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Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states, from unsolved mysteries to unexplained phenomena. From comedy goal to relationship fails. Amazon Music's got the most ad free top podcasts included with prime because the only thing that should interrupt your listening is, well, nothing. Download the Amazon Music app today. Happy Sat Stacking Sunday welcome everyone to the number one bitcoin pod. Bitcoin correction here it is currently trading just above 67,000 down 1.6% on the day. We had a green yesterday and a green Friday, but Sundays have been bearish consecutively past several weeks. As the correction continues, the bears are keeping the bitcoin price suppressed under 70,000. In today's show I'll be breaking down the latest TA and we have a silver lining. There could be a rebound to 85 which is currently where there is around the CME gap on the futures chart. We'll also discuss Sailor did announce another bitcoin buy tomorrow by posting the infamous Sailor tracker as well as 50% of Bitcoin's past 24 months ended in gains according to the economists. We'll also discuss Bitcoin minor Bit deer dumps their entire Bitcoin reserves. Their holdings are now officially zero. We also discussed Trump raises global tariff rate the 15% but the crypto markets are unfazed. Also Coinbase vers Black Rock vers strategy who really holds the most BTC also X Goldman Sachs insider forecast 140,000 Bitcoin rally. I'll be breaking it down. We'll also be taking a look at the overall crypto market. All this plus so much more right here in today's show. If you're new to the rumble important smash the like skills follow. Hit the repost over on X. Happy Sasakin Sunday. It's 2-22-2026. I'm your host JV alongside the Fed chair Nipinator keeping them nipinating. Let's kick it off with our market watch as we do each and every day. Pulling up coin360 you see Bitcoin bit of a correction here. Currently down 1 1/2% on the day trading at 67, 500 at the time of the live we have ether struggling to get get back above 2000 down 2% on the day. We got XRP down 4% on the day. A bulk of the market correcting. And in the red, one of the big losers actually Zcash down six and a half percent as well. Checking out coinmarc cap.com current crypt market cap on the decline 2.3 trillion. Bitcoin market cap 1.3 trillion. Checking out top 100 crypto gainers past 24 hours. We got Pippen leading the pack up 30%, Kite up 18, 19% and Decred up 10%. Very modest gainers. I mean the top of the top aren't modest, but right below that, less than 1% gains just a handful. And then the bulk of the market correcting. And in the red with some of the top losers down 7 +% on the day including Ethereum Classic, which ironic enough was in the green the other day. Up, down, up, down, up, down Stagnation. Next up crypto green and fear index. Right now we're rated a 9. Extreme fear yesterday, 8 last week, 8 last month, 24 extreme fear. And the current low for the cycle, which was more recently is a five. And extreme fear levels we ain't seen since 2022. Winter and checking out time chain calendar today's block height 937, 865 and you could exchange one fiat monopoly dollar for 1483 sats. So you know what to do. You pick up those SATs, put down the gats, please, and pick up some bitcoin caps from man sergio over@bitcoin caps.net let's continue. We did our TA right? No, we did our market watch. Next up, the ta. Let's look at some of the live charts. Considering we get our weekly close here shortly, this is the one hour you're going to notice a couple of green candles. They're like minuscule. But we are in the red currently, but barely. You know, the market has been sideways this weekend. Corrective. We have little pumps and then we lose everything the next day. And we've kind of been stuck in this 65 to 70 range. Precisely where we're at. Checking out the four hour. You'll notice a couple of red candles printed here. We're looking to reverse that. And then checking out the daily. Another red candle today. Yesterday it looks like it was barely in the red. Then we had a couple of green days. Then zooming air out the weekly. We do get our weekly close and couple hours. It's going to close in the red unless we get a massive relief rally here stat. And 1, 2, 3, 4, 5 consecutive red candles on the weekly which will lead us into our sixth week, which will be the final week of February. Checking out the monthly very similar 1, 2, 3, 4, 5, 6. Fucking red can. That's a half a year bearishness in the winter. There you go. Yo. Shout out Master Splinter from the turtles. All right, next up, bitcoin price may rebound to 85. That's a silver lining and there is a CME futures gap sitting around that level right now as the smart money slashes the shorts. Just remember, you can't short, your dorks can't afford it. Non commercial bitcoin futures traders cut their net position