Uploaded January 2026 | Updated September 2026, 1 week ago
In this episode, Rizzo is interviewed by Tyler Rowe from Treasury Orange to explore how Bitcoin’s narrative is shifting from grassroots rebellion to corporate balance sheets, why Bitcoin treasuries have become the defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for institutions, and what this means for payments, capital markets, and the next decade of adoption. Enjoy!
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Follow Tyler: https://x.com/TylerCompiler
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
00:50 Rizzo & His Coverage of Bitcoin’s Story
03:50 Adoption of Bitcoin As Payments & Prevailing Store of Value Narrative
05:48 Corporate Adoption and the Future of Bitcoin
09:47 Bitcoin’s Shift from Counterculture to Mainstream Finance
17:19 Which Bitcoin Treasury Strategy Will Win Out Next?
24:48 Navigating Financial Metrics and Data in Bitcoin Companies
28:54 The Yin and Yang of Individual and Corporate Bitcoin Ethos
34:05 XXI: Jack Mallers x Tether x Softbank Treasury Company
37:03 Block’s (Square) Entrance Into ASIC Hardware Design
38:27 Preferred Equity Models and Market Sentiment
41:11 Strategy Bitcoin Holdings Projection For 2026
42:45 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, Rizzo is interviewed by Tyler Rowe from Treasury Orange to explore how Bitcoin’s narrative is shifting from grassroots rebellion to corporate balance sheets, why Bitcoin treasuries have become the defining theme of this cycle, how figures like Michael Saylor reframed Bitcoin for institutions, and what this means for payments, capital markets, and the next decade of adoption. Enjoy!
—
Follow Tyler: https://x.com/TylerCompiler
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
00:50 Rizzo & His Coverage of Bitcoin’s Story
03:50 Adoption of Bitcoin As Payments & Prevailing Store of Value Narrative
05:48 Corporate Adoption and the Future of Bitcoin
09:47 Bitcoin’s Shift from Counterculture to Mainstream Finance
17:19 Which Bitcoin Treasury Strategy Will Win Out Next?
24:48 Navigating Financial Metrics and Data in Bitcoin Companies
28:54 The Yin and Yang of Individual and Corporate Bitcoin Ethos
34:05 XXI: Jack Mallers x Tether x Softbank Treasury Company
37:03 Block’s (Square) Entrance Into ASIC Hardware Design
38:27 Preferred Equity Models and Market Sentiment
41:11 Strategy Bitcoin Holdings Projection For 2026
42:45 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
