Bitcoin News Alerts | Daily BTC News

Episode 2189: Buffett Dumps $184B as JP Morgan Targets $170K Bitcoin

Date: December 7, 2025
Host: Bitcoin News Alerts

Episode Overview

Today’s episode dives deep into several major stories dominating the Bitcoin and macro-financial landscape:

• Warren Buffett’s massive $184 billion stock selloff and what market history tells us
• JP Morgan’s headline-grabbing $170,000 Bitcoin price target using a gold model
• Latest bullish signals from Bitcoin’s on-chain activity
• Institutional adoption, with El Salvador’s first BTC restaurant treasury
• “Tulip mania” FUD laid to rest after Bitcoin’s 17-year run
• The fallout from BRICS currency rumors and Robert Kiyosaki’s warning about the US dollar
  All, as always, with raw, unfiltered commentary and signature Bitcoin maximalist flair.

1. Market Status & Technical Analysis

(02:54–06:30)

• Bitcoin and Market Pulse:
  • Bitcoin up $1,800 on the day, trading above $91,300.
  • “We are up 1800 on the day…trading above 91, 300 at the live time.” (03:18)
  • Ethereum and XRP both up 2-3%.
• Market Sentiment:
  • Crypto Fear & Greed Index: In “extreme fear” at 20.
  • “I’d much rather have 1100 sats per dollar than the almighty Ponzi…the greatest Ponzi known to mankind – the Fiat US dollar.” (05:31)
• On-Chain Data:
  • Block height: #926883
  • $1 will buy approximately 1,095 sats.
• Technical Analysis (TA):
  • “We do have $109,000 target on the screen…work our way backwards here, fam.” (06:01)
  • Four-hour chart shows bullish green candles; daily and weekly charts signal momentum after corrective periods.
  • “Do I think this is going to be the cycle peak in 2025? No, I’m a firm believer in the extended cycle theory…new all-time highs into 2026.” (06:26)

2. El Salvador and Institutional Bitcoin Adoption

(09:30–10:40)

• Historic Move by El Salvador Restaurant:
  • La Kutija Kitchen in El Zonte becomes first Salvadorean restaurant to add Bitcoin to its balance sheet.
  • Shoutout to Max Keiser for the info and for supporting El Salvador’s Bitcoin ecosystem.
  • “If you visit El Zonte and you don’t stop at this restaurant, it’s blasphemous…It’s going to be lit.” (10:10)
• Momentum of Bitcoin Integration:
  • Hints at upcoming livestream from Max and Stacy Invitational in El Salvador.

3. On-Chain Indicators and Bullish Signals

(10:50–13:30)

• Bitcoin Liveliness Indicator:
  • Technical indicator “liveliness” is rising, historically linked to bull market periods.
  • “Liveliness continues to march higher this cycle despite the lower prices, indicating a floor demand…not yet reflected in the price action.” (12:30)
• Volatility and Capital Rotation:
  • Major on-chain transactions now in the tens of billions, a massive leap from the 2017 cycle’s hundreds of thousands.
  • “We have just watched one of the greatest capital rotations…and changing of the guard in bitcoin history. The ETFs are here.” (13:05)
• Analyst Outlook:
  • $86–92K is “pretty much noise,” with $92K as a breakout trigger.
  • “I don’t think we’re far off bottoming for Bitcoin and that should result in a strong rally at the end of the year going into Q1…and that’s what I’m anticipating.” (13:28)

4. Debunking the Tulip Mania Myth

(13:35–16:30)

• ETF Expert Eric Balchunas:
  • After 17 years, Bitcoin cannot logically be compared to the “tulip bubble.”
  • “Bitcoin can no longer be compared to the tulip bubble due to the endurance and the resilience over the years.” (13:45)
  • Tulip bubble only lasted three years; Bitcoin’s up 250% over three years, millions of percent since inception.
• Mainstream FUD:
  • Host criticizes Michael Burry and Jamie Dimon for recurring (and faulty) ‘tulip’ references.
• Analogy Breakdown:
  • “Tulips were marked by euphoria and a crash and that’s it. Bitcoin’s a different animal.” (15:32)
  • Non-productive assets comparison with gold, art, rare stamps.

