Uploaded October 2025 | Updated September 2026, 1 hour ago

---

In this episode, Rizzo & Joakim Book break down the latest in Bitcoin and crypto: from the market crash and Polymarket’s NYSE deal, to the U.S. government’s Bitcoin seizures, growing dominance of stablecoins, and Bitcoin’s four-year cycle. Enjoy!
—
Follow Joakim: https://x.com/joakimbook
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
Supply Shock Newsletter: blockworks.co/newsletter/supplyshock
Supply Shock Survey: bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6
—

Timestamps:
00:00 Introduction
02:31 Prediction Markets & Polymarket
07:00 Government Shutdown & Bitcoin’s Role
12:18 Bitcoin Seizures & Reserves
16:20 Bitcoin’s ATH & Sentiment
20:13 Mainstream Media Bitcoin Narratives
21:29 FG Trailer
22:51 Mainstream Media Bitcoin Narratives
25:14 Politics & Crypto on the Global Stage
32:29 Stablecoins & Tether’s Dominance
38:53 Bitcoin’s Four-Year Cycle Debate
41:17 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