Supply Shock

Blockworks
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Supply Shock 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.

  1. 7 HR AGO

    Why This Bitcoin Cycle Could Last Until 2027 | Mike Alfred

    In this episode, Founder & Managing Partner at Alpine Fox Mike Alfred explains why this bull run could stretch into 2026–27, how institutions and treasury companies are changing the game, and why retail is still asleep. He also dives into the risks and narratives shaping the market, how investors should think about balancing Bitcoin with Bitcoin proxies like miners, and why he’s fading the Bitcoin Knots drama. Enjoy! — Follow Mike: https://x.com/mikealfred 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (01:57) When Will the Bitcoin Cycle End? (08:39) Catalysts that Could Move Bitcoin (12:37) Historical Analogues & Market Risks (17:12) Biggest Overbought Narratives (18:57) Bitcoin Treasuries & Mastering Narratives (25:57) Bitcoin vs Bitcoin Alternatives (29:35) How Institutions See Bitcoin (33:51) Crypto & Tokenization (37:03) The Future of Bitcoin (40:21) Debunking Bitcoin FUD (43:11) 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

    45 min

  2. 2 DAYS AGO

    Bitcoin Core vs Knots: Are We Headed for a Fork? | Mike Schmidt

    In this episode, Mike Schmidt of Brink unpacks Bitcoin’s current technical war. We cover misconceptions about Bitcoin Core, the heated debate around OP_RETURN and relay policies, the role of node operators versus popular will, how funding and incentives shape development, and the risks of multiple implementations. Enjoy! — Follow Mike: https://x.com/bitschmidty 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:30) Clearing Up Bitcoin Core Myths (05:17) How Bitcoin Core Really Reaches Consensus (09:30) The OP_RETURN & Data Wars (20:30) Why Node Operators Shape the Network (24:02) The Hidden Risks of Knots (26:12) Consensus vs. Popular Opinion (29:00) Putting Bitcoin Core Under the Microscope (31:53) Who Funds Bitcoin Core and Why It Matters (39:39) The Danger of Multiple Implementations (43:22) The Future of Arbitrary Data on Bitcoin (45:06) 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

    47 min

  3. 2 OCT

    Living a Bitcoin-Only Life Is Now Possible | Shehzan

    In this episode, Founder of Lava Shehzan Maredia explains how Bitcoin-backed loans, yield products, payroll conversion, and self-custody tools through Lava are enabling people to live on a Bitcoin standard while avoiding sales, taxes, and centralized risk. Enjoy! — Follow Shehzan: https://x.com/MarediaShehzan 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:30) Lava’s Vision & Fundraising (03:11) Inside Lava’s Platform (04:35) Trust & Self-Custody (06:29) Life on a Bitcoin Standard (15:41) Bitcoin-Backed Loan Strategies (20:21) Bitcoin Mortgages & Innovation (21:58) Revenue & Monetization (26:22) Security & Key Management (31:12) The Future of Bitcoin Finance (34:59) Long-Term Bitcoin Predictions (36:44) 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

    38 min

  4. 30 SEPT

    Bitcoin & the Coming Wave of Money Printing | Arthur Hayes

    Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold and stocks, the political choices around AI’s productivity boom, and why DeFi, stablecoins, and new decentralized trading models are at the heart of the next cycle. Enjoy! __ Follow Arthur: https://x.com/CryptoHayes Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Origin Summit: https://www.originsummit.xyz/ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:50) Money Printing & Yield Curve Control (05:42) What Does this Mean for Bitcoin? (08:48) AI & the Debt Doom Loop (12:44) Favorite Crypto Themes & Innovations (13:48) Perp DEXes & Hyperliquid (18:16) Stablecoin Winners & Losers (21:32) Stablecoin Systemic Risk (23:30) AI, Intellectual Property, and Blockchain (24:47) Western vs. Asian Crypto Markets __ Disclaimer: Nothing said on Supply Shock or Forward Guidance 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.

