Supply Shock 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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Trump vs Utah: The First To Buy Bitcoin | Dennis Porter
Tuesday, March 4, 2025 • Duration 58:21
In this episode, Dennis Porter of Satoshi Action Fund joins the show to discuss Trump's crypto reserve announcement, the states fighting to become the first to buy Bitcoin, and the legislative goals of the Trump Administration. We also delve into the bipartisan support of crypto legislation, the importance of Bitcoin rights, and much more. Enjoy!
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The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
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Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
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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: ignition.coredao.org/blockworks
Stake your Bitcoin with Core: 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 Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
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Timestamps:
(00:00) Introduction
(01:47) Trump’s Crypto Reserve Announcement
(12:38) Ads (Core, Ledger, Ledn)
(14:11) The Case Against ADA, XRP, & SOL
(18:38) State-Level Bitcoin Legislation
(29:01) Lawmakers' Evolving Understanding of Bitcoin
(32:03) Ads (Core, Ledger, Ledn)
(36:19) Bipartisanship and Democrat Party Restructuring
(46:54) Stablecoin Legislation and Market Structure
(51:24) Importance of Bitcoin Rights
(56:14) 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.
The Truth About Jack Dorsey & Satoshi Nakamoto | Jameson Lopp
Thursday, February 27, 2025 • Duration 53:28
In the first official episode of Supply Shock, Jameson Lopp joins the show to explain why Jack Dorsey is NOT Satoshi, threat vectors for Bitcoiners, and security prevention strategies to protect yourself. We also delve into attacker stories, how Jameson protects his own financial and physical security, and more. Enjoy!
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Follow Jameson Lopp: https://x.com/lopp
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Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https://twitter.com/Blockworks_
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
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Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE SHOCK10 FOR 10% OFF general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
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: ignition.coredao.org/blockworks
Stake your Bitcoin with Core: 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 Ledger.com.
Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC’s wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing.
—
Timestamps:
(00:00) Introduction
(01:01) Is Jack Dorsey Satoshi Nakamoto?
(05:50) Debunking the Jack-Satoshi Theory
(13:04) Ads (Core, Ledger, Ledn)
(14:38) Debunking the Jack-Satoshi Theory (Con't)
(31:00) The Threat Vectors for Bitcoiners
(31:39) Ads (Core, Ledger, Ledn)
(33:44) The Threat Vectors for Bitcoiners (Con't)
(37:04) Mitigating Security Risks
(49:19) Rapid Fire Questions
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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.
On the Margin: Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth
Tuesday, December 10, 2024 • Duration 54:50
In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over time. We also delve into MicroStrategy's concept of Bitcoin Yield, the risks and opportunities of Saylor’s strategy, and much more. Enjoy!
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Follow Richard Byworth: https://x.com/RichardByworth
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Follow Blockworks: https://twitter.com/Blockworks_
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Ledger, the global leader in digital asset security, proudly sponsors On The Margin. 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 Ledger.com.
MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.
Key Features:
Built using Cosmos SDK, IBC compatible, with CosmWasm supported
Secured via a sovereign PoS validator set
Scalable up to 10k TPS
Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs
Improved User Experience to onboard non-native users and institutions to Web3
Learn more: https://www.mantrachain.io/
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Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
Timestamps:
(00:00) Introduction
(01:50) Richard Byworth And Convertible Bonds
(09:45) MicroStrategy’s Convertible Bond Strategy
(15:28) Accretive Dilution & The Value Of A Convertible Bond
(21:13) Breaking Down The Convertible Bond Trade
(27:07) Ads
(28:42) Risks & Opportunities In MicroStrategy’s Strategy
(36:55) Bitcoin Yield & Bitcoin Per Share
(38:28) Leveraged Upside And Downside
(42:47) MicroStrategy Index Inclusion
(44:06) Biggest MicroStrategy Misconceptions
(49:09) Impact Of Levered MSTR ETFs
(51:52) The Changing Market Paradigm
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Disclaimer: Nothing discussed on On The Margin 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.
How Will Stocks & Crypto Fare In 2024
Saturday, December 23, 2023 • Duration 01:02:44
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Disclaimer: Nothing discussed on On The Margin 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.
Everything You Need To Know About The Bitcoin ETF | Eric Balchunas
Wednesday, December 20, 2023 • Duration 54:45
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
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This week Eric Balchunas Senior ETF Analyst at Bloomberg joins the show for a discussion on the Bitcoin ETF.
Forecasting a 90% chance of approval in January, Eric walks through what gave him conviction in this prediction & the current things to look out for ahead of the SEC's decision. To hear all this & more, you'll have to tune in!
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Follow Eric: https://twitter.com/EricBalchunas
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Referenced In The Show: Eric Balchunas – The Past, Present & Future of ETFs:
https://open.spotify.com/episode/5vCLwJoKJ13PtCAFAadpFF?si=fb1b2ab9ba2b4ec3&nd=1&dlsi=1f29936becc3469d
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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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(00:00) Introduction
(01:49) What Is An ETF?
(06:22) DAS London Plug
(11:50) ETF Distribution
(19:12) The Bitcoin ETF
(26:00) Who Will Win The Bitcoin ETF Race?
(29:53) Grayscale, GBTC & The ETF
(35:16) Blockworks Research Ad
(36:03) Bitcoin ETF vs The Gold ETF Launch
(40:20) Crypto Sentiment
(46:57) Will We See Other Crypto ETFs?
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Disclaimer: Nothing discussed on On The Margin 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.
2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup
Saturday, December 16, 2023 • Duration 42:05
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
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Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Disclaimer: Nothing discussed on On The Margin 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.
Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant
Wednesday, December 13, 2023 • Duration 48:14
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Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
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This week, Tim Grant CEO of Deus X Capital joins the show for a discussion on where to find the best opportunities in crypto. We discuss Blackrock's ETF, the differences between web2 vs web3 business models & crypto's reflexivity as an asset class. To hear all this & more, you'll have to tune in!
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Follow Tim: https://www.linkedin.com/in/tim-j-grant/
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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
(00:00) Introduction
(06:00) Investing In Crypto
(13:23) Web2 vs Web3
(20:41) DAS London Plug
(21:42) Reflexivity In Crypto
(29:23) The Bitcoin ETF
(39:52) Blockworks Research ad
(40:40) The Best Opportunities In Crypto
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Disclaimer: Nothing discussed on On The Margin 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.
Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | Weekly Roundup
Saturday, December 9, 2023 • Duration 01:11:25
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Disclaimer: Nothing discussed on On The Margin 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.
Bitcoin Breaks $40,000, What Next? | Quinn Thompson
Wednesday, December 6, 2023 • Duration 58:08
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
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On today’s episode, Quinn Thompson Head of Capital Markets & Growth at Maple Finance joins the show to discuss his Bitcoin outlook into 2024. We deep dive into the macro outlook for 2024, Bitcoins huge 2023 rally to $44,000 & the next crypto bull market. To hear all this & more, you'll have to tune in!
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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a...
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Disclaimer: Nothing discussed on On The Margin 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.
Bitcoin Approaches $40,000 | Weekly Roundup
Saturday, December 2, 2023 • Duration 01:05:56
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
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This week Mike & Mark discuss the continued bull market as November saw a massive rally in stocks, bonds & crypto. To hear all this & more, you'll have to tune in!
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Disclaimer: Nothing discussed on On The Margin 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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