clarity Is Good Enough 08:35 Crypto’s Political Missed Opportunity 12:31 Crypto’s Messaging Problem 16:22 Banks Fight Stablecoin Yield 20:58 Senate Vote And Ethics Fight 27:09 Why Strategy Might Sell Bitcoin 37:18 STRC's Yield Risk 43:20 Bitwise And Superstate Move Onchain 51:08 Big Tech’s Stablecoin Play 56:11 Stablecoin Payments Going Global 59:32 Banking The Unbanked 01:01:55 Final Thoughts FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Bitcoin Breaks $80k As Washington Moves On Clarity

1 hr 5 min

Crypto markets may finally be entering crypto’s next phase, but the biggest breakthroughs could depend less on price action and more on regulation, infrastructure, and who controls the rails. This week, the team breaks down Bitcoin’s macro-driven rally, accelerating ETF demand, and why optimism around the Clarity Act is suddenly rising. They also explore tokenized equities, transfer agents becoming crypto gatekeepers, Solana vs. Ethereum for on-chain markets, and whether crypto can reinvent IPOs and capital formation. Enjoy! TIMESTAMPS: 00:00 Intro 02:05 Bitcoin Breaks Above $80K 06:19 Bitcoin vs Gold 10:47 What’s Driving Bitcoin? 13:02 ETF Flows Take Over 17:53 Will The Clarity Act Pass? 22:34 Stablecoin Yield Compromise 27:57 Clarity Act Timeline 32:35 Ethics To Torch Clarity? 38:38 Transfer Agents Meet Crypto 47:16 Tokenized Stocks Fragment Liquidity 54:24 Ethereum vs Solana Tokenization FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Bitcoin Flows & DeFi Value Are Driving Crypto’s Next Repricing

56 min

Bitcoin is pressing against a critical threshold, but the real story lies beneath the surface where institutional forces, market structure, and crypto-native coordination are reshaping the next phase. This week, we unpack Bitcoin’s push toward $80K, the surge in ETF inflows, and how institutional demand is aligning in a way that could shift market momentum. We also explore DeFi’s response to crisis, evolving token value capture, and the rise of new trading architectures that may redefine onchain liquidity. Enjoy! TIMESTAMPS: 00:00 Intro 02:22 Bitcoin Nears $80K 04:23 ETF Inflows Accelerate 07:40 The $80K Battle 14:11 Wall Street Launches Crypto ETFs 17:34 DeFi Relief Fund 24:11 Token Holder Alignment 28:30 DeFi Valuations Look Broken 35:13 Aave’s Duration Mismatch 41:06 Prop AMMs Explained 48:32 Onchain Order Book Endgame 54:52 Clarity Act Watch FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point. isa recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

DeFi Reality Check & The KelpDAO Hack

56 min

DeFi faces a defining stress test as a wave of exploits exposes hidden fragilities and forces a rethink of how decentralized systems actually operate. This week, we unpack the KelpDAO exploit, exploring what went wrong and what it reveals about infrastructure, risk, and market structure. We discuss single points of failure, contagion across lending markets, AI-driven exploits, evolving risk pricing, and whether DeFi must choose between true decentralization and practical safeguards. Enjoy! TIMESTAMPS: 00:00 Intro 01:41 Kelp Hack Overview 09:28 DeFi’s Single-Point Failure 13:34 AI and Mythos Risk 17:26 DeFi Mispriced Lending Risk 23:53 Silver Linings After Kelp 31:17 Circuit Breakers or Bust 40:24 Arbitrum Freezes Stolen Funds 45:02 Tokenized Securities Stress Test 49:19 RWAs Gain Through Chaos 53:27 Lazarus, DeFi, and Recovery FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks RESOURCES Aave: Cracks in the Monolithic Thesis – https://app.blockworksresearch.com/research/aave-cracks-in-the-monolithic-thesis DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Strategy's Yield Machine & SEC Unlocking DeFi Front Ends

