Supply Shock Why Bitcoin's Price Is Lagging Adoption...For Now | Alexandre Laizet
Dec 4, 2025
Alexandre Laizet, Founder and CEO of Capital B, sheds light on the current Bitcoin landscape. He discusses why Bitcoin's price lags behind institutional interest, driven by short-term trading behaviors. Laizet highlights the unique role of Bitcoin treasury companies in fostering adoption and shares insights on Wall Street's perception of Bitcoin as not yet money. He anticipates significant catalysts ahead and underscores the importance of patience for investors eyeing 2026 and beyond.
AI Snips
Chapters
Transcript
Episode notes
Institutional Interest Isn’t Immediate Price Fuel
- Institutional adoption is rising but its current scale is small relative to high-net-worth selling power, so price can stall despite record interest.
- Alexandre Laizet says Bitcoin is entering institutions that may never sell, making the setup unusually bullish over time.
Capital B’s Outperformance Example
- Alexandre Laizet notes Capital B outperformed Bitcoin year-to-date, rising about 180% despite broader volatility.
- He uses that performance to illustrate institutional appetite for treasury-company exposure as an on-ramp.
Wall Street Tools Meet Bitcoin’s Fixed Supply
- Traditional finance applies familiar tools to Bitcoin that create volatility but aren't necessarily malicious manipulation.
- Alexandre Laizet warns those tools interact with Bitcoin's fixed supply, creating frictions during integration.