Seize a espresso and put the charts away as a result of one thing uncommon appears to be occurring throughout crypto markets. Worth swings, institutional whispers, and uneasy macro indicators are mixing right into a narrative that merchants are solely starting to completely grasp in actual time.
- Crypto Information of the Day: Rumors of Institutional “10 AM Dumps” Collide with Bearish Macro Warnings
- Macro Alerts Counsel Threat Belongings Face Stress
- Rumors of Coordinated Promoting Acquire Traction
- ETF Accumulation Raises Questions
- Chart of the Day
- Byte-Sized Alpha
- Crypto Equities Pre-Market Overview
Crypto Information of the Day: Rumors of Institutional “10 AM Dumps” Collide with Bearish Macro Warnings
Bitcoin’s latest value motion is being interpreted by two competing lenses:
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- Rising macroeconomic warning as reported in a latest US Crypto Information publication.
- Rising hypothesis about institutional buying and selling habits.
On the one hand, some analysts argue that broader monetary circumstances have gotten much less supportive of danger belongings. Then again, others query whether or not giant market individuals are actively shaping short-term volatility.
The result’s a market narrative more and more pushed by mistrust and uncertainty about how trendy crypto markets perform, not simply by charts and liquidity.
Macro Alerts Counsel Threat Belongings Face Stress
Macro strategist Mike McGlone just lately warned that Bitcoin’s value habits could replicate greater structural dangers throughout monetary markets.
McGlone argued that the pioneer crypto has reverted to a long-term imply close to $66,000, whereas traditionally clustering nearer to $28,000.
“This Chart Suggests Why NOT To Buy Bitcoin or Most Risk Assets,” McGlone wrote, including that the information highlights the heavy dependence of markets on continued power within the Nasdaq-100.
He additionally steered that declining crypto costs could also be “front-running a bit of reverse wealth effect.” This suggests that falling asset costs may precede a tightening of liquidity and a discount in investor danger urge for food.
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Such circumstances have traditionally weighed on speculative belongings, together with cryptocurrencies and progress equities.
Rumors of Coordinated Promoting Acquire Traction
On the identical time, a separate narrative has been circulating broadly in crypto buying and selling circles. Milk Highway analysts and market commentators have mentioned persistent rumors that sure institutional buying and selling desks could also be triggering sharp selloffs shortly after the US inventory market opens.
There have been persistent whispers in crypto circles about sure institutional buying and selling desks working a really particular/shady playbook…
(Jane Avenue included.)
ICYMI: Jane Avenue simply ranked as one of many high internet patrons of BlackRock’s Bitcoin ETF ($IBIT) in This autumn 2025.
Their… https://t.co/1nB2jcf7ub pic.twitter.com/LOnxy0AEKn
— Milk Highway (@MilkRoad) February 17, 2026
In accordance with these claims, giant promote orders hitting Bitcoin and associated ETFs round 10 a.m. Jap Time could set off panic, liquidate leveraged positions, and expose skinny liquidity pockets.
Merchants allege that the identical corporations may then accumulate positions at decrease costs.
Whereas these allegations stay unverified rumors, related patterns have been noticed repeatedly since late 2025, drawing rising scrutiny from market observers.
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ETF Accumulation Raises Questions
The hypothesis has intensified following disclosures exhibiting that Jane Avenue has develop into one of many largest patrons of BlackRock’s iShares Bitcoin Belief (IBIT). Figures broadly cited by analysts recommend the agency collected greater than 20 million IBIT shares by late 2025.
BREAKING: Jane Avenue purchased 7,105,206 $IBIT shares value $276 million in This autumn 2025.
It now holds 20,315,780 IBIT shares value $790 million.
This is similar entity rumoured to be behind the each day “10 AM” manipulation to push Bitcoin costs decrease. pic.twitter.com/NFC5r5hHUn
— Bull Idea (@BullTheoryio) February 17, 2026
If that is any information, then Jane Avenue is already a major institutional holder of Bitcoin publicity.
The dialogue has fueled debate about whether or not institutional flows are primarily supportive for Bitcoin’s long-term outlook or whether or not short-term buying and selling methods could also be amplifying volatility.
Even so, persistent hypothesis about coordinated buying and selling techniques may undermine retail confidence. That is significantly true in a market the place leverage, skinny liquidity, and automatic liquidations can speed up value swings.
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Chart of the Day
Bitcoin’s value distribution exhibits imply at $66K since 2023 however mode focus at $28K (Mike McGlone/Bloomberg Intelligence)
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Crypto Equities Pre-Market Overview
FirmShut As of February 17Pre-Market OverviewTechnique (MSTR)$128.67$129.11 (+0.34%)Coinbase (COIN)$166.02$166.80 (+0.47%)Galaxy Digital Holdings (GLXY)$21.30$21.26 (-0.19%)MARA Holdings (MARA)$7.51$7.50 (-0.13%)Riot Platforms (RIOT)$14.65$15.29 (+4.37%)Core Scientific (CORZ)$17.23$17.20 (-0.17%)Crypto equities market open race: Google Finance