1 hr 2 min

Crypto is quietly rebuilding the financial system from the ground up, but what happens when traditional structures like yield, regulation and creative financial engineering get reassembled onchain? This week, we explore new financial primitives, focusing on Strategy’s STRC product and the evolving DeFi regulation shaping institutional adoption. We discuss synthetic yield products, Bitcoin treasury strategies, DeFi front-end rules, and how policy shifts could unlock tokenized securities and accelerate crypto’s integration into mainstream finance. Enjoy! TIMESTAMPS: 00:00 Intro 01:46 Vault Insurance Arrives 04:21 STRC Explained 10:14 Why STRC Works 16:45 Why Others Cannot Copy 25:19 The Real DAT Debate 30:05 Would You Buy STRC? 34:22 SEC Opens DeFi Front Ends 45:08 Routing Rules Get Messy 52:03 Genius Act Rulemaking 56:03 Stablecoin Insurance Debate 01:00:38 Hyperliquid Founder Profile FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks RESOURCES › Colossus Jeffrey Yan Profile – https://colossus.com/article/beyond-the-sky-jeffrey-yan-hyperliquid/ DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Vaults Are The Next Asset Management Revolution

1 hr 2 min

Vaults promise to rebuild asset management from scratch and do it faster, cheaper, and fully programmable, but the path from niche DeFi product to institutional backbone is far from straightforward. We sit down this week to unpack how vaults are evolving from crypto-native yield tools into a serious contender for institutional capital. We explore programmable funds, institutional adoption, risk and regulation, recent DeFi hacks, and what still needs to happen before vaults scale into a multi-trillion dollar opportunity. Enjoy! TIMESTAMPS: 00:00 Intro 02:45 Why Bitwise Likes Vaults 05:16 What Vaults Actually Are 09:02 Vaults As Smart Funds 14:13 Transparency And Customization 20:18 Are Vaults Securities? 27:12 Ads (Blockworks Investor Relations) 28:01 What Curators Actually Do 35:22 Beyond Yield Strategies 40:17 Why Institutions Lag 43:21 DeFi Hack Risks 51:18 Centralization Or DeFi FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Crypto's Quantum Risk is Coming Faster Than Expected

48 min

A quiet but accelerating threat is forcing crypto to confront its biggest vulnerability yet: what happens if quantum computing breaks the foundations of digital security sooner than expected? Marc and David explore this very threat, bringing an institutional lens to the growing urgency around quantum risk, Bitcoin’s governance constraints, and how different ecosystems may respond to a potential “Q-Day.” The discussion also covers crypto’s entry into 401(k)s, the impact of passive capital flows, market structure shifts, and whether long-term adoption or sudden technological disruption will ultimately define crypto’s future. Enjoy! TIMESTAMPS: 00:00 Intro 04:17 Crypto In 401Ks 09:14 Passive Flows Will Change Crypto 19:22 Quantum Threat To Crypto 27:07 Q-Day Is Closer 31:25 Bitcoin’s Upgrade Problem 36:50 Freeze The Lost Coins? 40:03 Bitcoin’s Governance Crisis 46:37 Final Thoughts FOLLOW THE SHOW › Inflection Point – https://x.com/BWInflection › Marc – https://x.com/marcarjoon › David – https://x.com/dlawant › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Crypto Still Lacks A Valuation Framework

34 min

Crypto may be nearing a critical inflection point, but one foundational problem still lacks consensus: how do you actually value a blockchain network? We sit down live from the Digital Asset Summit in New York to unpack crypto valuations through institutional and market structure lenses. We explore cash flow vs. scarcity, network effects, revenue limitations, market share dynamics, and why a shared valuation framework may be the final hurdle for crypto maturity. Enjoy! TIMESTAMPS: 00:00 Intro 04:16 Crypto Valuation Models Are Broken 09:22 Revenue Isn’t the Answer 15:21 One Asset Class or Many? 17:40 Blockworks Investor Relations 18:28 Network Effects Need Revenue 24:13 Blockspace Isn’t A Commodity 29:31 Institutions Need Intellectual Permission FOLLOW THE SHOW › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant ›Michael – https://x.com/marcryptonio › Marc – https://x.com/marcarjoon › Inflection Point – https://x.com/BWInflection › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Investor Relations in the Onchain Era

21 min

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model. The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities. Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

