🚨 Why Bitcoin always dumps at 10 a.m. when the U.S. market opens ?
Today, Bitcoin erased 16 hours of gains in just 20 minutes after the US market opened.
Since early November, BTC has dumped most of the time after US market opens. The same thing happened in Q2 and Q3.
@zerohedge has been calling this out repeatedly, and he thinks Jane Street is the most likely entity doing this.
When you look at the chart, the pattern is too consistent to ignore: a clean wipeout within an hour of the market opening followed by slow recovery. That’s classic high-frequency execution.
And it fits their profile:
• Jane Street is one of the largest high-frequency trading firms in the world. • They have the speed and liquidity to move markets for a few minutes.
The behavior looks simple:
1. Dump BTC at the open. 2. Push the price into liquidity pockets. 3. Re-enter lower. 4. Repeat daily.
And by doing this, they have accumulated billions in $BTC .
As of now, Jane Street holds $2.5B worth of BlackRock’s IBIT ETF, their 5th largest position.
This means most of the dump in BTC isn't due to macro weakness but due to manipulation by one major entity.
And once these big players are done with buying, BTC will continue its upward momentum.
For everyone saying this Bitcoin crash from $126k to $80k is not manipulation please read this.
So since the October 10th flash crash which wiped out $19 billion, the biggest liquidation event in the history of crypto:
- U.S. Stocks are up 8%, they recovered and many even hit new all-time highs.
- But Bitcoin is still down -29% and it never recovered since that day. Every pump we see is getting destroyed by relentless dumping.
- Almost every other day we see $500 million getting liquidated from the market.
If it was just a leverage it should have been a very short term and the market should have bounced pretty fast but instead we kept dumping without any major bounce.
This is not normal. This looks like a few big institutions are playing with the market and liquidating both longs and shorts.
Another rumor in town is that many big funds blew up on October 10th and they are selling BTC to cover their losses.
I really hope we see bullish Q1 - Q2 2026 with QT ending, rate cuts and multiple other factors which shows we will see a massive amount of liquidity entering the market.
Russell 2000 is the biggest indicator for Altseason and it’s about to hit a new all time high.
Same Cycle, Same Breakout Point
- Both Russell 2000 and ALTS MCAP peaked in Nov 2021, marking the cycle top. - Both entered a long bear market (2022–2023). - Now, Russell is retesting their Nov 2021 highs, a key resistance zone.
- A breakout above these levels confirms the start of a major bull run in 2026.
History shows that US Alts market (Russell 2000) and crypto ALTS often move in sync. If Russell breaks out, ETH and alts will follow it.
The crypto market is in a state of fear following the 10/10 flash crash and All leverage is flushed which means It’s perfect scenario for parabolic pump to start.
Must Eye on Russell as It will give an idea how alts will move in coming weeks.
U.S. stocks are up 25% since the October 10th crash, but Bitcoin is still down -8% ?
For almost the entire year, Bitcoin moved in sync with the Mag 7 stocks.
And then, October 10th happened.
Crypto saw the biggest liquidation event ever, and everything broke from that point:
➢ Mag 7 kept climbing
➢ Bitcoin completely decoupled
➢ Mag 7 is up 24.7% YoY, while Bitcoin is down 7.9% YoY.
And none of this lines up with the macro environment.
Since 10 October:
• The Fed ended QT • The Fed already delivered one rate cut • Another cut is expected • Global liquidity started expanding • Treasury is injecting cash back into markets • Japan and China added liquidity • Stablecoin supply is still rising
Every indicator that normally pumps Bitcoin is already flashing green.
Yet BTC is still trading like it's in bear market.
That’s why this divergence doesn’t look natural, it looks like suppressed price action, not a breakdown in fundamentals.
And this leaves only two realistic outcomes:
1. Bitcoin catches up to Mag 7 as liquidity continues to rise 2. Mag 7 corrects downward to close the gap
Given the macro setup for the next 3-6 months with rising global liquidity, Fed easing, stablecoin expansion, and stronger inflows, the first scenario is far more likely.
Markets rarely allow this kind of mispricing to survive for long.
If Bitcoin simply reverts back to its normal correlation with big tech, the pump that follows will be violent.
This is the widest and cleanest mispricing setup BTC has seen in years.