    26 min

  5. 25 SEPT

    Bitcoin Core v30 Release: What’s Changing & Why It Matters | Murch

    In this episode, prolific Bitcoin Core contributor Murch discusses the forthcoming Bitcoin Core v30 release. We explore the evolution of the release process, the shift from legacy Berkeley DB wallets to descriptor wallets, new features for power users and businesses, performance gains like faster indexing, upgrades to networking and mining interfaces, and the cultural debate around conservatism, protocol changes, and developer neutrality. Enjoy! — Follow Murch: https://x.com/murchandamus 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (00:02) Overview of Bitcoin Core Release Process (03:08) Details on Bitcoin Core Version 30.0 (05:34) Evolution of Bitcoin Core Development (11:32) In-Depth on Wallet Changes (21:06) Technical Improvements and Features (24:22) Mining and Network Decentralization (29:38) Node Operators and Version 30 Benefits (41:56) Conservatism in Bitcoin Development (45:15) 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

    47 min

  6. 23 SEPT

    Turning $0.05 Cans Into BTC | Bruno Oliveira

    In this episode, Bruno Oliveira and his translator (Felipe Demartini) join the show to discuss Bruno’s journey turning cans into SATs. We discuss how his love of Bitcoin blossomed into a stacking opportunity to the tune of 22 SATS per can and how he plans to reach one whole Bitcoin. We also delve into why Brazil needs Bitcoin, Bruno’s Bitcoin children stories, and more. Enjoy! — Follow Bruno: https://x.com/sucateirocripto Follow Felipe: https://x.com/namcios 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:05) Bruno's Journey Selling Cans for SATs (04:00) Inspiration & Love of Bitcoin (06:32) The Good & Bad of Bruno’s Can Collecting (08:37) Stacking a Whole Bitcoin (10:04) Why Brazil & the World Need Bitcoin (11:21) Bruno’s Inspirational Story (13:20) Bruno's Bitcoin Children Stories (16:06) What Would Satoshi Think? (17:08) Don’t Give Up on Bitcoin — 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

    19 min

  7. 18 SEPT

    How Bitcoin Knots Sparked a New Culture War | Pourteaux

    In this episode, Pourteaux joins the show to discuss the rise of Ordinals and inscriptions on Bitcoin, the long-running debate over data storage on the blockchain, and how the controversy around Bitcoin Knots reflects deeper cultural and political shifts within the Bitcoin community. We also explore what this means for Bitcoin’s resilience, miner incentives, and its increasingly partisan perception in U.S. politics. Enjoy! — Follow Pourteaux: https://x.com/pourteaux 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:37) Early Days of Ordinals and Inscriptions (06:11) Future of Ordinals on Bitcoin (11:14) Bitcoin Knots & Filtering (17:09) Bitcoin Resilience vs Innovation (25:28) Bitcoin Soft Forks and Knots Maintainers (26:50) Knots Community and Bitcoin Politics (29:10) Lessons from the Fork Wars (30:53) Bitcoin's Political Landscape (32:36) Bitcoin and Cultural Shifts (35:24) Bitcoin's Partisan Divide (38:06) Future of Bitcoin in Politics (47:07) 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

    49 min

  8. 16 SEPT

    Bitcoin Wars 2.0: Who’s on the Right Side of History? | Jonathan Bier

    In this episode, author of The Blocksize War Jonathan Bier joins the show to compare the ongoing dispute between Bitcoin Core and Bitcoin Knots with the 2015–2017 fork wars. We examine how both sides claim the “small-blocker” legacy, debate the role of fee markets and mining decentralization, and question whether Bitcoin should tolerate non-monetary data like Ordinals and inscriptions. Enjoy! — Follow Jonathan: https://x.com/jonathanbier 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 — Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london — Timestamps: (00:00) Introduction (02:35) Comparing Bitcoin Core & Knots to Block Size Wars (09:07) Debating Fee Markets & Mining Decentralization (34:32) Debating Spam, Blocksize & Bitcoin’s Use (41:07) Relay Policies & Network Diversity (45:21) The Role of Miners in Bitcoin's Future (52:16) The Intolerant Minority & Bitcoin's Success (58:39) Mining Centralization Concerns (1:03:18) 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

    1h 8m
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About

Supply Shock 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.

Information

  • Channel
    Blockworks
  • Creator
    Blockworks
  • Years Active
    2021 - 2025
  • Episodes
    458
  • Copyright
    © 384141 Blockworks 2025

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