Supply Shock Podcast
1) Bitcoin Hasn’t Bottomed & the Cycle Still Controls Everything | Michael Terpin
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...Show More
2) Bitcoin’s Next Decade Will Run Through Public Companies
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 ha...Show More
3) Bitcoin’s Hard Limits and Illusion of Governance | John Carvalho
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 con...Show More
4) Bitcoin’s Next Cycle Is Political | Nolan Bauerle
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 expe...Show More
5) Bitcoin Year-End Review: Power, Politics & Financialization | Rob Hamilton
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 f...Show More
Bitcoin Year-End Review: Power, Politics & Financialization | Rob Hamilton
51:28 | Dec 30th, 2025
6) Why Bitcoin Blockspace May Be Severely Underpriced | Blockspace Baron
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 aggressivel...Show More
7) Bitcoin is the Antidote to a Broken System | Natalie Brunell
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 ...Show More
8) Bitcoin Needs Innovation, Not Complacency | Jameson Lopp
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,...Show More
9) The $13,000 Book Preserving Bitcoin's History | Jimmy from Smashtoshi
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 sto...Show More
10) Is The Bitcoin Treasury Trade Dead? | John Fakhoury
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 tr...Show More