The S&P Moves Onchain Amid Massive Regulatory Sea Change

58 min

Crypto’s long-standing regulatory fog is beginning to lift, raising a deeper question about what the industry actually becomes once clarity arrives. The team discusses a major sea change in regulation and institutional adoption, unpacking how new SEC and CFTC guidance is reshaping the institutional crypto landscape. We explore token classification, Hyperliquid’s S&P license, stablecoin adoption in emerging markets, and why brand, structure, and regulation may matter more than technology alone. Enjoy! TIMESTAMPS: 00:00 Intro 01:40 LATAM's Booming Crypto Market 07:30 Stablecoins & Chain Competition 12:49 Hyperliquid & S&P License Decision 27:35 New SEC Securities Guidance 40:10 What About Revenue-Generating Tokens? 56:00 Staked ETH ETFs & LIVE DAS Recording FOLLOW THE SHOW › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Marc – https://x.com/marcarjoon › Inflection Point – https://x.com/BWInflection › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 in NYC (March 24–26) › Use code INFLECTION200 for $200 off https://blockworks.co/event/digital-asset-summit-nyc-2026 DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Kraken Gets Fed Access as Crypto Takes on the Banks

59 min

In this episode, we explore a major turning point in crypto’s relationship with the traditional financial system and why a single banking approval could reshape the future of the industry. Marc is joined by David, Michael, and Matt to unpack Kraken securing a “skinny” Fed master account and what it signals about crypto’s growing integration with the U.S. banking system. We also discuss crypto market resilience, DeFi yield signals, stablecoin regulation battles, and why banks may be pushing back as crypto-driven financial infrastructure begins challenging traditional finance. Enjoy! TIMESTAMPS: (00:00) Intro (01:20) Sentiment Turning A Corner? (10:56) Price Disovery Shifting To Crypto Venues (14:10) Kraken "Skinny" Fed Master Account (37:25) Passing Interest Through Stablecoins (40:54) Mismatch Between Price & Fundamentals (46:44) Banks Competing with Stablecoins & Neobanks (55:42) Final Thoughts FOLLOW THE SHOW › Matt – https://x.com/Matt_Hougan › David – https://x.com/dlawant › Michael – https://x.com/marcryptonio › Marc – https://x.com/marcarjoon › Inflection Point – https://x.com/BWInflection › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 in NYC (March 24–26) › Use code INFLECTION200 for $200 off https://blockworks.co/event/digital-asset-summit-nyc-2026 DISCLAIMER Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Introducing: Inflection Point | The Crypto-TradFi Convergence

1 hr 3 min

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Follow Matt: https://x.com/Matt_Hougan Follow David: https://x.com/dlawant Follow Michael: https://x.com/marcryptonio Follow Marc: https://x.com/marcarjoon Follow Inflection Point: https://x.com/BWInflection  Follow Blockworks: https://x.com/Blockworks_   — Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code INFLECTION200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 — Timestamps (00:00) Intro To Inflection Point (06:48) The Convergence Between TradFi & Crypto (22:20) Crypto's Biggest Advantages & Hurdles (36:15) Crypto's Changing Market Structure (41:00) Prices, Sentiment & Long-Term Allocators (46:00) Evolution Of Crypto Options & Yield (51:30) Is The 4-Year Cycle Dead? (01:02:00) Final Thoughts — Disclaimer: Nothing said on Inflection Point 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. #Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast #Stablecoins

Supply Shock | How Bitcoin Exposes Money, Power & Human Nature | Tibor Fischer

34 min

In this episode, novelist Tibor Fischer joins Supply Shock to discuss why Bitcoin finally found its way into fiction, using satire and storytelling to explore crypto culture, Austrian economics, and the human motivations behind speculation, belief, and escape. Fischer reflects on Bitcoin’s ideological roots, the difference between Bitcoin and broader crypto, and why markets, not narratives, ultimately decide what endures. Enjoy! — Follow Tibor: https://shorturl.at/NwniK 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 Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6 — Timestamps: (00:00) Introduction (01:33) The Journey to Writing a Bitcoin Novel (02:44) Challenges of Writing About Bitcoin (05:44) Bitcoin’s Economic Argument (09:05) The Appeal and Future of Crypto (11:25) Character Development and Storytelling (29:04) 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

