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 Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

—

Timestamps:

(00:00) Introduction

(01:48) Why Isn’t BTC Higher?

(07:02) Is Bitcoin Being Manipulated?

(17:45) The Role of BTC Treasury Companies

(24:39) Why Buy Treasury Companies?

(34:02) Biggest Bitcoin Catalysts

(38:58) How Does Bitcoin Recover?

(44:24) 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