In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications...
Mar 05, 2026•1 hr 4 min
In this episode, novelist Tibor Fischer joins Supply Shock to discuss why Bitcoin finally found its way into fiction, using satire and storytelling to explore crypto culture, Austrian economics, and the human motivations behind speculation, belief, and escape. Fischer reflects on Bitcoin’s ideological roots, the difference between Bitcoin and broader crypto, and why markets, not narratives, ultimately decide what endures. Enjoy! — Follow Tibor: https://shorturl.at/NwniK Follow Rizzo: https://x.c...
Feb 17, 2026•35 min
In this episode, Don Bei joins the show to discuss how Bitcoin is moving from the fringes into institutional portfolios, from pensions and endowments to corporate treasuries, while also spreading at the grassroots level through workers and local politics. We dig into market dynamics, adoption hurdles, and what comes next. Enjoy! — Follow Don: https://x.com/Beiwhatch Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.c...
Feb 10, 2026•39 min
In this episode, Director of Digital Asset Research at Franklin Templeton Christopher Jensen discusses why quantum computing is a real threat to Bitcoin, why the topic is resurfacing now, how institutions are pricing and managing that risk, and what potential upgrade paths could look like. Enjoy! — Follow Franklin Templeton: https://x.com/FTI_Global Follow Rizzo: https://x.com/pete_rizzo_. Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitter.com/Blockworks_. ...
Feb 03, 2026•33 min
In this episode, we dig into one of Bitcoin’s strangest early stories; the time a group of OG Bitcoiners pooled BTC to buy a real racehorse. We explore early crypto finance experiments, on-chain sleuthing, unanswered questions about the investment, and what this forgotten episode reveals about Bitcoin’s earliest believers. Enjoy! — Follow Satshoshi Daemon: https://x.com/SatoshiDaemon Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks:...
Jan 27, 2026•31 min
In this episode, Charles Edwards joins the show to discuss why quantum computing has become a real market risk, the valuation impact, upgrade paths, and what could unlock the next move. We also explore why Bitcoin’s classic cycle may be breaking, how institutional flows and liquidity are reshaping price action, and more. Enjoy! — Follow Charles: https://x.com/caprioleio Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https://twitt...
Jan 22, 2026•37 min
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 drawdowns, and why the next bull market may look very different from the last. We also dig into regulation, altcoin narratives, and cycle timing. Enjoy! — Follow Michael: https://x.com/michaelterpin Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follo...
Jan 20, 2026•44 min
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 have become the defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for institutions, and what this means for payments, capital markets, and the next decade of adoption. Enjoy! — Follow Tyler: https://x.com/TylerCompiler Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply ...
Jan 08, 2026•44 min
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 constraints. We explore his framework for understanding blockspace, protocol subjectivity, and why he believes future changes to Bitcoin may be far harder than most expect. Enjoy! — Follow John: https://x.com/BitcoinErrorLog Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.c...
Jan 06, 2026•51 min
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 expectations, how ETFs and financial engineering changed the game, and why 2026 may matter most for Bitcoin’s next act. Enjoy! — 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/Bloc...
Jan 01, 2026•47 min
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 fractures, and unresolved questions heading into 2026. Enjoy! — 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 — T...
Dec 30, 2025•51 min
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 aggressively acquiring it, how inscriptions and tokens reframe fee economics, and what this could mean if transaction fees rise. Enjoy! — Follow Blockspace Baron: https://x.com/MrBeastBitcoin Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyShockBW Follow Blockworks: https...
Dec 23, 2025•40 min
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 apolitical and a universal antidote to the broken American dream. Enjoy! — Follow Natalie: https://x.com/natbrunell 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/+S...
Dec 18, 2025•37 min
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, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities of future forks, and what truly threatens Bitcoin heading into 2026. Enjoy! — Follow Jameson: https://x.com/lopp Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplySh...
Dec 16, 2025•56 min
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 story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy! — Follow Smashtoshi: https://x.com/bysmashtoshi Book Auction: https://shop.historyofbitcoin.io/first-edition Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock...
Dec 11, 2025•31 min
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 treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy! — Follow John: https://x.com/PayItForw...
Dec 09, 2025•43 min
In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,” how Wall Street treats Bitcoin as (not yet) money, and what investors can expect heading into 2026. Enjoy! — Follow Alex: https://x.com/AlexandreLaizet Follow Rizzo: https://x.com/pete_rizzo_ Follow Suppl...
Dec 04, 2025•45 min
In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A sharp look at how technical disagreements can morph into full-blown community rifts and potential legal backlash. Enjoy! — Follow Shinobi: https://x.com/Brain_Trollz Follow Joakim: https://x.com/joakimboo...
Dec 02, 2025•1 hr 12 min
In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he believes layers don’t truly scale Bitcoin, how trust dynamics shape every payment system, and why Synonym is building a new framework for peer-to-peer coordination that goes beyond blockchains. Enjoy! — Fo...
Nov 28, 2025•1 hr 6 min
In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy! — Follow Tim: https://www.psalion.com/ Follow Rizzo: https://x.com/pete_rizzo_ Follow Supply Shock: https://twitter.com/SupplyS...
Nov 25, 2025•45 min
In this episode, Bill Tai and George Kikvadze join the show to explore the untold, insider history of Bitcoin mining through the lens of BitFury’s founders, exploring their early struggles, near-death moments, regulatory battles, Silicon Valley skepticism, the birth of ASIC mining, the role of Necker Island gatherings in shaping the industry, and how those lessons inform Bitcoin’s present institutional era and future trajectory. Enjoy! — Follow Bill: https://x.com/KiteVC Follow George: https://x...
Nov 20, 2025•59 min
This week, we break down the escalating emergency soft-fork push inside the Bitcoin fork telegram channel, including the bans, inconsistencies, shifting activation plans, and the core dispute over whether a minority can (or should) restrict existing user behavior on Bitcoin. The panel dissects the technical, social, economic, and philosophical stakes, from property-rights violations to purity spirals, UASF fantasies, dangers of rushing consensus, and more. Enjoy! — Follow Joakim: https://x.com/j...
Nov 18, 2025•1 hr 8 min
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/SupplySh...
Nov 13, 2025•57 min
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...
Nov 11, 2025•34 min
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 Shi...
Nov 06, 2025•1 hr 11 min
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 Fol...
Nov 04, 2025•40 min
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.co...
Oct 30, 2025•1 hr 34 min
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...
Oct 28, 2025•44 min
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 ...
Oct 23, 2025•43 min
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: h...
Oct 21, 2025•1 hr 16 min