Supply Shock | Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei

38 min

In this episode, Don Bei joins the show to discuss how Bitcoin is moving from the fringes into institutional portfolios, from pensions and endowments to corporate treasuries, while also spreading at the grassroots level through workers and local politics. We dig into market dynamics, adoption hurdles, and what comes next. Enjoy! — Follow Don: https://x.com/Beiwhatch 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 Intro 06:07 Endowments, Credit, and the Institutional Playbook 11:46 MicroStrategy and the Institutional Wake-Up Call 21:01 Grassroots Bitcoin From Workers to Unions 29:27 Local Politics and What Comes Next 37:56 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

Supply Shock | Quantum Risk Is Forcing Institutions To Rethink Bitcoin | Christopher Jensen

33 min

In this episode, Director of Digital Asset Research at Franklin Templeton Christopher Jensen discusses why quantum computing is a real threat to Bitcoin, why the topic is resurfacing now, how institutions are pricing and managing that risk, and what potential upgrade paths could look like. Enjoy! — Follow Franklin Templeton: https://x.com/FTI_Global 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 01:15 Quantum Computing Risks & Concerns 03:55 Institutional Perspective on Quantum Threat 07:28 Quantum Computing and Bitcoin Security 10:46 Market Impact and Risk Assessment 16:23 Future Outlook and Institutional Strategies 27:31 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

Supply Shock | Bitcoin Racehorse: The First Real-World Asset Financed By Bitcoin

31 min

In this episode, we dig into one of Bitcoin’s strangest early stories; the time a group of OG Bitcoiners pooled BTC to buy a real racehorse. We explore early crypto finance experiments, on-chain sleuthing, unanswered questions about the investment, and what this forgotten episode reveals about Bitcoin’s earliest believers. Enjoy! — Follow Satshoshi Daemon: https://x.com/SatoshiDaemon 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 (01:20) The Crazy Story of Satoshi’s Damon (18:03) Investigating the Names Behind the Story (23:21) Richie’s Journey into Bitcoin (27:57) Reviving the Original Website (29:19) 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

Supply Shock | Bitcoin Has Entered The Quantum Event Horizon | Charles Edwards

37 min

In this episode, Charles Edwards joins the show to discuss why quantum computing has become a real market risk, the valuation impact, upgrade paths, and what could unlock the next move. We also explore why Bitcoin’s classic cycle may be breaking, how institutional flows and liquidity are reshaping price action, and more. Enjoy! — Follow Charles: https://x.com/caprioleio 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 (02:34) Bitcoin’s Quantum Risk (09:19) Expert Opinions on Quantum Timelines (12:48) Potential Quantum Attacks on Bitcoin (18:55) Evaluating Bitcoin’s Vulnerability to Quantum Computing (28:38) Debating Bitcoin’s Long-Term Security and Value Proposition (34:32) 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

Supply Shock | Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin

44 min

In this episode, Michael Terpin returns to the show to discuss whether Bitcoin’s four-year cycle still holds, how whales and institutions shape market tops and bottoms, what signals matter most during drawdowns, and why the next bull market may look very different from the last. We also dig into regulation, altcoin narratives, and cycle timing. Enjoy! — Follow Michael: https://x.com/michaelterpin 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 (04:56) Impact of Whale Activity on Bitcoin (07:57) Regulatory Challenges and Market Sentiment (10:59) DATs, Institutions and CLARITY Act (20:32) Bottom Predictions and Trading Strategies (25:19) Market Cycles and Bitcoin Dominance (32:40) Challenges in Token Investments & New Narratives (39:02) Market Predictions and Strategies (41:46) 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

Supply Shock | Bitcoin’s Next Decade Will Run Through Public Companies

44 min

In this episode, Rizzo is interviewed by Tyler Rowe from Treasury Orange to explore how Bitcoin’s narrative is shifting from grassroots rebellion to corporate balance sheets, why Bitcoin treasuries have become the defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for institutions, and what this means for payments, capital markets, and the next decade of adoption. Enjoy! — Follow Tyler: https://x.com/TylerCompiler 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 (00:50) Rizzo & His Coverage of Bitcoin’s Story (03:50) Adoption of Bitcoin As Payments & Prevailing Store of Value Narrative (05:48) Corporate Adoption and the Future of Bitcoin (09:47) Bitcoin’s Shift from Counterculture to Mainstream Finance (17:19) Which Bitcoin Treasury Strategy Will Win Out Next? (24:48) Navigating Financial Metrics and Data in Bitcoin Companies (28:54) The Yin and Yang of Individual and Corporate Bitcoin Ethos (34:05) XXI: Jack Mallers x Tether x Softbank Treasury Company (37:03) Block’s (Square) Entrance Into ASIC Hardware Design (38:27) Preferred Equity Models and Market Sentiment (41:11) Strategy Bitcoin Holdings Projection For 2026 (42:45) 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

