Bitcoin’s Governance Illusions and Block Space Reality
The January 06, 2026 episode of Supply Shock features John Carvalho arguing that many Bitcoin governance disputes mistake social coordination battles for protocol control.
Supply Shock podcast
Innovation, Fees, and Governance Stress in Bitcoin’s Next Phase
The December 16, 2025 episode of the Supply Shock podcast features Jameson Lopp arguing that Bitcoin’s institutional turn is reshaping market cycles and weakening the historical link between price action and on-chain fee demand.
Bitcoin’s Legal Crisis, Network Liability Narratives, & Node War
The December 02, 2025 episode of Supply Shock features Joakim Book, Aaron van Wirdum, and Shinobi analyzing Nick Szabo’s claim that Bitcoin is merely “trust-minimized” and increasingly exposed to legal risk from arbitrary data.
Reigniting Bitcoin’s Utility: Fees, Governance, and Competitive Layer-2s
The October 21, 2025 episode of Supply Shock features Paul Sztorc arguing that durable security requires fee-backed usage, not custodial abstractions or marketing narratives.
From $10 Coins to a Global Bitcoin Mining Arms Race
The November 20, 2025 episode of Supply Shock features Bill Tai and George Kikvadze recounting how Bitfury grew from a scattered engineering collective into one of the first industrial-scale Bitcoin miners.
Emergency Soft Fork Politics and Bitcoin’s Neutrality
The November 18, 2025 episode of Supply Shock features host Pete Rizzo with Rob Hamilton, Joakim Book, and Aaron van Wirdum dissecting an “emergency” soft fork campaign emerging from a private Telegram channel.
BIP-444, Neutral Blockspace, and Bitcoin Fork Risk
The November 06, 2025 episode of Supply Shock features a panel assessing BIP-444’s attempt to restrict certain data patterns through a time-limited Bitcoin soft fork.