Inflection Point

Inflection Point

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Inflection Point episodes

  • Bitcoin's Blow-off Top Is Coming | Michael Terpin

    In this episode, author of Bitcoin Supercycle Michael Terpin explains why he believes the four-year Bitcoin cycle is still intact. He outlines his view that Bitcoin operates in "seasons" (spring, summer, fall, winter), with predictable post-halving behavior and diminishing returns. While macro forces and ETF inflows may distort short-term sentiment, Michael argues that human psychology and market structure still drive cyclical corrections. Enjoy!

    —

    Follow Michael: https://x.com/michaelterpin

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for £100 OFF

    https://blockworks.co/event/digital-asset-summit-2025-london

    —

    Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

    Visit https://www.ledn.io/ to learn more.

    —

    Timestamps:

    (00:00) Introduction

    (01:37) Debating the Bitcoin Supercycle

    (09:08) Early & Future Bitcoin Adoption

    (11:30) Ledn Ad

    (12:09) Early & Future Bitcoin Adoption

    (13:52) Political Influence on Bitcoin

    (18:31) Bitcoin's Seasonal Patterns

    (25:29) Ledn Ad

    (26:17) Ethereum & Altcoins

    (30:08) Innovations & Failures in Crypto

    (44:05) The Concept of Bitcoin Supercycle


    —

    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


    53 min
  • Bitcoin’s Four-Year Cycle Is Over | Matt Hougan

    In this episode, Bitwise CIO Matt Hougan explains why he thinks the four-year Bitcoin cycle is breaking down. He predicts a smoother, longer cycle ahead, driven by ETF flows, regulatory clarity, and a more mature market structure.While Rizzo wrestles with nostalgia for the classic boom-bust cycle, Hougan makes the case that “this time really is different.” Enjoy!

    —

    Follow Matt: https://x.com/Matt_Hougan

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

    https://blockworks.co/event/digital-asset-summit-2025-london

    —

    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

    (01:03) Debating Bitcoin's Four-Year Cycle

    (04:13) Institutional Adoption & Regulation

    (04:57) Are Four-Year Cycles Psychological?

    (08:37) Bitcoin’s Evolving Political Impact

    (09:48) Ledger Ad

    (10:38) Bitcoin’s Evolving Political Impact

    (17:00) Institutions Are Slow & Steady

    (18:58) Reflecting on Bitcoin's Scarcity

    (22:20) Crypto Regulation & Institutional Impact

    (23:38) Ledger Ad

    (24:25) Retail Investors & the Four-Year Cycle

    (25:45) Adapting to Bitcoin's Middle Ages

    (33:28) Can Blockchain Support Incoming Demand?

    (36:50) Sovereign Adoption & Strategic Reserves

    (38:28) OG Bitcoin HODLers Cashing Out

    (41:38) Final Thoughts



    —

    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


    43 min
  • Treasury Companies Will Lose The Bitcoin Yield Race | Sidney Powell

    In this episode, Maple Finance CEO Sidney Powell joins the show to discuss the evolving market for earning yield on Bitcoin. We explore the rise of Bitcoin treasury companies like MicroStrategy, the differences between capital structure-based returns and real onchain yield, and the role of staking and DeFi in delivering Bitcoin-native returns. Sid breaks down the risk profiles between tokenization and securitization, discusses Bitcoin Layer 2 competition, and shares why Maple is betting on the emergence of a Bitcoin yield ecosystem. Enjoy!

    —

    Follow Sid: https://x.com/syrupsid

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

    https://blockworks.co/event/digital-asset-summit-2025-london

    —

    Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

    Visit https://www.ledn.io/ to learn more.

    —

    Timestamps:

    00:00 Earning Yield with Your BTC

    02:40 Bitcoin Treasury Companies vs Maple

    10:50 Securitization vs Tokenization

    13:40 Maple’s Target Market

    17:10 Appealing to Bitcoiners

    21:40 Layer 2 Ecosystems

    24:15 Will Bitcoin Have a Killer App?

