Uploaded August 2025 | Updated September 2026, 1 week ago

---

In this clip, Hans Thomas from 10X Capital breaks down why institutional adoption is critical for Bitcoin’s survival, how debt can become a hidden risk for treasury companies, and why structures like MicroStrategy’s “flywheel” model create powerful long-term advantages. The conversation highlights how emerging markets, execution discipline, and transparency will determine which companies actually thrive in the Bitcoin treasury race.
—
Full Episode:
➤ YouTube. 🎥:youtu.be/ctmdSqLxZrQ
➤ Apple🎙️: bit.ly/3QKdX5a
➤ Spotify🎙️: bit.ly/3YhGJy3
—
Follow 10X Capital: https://x.com/10XCapitalUSA
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: twitter.com/SupplyShockBW
Follow Blockworks: twitter.com/Blockworks_
Join Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx
Supply Shock Newsletter: blockworks.co/newsletter/supplyshock
—
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