Supply Shock | Bitcoin’s Hard Limits and Illusion of Governance | John Carvalho

51 min

In this episode, John Carvalho returns to challenge prevailing assumptions about Bitcoin governance, scaling, and maximalism, arguing that many current debates are distractions from Bitcoin’s core constraints. We explore his framework for understanding blockspace, protocol subjectivity, and why he believes future changes to Bitcoin may be far harder than most expect. Enjoy! — Follow John: https://x.com/BitcoinErrorLog 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 (01:46) 2025 Wins & Misses (07:48) What Drives Rates In 2026 (13:00) Grayscale Ad (13:37) Inflation Deep Dive (18:47) Labor Market & Housing (22:59) The K-Shaped Fed Cycle (29:50) Grayscale Ad (30:37) Fed Balance Sheet (35:06) Active Treasury Issuance (37:46) Equities In 2026 (45:20) Commodities Heating Up (48:13) 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

Supply Shock | Bitcoin’s Next Cycle Is Political | Nolan Bauerle

47 min

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

Supply Shock | Bitcoin Year-End Review: Power, Politics & Financialization | Rob Hamilton

51 min

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

Supply Shock | Why Bitcoin Blockspace May Be Severely Underpriced | Blockspace Baron

39 min

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

Bitcoin is the Antidote to a Broken System | Natalie Brunell

37 min

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

Bitcoin Needs Innovation, Not Complacency | Jameson Lopp

55 min

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

The $13,000 Book Preserving Bitcoin's History | Jimmy from Smashtoshi

30 min

In this episode, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy! — Follow Smashtoshi: https://x.com/bysmashtoshi Book Auction: https://shop.historyofbitcoin.io/first-edition 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 (01:36) Smashatoshi’s History of Bitcoin (04:52) Becoming a Bitcoin Historian (07:15) Uncovering Bitcoin’s Early History (07:39) Bitcoin’s Cultural & Social Shift (09:42) Bitcoin’s Financial Evolution (15:42) Where Bitcoin Is Heading Next (24:52) 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

Is The Bitcoin Treasury Trade Dead? | John Fakhoury

43 min

In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy! — Follow John: https://x.com/PayItForwardDad 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 (01:57) Is the Bitcoin Cycle Broken? (09:05) The Rise & Risk of Corporate Bitcoin (13:31) Hard Truths About This Market (19:42) Bitcoin’s Path to the Index Era (22:21) The Mood Shift Under the Surface (24:43) What the Fed Means for Crypto (27:00) The Great Altcoin Reckoning (30:36) Stablecoins Become Infrastructure (33:20) Bitcoin’s Real Stress Test Ahead (36:29) Culture, Capital & the Next Cycle (41:06) 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

Why Bitcoin's Price Is Lagging Adoption...For Now | Alexandre Laizet

45 min

In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,” how Wall Street treats Bitcoin as (not yet) money, and what investors can expect heading into 2026. Enjoy! — Follow Alex: https://x.com/AlexandreLaizet 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) Why Isn’t BTC Higher? (07:02) Is Bitcoin Being Manipulated? (17:45) The Role of BTC Treasury Companies (24:39) Why Buy Treasury Companies? (34:02) Biggest Bitcoin Catalysts (38:58) How Does Bitcoin Recover? (44:24) 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

Bitcoin’s Legal Crisis: The Szabo Debate | Roundup

1 hr 11 min

In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A sharp look at how technical disagreements can morph into full-blown community rifts and potential legal backlash. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (04:17) Szabo’s Tweets, Ideological Shift & Legal Debates (15:03) Making Sense of Szabo’s Broader Message (37:58) Censorship Resistance, Node Design & Decentralization Risks (41:48) Nodes, Governance, and Bitcoin’s Long-Term Future (42:29) Government Pressure, Community Responses & Developer Tensions (49:21) The Knots Movement & Bitcoin’s Cultural Direction (01:01:11) Building a Stronger Bitcoin Culture (01:06:32) The Next Wave of Bitcoin Innovation (01:10:53) 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.

