Bitcoin’s High-Tech War: Builders vs. The Filters
In this episode, Janusz joins the show to discuss the growing tension in the Bitcoin community over layer two (L2) scaling, especially around rollups like Citrea. We also unpack a proposed change to the OP_RETURN limit, the ideological split between Bitcoin core devs and cultural purists (aka "filters"), and the implications for Bitcoin’s long-term scalability and security models. Enjoy!
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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
(01:45) Bitcoin Debate: L2s, Citrea & Rollups
(14:56) Core Ad
(23:22) The Case for Citrea
(29:32) Growing the Bitcoin Economy
(33:51) Bitcoin Fees & Security
(40:11) Core Ad
(43:56) Babylon, Staking & Economic Security
(01:00:02) Spark Network and State Chains
(01:03:33) Comparing Spark and Lightning Networks
(01:09:03) Future Prospects and Industry Trends
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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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1:11:22
BITCOIN CITY: The Untold Story Behind Roswell's Historic Reserve | Guy Malone & Adam Simecka
In this episode, Guy Malone and Adam Simecka join the show to discuss Roswell, New Mexico starting a strategic Bitcoin reserve, Bitcoin’s role in local governance, and how Roswell is approaching its Bitcoin custody. We also delve into building the new Fort Knox, Adam’s history in Bitcoin, and more. Enjoy!
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Follow Guy: https://x.com/RichNFrenz
Follow Adam: https://x.com/AdamSimecka
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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
—
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
(02:14) Roswell Embraces Bitcoin Reserve
(08:42) Legal and Practical Challenges
(10:33) Ads (Core, Ledger)
(11:57) Legal and Practical Challenges
(14:50) Inspiration for Bitcoin Donation
(18:17) Building off of Roswell’s Bitcoin Reserve
(20:09) Understanding Permissionless Donations
(21:56) Ads (Core, Ledger)
(23:22) Bitcoin's Role in Local Governance
(25:43) Strategic Bitcoin Reserves and Property Taxes
(30:19) Future of Bitcoin in Government
(32:15) Adam’s Intro to Bitcoin
(34:12) Roswell’s Bitcoin Custody & Security
(38:06) The New Fort Knox
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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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40:33
Can You Insure Your Bitcoin? | Rob Hamilton
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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Follow Rob: https://x.com/Rob1Ham
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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
—
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
—
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.
—
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
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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.
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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