    27:28 Building off of Bitcoin

    29:23 Bitcoin’s Long-Term Security Problem

    32:00 Different Ways to Generate BTC Yield

    34:05 Moving to a Multi-Blockchain World?

    36:40 Will Banks Allow Disruption?

    39:30 Final Thoughts

    —

    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


    42 min
  • Bitcoin Is Mainstream, But At What Cost? | Alp

    In this episode, OG Bitcoiner Alp reflects on Bitcoin’s transformation from a fringe libertarian experiment to a mainstream political tool. They discuss the dilution of early Bitcoin culture, the lingering identity crisis among mid-cycle adopters, the myth of ongoing existential threats, and the shift from cypherpunk ideals to nation-state interests. Alp shares his skepticism of Bitcoin's co-option by U.S. political movements and emphasizes that while Bitcoin is no longer underground, its core functionality and value remain intact. Enjoy!

    —

    Follow Alp: https://x.com/alpacasw

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

    https://blockworks.co/event/digital-asset-summit-2025-london

    —

    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

    (06:04) Bitcoin’s Changing Culture

    (09:56) Ledger Ad

    (10:43) Bitcoin’s Contrarian Mindset

    (16:46) Evolution of Bitcoin Upgrades

    (20:26) Unpacking Bitcoin Knots

    (24:45) Future of Bitcoin & Political Implications

    (26:13) Ledger Ad

    (27:00) Future of Bitcoin & Political Implications

    (28:13) Currency Competition, Tether & Dollarization

    (29:55) US Politics & Bitcoin

    (32:14) Stablecoins & the Financial System

    (36:59) Bitcoin's Role in America's Debt Problem

    (48:46) The Cypherpunk Dream & Bitcoin's Future

    (52:31) Final Thoughts


    —

    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


    54 min
  • Quantum Computing: Solving Bitcoin's Greatest Threat | Jameson Lopp

    In this episode, Bitcoin veteran Jameson Lopp discusses the growing threat of quantum computing to Bitcoin’s cryptography. He breaks down his new Bitcoin Improvement Proposal (BIP) that aims to prevent a catastrophic supply shock by encouraging a network-wide migration to quantum-resistant addresses. Lopp explains the nuances of Shor’s algorithm, possible migration schemes, controversies around locking old funds, and his phased plan to protect user assets. We also touch on the state of Bitcoin L2s, BitVM progress, mining risks, and the philosophical tension between ossification and innovation. Enjoy!

    —

    Follow Jameson: https://x.com/lopp

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6


    Against Allowing Quantum Recovery of Bitcoin:

    https://blog.lopp.net/against-quantum-recovery-of-bitcoin/

    —

    Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

    https://blockworks.co/event/digital-asset-summit-2025-london

    —

    Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

    Visit https://www.ledn.io/ to learn more.

    —

    Timestamps:

    (00:00) Introduction

    (02:38) Bitcoin’s Quantum Threat

    (07:18) Presidio Conference

    (10:27) Quantum Resistant Solutions

    (11:08) Ledn Ad

    (11:45) Quantum Resistant Solutions

    (17:14) Jameson’s Proposal

    (23:21) What If You’re In A Coma?

    (25:00) Ledn

    (25:45) Proposal Feedback

    (27:20) Quantum Mining

    (29:59) How Fast Is A Quantum Hack?

    (32:15) The Quantum Plan

    (33:41) How To Protect Your Funds?

    (35:39) Bitcoin Layers 2s

    (37:43) Core vs Knots

    (42:01) Is Bitcoin Progressing?

