Inflection Point

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!

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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

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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, 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!

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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

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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, 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!

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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

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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, 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!

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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

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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, 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!

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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

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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

Live from the Origin Summit, hosted by Story and Blockworks, 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!

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Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF

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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

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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!

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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

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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, 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!

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Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock

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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

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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, 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!

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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

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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, 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!

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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

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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