Uploaded October 2025 | Updated September 2026, 1 day ago

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In this episode, Boaz Sobrado joins the show to unpack Bitcoin’s toughest October in a decade, how institutional traders may be flipping traditional market narratives, and the exchange shifts reshaping crypto. We also discuss the rise of corporate Bitcoin adoption, strategic government reserves, Square’s renewed push for Bitcoin payments, and if this cycle is truly different. Enjoy!
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Timestamps:
00:00 Introduction
00:57 Bitcoin’s Worst October Ever?
04:50 Is this the End of the Cycle?
06:51 Exchange Shakeups
10:23 CME Overtaking Crypto Natives
14:23 The Blending of Exchanges
16:08 Tokenized Assets & the ICO Revival
21:57 FG Trailer
23:09 Corporate Bitcoin Adoption
28:19 The Global Regulatory Chess Game
29:53 Strategic Bitcoin Reserves & Treasury Adoption
34:38 Square Pushing BTC as Money
40:26 Is this Time Different?
42:34 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