Supply Shock explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.
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Supply Shock explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.
Bitcoin’s Hard Limits and Illusion of Governance | John Carvalho
Supply Shock
51 minutes
3 days ago
Bitcoin’s Hard Limits and Illusion of Governance | John Carvalho
In this episode, John Carvalho returns to challenge prevailing assumptions about Bitcoin governance, scaling, and maximalism, arguing that many current debates are distractions from Bitcoin’s core constraints. We explore his framework for understanding blockspace, protocol subjectivity, and why he believes future changes to Bitcoin may be far harder than most expect. Enjoy!
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Timestamps:
(00:00) Introduction
(01:46) 2025 Wins & Misses
(07:48) What Drives Rates In 2026
(13:00) Grayscale Ad
(13:37) Inflation Deep Dive
(18:47) Labor Market & Housing
(22:59) The K-Shaped Fed Cycle
(29:50) Grayscale Ad
(30:37) Fed Balance Sheet
(35:06) Active Treasury Issuance
(37:46) Equities In 2026
(45:20) Commodities Heating Up
(48:13) 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
Supply Shock
Supply Shock explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.
