Inflection Point Supply Shock | Why 2026 Is Bitcoin’s Institutional Wake-Up Call | Dom Bei
Feb 10, 2026
Dom Bei, founder of Proof of Workforce and a Bitcoin adoption advocate who has worked on pensions and grassroots campaigns. He talks about institutions moving into Bitcoin, new institutional rails like ETFs and tokenization, the role of pensions and endowments, MicroStrategy as a proxy, and grassroots wins with unions and local political organizing.
AI Snips
Chapters
Transcript
Episode notes
Infrastructure Made 2026 The Institutional Inflection
- Institutional rails and trading infrastructure matured at the end of 2025, enabling larger institutional flows into Bitcoin in 2026.
- Dom Bei expects 2026 to be seen as the real start of the institutional Bitcoin cycle as hedging and settlement tools become available.
Prioritize Bitcoin Education For Asset Managers
- Read the Bitcoin white paper and build basic institutional knowledge before recommending allocations to pensions or endowments.
- Dom Bei urges asset managers to understand custody, hedging, and the safest entry paths for their fiduciary duties.
Multiple Institutional Entry Points Exist
- Institutions have a wide menu of entry points: ETFs, treasury companies, tokenization and digital credit products.
- Dom Bei notes pensions often prefer intermediary vehicles because they avoid building in-house digital-asset infrastructure.