Why Bitcoin Can’t Scale | John Carvalho

1 hr 6 min

In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he believes layers don’t truly scale Bitcoin, how trust dynamics shape every payment system, and why Synonym is building a new framework for peer-to-peer coordination that goes beyond blockchains. Enjoy! — Follow John: https://x.com/BitcoinErrorLog 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 (01:31) Can Lightning Actually Scale? (12:10) Why Trust Shapes All Bitcoin Scaling (20:57) Why Trust Shapes All Bitcoin Scaling (30:19) How Synonym Approaches Bitcoin Scaling (34:56) Synonym’s Innovations, Tools & Future Roadmap (37:22) Data Control, Custom Algorithms & Pubkey Protocol (40:09) E-Commerce, Mobile Wallets & Next-Gen Bitcoin UX (42:03) Upgrading Nodes & Reinventing the Payment Protocol (47:19) Trust-Based Scaling: Pros & Cons (50:57) Rethinking Bitcoin Treasuries (01:02:24) A Personal Bitcoin Strategy (01:04:39) 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

Bitcoin’s Four-Year Cycle Is Breaking But Not Dead | Tim Enneking

44 min

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

The Billion-Dollar Arms Race That Started Over $10 Bitcoins | Bill Tai & George Kikvadze

58 min

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

Inside the Secret Bitcoin Fork Telegram Channel | Roundup

1 hr 8 min

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

Bitcoin’s Next Generation Meta Protocol is Bringing Back Smart Contracts | Adam Krellenstein

56 min

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

Ledger  Chief Experience Officer on the Future of Bitcoin Self-Custody | Ian Rodgers

34 min

In this episode, we sit down with Ledger’s Chief Experience Officer, Ian Rogers, to discuss the launch of the new Ledger Nano Gen 5 and the evolution of Ledger Wallet. We dive into how Ledger is improving hardware wallet usability and the company’s broader vision of securing Bitcoin to enable a full digital value ecosystem. Enjoy! — Follow Ian: https://x.com/iancr 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 (01:39) Ledger’s Evolution & Innovations (03:47) Security Meets Usability (04:54) Inside Ledger’s New Products (06:24) UX, Adoption & Market Growth (12:28) Who is the Ledger User? (15:45) Understanding Hard Wallets (18:43) FG Trailer (19:58) The Future of Ledger & Multisig (27:37) Bitcoin Gifting & Ledger’s Mission (32:04) 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

BIP-444: The Soft Fork That Could Split Bitcoin | Roundup

1 hr 10 min

In this episode, we dive into the escalating Bitcoin civil war over BIP-444 — the proposed “emergency soft fork” to limit arbitrary data onchain. The panel debates “pleb slop” culture, anti-core developer sentiment, and whether the community is repeating the moral crusades of the Blocksize Wars. We also dissect miner incentives, exploiting user-activated vs. user-rejected forks, property-rights implications, and prediction markets tracking whether the fork will ever activate. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz 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 (01:48) Debating “Pleb Slop” and Core Values (08:25) Developers, Consensus, and the Community Divide (16:20) Fork Proposals and the Governance Dilemma (21:40) Soft Forks, User Action, and Network Power (34:05) FG Trailer (35:17) Soft Forks, User Action, and Network Power (39:18) Game Theory: Block Invalidation and Chain Reorgs (42:50) Prediction Markets, Fork Futures, and Incentives (47:51) Economic Voting and Miner Power Dynamics (52:42) Censorship, Property Rights, and Bitcoin Core’s Role (1:06:01) Fork Scenarios and the Future of Bitcoin (1:07:24) 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

Buy Bitcoin Like a House: How Anyone Can Own a Whole Coin | Lamar Wilson

39 min

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

Bitcoin's Emergency Fork Proposal: Biggest Divide Since the Blocksize Wars | Roundup Debate

