Supply Shock

4.4 (107)
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.

4D AGO

The Bitcoin Treasury War: Mallers vs. Saylor

This week, Rizzo and Nolan discuss Cantor, SoftBank, Tether and Jack Mallers teaming up to create a competitor to Strategy and the vision for their new company Twenty One. We also delve into the shifting focus in Bitcoin from Main Street to Wall Street, the narrative dominating this cycle, and 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi. Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets. Start staking your Bitcoin and earn real yield: https://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 https://Ledger.com. — Timestamps: (00:00) Introduction (01:42) Cantor Joins SoftBank & Tether (05:58) Competing With Strategy (09:13) Company Details (12:47) Masayoshi Son (15:35) Ads (Core, Ledger) (17:00) Twenty One’s Plan & Vision (26:04) Superior Vehicle To MSTR? (33:56) Ads (Core, Ledger) (35:23) Wall Street Over Main Street? (44:55) The New Cycle Narrative (51:29) 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.

54 min
6D AGO

What's the Problem With Bitcoin? | James O’Beirne

In this episode, James O'Beirne joins the show to discuss the core theoretical and developer problems Bitcoin needs to address, the evolving vision for Bitcoin, and how the modern day crypto ecosystem grew from Bitcoin limitations and experimentation. We also delve into the leadership problem in Bitcoin, the hostile approach to Bitcoin developers and upgrades, and more. Enjoy! — Follow James: https://x.com/jamesob Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://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 https://Ledger.com. — Timestamps: (00:00) Introduction (01:32) Inside Bitcoin Development (06:39) Evolution of Bitcoin Development (11:41) Bitcoin Problem Solving (17:54) Ads (Core, Ledger) (19:08) Bitcoin Problem Solving (24:41) The Evolving Vision for Bitcoin (30:51) Bitcoin Experimentation & the Crypto Ecosystem (40:09) Ads (Core, Ledger) (41:30) Bitcoin Leadership Problem (47:25) Attack Against Developers (53:06) Embracing Bitcoin’s Core Purpose (58:24) OP_CAT & CTV/CSFS (01:03:34) Revisiting Bitcoin Block Size (01:08:15) How to Measure Bitcoin Success (01:12:35) Bitcoin Security (01:13:57) The Problem with the Problems (01:19:38) Join Us At Permissionless — 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 21m
APR 17

Jerome Powell's WORST Nightmare: TRUMP & BITCOIN?! | Weekly Roundup

This week, we discuss China and Asia reevaluating their crypto policy, McDonald’s shareholders pushing for Bitcoin Treasury plans, and Trump & El Salvador President Bukele meeting at the White House. We also delve into Trump’s newest crypto venture, and the Supreme Court ruling allowing Trump to fire head’s of independent agencies, and 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://stake.coredao.org/blockworks — Timestamps: (00:00) Introduction (02:37) Evolving China & Asia Crypto Policy (11:54) Should McDonald’s Buy Bitcoin? (16:07) Core Ad (16:42) Should McDonald’s Buy Bitcoin? (Con't) (21:47) Bukele & Trump Meet (25:37) State Bitcoin Adoption (27:42) Bukele & Trump Meet Pt.2 (32:25) Core Ad (33:07) Trump’s New & Past Crypto Ventures (42:56) Is the Trump Admin Good For Crypto? (47:58) Trump Taking Power Over Independent Agencies (57:44) 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.

59 min
APR 15

The BPI's Plan To Make America A Bitcoin Nation | Grant McCarty

In this episode, Grant McCarty of the Bitcoin Policy Institute joins the show to discuss his early political engagements and origins of BPI, challenges and opportunities around implementing crypto legislation, and the Strategic Bitcoin Reserve. We also delve into advancing Bitcoin as a debt instrument, the evolving political landscape, and more. Enjoy! — Follow Grant: https://x.com/grant_mccarty Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer. Join Ignition and get onchain: https://ignition.coredao.org/blockworks Stake your Bitcoin with Core: https://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 https://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 https://ledn.io/borrowing. — Timestamps: (00:00) Introduction (01:20) Founding the Bitcoin Policy Institute (03:43) Early Political Engagements (07:52) Strategic Bitcoin Reserve (13:05) Policy Implementation and Challenges (13:54) Ads (Core, Ledger, Ledn) (15:27) Policy Implementation and Challenges (Con't) (27:21) Ads (Core, Ledger, Ledn) (29:26) Broader Cryptocurrency Legislation (32:34) SBR & Crypto Legislation (37:30) Bit Bonds & Advancing Bitcoin Debt (45:54) The Political Landscape and Bitcoin (48:40) Reflections on Politics and Bitcoin Advocacy (51:26) Conclusion and Future Outlook — 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.