    (45:16) Final Thoughts


    —

    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


    48 min
  • Bitcoin Ossification Is a Threat to Its Survival | Eli Ben-Sasson

    In this episode, Co-Founder of StarkWare Eli Ben-Sasson joins the show to explore the philosophical and technical crossroads between Bitcoin and Ethereum. He recounts the early hopes of building zk-tech on Bitcoin, the cultural rift that pushed innovation elsewhere, and why Bitcoin’s potential remains limited without soft forks. Eli argues for a future where Bitcoin’s principles—decentralization, verifiability, and self-custody—can scale globally through new cryptographic tools like ZK proofs and Layer 2s. He reflects on governance, protocol ossification, and the critical need for experimentation to preserve Bitcoin’s revolutionary promise. Enjoy!

    —

    Follow Eli: https://x.com/EliBenSasson

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

    https://blockworks.co/event/digital-asset-summit-2025-london

    —

    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

    (01:41) Early Bitcoin Development

    (02:48) Privacy & Alternative Cryptocurrencies

    (05:56) Bitcoin: The Asset vs. Tech

    (10:03) Ledger Ad

    (10:51) Bitcoin: The Asset vs. Tech

    (13:48) Ethereum's Emergence & Impact

    (20:53) Experimentation & Innovation in Crypto

    (31:54) The Cultural Impact of Bitcoin's Development

    (34:03) Historical Perspective on Bitcoin's Adoption

    (34:55) The Necessity of Experimentation in Crypto

    (35:54) Bitcoin's Global Product Market Fit

    (37:12) Ledger Ad

    (37:59) Challenges in Bitcoin's Consensus Process

    (39:18) Governance Issues in Decentralized Blockchains

    (41:33) The Future of Bitcoin & Global Economics

    (43:34) The Role of Decentralization in Blockchain

    (54:51) ZK Technology & Its Applications

    (01:01:32) Living on Bitcoin


    —

    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


    1 hr 6 min
  • He Traded His HOUSE For Bitcoin In 2017—Why He's STILL HODLing | Didi Taihuttu

    In this episode, Didi Taihuttu—aka the "Bitcoin Family" patriarch—shares the origin story behind selling everything to go all-in on Bitcoin, from early GPU mining and Dogecoin experiments to surviving bear markets and living unbanked for nearly a decade. He discusses why he believes Bitcoin is the only true tool for financial freedom, the moral cost of traditional finance, and how the rise of stablecoins, Lightning, and crypto infrastructure shape a new global reality. Plus, how Bitcoin can empower machines, children, and the next generation of digital nomads. Enjoy!

    —

    Follow Didi: https://x.com/Diditaihuttu

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

    https://blockworks.co/event/digital-asset-summit-2025-london

    —

    Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

    Visit https://www.ledn.io/ to learn more.

    —

    Timestamps:

    (00:00) Introduction

    (01:14) Bitcoin Bull Markets

    (03:52) Early Days of Bitcoin Mining

    (08:23) Switching to Dogecoin

    (09:35) Ledn Ad

    (10:13) Switching to Dogecoin

    (11:33) Selling Everything for Bitcoin

    (13:58) Living the Bitcoin Lifestyle

    (20:36) Trading and the 2017 Crypto Boom

    (21:37) Bitcoin Maximalism & Diversification

    (22:58) Living Unbanked

    (24:30) Ledn Ad

    (25:16) Investing in Crypto Projects

    (26:48) The Cultural Schism in Bitcoin Maximalism

    (30:01) The Future of Bitcoin & Decentralization

    (33:20) Lightning Network & Education

    (36:11) Stablecoins

    (39:50) The Future of Bitcoin Adoption

    (43:11) Predicting Bitcoin's Future

    (46:22) Final Thoughts


    —

    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


    49 min
  • Securities Laws Are Broken & The Market Structure Bill Will Fail | Patrick Murck

    In this episode, Founder & CEO of Surus.io Patrick Murck joins the show to reflect on Bitcoin’s rise to a fresh all-time high, its original mission of financial autonomy, and the tension between price appreciation and real-world use. He discusses stablecoins as dollar-compatible tools, why market structure reforms are stalled, and how his new company enables tokenized real-world assets with bankruptcy-remote custody. We also explore US regulatory history, accredited investor rules, and why crypto remains an experiment with both promise and pitfalls. Enjoy!

