Inflection Point

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 of finance moving onchain. Enjoy!

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Timestamps

(00:00) Intro To Inflection Point

(06:48) The Convergence Between TradFi & Crypto

(22:20) Crypto's Biggest Advantages & Hurdles

(36:15) Crypto's Changing Market Structure

(41:00) Prices, Sentiment & Long-Term Allocators

(46:00) Evolution Of Crypto Options & Yield

(51:30) Is The 4-Year Cycle Dead?

(01:02:00) Final Thoughts

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Disclaimer: Nothing said on Inflection Point 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.

#Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast #Stablecoins

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!

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Timestamps:

(00:00) Introduction

(01:33) The Journey to Writing a Bitcoin Novel

(02:44) Challenges of Writing About Bitcoin

(05:44) Bitcoin’s Economic Argument

(09:05) The Appeal and Future of Crypto

(11:25) Character Development and Storytelling

(29:04) Final Thoughts

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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, 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!

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!

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!

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Timestamps:

(00:00) Introduction

(01:20) The Crazy Story of Satoshi’s Damon

(18:03) Investigating the Names Behind the Story

(23:21) Richie’s Journey into Bitcoin

(27:57) Reviving the Original Website

(29:19) Final Thoughts

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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, 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!

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Timestamps:

(00:00) Introduction

(02:34) Bitcoin’s Quantum Risk

(09:19) Expert Opinions on Quantum Timelines

(12:48) Potential Quantum Attacks on Bitcoin

(18:55) Evaluating Bitcoin’s Vulnerability to Quantum Computing

(28:38) Debating Bitcoin’s Long-Term Security and Value Proposition

(34:32) Final Thoughts

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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, 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!

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Timestamps:

(00:00) Introduction

(04:56) Impact of Whale Activity on Bitcoin

(07:57) Regulatory Challenges and Market Sentiment

(10:59) DATs, Institutions and CLARITY Act

(20:32) Bottom Predictions and Trading Strategies

(25:19) Market Cycles and Bitcoin Dominance

(32:40) Challenges in Token Investments & New Narratives

(39:02) Market Predictions and Strategies

(41:46) Final Thoughts

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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 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!

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Timestamps:

(00:00) Introduction

(00:50) Rizzo & His Coverage of Bitcoin’s Story

(03:50) Adoption of Bitcoin As Payments & Prevailing Store of Value Narrative

(05:48) Corporate Adoption and the Future of Bitcoin

(09:47) Bitcoin’s Shift from Counterculture to Mainstream Finance

(17:19) Which Bitcoin Treasury Strategy Will Win Out Next?

(24:48) Navigating Financial Metrics and Data in Bitcoin Companies

(28:54) The Yin and Yang of Individual and Corporate Bitcoin Ethos

(34:05) XXI: Jack Mallers x Tether x Softbank Treasury Company

(37:03) Block’s (Square) Entrance Into ASIC Hardware Design

(38:27) Preferred Equity Models and Market Sentiment

(41:11) Strategy Bitcoin Holdings Projection For 2026

(42:45) Final Thoughts

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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, 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!

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Timestamps:

(00:00) Introduction

(01:46) 2025 Wins & Misses

(07:48) What Drives Rates In 2026

(13:00) Grayscale Ad

(13:37) Inflation Deep Dive

(18:47) Labor Market & Housing

(22:59) The K-Shaped Fed Cycle

(29:50) Grayscale Ad

(30:37) Fed Balance Sheet

(35:06) Active Treasury Issuance

(37:46) Equities In 2026

(45:20) Commodities Heating Up

(48:13) Final Thoughts

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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, 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!

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Timestamps:

(00:00) Introduction

(03:04) Washington, Power & Bitcoin’s Policy Shift

(07:36) Bitcoin’s Strategy After A Disappointing Cycle

(08:58) Wall Street’s Growing Grip On Bitcoin

(17:56) Forecasts, Control & Credibility

(25:54) ETFs & The Financialization Of Bitcoin

(28:19) Nation-States, Power Competition & Bitcoin Adoption

(29:27) AI & The New Monetary Arms Race

(34:05) Elon Musk, Narrative Power & Tech Influence

(37:57) Meme Coins, Tokenization & The Speculation Cycle

(41:00) Bitcoin 2026: Cities, Sovereignty & Scale

(45:41) Final Thoughts

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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