about 1,600 contracts from roughly a TH000amonth earlier according to the CFTC report published last week. As outlined here, it shows you the futures for bitcoin at log scale. In practice that means the large speculators, including the hedge funds, similar financial institutions have shifted from that short to long with the bulls outnumbering the bears on the cme. The the rapid net short on wine implies a smart money added longs with some urgency. For instance, bitcoin price gained 70% after a sharp dip of the CME futures traders net shorts. That was April 2025 and for comparison 2023 bitty price rose over 190% under similar futures market conditions. So this is actually a bullish setup. And as of February the smart money swing is a flashing once again. Just as bitcoin defends the 200 week exponential moving average which is the blue line in the chart which has acted as the bare market floor and most major drawdowns for the past decade. On Sunday, Bitcoin's 200 week EMA was hovering at 68,350. We're literally right below it at the time of the live last time bitcoin traded around the moving average during deep selloffs was 2015, 2018 and 2020, eventually marking the end of the downtrend and the start of the new recovery phrase. Also, Bitcoin's RSI remains in oversold territory, a sign that the selling pressure is nearing exhaustion, another bullish signal that further raises the bitcoin odds of recovering in the coming weeks. A decisive rebound from the 200 week EMA can trigger a run up to the 100 week EMA which is the purple wave at 85. And there's also as I referenced, there's a CME futures gap around that level now. McKellen, a analyst, caution the smart money shift is a condition Not a signal. Meaning bitcoin can still slide from the current price levels before adorable low forms. And that's the million dollar question right now. Is the bottom in or are we likely to hit lower lows below the 60 that we hit the previous week? Let me know. That may trigger the 2022 scenario where Bitcoin plunged over 40% after breaking below 200 week EMA. Now if we dropped another 40% from here. Today's episode of Bitcoin news alerts is brought to you by Progressive Insurance. Do you ever find yourself playing the budget with your name? Your price tool from Progressive you can find options that fit your budget and potentially lower your bills. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. 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Correction. Remember there's no telling with conspated Ms. Yelling bance now Sailor did what he always does, announce another bitcoin buy tomorrow. Unconsciously by just posting the Sailor tracker. That means he's talking without talking. It's a flex. And every time he does this he announces an acquisition, so expect it. But the ironic part is when we're trading at such lows and it's great BTFD opportunity, he tends to buy a smaller amount of, you know, and when it's at an all time high, he'll purchase billions. And that's the giga chat. Try to make sense of it. Best of luck, but there you go. Next story of the day 50 of the Bitcoin's past 24 months ended in gains that's right. This is according to the economists. Half of the months over the past two years delivered positive returns for the bitty, which may be a strong sign it'll be higher than the current price come December. 50 of the past 24 months has been positive, implying 88 chance Bitcoin will be higher 10 months from now. This is according to Timothy Peterson. He shared on x Saturday. In 2025, Bitcoin posted gains in January, April, May, June, July, September, while the other six months ended lower. Peterson explained that he uses the metric to count the number of positive months in any 24 month period to identify possible inflection points as outlined right here. Now, 10 months from the time publication landed on December 22, traders, a crypto prediction platform Poly Market, are given a December17 chance of being Bitcoin's best month of 2026, just behind November at 18%. So they're ultimately predicting either November or December is going to be our best month this year. Let me know if you agree. Disagree. Historically, November has been Bitcoin's strongest performing month on average since 2013, with an average return of 41%. You know what was crazy? That's what we were expecting last year. It was supposed to be the ultimate November bull, but it was a November even more horrendous than the October you know. Peterson's forecast comes to the b price trades 25% below its level at the beginning of the year, as you can see here. Hasn't been a good year. It's been pure bearishness. Analysts are divided on how the asset will perform in the future. Trading Capital founder Van Day Pop shared Friday, I would expect next week to be in the green for the btc, finalizing this month with a massive candle and a streak of five red months. Meanwhile, other analysts see more downside ahead. We got Peter Brandt recently shared the bitcoin's real bottom will not occur until October 2026. Yeah so for those who are believers that you know, traditional four year cycle is always still in play. That means we typically don't hit the bottom of the cycle until maybe 12 to 18 months in, you know and from the top and the top was more Recently October whatever 6th we hit 126 which means we can continue lower lows until we bottom out. Just like when we're in a bull after the having it's usually same concept. 