In this episode, Rob Hamilton of Anchorwatch joins the show to discuss his company serving Bitcoin insurance to individuals and businesses, the corporate adoption narrative dominating this cycle, and the insurance and custody challenges for corporations holding Bitcoin. We also delve into shifting culture and values in crypto, whether the financialization of Bitcoin is a good thing, mapping the Bitcoin cycle top, and more. Enjoy!
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Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
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Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv
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Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.
Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.
Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks
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Timestamps:
(00:00) Introduction
(01:43) AnchorWatch Bitcoin Insurance
(07:57) Multi-Signature Custody
(11:46) Blockchain Insurance
(13:48) Core Ad
(14:34) Bitcoin Repayments & FASB
(19:18) Corporate Bitcoin Adoption & Insurance
(24:53) Insuring All Bitcoin
(26:25) The Corporate Adoption Narrative
(33:55) Shifting Values & Culture In Crypto
(35:22) Core Ad
(36:10) Shifting Values & Culture In Crypto
(42:42) Stablecoins
(44:43) Nation State Narrative
(46:43) Is Corporate Adoption Good?
(54:27) Bitcoin Financialization
(58:48) Bitcoin Cycle Top?
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Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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1:03:40
Quantum Computing: How Safe Is Your Bitcoin? | Hunter Beast
In this episode, Hunter Beast joins the show to discuss the quantum threat to Bitcoin, his BIP-360 proposal to address the existential problem, and the spectrum of Bitcoiners that are more or less vulnerable. We also delve into balancing Bitcoin rights and principles with crucial updates, the development process getting BIP-360 implemented before Q-Day, and more. Enjoy!
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Follow Hunter: https://x.com/cryptoquick
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
—
Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv
—
Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.
Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.
Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks
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.
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Timestamps:
(00:00) Introduction
(01:35) The Quantum Threat to Bitcoin
(05:33) Pre vs Post-Quantum Cryptography
(10:25) The Big Threat of Quantum
(12:17) Ads (Core, Ledger)
(13:42) BIP-360
(20:06) Spectrum of Vulnerability
(27:32) Q-Day Emergency
(30:52) Quantum Recovery Proposals
(34:03) Ads (Core, Ledger)
(35:30) Quantum Recovery Proposals (Cont'd)
(37:34) Securing Bitcoin Property Rights
(43:20) Sometimes Bitcoin Needs to Change
(45:18) Balancing Crucial Updates with Core Principles
(53:00) Bitcoin’s Social Contract & Soft Forks
(57:11) BIP-360 & the Bitcoin Development Process
(01:07:41) Learn More About Hunter
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Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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1:09:51
The Bitcoin Treasury War: Mallers vs. Saylor
This week, Rizzo and Nolan discuss Cantor, SoftBank, Tether and Jack Mallers teaming up to create a competitor to Strategy and the vision for their new company Twenty One. We also delve into the shifting focus in Bitcoin from Main Street to Wall Street, the narrative dominating this cycle, and more. Enjoy!
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Follow Nolan: https://x.com/countbtc
Follow Michael: https://x.com/mpmcsweeney
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
—
Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv
—
Core is the Bitcoin Everything Chain—unlocking trustless Bitcoin Staking to power the future of Bitcoin DeFi.
Core empowers Bitcoin holders to earn secure, sustainable yield while retaining full control of their assets.
Start staking your Bitcoin and earn real yield: https://stake.coredao.org/blockworks
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
(01:42) Cantor Joins SoftBank & Tether
(05:58) Competing With Strategy
(09:13) Company Details
(12:47) Masayoshi Son
(15:35) Ads (Core, Ledger)
(17:00) Twenty One’s Plan & Vision
(26:04) Superior Vehicle To MSTR?
(33:56) Ads (Core, Ledger)
(35:23) Wall Street Over Main Street?
(44:55) The New Cycle Narrative
(51:29) Final Thoughts
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Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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53:33
What's the Problem With Bitcoin? | James O’Beirne
In this episode, James O'Beirne joins the show to discuss the core theoretical and developer problems Bitcoin needs to address, the evolving vision for Bitcoin, and how the modern day crypto ecosystem grew from Bitcoin limitations and experimentation. We also delve into the leadership problem in Bitcoin, the hostile approach to Bitcoin developers and upgrades, and more. Enjoy!
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Follow James: https://x.com/jamesob
Follow Rizzo: https://x.com/pete_rizzo_
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Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
—
Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: https://ignition.coredao.org/blockworks
Stake your Bitcoin with Core: https://stake.coredao.org/blockworks
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
(01:32) Inside Bitcoin Development
(06:39) Evolution of Bitcoin Development
(11:41) Bitcoin Problem Solving
(17:54) Ads (Core, Ledger)
(19:08) Bitcoin Problem Solving
(24:41) The Evolving Vision for Bitcoin
(30:51) Bitcoin Experimentation & the Crypto Ecosystem
(40:09) Ads (Core, Ledger)
(41:30) Bitcoin Leadership Problem
(47:25) Attack Against Developers
(53:06) Embracing Bitcoin’s Core Purpose
(58:24) OP_CAT & CTV/CSFS
(01:03:34) Revisiting Bitcoin Block Size
(01:08:15) How to Measure Bitcoin Success
(01:12:35) Bitcoin Security
(01:13:57) The Problem with the Problems
(01:19:38) Join Us At Permissionless
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Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
This week, we discuss China and Asia reevaluating their crypto policy, McDonald’s shareholders pushing for Bitcoin Treasury plans, and Trump & El Salvador President Bukele meeting at the White House. We also delve into Trump’s newest crypto venture, and the Supreme Court ruling allowing Trump to fire head’s of independent agencies, and more. Enjoy!
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Follow Nolan: https://x.com/countbtc
Follow Michael: https://x.com/mpmcsweeney
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
Supply Shock Newsletter: https://blockworks.co/newsletter/supplyshock
—
Join us at Permissionless IV June 24th - 26th. Use code SUPPLY10 for 10% OFF! https://blockworks.co/event/permissionless-iv
—
Bitcoin DeFi is here. Stake, bridge, swap and earn real yield on Core - Bitcoin’s consumer chain and staking layer.
Join Ignition and get onchain: https://ignition.coredao.org/blockworks
Stake your Bitcoin with Core: https://stake.coredao.org/blockworks
—
Timestamps:
(00:00) Introduction
(02:37) Evolving China & Asia Crypto Policy
(11:54) Should McDonald’s Buy Bitcoin?
(16:07) Core Ad
(16:42) Should McDonald’s Buy Bitcoin? (Con't)
(21:47) Bukele & Trump Meet
(25:37) State Bitcoin Adoption
(27:42) Bukele & Trump Meet Pt.2
(32:25) Core Ad
(33:07) Trump’s New & Past Crypto Ventures
(42:56) Is the Trump Admin Good For Crypto?
(47:58) Trump Taking Power Over Independent Agencies
(57:44) Final Thoughts
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Disclaimer: Nothing discussed on Supply Shock should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Supply Shock, hosted by Pete Rizzo, The Bitcoin Historian, explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.
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