Uploaded October 2025 | Updated September 2026, 20 hours ago
In this episode, Founder & Managing Partner at Alpine Fox Mike Alfred explains why this bull run could stretch into 2026–27, how institutions and treasury companies are changing the game, and why retail is still asleep. He also dives into the risks and narratives shaping the market, how investors should think about balancing Bitcoin with Bitcoin proxies like miners, and why he’s fading the Bitcoin Knots drama. Enjoy!
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Follow Mike: https://x.com/mikealfred
Follow Rizzo: https://x.com/pete_rizzo_
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Supply Shock Newsletter: blockworks.co/newsletter/supplyshock
Supply Shock Survey: bitcoinhistorynl.beehiiv.com/forms/979475d9-fb4b-4c13-99af-5037dd5718c6
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Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF
blockworks.co/event/digital-asset-summit-2025-london
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Timestamps:
00:00 Introduction
01:57 When Will the Bitcoin Cycle End?
08:39 Catalysts that Could Move Bitcoin
12:37 Historical Analogues & Market Risks
17:12 Biggest Overbought Narratives
18:57 Bitcoin Treasuries & Mastering Narratives
25:57 Bitcoin vs Bitcoin Alternatives
29:35 How Institutions See Bitcoin
33:51 Crypto & Tokenization
37:03 The Future of Bitcoin
40:21 Debunking Bitcoin FUD
43:11 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, Founder & Managing Partner at Alpine Fox Mike Alfred explains why this bull run could stretch into 2026–27, how institutions and treasury companies are changing the game, and why retail is still asleep. He also dives into the risks and narratives shaping the market, how investors should think about balancing Bitcoin with Bitcoin proxies like miners, and why he’s fading the Bitcoin Knots drama. Enjoy!
—
Follow Mike: https://x.com/mikealfred
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
—
Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF
blockworks.co/event/digital-asset-summit-2025-london
—
Timestamps:
00:00 Introduction
01:57 When Will the Bitcoin Cycle End?
08:39 Catalysts that Could Move Bitcoin
12:37 Historical Analogues & Market Risks
17:12 Biggest Overbought Narratives
18:57 Bitcoin Treasuries & Mastering Narratives
25:57 Bitcoin vs Bitcoin Alternatives
29:35 How Institutions See Bitcoin
33:51 Crypto & Tokenization
37:03 The Future of Bitcoin
40:21 Debunking Bitcoin FUD
43:11 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