12, 18 months into the bull we peak out and hit the all time high. Nipinator indicator. He was just making some signals here. Next headline Bitcoin minor Bit Deer has dumped their entire bitcoin reserves. Their holdings have dropped to zero. Nothing in the vault. Check her out. So yeah. Bitcoin mining from Bit Deer sold all its corporate bitcoin holdings, reducing its treasury balance to zero. According to the company's latest operational update. In the weekly report, Bit Deer disclosed that its pure holdings, excluding customer deposits, fall into zero bitcoin. The report shows the company produced 190 bitcoin during that period and sold the full amount alongside an additional 943 bitcoin which was liquidated from its existing treasury reserves. In an earlier update February 13, the miner still had 943 bitcoin selling 180 out of the 183 mine last week. So they do mine a significant amount of bitcoin, but they're selling them all, leaving its treasury intact despite routine sales of the newly mined coins. So right off the top I'm assuming overhead expenses and debts they had to settle or take care of. Why else would they use all of their bitcoin which is being mined immediately, you know. But let's see here you can see in the chart. It shows you their bitcoin output, the bitcoin sold, the next bitcoin added and their current bitcoin holdings which reflects zero. Mining firms commonly sell a portion of production to fund the electricity, pay the bills, hosted the equipment costs. But they also maintain a treasury balance to keep exposure to the bitcoin price appreciation fully liquidating reserves obviously less typical. You don't typically hear this Bit Deer. On Thursday, their shares fell sharply after the company announced plans to raise 300 million through a convertible senior note offering with an option to expand the sale by an additional 45 million. The notes due in 2032 can later be converted into company stock, cash or a mixture of the two. The company founded by former Bitmain co founder Jihan Wu, safe to say he's a Chinese mofo, said the funds will support the data center expansion, the AI, the cloud growth, the mining hardware development, the general corporate needs. Bit Deer has also been expanding. I want to talk to Samson Self mining operations. As demand for the mining hardware weakens, increasingly using its own rigs to mine Bitcoin rather than selling to customers. And on Friday, Mara holdings, which is the largest bitcoin miner, purchased majority stake in French computing infrastructure firm Xayon. How the do I say this word? Xan Shayan. Moving deeper into the AI and the cloud services, the deal gives Mera France 64 ownership position while the energy company EDF remains minority shareholder and customer. The transaction came amid a wider Peter shift across the mining industry following the 2024. Having tighter margins, several miners have adopted a hybrid model combining the bitcoin production with the AI and high performance computing revenue. Companies such as Hive, Hut 8, Terror, Wolf and Iran are repurposing facilities and energy infrastructure for the data center use, While firms like CoreWeave have fully transitioned into AI infrastructure providers. And the thing is there's a race for the energy between the AI and the Bitcoin. It kind of reminds me of like in real estate. Typically a property will be used or zoned for its highest and best use. So if there's an AI data center, theoretically that can make more money doing something AI related, they'll probably switch to AI if there it's all about the Benjamin's baby as P did he once said in the 90s. Yeah, let's just continue knocking this out. Next up, all eyes on the Trumpster and the Trump Admin right now. Headline Trump raises global tariff rate to 15% but the crypto markets remain unfazed. Just blaze now. It's crazy. He did put like a 10 global tariff. My understanding then there was something recently where they just made a ruling where they said it was like not allowed and then he's like fuck that, now it's 15%, but let's dive deeper. U.S. president Trumpster announced Satsack on Saturday. He's raising the 10% global tariff rate announced on Friday to 15%, which takes effect immediately. Trump reiterated his criticism of the Supreme Court decision to strike down his authority to levy to tariffs under the International Emergency Economics Power Act.
