2251: Bitcoin Rallies on CPI as $266K Bull Case Holds Despite ETF Outflows
Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts
3.8 • 635 Ratings
🗓️ 13 February 2026
⏱️ 29 minutes
🧾️ Download transcript
Summary
Bitcoin just rallied on CPI, ETF outflows are rising, and yet the $266K bull case is still very much alive — let's break down why.
Bitcoin pushed back above $69K following a softer U.S. CPI print, signaling renewed macro sensitivity — even as Federal Reserve rate-cut odds remain muted. While ETF outflows totaled $410M and a major bank trimmed its near-term outlook, the longer-term $266K bull case remains firmly on the table.
In this episode, we examine why one classic valuation metric shows Bitcoin at its most undervalued level since March 2023 — a period that historically preceded a powerful upside move. We also unpack the divergence between short-term ETF flow volatility and long-term institutional positioning.
Meanwhile, the gold supply narrative faces renewed scrutiny, with prominent voices questioning its scarcity properties compared to Bitcoin's fixed supply. As macro signals shift and market structure recalibrates, the bigger question isn't whether Bitcoin can rally — it's whether the broader market is underestimating the structural case still in play.
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Transcript
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| 0:00.0 | Welcome Bitcoin fam to the number one Bitcoin pod. Bitcoin in the green up 3,000 on the day. We just recaptured 69Gs, baby. |
| 0:08.8 | In today's show, I'll be sharing the latest TA, everything you need to know in the market. |
| 0:12.2 | Also note, Bitcoin most undervalued since March of 2023 when we were trading at 20,000. |
| 0:18.2 | I'll share the Bitcoin price metrics, what you need to know. Also, Bitcoin |
| 0:21.5 | ETFs bleed $410 million as standard chartered slashes. Their Bitcoin target. We'll also discuss |
| 0:27.8 | crypto CEO gets 20 years for $200 million, Bitcoin Ponzi. Also, rich dad, poor dad, |
| 0:34.2 | Robert Kiyosaki warns the goal supply is theoretically infinite. |
| 0:38.2 | I've been saying this for the longest time. |
| 0:40.4 | And obviously we got one superior asset. |
| 0:43.3 | We'll also be discussing J.P. Morgan keeps their Bitcoin bull case at 266,000. |
| 0:49.5 | That's their prediction. |
| 0:51.0 | I'll be sharing why their outlook, their timeline, all this, plus so much more |
| 0:56.1 | right here in today's show. |
| 1:02.4 | Bitcoin is doing its thing up 3,100 on the day. We did reclaim 69 after correcting |
| 1:10.1 | down to 65 yesterday. Today is February 13th, Friday |
| 1:13.3 | the 13th, TGIF. I'm your host, JV, alongside my co-host, the Fed Chair, Nipinator. Keeping them |
| 1:20.5 | nipanating. Let's kick it off with our market watch. I got coin market cap pulled up. I think I forgot to pull up coin 360s, so let me do that in real time for you. |
| 1:32.0 | As you can see, everything back in the green. I love to see this. Looks like a big bottle of listerine. |
| 1:37.2 | We have ether up, 6.5% on the day. Finally back above 2,000. Bitcoin up over 4% on the day, hovering just shy of 69 at the time of |
| 1:45.7 | alive. And overall, gainers on gainers on gainers. Salinas up 9%. Light coin up over 5%. Love to see this. Zcash, |
| 1:54.5 | a massive gainer on the day, up 20%, trading just shy of $275.00. Checking out, coinmarketcap.com. |
| 2:03.3 | Also good to see. |
... |
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