56 min
APR 8

The Inventor of Blockchain On the Future Of Bitcoin | Scott Stornetta

In this episode, inventor of blockchain Scott Stornetta joins the show to discuss developing the first digital timestamping system, the key innovations and limitations of Bitcoin’s design, and why Bitcoin has not yet succeeded as real money. We also delve into his critique of proof-of-work, his thoughts on other crypto projects like Ethereum, stablecoins, the importance of creating a digital identity system, and more. Enjoy! — Follow Scott: https://x.com/ScottStornetta Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — 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 (01:53) Discovering the Bitcoin White Paper (03:34) The Foundations of Digital Timestamping (07:00) The Evolution of Blockchain and Bitcoin (14:43) Ads (Core, Ledger, Ledn) (16:17) The Evolution of Blockchain and Bitcoin (Con't) (17:46) Challenges and Criticisms of Bitcoin (22:27) The Cypherpunks and Digital Cash (29:42) The Future of Blockchain Technology (39:16) Scaling Bitcoin (42:20) Bitcoin's Economic Value and Success (47:24) Ads (Core, Ledger, Ledn) (49:30) The Role of Stablecoins and Future Cryptocurrencies (01:06:43) Identity and Blockchain (01:14:43) Reflections on Blockchain's Impact and Future — 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 19m
APR 3

Is The Bull Market Back?! | Weekly Roundup

This week, we discuss whether we’re in a bull or bear market, Circle preparing for an IPO, and Fidelity giving the green light to crypto retirement investments. We also delve into GameStop buying Bitcoin, Eric Trump launching his American Bitcoin mining business, and more. Enjoy! — Follow Austin: https://x.com/KeepM3Weird 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_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — 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 (00:49) Bull vs Bear Market Debate (06:56) GameStop and Companies Buying Bitcoin (09:50) Bitcoin as a Store of Value (13:51) Space Adventures of Bitcoin Pioneers (14:10) Ads (Core, Ledger, Ledn) (15:43) Space Adventures of Bitcoin Pioneers (Con't) (21:07) Upcoming Circle IPO (24:21) Stablecoins Akin to the Printer? (27:41) Stablecoins & Geopolitical Implications (35:09) Ads (Core, Ledger, Ledn) (37:14) Bitcoin in Retirement Accounts: A Bullish Move? (41:36) The De-Banking Phenomenon and Its Impact (48:26) The Future of Bitcoin Mining in the US (53:23) 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.

54 min
APR 1

Burning Bitcoin: Michael Saylor's $1.5 BILLION Mistake | Bill Barhydt

In this episode, Bill Barhydt joins the show to discuss Michael Saylor saying he may burn the keys to his Bitcon before dying, crypto becoming a partisan issue with Trump’s embrace, and why the future of banking is decentralized. We also delve into why Ethereum has lost its way, Bitcoin vs the various L1s, and more. Enjoy! — Follow Bill: https://x.com/billbarX Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv — 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 (01:35) Debating Michael Saylor's Bitcoin Strategy (09:16) Noble Goals of Bitcoin & Decentralization (16:33) Ads (Core, Ledger, Ledn) (18:06) Using & Passing Down Bitcoin Fortunes (Con't) (21:40) Bitcoin's Role in Government and Economy (30:20) Legislation and the Future of Banking (31:58) The Future of Decentralized Banking (34:45) Ads (Core, Ledger, Ledn) (36:50) Ethereum's Architectural Challenges (41:19) Bitcoin vs. Alternative L1s (53:49) The Future of Fiat and Digital Currencies (57:05) Market Predictions and 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.

1 hr
MAR 27

How To Win The Bitcoin Lottery | BitAxe Creator Skot

In this episode, Bitaxe founder Skot joins the show to discuss the new wave of affordable Bitaxe miners, the permissionless nature of Bitcoin mining, and why proof-of-work is the ideal consensus mechanism. We also delve into the odds of mining a block, centralization in Bitcoin mining, and more. Enjoy! — Follow Skot: https://x.com/skot9000 Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_ Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv — 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 to Supply Shock (02:59) Understanding Bitaxe and Its Impact (06:05) The Open Source Movement in Bitcoin Mining (10:52) Ads (Core, Ledger, Ledn) (12:25) The Open Source Movement in Bitcoin Mining (Con't) (13:16) Building and Buying Bitaxe Miners (20:19) The Future of Decentralized Bitcoin Mining (22:43) The Economics of Proof-of-Work (25:28) Ads (Core, Ledger, Ledn) (27:33) The Economics of Proof-of-Work (Con't) (31:44) Levels of Success for Bitaxe (34:51) Government Involvement in Bitcoin Mining (36:53) Challenges in Bitcoin Mining Pools (44:59) The Centralization of Chip Manufacturing (48:55) Identifying Bitcoin Miners on the Blockchain (56:28) The Future of Bitcoin Mining — 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 2m

See All (409)

4.4

out of 5

107 Ratings

Love these guys

09/07/2024

Rscat

Listen to these guys every week. They really seem like they know what they’re talking about. Not sure I’ve ever heard them be right about anything but I’m sure they’ll identify the next bull run when it arrives.
Focus on the marlets please

09/08/2024

atlantis74

If you could focus on the markets and leave politics aside it would be much appreciated.
Macro Trends with Dan & Anthony incredible

03/25/2024

surv12533

Incredible panel interview, keep up the good work! Hearing from people like them is amazing.
Some additional improvement needed

08/21/2024

DEFELI1

I feel that we went from the older socks guy repeating himself continuously to a bunch of young kids with no experience. Lets get some balance please