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FDIC and the Truth Social Post here's what the POTUS said As President of the United States of America I will be effective immediately raising 10 worldwide tariffs on the countries, many of which have been ripping the US off for decades without the retribution until I came along to the fully allowed and legally tested 15% level. Now on Friday Trump announced that 10% global tariff rate to be added on top of the already existing tariffs that remain valid after the court ruling under alternative legal statutes outlined in the Trade Expansion act of 1962 in the Trade act of 1974. And Trump did this huge dump here on Truth Social. And however, pro crypto attorney Adam Cochran said the scope of these laws also limit Trump's authority to levy the board tariffs indefinitely quoting him here. The law he is using only allows this to be on countries or we have a deficit in for a set period of 150 days and then it's a cap percentage. So each new tariff announcement from Trump caused turmoil. The crypto. Yeah, say that again. And the stock market with severe downturns that negatively impacted asset prices and fueled macroeconomic uncertainty amongst investors. The crypto market which usually experiences heavy selloffs and response to the tariff announcements held firm. So it's about time crypto held firm for once. Would you know these tariff announcements which usually wreck the entire infrastructure. As we have been seeing the price of Bitcoin held at 68 currently right below it. Ether also remained firm but it's currently below 2000. The total 3 indicator which tracks the entire market cap of the crypto sector excluding Bitcoin and ETH fell less than 1% on Saturday, remains about 713 billion at this time. But let me know your thoughts on TEROS My two satoshis. Not a fan. I feel like anything the US Government does is designed to keep you poor or unhealthy. And I'm firm believer of that. They have no desire to make anyone wealthy. If you're not a client of theirs, you know, if you're Howard Lutnick or something, you. You probably have profited billions allegedly from the tariff deal. But, you know, we're not Secretary of Commerce for the US Ordinary people. Again, I just revert back to the email and the Epstein drop of Bill Gates and Epstein. How can we get rid of the poor people? You know, that's always at the forefront of the agenda. You know, get rid of them and keep them poor if we can't get rid of them one way or the other. But that's always the agenda for governments. Next up, Coinbase versus the Black Rock versus the strategy. Who holds the most of the btc? The host with the most. The Red Ghost synonymous crater. Mr. Satosh remains the largest single holder. Allegedly 1.1 million, spread across tens of thousands of wallets. This adds up to 5.5% of the total supply. At the current prices, that's 75 billion, dwarfing the holdings of even the largest corporate institutional players. Despite years of speculation about potential movement from these early mine addresses, Nakamoto's Bitcoin has larger remain untouched. Not a single Satoshi has moved. But want to know something ironic? Bitcoin has been added to the wallets. That means Satoshi secretly still accumulating the SATs. That's a fact, Jack. In fact, it's a sexy bitty blackjack. Following Nakamoto in the rankings of the US Exchange Coinbase that holds almost a million Bitcoin on the chain, equivalent to 5% of the supply. These funds represent a combo with a client deposits corporate reserves, including liquidity kept on hand to satisfy the wallets. Its rival Bance control 661,000 bitcoin under custody, accounting for 3% of the supply. So just adding up all that, that's a huge chunk of all the bitcoin that will ever be in existence. The institutional sector is also staking its claim. ARCAM data revealed the Black Rock is the largest institutional holder. 761,000 Bitcoin. This stash is worth 52 billion. So it's even more than what Sailor has, but it's pretty close. ETF issuers and other asset managers, Fidelity Grayscale also maintain significant portions, though some of their holdings are routed through omnibus custodial accounts, which make direct attribution slightly less transparent. For example, Fidelity custody holds 448,000 Bitcoin. Meanwhile some of strategies corporate holding 715,000 are reflected on chain under Fidelity due to their custodial method. Besides strategy, other publicly traded entities including mining firm Mara and Japanese firm Meta Planet have also acquired meaningful stakes. Additionally, private companies round out of the largest holders. Popular Stablecoin issuer Tether has 96000 Bitcoin SpaceX 8000 Bitcoin this was as of August 2025. Also we have the nation stockpile into bitcoin. As the bitcoin global hash war continues. Entities like Blackrock and Coinbase hold the vast amounts. Governments like the US which leads the list currently with 328000 Bitcoin aren't far behind. Most of this came from asset seizures including coins from the Bitfinex hack Silk Road and its hacker James Zhang. More recently the US government acquired 127,000 Bitcoin from the Lubian hacker address. I believe that was the pig butchering scam. And next up in the US is the United Kingdom. 