2250: Bitcoin Bears Target $40K as Institutions Quietly Load Up
Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts
3.8 • 635 Ratings
🗓️ 12 February 2026
⏱️ 31 minutes
🧾️ Download transcript
Summary
Bearish price targets are back. Some analysts now warn Bitcoin could fall toward $40K as futures data shows positioning building for further downside. But beneath the fear narrative, institutions and balance sheets are doing something very different.
In this episode, we break down why Binance just converted $1B into Bitcoin for its SAFU reserve during volatility, and why Strategy's CEO is exploring additional preferred stock issuance to fund further Bitcoin purchases. While traders debate momentum and derivatives pressure builds, structural players are adding exposure.
We also examine Thailand's approval of crypto as underlying assets in derivatives markets — a policy shift expanding global access — and unpack whether the current fear cycle reflects true structural weakness or simply leverage getting flushed again.
When retail fears $40K, it's worth asking who's accumulating.
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Transcript
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| 0:00.0 | Welcome Bitcoin fam to the number one Bitcoin pod. In today's show, we'll be discussing the latest |
| 0:04.9 | what's happening in the market as analysts are suggesting an assault on 60 Gs as we continue |
| 0:11.1 | our price correction. Also, Pam Bondi, the attorney general just literally had a meltdown |
| 0:16.4 | being pressed by Congress. We'll be discussing tying in the Epstein files, how it connects to things such |
| 0:22.9 | as the economy, Bitcoin, and just straight up the Department of Corruption. We'll also be discussing |
| 0:29.5 | Binance completes $1 billion Bitcoin conversion for the SAFU, Emergency Fund Strategy CEO, |
| 0:36.4 | as more preferred stock, the fund continued Bitcoin buys. |
| 0:40.5 | Also over in Thailand, they approved crypto as underlying assets and derivative markets. |
| 0:45.8 | Also, new note demands one Bitcoin to rat out suspect in the Nancy Gothry case with a Bitcoin |
| 0:53.5 | kidnapping case case allegedly. |
| 0:55.6 | We'll also be discussing Bitcoin price, basically tanking all the way down to 40,000 before a |
| 1:02.7 | massive recovery, at least according to the Bears. |
| 1:06.4 | There's another headline. |
| 1:08.1 | It's collapsed. |
| 1:09.3 | Bitcoin and Crypt is suddenly braced for a two trillion |
| 1:11.7 | Fed price crash. So we'll be entertaining the good, the bad, the ugly. All this, plus so much |
| 1:17.2 | more right here in today's show. |
| 1:26.1 | Today is pod episode 2,250. |
| 1:28.3 | I'm your host JV. |
| 1:31.3 | It's February 12, 2026 Bitcoin holding on to 65,000 as our correction continues kicking it off with our market watch. |
| 1:40.3 | We'll pull up coin 360 as you can see on your screen, we got Bitcoin in the red, |
| 1:46.1 | ether in the red, some of the alt doing its thing in the green, but barely as the market has |
... |
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