1 hr 34 min

In this episode, we’re joined by Shinobi, Joakim Book, and Aaron van Wirdum to discuss the emergency Bitcoin soft fork proposal that could split the network. We debate whether the proposal’s “legal and moral” justifications hold any weight, question who defines harm within Bitcoin, and explore how technical limits, cultural rifts, and power struggles will shape Bitcoin’s future. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimbook Follow Aaron: https://x.com/AaronvanW 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 (02:06) Bitcoin’s BIP-444 Battle (07:11) The Legal & Moral Dilemma (10:22) How Would It Activate? (17:57) The Community Divide (28:18) FG Trailer (29:30) History Repeats Itself (53:06) Culture Wars in Bitcoin (1:00:34) Forking & Freedom (1:13:04) The Next Bitcoin Fork? (1:28:58) 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

Bitcoin’s Worst October in 7 Years: The End of Uptober? | Boaz Sobrado

43 min

In this episode, Boaz Sobrado joins the show to unpack Bitcoin’s toughest October in a decade, how institutional traders may be flipping traditional market narratives, and the exchange shifts reshaping crypto. We also discuss the rise of corporate Bitcoin adoption, strategic government reserves, Square’s renewed push for Bitcoin payments, and if this cycle is truly different. Enjoy! — Follow Boaz: https://x.com/sobradob 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 (00:57) Bitcoin’s Worst October Ever? (04:50) Is this the End of the Cycle? (06:51) Exchange Shakeups (10:23) CME Overtaking Crypto Natives (14:23) The Blending of Exchanges (16:08) Tokenized Assets & the ICO Revival (21:57) FG Trailer (23:09) Corporate Bitcoin Adoption (28:19) The Global Regulatory Chess Game (29:53) Strategic Bitcoin Reserves & Treasury Adoption (34:38) Square Pushing BTC as Money (40:26) Is this Time Different? (42:34) 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

Crypto News Roundup: Shutdowns, Seizures, & Stablecoins | Joakim Book

42 min

In this episode, Rizzo & Joakim Book break down the latest in Bitcoin and crypto: from the market crash and Polymarket’s NYSE deal, to the U.S. government’s Bitcoin seizures, growing dominance of stablecoins, and Bitcoin’s four-year cycle. Enjoy! — Follow Joakim: https://x.com/joakimbook  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  Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6  — Timestamps: (00:00) Introduction (02:31) Prediction Markets & Polymarket (07:00) Government Shutdown & Bitcoin’s Role (12:18) Bitcoin Seizures & Reserves (16:20) Bitcoin’s ATH & Sentiment (20:13) Mainstream Media Bitcoin Narratives (21:29) FG Trailer (22:51) Mainstream Media Bitcoin Narratives (25:14) Politics & Crypto on the Global Stage (32:29) Stablecoins & Tether’s Dominance (38:53) Bitcoin’s Four-Year Cycle Debate (41:17) 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

Bitcoin's Crisis of Stagnation, Upgrades, & Control | Paul Sztorc

1 hr 15 min

In this episode, Paul Sztorc joins to break down the evolving politics of Bitcoin development from user vs. developer control to the failures of Lightning, the role of dissenting implementations, and the long-term challenges of security and fees. It’s a wide-ranging discussion on the future of Bitcoin’s growth, governance, and survival. Enjoy! — Follow Paul: https://x.com/Truthcoin 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 Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6 — Timestamps: (00:00) Introduction (01:32) Bitcoin v30 & Development Battles (06:33) Lightning Network Under Fire (09:32) The Problems with Bitcoin Core (17:18) Relay Policy & Transaction Incentives (21:19) Competing Bitcoin Cultures & Implementations (35:57) Who Really Controls Bitcoin: Users or Miners? (38:25) SegWit & the Scaling Wars (41:45) Power of Users in Bitcoin’s Direction (45:19) Innovation & Challenges Driving Bitcoin’s Evolution (50:45) Security, Fees, & Long-Term Sustainability (53:37) Bitcoin vs Gold: What Money Should Be (56:55) Why Compatibility is Bitcoin’s Hidden Strength (1:00:32) 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

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