61,000 Bitcoin mostly largely seized. So yeah, the governments basically seize the bitcoin from the criminals which in which the criminals seize the bitcoin from the people. Not so smart that gave them the bitcoins from these scams. But there's so many of these. For example there's a plus token Ponzi where they got 194,000 Bitcoin from which is mindboggling. You know also we have. The Ukraine is also seeing significant bitcoin involvement. Since the Russian Ukraine conflict The country received 22 million of Bitcoin donations. I mean you must be a if you literally sent your precious bitcoin to the Ukraine. But I digress. Obviously there's a global hash war going on. Germany sees 50000 Bitcoin and then sold those coins shortly after before bitcoin skyrocketed. And you know, what will the US do from here? Will they continue to accumulate? Will they follow the proposal From Lummis that said 200000 Bitcoin over the course of five years stockpiling a million? Will they use net neutral strategies, realistically put effort into that, into acquiring bitcoin? Or is the US government really enemies of bitcoin? And they pretend to be all for it, but behind the scenes they're ushering in stable coin CBDCs and things they can actually control. Because the one thing the US government and Epstein and his clients cannot control, bitcoin now for our feature story of the day. Ex Goldman Sachs Insider Forecast140,000 Bitcoin rally here's why, according to former Goldman Sachs exec Macro investor Raul Pow, the answer depends less on the sentiment but more on the liquidity. He says signals are beginning to align in a way that historically precedes explosive upside moves. He he argues Bitcoin's currently trading at a deep discount to global liquidity conditions. Previous cycles, similar gaps between liquidity, expansion and price have not resolved gradually. They have closed violently. If the gap closes, he suggests, Bitcoin does not grind higher, it snaps into a higher range. And as Bruce Lee said, boards don't hit back. And at the center of Pal's thesis is a potential liquidity inflection point. In quarter one of this year, several macro forces are converging at Charman. We heard you shouldn't talk about going to the bathroom in public, so we decided to sing about it. 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one plaid brand so you can use less. Enjoy the go with Charmin all at the same time. First, changes to bank regulations, particularly adjustments to the enhanced supplementary leverage ratio. According to Raul, this may allow the banks to absorb more government debt without constraining the balance sheet. That effectively gives the U S Treasury greater flexibility to monetize the deficits, increasing system wide liquidity. Second, Treasury General account dynamics in focus Historically, when the TGA draw down, liquidity quickly flows back to the markets. Raul believes that the process is likely to accelerate a layer on a weakening US dollar, often a signal of easier financial conditions and expanding liquidity from China's balance sheet. And the backdrop becomes more supportive for the risk of assets. And according to Raul, liquidity is already improving faster than the markets are pricing it. In his rough estimate, if Bitcoin were to realign with the prevailing liquidity conditions, the price of Bitcoin would be closer to 140,000. Quoting them here, based on liquidity models of Bitcoin, it should be closer to 140,000 if historical relationships continue to hold. So a move to 140 would represent 106% increase of the bitcoin price from the current levels. Just send it. He also points to the forward looking indicators tied to the business cycle, particularly the Institute for Supply Management. According to his framework, financial conditions lead the ISM by roughly nine months with global Liquidity following shortly after the data he tracks suggests the ISM could strengthen meaningfully this year, signaling an improvement growth environment. These data listed below could all contribute to the rising confidence and leading activity. This includes fiscal stimulus, tax incentives for fixed asset investment, capital expenditure on data centers and energy infrastructure, and potential mortgage rate relief. So if growth expectations rise while liquidity expands, Bitcoin on the other high beta assets have historically outperformed. Now about the October 10 overhang. Despite these improving conditions, Bitcoin has lag Raul traces that disconnect to the 10-10-literation cascade. That was on 1010 one of the worst liquidation events in bitcoin history. The structural event, he believes, damaged the market plumbing. And unlike traditional equity flash crashes, crypto lacks regulatory safeguards to cancel the trades. So during the cascade, force deleveraging coincided with the exchange API disruptions, temporarily removing market makers and liquidity providers. Prices fell further than fundamentals justified. He also speculates exchanges may have stepped in to absorb the for selling later unwinding positions algorithm mythically during the peak liquidity hours. In my opinion it was all engineered. All the major exchanges had mass sell offs at the same time. So you know, combined with the widespread call selling strategies clustered around a hundred thousand strike often tied to the yield products, the result was sustained upside down suppression. Now for the banana zone. You know coin are bananas. As Chandy10 says, Pal refers to the financial acceleration phase of the crypto cycle as a banana zone. The nonlinear repricing driven by liquidity improving the growth renewed capital inflows. Before the phase begins, markets typically digest prior volatility and clear structural resistance levels. The 100,000 zone he argues is both psychological and structural. Once call selling pressure eases and positioning remains cautious to set up for an upside shock strengthens liquidity and Pals view leads price and by the time consensus turns bullish the move may have already been underway. If global refinancing pressures force further liquidity injections into the system, Bitcoin, which he describes as a global liquidity sponge, could respond quickly. And if that gap between liquidity and price closes the then that 140 target may not be a stretch. It may simply be where the market was always headed. And there you have it. Let me know if you agree or disagree. 140 and if so, when? And welcome everyone to the Q and A segment of the live stream.
