Supply Shock

4.0 (3)
TECH NEWS
UPDATED WEEKLY

Supply Shock, hosted by Pete Rizzo, The Bitcoin Historian, explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.

3 DAYS AGO

Trump's Crypto Stockpile Plan: Genius or Disaster? | Weekly Roundup

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/countbtc Follow Michael: https://x.com/mpmcsweeney Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow 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/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, 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.

1h 4m
5 DAYS AGO

Trump vs Utah: The First To Buy Bitcoin | Dennis Porter

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/SupplyShockBW Follow 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/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, 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.

58 min
27 FEB

The Truth About Jack Dorsey & Satoshi Nakamoto | Jameson Lopp

In the first official episode of Supply Shock, Jameson Lopp joins the show to explain why Jack Dorsey is NOT Satoshi, threat vectors for Bitcoiners, and security prevention strategies to protect yourself. We also delve into attacker stories, how Jameson protects his own financial and physical security, and more. Enjoy! — Follow Jameson Lopp: https://x.com/lopp Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow 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/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, 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 (01:01) Is Jack Dorsey Satoshi Nakamoto? (05:50) Debunking the Jack-Satoshi Theory (13:04) Ads (Core, Ledger, Ledn) (14:38) Debunking the Jack-Satoshi Theory (Con't) (31:00) The Threat Vectors for Bitcoiners (31:39) Ads (Core, Ledger, Ledn) (33:44) The Threat Vectors for Bitcoiners (Con't) (37:04) Mitigating Security Risks (49:19) Rapid Fire Questions — 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.

53 min
27 FEB

Introducing: Supply Shock with The Bitcoin Historian

A new chapter starts today. On the Margin is becoming a new show: Supply Shock, covering all things Bitcoin. Felix is back in the host seat for one last episode, passing the baton to Supply Shock's new host, Pete Rizzo AKA the Bitcoin Historian. They discuss Rizzo's deep lore, sovereign adoption of Bitcoin, and the state of Bitcoin innovation. They also delve into the rise of meme coins, the industry’s future, and more. Enjoy and check out the first full episode of Supply Shock with Jameson Lopp - it's already in the feed! — Follow Rizzo: https://x.com/pete_rizzo_ Follow Felix: https://x.com/fejau_inc Follow Supply Shock: https://twitter.com/SupplyShockBW Follow 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/blockworks Stake your Bitcoin with Core: stake.coredao.org/blockworks Ledger, 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 (01:04) New Show & New Host: Pete Rizzo (04:19) Bitcoin's Historical Significance (07:16) Sovereign Adoption and Bitcoin's Global Impact (13:17) Ads (Core, Ledger, Ledn) (14:49) Sovereign Adoption and Bitcoin's Global Impact (Con't) (25:56) Ads (Core, Ledger, Ledn) (28:02) Innovations and Challenges in Bitcoin (33:40) The Future of Bitcoin and Crypto — 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.

45 min
4 FEB

On the Margin: Trading Crypto's Weekend Meltdown | 1000x

This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrks.co/3WADHnL Apple: https://blckwrks.co/4aEt5u0 -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Kraken OTC unlocks premium, personalized services for high-net worth individuals and institutional clients to execute large orders. Trade over chat or access our self-service automated trading feature to receive executable quotes in seconds. Get 24/7 access to private and secure trading services and deep liquidity for competitive execution. Get in touch today: kraken.com/blockworks Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers (excluding WA, NY and ME) through Payward Interactive, Inc. -- Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now at Ledger.com -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:57) Carnage In Crypto (04:21) Shorting This Market (13:57) Ads (Kraken OTC and Ledger) (15:00) When To Buy This Market? (19:29) WIF (23:48) Privacy Coins (27:26) What's Next For Markets? (39:05) Ads (Kraken OTC and Ledger) (40:44) Bitcoin In A Multipolar World (50:16) The AI Trade -- Disclaimer: Nothing said on 1000x 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 solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed

1 hr
30 JAN

On the Margin: The Future Of Crypto & Stablecoins Under Trump | Austin Campbell

In this episode, Austin Campbell joins the show to discuss stablecoin regulation under the Trump administration, the impact of Trump's executive orders on the crypto ecosystem, and the case against a strategic bitcoin reserve. We also delve into the potential for a more cooperative regulatory environment, global adoption of stablecoins, and much more. Enjoy! — Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. 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. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: 00:00 Introduction 00:35 Stablecoin Regulation Updates Post-Election 03:27 Congressional Bills and Bipartisan Efforts 06:29 Executive Orders and David Sacks’ Role 14:42 SEC vs. CFTC: Regulatory Shifts 19:24 Global Adoption and Future of Stablecoins 26:20 Debate on Strategic Bitcoin Reserve 35:52 Bitcoin's Role and Future Projections 40:58 Closing Thoughts — Disclaimer: Nothing discussed on On The Margin 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.

44 min
23 JAN

On the Margin: The Fed’s Tools Aren’t Made For Fiscal Dominance | Lyn Alden

In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve into the dollar wrecking ball, the outlook for Bitcoin, and much more. Enjoy! — Follow Lyn Alden: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. 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. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (00:31) Global Macro Outlook (02:31) Liquidity Conditions (08:44) Shifting Treasury Issuance (12:04) Ads (Ledger, Mantra) (13:11) Tensions Under Fiscal Dominance (18:32) Trump Fiscal Outlook (22:44) Cutting Rates To Zero (27:38) Energy Outlook (32:04) Ads (Ledger, Mantra) (33:36) Interview Continues (35:45) Trump Vs Reagan Approach (37:41) Dollar Wrecking Ball (42:45) Currency Negotiations (45:39) Bitcoin Big Picture (50:00) Gold Outlook (52:18) Bitcoin Outlook (54:31) Learn More About Lyn’s Work — Disclaimer: Nothing discussed on On The Margin 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.

55 min
16 JAN

On the Margin: 2025's Crypto ETF Pipeline | James Seyffart

In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in the pipeline. We also delve into the impact of ETF options on the crypto market, the ETF gap risk, and much more. Enjoy! — Follow James Seyffart: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. 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. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (02:24) Bitcoin ETF Anniversary (06:29) Evolving Allocator Perspective (10:50) Largest ETF Buyers (14:40) BTC Spot-Futures Arbitrage (16:46) ETH ETFs (19:58) Ethereum Narrative Problem (21:13) New ETF Filings (26:16) Ads (27:50) Impact Of Options On Crypto (30:52) Crypto Narratives To Drive Demand (33:29) Potential Altcoin ETF Filings (38:38) ETF Gap Risk (41:12) Basket ETFs (46:17) 2025 Outlook (49:48) DAS 2025 — Disclaimer: Nothing discussed on On The Margin 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.

50 min

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out of 5

3 Ratings

Best Hour of the Week

31/12/2023

Dan@kin

Dear Mike and Mark, Thank you both for guiding us through the complexities of the bear market. Your willingness to share your inspiring ideas and views on macroeconomics, markets, and crypto has been invaluable. I eagerly look forward to continuing to listen to the "best hour of the week" in 2024. Your insights are not just informative, but truly enlightening.