Bitcoin Core Policy, Mempool Diversity, and Fork Risk
The October 07, 2025 episode of Supply Shock features Mike Schmidt examining Bitcoin Core v30 policy shifts and their network effects.
Supply Shock podcast
Bitcoin-Backed Credit and the Rise of Self-Custody Finance
The October 02, 2025 episode of Supply Shock features Shehzan Maredia outlining a self-custody approach to collateralized dollar credit and everyday spend.
Money Printing, Yield Caps, and Bitcoin’s Strategic Position
The September 30, 2025 episode of Supply Shock features Arthur Hayes outlining how coordinated Fed–Treasury actions could cap yields and extend monetary expansion.
Bitcoin Core v30: Nodes, Wallets, and Mining Templates
The September 25, 2025 episode of Supply Shock features Murch explaining how Bitcoin Core v30 reshapes operations for nodes, wallets, and miners.
Knots vs Core: Filters, Fees, and Culture
The September 18, 2025 episode of Supply Shock features Pourteaux analyzing Bitcoin Knots, ordinals, and the politics around protocol design. He argues filters will not prevent non-financial data and that fee sustainability remains the core economic challenge.
Relay Policy, Node Power, and Fork Risk in Bitcoin
The September 11, 2025 episode of the Supply Shock podcast features Shinobi explaining how the Core–Knots dispute hinges on relay policy versus consensus rules.
Institutional Anchoring and the End of Bitcoin’s Four-Year Cycle
The August 12, 2025 episode of Supply Shock features Adrian Morris arguing that Bitcoin’s historic four-year cycle may be giving way to a slower, stair-step rise driven by ETF adoption, corporate treasuries, and reduced volatility.