February 10, 2026

Supply Shock | Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei

38 minutes

In this episode, Don Bei joins the show to discuss how Bitcoin is moving from the fringes into institutional portfolios, from pensions and endowments to corporate treasuries, while also spreading at the grassroots level through workers and local politics. We dig into market dynamics, adoption hurdles, and what comes next. Enjoy!

—

Follow Don: https://x.com/Beiwhatch

Follow Rizzo: https://x.com/pete_rizzo_

Follow Supply Shock: https://twitter.com/SupplyShockBW

Follow Blockworks: https://twitter.com/Blockworks_

Supply Shock Telegram: https://t.me/+SpmLg6P_QcgxNDcx

—

Timestamps:

00:00 Intro

06:07 Endowments, Credit, and the Institutional Playbook

11:46 MicroStrategy and the Institutional Wake-Up Call

21:01 Grassroots Bitcoin From Workers to Unions

29:27 Local Politics and What Comes Next

37:56 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

...more