Uploaded January 2026 | Updated September 2026, 1 week ago
In this episode, Nolan Bauerle joins the show to discuss Bitcoin entering a new phase where politics, Wall Street, and nation-states reshape its trajectory. We explore why this cycle disappointed expectations, how ETFs and financial engineering changed the game, and why 2026 may matter most for Bitcoin’s next act. Enjoy!
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Follow Nolan: https://x.com/countbtc
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
03:04 Washington, Power & Bitcoin’s Policy Shift
07:36 Bitcoin’s Strategy After A Disappointing Cycle
08:58 Wall Street’s Growing Grip On Bitcoin
17:56 Forecasts, Control & Credibility
25:54 ETFs & The Financialization Of Bitcoin
28:19 Nation-States, Power Competition & Bitcoin Adoption
29:27 AI & The New Monetary Arms Race
34:05 Elon Musk, Narrative Power & Tech Influence
37:57 Meme Coins, Tokenization & The Speculation Cycle
41:00 Bitcoin 2026: Cities, Sovereignty & Scale
45:41 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, Nolan Bauerle joins the show to discuss Bitcoin entering a new phase where politics, Wall Street, and nation-states reshape its trajectory. We explore why this cycle disappointed expectations, how ETFs and financial engineering changed the game, and why 2026 may matter most for Bitcoin’s next act. Enjoy!
—
Follow Nolan: https://x.com/countbtc
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
03:04 Washington, Power & Bitcoin’s Policy Shift
07:36 Bitcoin’s Strategy After A Disappointing Cycle
08:58 Wall Street’s Growing Grip On Bitcoin
17:56 Forecasts, Control & Credibility
25:54 ETFs & The Financialization Of Bitcoin
28:19 Nation-States, Power Competition & Bitcoin Adoption
29:27 AI & The New Monetary Arms Race
34:05 Elon Musk, Narrative Power & Tech Influence
37:57 Meme Coins, Tokenization & The Speculation Cycle
41:00 Bitcoin 2026: Cities, Sovereignty & Scale
45:41 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