5. BRICS Currency Rumors & Kiyosaki’s Warning

(16:33–18:35)

• Viral Rumor:
  • Kiyosaki touts rumors of a gold-backed BRICS currency called “Unit G Unit.”
  • “Bricks…announced the unit – a gold backed money. Bye bye US Dollar. Standby. Stay awake. Stay tuned in.” (16:58)
• Reality Check:
  • “Unit” project is not directly linked to BRICS; BRICS not ready to launch its own currency.
• Fiat Hedge Advice:
  • Kiyosaki reiterates his stance: “If you own US dollars, hyperinflation may wipe you out…Own gold, silver, Bitcoin and ether.” (18:28)

6. Warren Buffett’s $184 Billion Stock Selloff

(18:41–21:55)

• Current Dump:
  • Buffett’s Berkshire Hathaway sold $184B in stocks over the last year; cash reserves now at a record $381B.
  • “Billionaire Mr. Warren Buffett just completed a year long cycle of relentless selling…so what does he know that we don’t?” (18:50)
• Historical Precedent:
  • Buffett’s previous pullbacks in the late 1960s, dot-com bubble, pre-2008, and just before COVID-19.
  • Each time, he sidestepped a major bear market or crash.
  • “Obviously he’s an insider, he knew that was coming, right?…But fully exited them in 2020amid the Novid turmoil, locking in losses but freeing capital.” (21:10)
• Critics vs. Record:
  • Sometimes misses runs, but Buffett’s long-term returns are stellar (Berkshire book value up 18% annually since 1965).

7. JP Morgan’s $170,000 Bitcoin Price Target

(21:55–26:58)

• JP Morgan’s New Model:
  • Published price target based on Bitcoin’s volatility-adjusted relationship with gold: $170,000 within 6–12 months.
  • “The bank’s volatility adjusted model suggests Bitcoin could reach 170 GS within six to 12 months…extended cycle new all time highs in 2026.” (23:52)
• Model Details:
  • Gold’s market cap: ~$29T; BTC’s higher volatility means price target is discounted.
  • Analyst Eric Balchunas notes this is a “modest” upside, given on-chain metrics, ETF flows.
• Market Recap:
  • Bitcoin recently crashed from $126K to $80K in October (largest crypto liquidation event ever: $19B).
• Institutional Holdings:
  • Concerns over large holders (e.g., Strategy’s 650K BTC) but company cash reserves should prevent forced sales.
• Host’s Take:
  • “Let me know your thoughts on JP Morgan’s modest $170,000 price target for 2026…” (26:50)

8. Notable Quotes & Memorable Moments

• “I’d much rather have 1100 sats per dollar than the almighty Ponzi…the Fiat US dollar.” (05:31)
• “Do I think this is going to be the cycle peak in 2025? No…I give like 80 to 90% probability that will continue to hit new all time highs into 2026.” (06:26)
• “Bitcoin buries the tulip myth…Bitcoin can no longer be compared to the tulip bubble due to the endurance and resilience over the years.” (13:35)
• “If you own US dollars, hyperinflation may wipe you out. I stand by my mantra: Own gold, silver, Bitcoin and ether.” — Robert Kiyosaki (18:28)
• “Billionaire Mr. Warren Buffett just completed a year long cycle of relentless selling…so what does he know that we don’t?” (18:50)
• “The bank’s volatility adjusted model suggests Bitcoin could reach 170 GS within six to 12 months…” (23:52)

9. Closing & Community Shoutouts

• Host gives upcoming plans for livestreaming from El Salvador and shouts out Bitcoin maximalist community.
• For full podcast, video, and interactive Q&A, visit bitcoinnewsalerts.net.

TL;DR

Bitcoin’s resilience is becoming indisputable, institutional and on-chain indicators point to further upside, and even mainstream titans like JP Morgan are forecasting $170,000 per BTC within the year. Meanwhile, Buffett dumps equities, and the macro environment is more uncertain than ever. HODLers encouraged to keep stacking and stay sovereign.