Uploaded January 2026 | Updated September 2026, 21 hours ago
In this episode, Michael Terpin returns to the show to discuss whether Bitcoin’s four-year cycle still holds, how whales and institutions shape market tops and bottoms, what signals matter most during drawdowns, and why the next bull market may look very different from the last. We also dig into regulation, altcoin narratives, and cycle timing. Enjoy!
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Follow Michael: https://x.com/michaelterpin
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: twitter.com/SupplyShockBW
Follow Blockworks: twitter.com/Blockworks_
Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
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Timestamps:
00:00 Introduction
04:56 Impact of Whale Activity on Bitcoin
07:57 Regulatory Challenges and Market Sentiment
10:59 DATs, Institutions and CLARITY Act
20:32 Bottom Predictions and Trading Strategies
25:19 Market Cycles and Bitcoin Dominance
32:40 Challenges in Token Investments & New Narratives
39:02 Market Predictions and Strategies
41:46 Final Thoughts
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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Bitcoin #Crypto #SupplyShock
In this episode, Michael Terpin returns to the show to discuss whether Bitcoin’s four-year cycle still holds, how whales and institutions shape market tops and bottoms, what signals matter most during drawdowns, and why the next bull market may look very different from the last. We also dig into regulation, altcoin narratives, and cycle timing. Enjoy!
—
Follow Michael: https://x.com/michaelterpin
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: twitter.com/SupplyShockBW
Follow Blockworks: twitter.com/Blockworks_
Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
—
Timestamps:
00:00 Introduction
04:56 Impact of Whale Activity on Bitcoin
07:57 Regulatory Challenges and Market Sentiment
10:59 DATs, Institutions and CLARITY Act
20:32 Bottom Predictions and Trading Strategies
25:19 Market Cycles and Bitcoin Dominance
32:40 Challenges in Token Investments & New Narratives
39:02 Market Predictions and Strategies
41:46 Final Thoughts
—
Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Bitcoin #Crypto #SupplyShock