    —

    Follow Patrick: https://x.com/virtuallylaw

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY100 for $100 OFF

    https://blockworks.co/event/digital-asset-summit-2025-london

    —

    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:

    (01:00) Bitcoin's All-Time High

    (03:23) Bitcoin's Evolution

    (05:25) Bitcoin Treasuries & Corporate Adoption

    (06:19) Ledger Ad

    (07:05) Bitcoin Treasuries & Corporate Adoption

    (20:37) Regulatory Landscape & Early Challenges

    (35:12) Ledger Ad

    (35:57) Regulatory Landscape & Early Challenges

    (38:17) Crypto Market Structure & Securities Laws

    (43:21) The Future of Crypto Innovations

    (46:03) Bitcoin Treasuries and Marketplaces

    (50:33) Challenges in Crypto Regulation

    (55:52) Building Real World Asset Tokens

    (01:20:19) The Evolution of Crypto Generations

    (01:09:38) Final Thoughts


    —

    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


    1 hr 11 min
  • Bitcoin’s Battle For Programmable Money | Alex B

    In this episode, Alex B from Ark Labs joins the show to discuss how Arkade, a new Bitcoin scaling protocol, enables off-chain programmability without bridges, preserves self-custody, and avoids global state constraints. He discusses complementarity with Lightning, unlocking Bitcoin-native capital markets, programmable contracts, synthetic assets, and how Arkade could transform Bitcoin financial infrastructure – and more. Enjoy!

    —

    Follow Alex: https://x.com/bergealex4

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

    Visit https://www.ledn.io/ to learn more.

    —

    Timestamps:

    (00:00) Introduction

    (02:37) What is Arkade?

    (06:17) Ledn Ad

    (06:59) Programmability & Scripting

    (12:32) Comparing Arkade with Other Solutions

    (33:01) Future of Bitcoin Financialization

    (33:49) Ledn Ad

    (34:35) Future of Bitcoin Financialization

    (48:46) Final Thoughts

    —

    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


    51 min
  • Bitcoin Treasuries: We're Just Getting Started | Cory Klippsten

    In this episode, CEO of Swan Cory Klippsten discusses Swan Bitcoin’s Series C raise and its partnership with a French semiconductor company pivoting into Bitcoin treasury accumulation. He explains the rise of leveraged Bitcoin equities, how these companies use debt markets to acquire Bitcoin, and the potential influx of institutional fixed income into Bitcoin. Cory breaks down risks, opportunities, and why he believes Bitcoin-focused financial institutions are inevitable – touching on market cycles, treasury company models, and strategic corporate adoption. Enjoy!

    —

    Follow Cory: https://x.com/coryklippsten

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

    Supply Shock Survey: https://bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6

    —

    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 Swan-Sequans Treasury Partnership

    2:45 Bitcoin Treasury Endgame

    4:59 Leveraged Bitcoin Equities

    6:30 Breaking Down the Strategy

    7:30 Ads (Ledger)

    8:14 Breaking Down the Strategy

    12:07 Unique Arbitrage Opportunities

    15:35 Differentiating Good vs Bad Actors

    17:55 Fixed Income Opportunity

    19:36 When do the Floodgates Open?

    22:53 Ads (Ledger)

    23:38 When do the Floodgates Open?

    25:06 Swan’s Goals

    28:33 Crypto Treasury Companies

    30:44 Is this Bull Market Different?

    32:44 Bitcoin Treasury Doomsday

    36:00 Moving Toward Hyperbitcoinization

    38:40 Final Thoughts

    —

    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


    43 min

About Inflection Point

From the publisher's feed

Inflection Point is a weekly podcast for institutional professionals navigating crypto’s transition from a retail-driven market to a core component of global finance. Hosted by Blockworks Research…

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