Institutional “10 AM Dumps” Theory Collides With Bearish Macro Warnings | US Crypto News
Welcome to the US Crypto News Morning Briefing—your important rundown of an important developments in crypto for the day forward.
Grab a espresso and put the charts away as a result of one thing uncommon appears to be taking place throughout crypto markets. Price swings, institutional whispers, and uneasy macro indicators are mixing right into a narrative that merchants are solely starting to totally grasp in actual time.
Crypto News of the Day: Rumors of Institutional “10 AM Dumps” Collide with Bearish Macro Warnings
Bitcoin’s latest value motion is being interpreted via two competing lenses:
- Growing macroeconomic warning as reported in a latest US Crypto News publication.
- Rising hypothesis about institutional buying and selling conduct.
On the one hand, some analysts argue that broader monetary situations have gotten much less supportive of danger property. On the opposite hand, others query whether or not giant market members 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 Signals Suggest Risk Assets Face Pressure
Macro strategist Mike McGlone not too long ago warned that Bitcoin’s price behavior might 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 instructed that declining crypto prices could also be “front-running a little bit of reverse wealth impact.” This implies that falling asset costs might precede a tightening of liquidity and a discount in investor danger urge for food.
Such situations have traditionally weighed on speculative property, together with cryptocurrencies and development equities.
Rumors of Coordinated Selling Gain Traction
At the identical time, a separate narrative has been circulating broadly in crypto buying and selling circles. Milk Road 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 stock market opens.
According to those claims, giant promote orders hitting Bitcoin and related ETFs round 10 a.m. Eastern Time might set off panic, liquidate leveraged positions, and expose skinny liquidity pockets.
Traders allege that the identical corporations might then accumulate positions at decrease costs.
While these allegations stay unverified rumors, related patterns have been noticed repeatedly since late 2025, drawing growing scrutiny from market observers.
ETF Accumulation Raises Questions
The hypothesis has intensified following disclosures displaying that Jane Street has grow to be one of many largest consumers of BlackRock’s iShares Bitcoin Trust (IBIT). Figures broadly cited by analysts counsel the agency amassed greater than 20 million IBIT shares by late 2025.
If that is any information, then Jane Street 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 ways might undermine retail confidence. This is especially true in a market the place leverage, skinny liquidity, and automatic liquidations can speed up value swings.
Chart of the Day
Byte-Sized Alpha
Here’s a abstract of extra US crypto information to comply with as we speak:
- Analyst claims $5 billion XRP promoting circulation on Upbit: What it means for price
- Hyperliquid taps famous crypto lawyer for CEO in $28 million US coverage initiative.
- Strategy’s newest Bitcoin purchase drops common by $25 —Why MSTR stock could drop more.
- Base loses $1.4 billion in TVL amid rising rift over imaginative and prescient, tradition, and execution
- Bitcoin Cash units a number of information in February amid extreme market fear
- AI takes over markets and social media: Why crypto AI tokens are lacking the rally?
- $870 million in Solana provide unlocks — Does it ‘flag’ SOL price risk?
- Peter Thiel cuts ties with ETHZilla as treasury corporations face mounting stress
Crypto Equities Pre-Market Overview
| Company | Close As of February 17 | Pre-Market Overview |
| Strategy (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%) |
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