Uploaded November 2025 | Updated September 2026, 15 hours ago

---

In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy!
—
Follow Tim: psalion.com
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
02:03 How Bitcoin’s Market Has Evolved
07:20 Bulls, Bears & the Next Big Move
09:49 Institutional Flows Reshaping Crypto
21:20 Is Bitcoin Correlated to Equities?
23:18 Biggest Bitcoin Catalysts
27:51 Market Structure & Crypto Banks
32:58 Strategy Lessons from Market History
38:50 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