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Supply Shock podcast

Bitcoin’s Legal Crisis, Network Liability Narratives, & Node War

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

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

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

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

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.

Bitcoin Spam Mitigation and Consensus Trade-offs

Bitcoin Spam Mitigation and Consensus Trade-offs

The October 14, 2025 episode of Supply Shock features Pierre Rochard arguing that Bitcoin should raise the cost of non-monetary data at the consensus layer. He favors removing OP_RETURN and limiting Taproot input sizes to reduce node burdens and fee distortions.

Institutional Flows and a 2026–2027 Bitcoin Cycle

Institutional Flows and a 2026–2027 Bitcoin Cycle

The October 09, 2025 episode of Supply Shock features Mike Alfred arguing that institutional rails and constrained issuance can extend this cycle into 2026–2027.