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Yeah, all these years in my future was frozen. Now I climb that great big hill of hope for a lunar destination. I wake in the morning Then I step outside and I take a Deep breath my pity's getting me high and I scream from the top of my lungs thanks Satoshi for bitcoin Bitcoin bills keep stacking screens keep lyin Everyone yelling nobody trying I don't need block from the money I own I just wanna know what's real When I'm alone and I say hey hey hey hey Banks, banks I said banks say what's going on? What's going on? And I say hey hey hey Banks, banks I said banks it drones what's going on? What's going on?
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And I tried oh my God did
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I try I tried all the time in the Fiat institution
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and I prayed oh my God did I pray I prayed every single.
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Why is fear breaking when we work so long? What's the money on? Yeah, mine's on bitcoin.
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Uhhuh I ain't confused, I was misled Paper promises inside my head Fiat dreams with a real life cost every time they print we're the ones that lost and I found co found TR truth and math hard cap law no aftermath no spin room no backdoor keys Just rules that run the same for you
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and me Fix the money, feel it click Future built brick by brick no more begging, no more doubt I see the path I'm walking on this is bitcoin going on Sound money when the noise is gone from the green to the beach at dawn this is bitcoin going on this is bitcoin going on Sound money when the noise is gone from the green to the beach at dawn this is bitcoin going on Max
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on stage crowd locked in Truth hits hard when it cuts through spin Stacy frame it proof so clean Game theory sharp know what I mean El Salvador said Watch this face turn the page Change the base from broken systems to something real you you don't believe just
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watch the yield Golf green sun orange glow pick up all laughs Poker slow Coco max being a fire low time preference thinking higher this is bitcoin going on from the code to the carry on we don't wait we build and move on yeah this is bitcoin going on this is bitcoin going on
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this
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is bitcoin going on I was asking what's going on Now I know life is high and good Living in the orange glow I say hey bitcoin's going on
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and don't forget to check out bitcoin news alerts.net for the full premium experience with video and to participate in the live stream along with the Q and A. And I look forward to seeing you on tomorrow's episode. Hodl.
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Episode 2260: Ex-Goldman Sachs Insider Calls for $140K Bitcoin Rally — Here's Why
Date: February 22, 2026
Host: JV (Bitcoin News Alerts)
Notable Attributions: Raoul Pal (Macro investor, ex-Goldman Sachs), Timothy Peterson (Economist), Van De Poppe (Analyst), Peter Brandt (Analyst), Adam Cochran (Pro-crypto attorney)
This episode dives into recent Bitcoin price action, market fears, and macro developments, focusing especially on ex-Goldman Sachs macro investor Raoul Pal’s bullish $140,000 price target for BTC—complete with his reasoning around liquidity and market structure. Other major topics include miner treasury dumps, Trump’s tariff news, institutional and nation-state holders of Bitcoin, and market cycles.
The episode maintains JV’s signature style: direct, irreverent, packed with data and references, and sprinkled with inside jokes and skepticism of “the system.” Technical analysis is brisk but thorough. The discussion is skeptical of US government motives and celebrates the sovereignty narrative of Bitcoin. The musical finisher is both satirical and celebratory of Bitcoin culture.
Stack hard. Stay sovereign. Hodl.