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

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

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

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

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

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

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

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

In this episode, Lightning developer at ZBD Pay and organizer of TABConf Mike Tidwell joins the show to discuss the experimental, community-driven format of TABConf, the hotly contested future of the Lightning Network, rising concerns over quantum computing, and the philosophical divides between Bitcoin Core and Knots. We also explore how governance, user participation, and mempool policies will shape the future of Bitcoin. Enjoy! — Follow Mike: https://x.com/miketwenty1 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 (02:11) TABConf Bitcoin Debates (05:02) Lightning Network: Success or Failure? (11:38) Quantum Computing and Bitcoin’s Future (20:37) Core vs. Knots: The Governance Divide (31:51) Mempool Policies & User Preferences (46:10) Software, Governance & User Appeal (49:38) Miners, Power, and Practicality (57:08) Bitcoin’s Cultural Legitimacy (1:01:02) Legal & Technical Challenges (1:06:28) Education, Engagement & the Path Ahead (1:12:41) The Future of Bitcoin Governance (1:30:09) Final Thoughts — Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Bitcoin #Crypto #SupplyShock

In this episode, return guest Pierre Rochard debates the future of Bitcoin’s protocol rules, the cultural shift brought by ordinals and Taproot, and the role of spam mitigation and OP_RETURN, including the incentives of miners versus node operators and the legal and political risks posed by arbitrary data on Bitcoin. We dive into governance, incentives, and whether dissenting implementations like Knots can meaningfully shape Bitcoin’s future. Enjoy! — Follow Pierre: https://x.com/BitcoinPierre 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 (01:10) Core vs Knots Debate (08:55) How Should We Treat Spam? (19:07) Consensus Rules at a Crossroads (32:18) Miner Incentives vs Nodes (37:25) Immigration or Invasion? (40:15) Network Strain & Fork Threshold (45:17) Knots, Core, and Governance (54:02) Legal Risks in Bitcoin (59:32) 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

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

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

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

In this episode, 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.

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

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

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

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

In this episode, Rizzo & Shinobi from Bitcoin Magazine dive into the escalating dispute between Bitcoin Core and Bitcoin Knots, unpacking the ideological clash over arbitrary data in transactions, node vs. miner dynamics, and the legacy of the Fork Wars. They explore whether Bitcoin should be a neutral settlement layer or a strictly financial system, the technical realities of relay and consensus rules, and the rising social tensions around developer authority and dissent. Enjoy — Follow Shinobi: https://x.com/Brian_trollz 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 (02:31) Bitcoin Core Just Doesn’t Understand (07:24) Bitcoin's Purpose & Transaction Types (09:56) Core Developers' Stance on Network Changes (14:39) Arguments Against Arbitrary Data on Bitcoin (20:01) Dissent Impact on the Network (25:40) Closing Thoughts on Bitcoin Development (27:44) Understanding Bitcoin as a Settlement Layer (28:52) The Rise & Fall of Ordinals & NFTs on Bitcoin (30:41) The Fork War Consensus & Bitcoin's Evolution (32:38) Node Supremacy and Economic Relevance (35:03) The UASF & Economic Relevance (37:19) The Role of Developers & Community Consensus (49:14) Educating the Next Generation of Bitcoiners (50:52) 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

In this episode, co-founder & CEO of Onramp Michael Tanguma argues that this Bitcoin cycle is fundamentally different due to the rising sovereign and institutional bid, suppressed volatility, and structural changes in custody. He explains why gold’s surge is a smoke detector for sound money adoption, why collaborative custody must evolve beyond self-storage and third-party custodians, and why 2022’s collapse was just a “dry run” for the risks ahead. Enjoy! — Follow Michael: https://x.com/MTanguma 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 (04:06) Where Are the Sovereigns? (08:10) Whales Selling BTC (09:34) Where is the Cycle Headed? (12:26) Market Infrastructure & Self-Custody (18:43) DATs & Bitcoin Custody (23:30) Why is Custody an Issue? (26:53) Lending Market & FTX 2.0 (31:07) Wild West of Crypto (36:13) ETFs & Tokenization (38:19) Altcoins in a Maturing Market (40:54) 2025 Predictions (42:25) 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