Uploaded December 2025 | Updated September 2026, 1 day ago
In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy!
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Follow John: https://x.com/PayItForwardDad
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
01:57 Is the Bitcoin Cycle Broken?
09:05 The Rise & Risk of Corporate Bitcoin
13:31 Hard Truths About This Market
19:42 Bitcoin’s Path to the Index Era
22:21 The Mood Shift Under the Surface
24:43 What the Fed Means for Crypto
27:00 The Great Altcoin Reckoning
30:36 Stablecoins Become Infrastructure
33:20 Bitcoin’s Real Stress Test Ahead
36:29 Culture, Capital & the Next Cycle
41:06 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, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy!
—
Follow John: https://x.com/PayItForwardDad
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
01:57 Is the Bitcoin Cycle Broken?
09:05 The Rise & Risk of Corporate Bitcoin
13:31 Hard Truths About This Market
19:42 Bitcoin’s Path to the Index Era
22:21 The Mood Shift Under the Surface
24:43 What the Fed Means for Crypto
27:00 The Great Altcoin Reckoning
30:36 Stablecoins Become Infrastructure
33:20 Bitcoin’s Real Stress Test Ahead
36:29 Culture, Capital & the Next Cycle
41:06 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
