# Сопутствующие статьи по теме ETF

Buffett Indicator Soars, Bitcoin Stands at a Macro Crossroads

Bitcoin is at a critical macro juncture, navigating a "triple bubble" environment of extreme equity valuations, stressed real estate, and a rapidly growing private credit market. Its near-term price direction hinges on whether credit stress triggers a systemic liquidation or if policymakers intervene with supportive measures first. In a credit-driven crash, Bitcoin could drop 20-40% rapidly as leverage unwinds, liquidity vanishes, and ETFs see outflows—similar to March 2020. Conversely, clear policy support (like Fed liquidity expansion or falling real yields) would likely make Bitcoin a high-beta outperformer, rallying faster than traditional risk assets, as seen in March 2023. Current signals are mixed: high-yield spreads remain tight, the Fed’s balance sheet is expanding slowly, real yields are elevated (~1.80%), stablecoin supply is flat, and Bitcoin ETFs are seeing outflows. The market awaits a catalyst—either a credit event or a policy response. Monitoring key metrics—Fed asset changes, stablecoin supply, high-yield spreads, and real yields—provides a framework for anticipating Bitcoin’s next major move. Timing and macro liquidity conditions, rather than narrative, are now the dominant drivers.

marsbit02/26 09:37

Jane Street Halts "10 AM Dump", BTC Stages Strong V-Shaped Rebound Nearing $70K Mark

BTC experienced a strong V-shaped rebound, approaching the $70,000 mark, with ETH and SOL also showing significant gains. Market sentiment improved as Bitcoin spot ETFs recorded net inflows, potentially ending a five-week outflow streak. The rally was fueled by a mix of market dynamics, including allegations against Jane Street for allegedly suppressing Bitcoin’s price through systematic trading practices, though some analysts dismissed long-term manipulation claims. Positive quarterly earnings from Circle and Nvidia further boosted confidence, highlighting strong demand for stablecoins and AI-related investments. Institutional interest grew, with university endowments beginning to allocate to crypto ETFs, and mining firms showed resilience amid market volatility. The rebound provided a renewed narrative for market optimism, though its sustainability remains to be seen.

Odaily星球日报02/26 06:27

Vanguard, BlackRock lead the ETF wave as market remains in ‘extreme fear’

ambcrypto02/26 06:02

Bitwise Plants Its Flag In ETF Staking With Chorus One Buyout

Crypto asset manager Bitwise has acquired staking infrastructure firm Chorus One, which manages over $2.2 billion in assets across dozens of blockchain networks. The deal brings 50 employees into Bitwise's onchain division and expands its staking services to more than 30 proof-of-stake networks, including Solana, Avalanche, and Sui. While financial terms were undisclosed, the acquisition positions Bitwise to capitalize on staking as a key growth opportunity, especially as the SEC warms to crypto investment products like ETFs that may offer staking rewards. Bitwise, which already manages $15 billion in assets and runs over 40 investment products, including its Bitcoin and Ethereum ETFs, continues to expand beyond its core ETF offerings.

bitcoinist02/26 06:01

Solana Price Prediction: ETF Inflows Fuel SOL Push Toward $90 Barrier

Solana (SOL) is stabilizing after recent selling pressure, with its price rebounding from the $75–$76 support level and climbing back above $80. A key catalyst for this recovery is renewed institutional interest, as U.S. spot Solana ETFs recorded $3.78 million in net inflows on February 24, bringing cumulative inflows to over $900 million. Derivatives markets also show improving sentiment, with rising open interest and long positions outweighing shorts. Despite this positive momentum, SOL faces significant resistance between $85 and $88. A break above this zone could push the price toward $90–$94. However, risks remain due to declining on-chain activity, reduced network engagement, and recent ecosystem concerns, including a major hack. The outlook depends on whether institutional inflows and technical stability can offset these weaknesses. Holding the $80–$83 support level is crucial for further gains.

bitcoinist02/26 05:02

Here’s what fueled Ethereum’s latest price hike above $2000

As Friday’s Options expiry looms, what might ETH’s price do?

Ambcrypto02/26 05:02

Jane Street's Three Sins: Insider Trading, Index Manipulation, and the Bitcoin 'Morning Massacre'

Jane Street, a highly profitable quantitative trading firm, faces serious allegations across multiple continents. In the U.S., Terraform Labs’ bankruptcy trustee has sued Jane Street, accusing it of insider trading related to the May 2022 collapse of Terra Luna. The suit claims Jane Street withdrew $85 million from a liquidity pool just minutes after Terraform secretly removed $150 million, allegedly using non-public information from a former intern. The action allegedly helped trigger a $40 billion crash. Simultaneously, in India, the Securities and Exchange Board (SEBI) has accused Jane Street of manipulating the Bank Nifty index through a “pump-and-dump” scheme over 18 expiration dates, resulting in alleged illegal profits of ~$580 million. Jane Street has been barred from Indian markets and is appealing. Additionally, Bitcoin traders had observed a pattern of sharp sell-offs at 10 AM ET—dubbed the "10 AM Crashes"—coinciding with U.S. market open, which many attributed to Jane Street’s trading activity. Notably, Jane Street is an authorized participant of BlackRock’s IBIT Bitcoin ETF, holding significant shares. After the Terra lawsuit was filed, the predictable sell-offs stopped, and Bitcoin saw a notable price rebound. The broader implication is the risk of market manipulation by privileged intermediaries within ETF structures—a problem Bitcoin was designed to overcome. If Jane Street halts its alleged manipulative strategies due to legal pressure, a major selling pressure on Bitcoin may be removed.

marsbit02/26 03:56

From Terra's Collapse to the "10 AM Strike": How Did Jane Street Play the Markets Across Two Continents?

The article details serious allegations against Jane Street Group, a major quantitative trading firm, for market manipulation across different continents. It is accused of using insider information to profit from the Terra Luna collapse in May 2022, allegedly triggering its $40 billion crash. Separately, Indian regulators charged Jane Street with a "pump and dump" scheme in derivatives markets, resulting in massive fines and a trading ban. The piece also connects Jane Street to a pattern in Bitcoin trading called the "10 AM hit," where consistent sell pressure occurred at U.S. market open, suppressing BTC prices for months. This pattern abruptly stopped after the Terra lawsuit became public, coinciding with a Bitcoin price surge. As an authorized participant for BlackRock’s Bitcoin ETF (IBIT), Jane Street held significant influence over BTC flows. The article suggests their trading activity—selling BTC while increasing exposure to Bitcoin-proxy stocks—may have manipulated markets. The case highlights structural vulnerabilities in ETF systems that privilege certain players, echoing past manipulation in traditional markets like gold. Bitcoin’s recent rebound may signal reduced manipulative pressure, underscoring the need for trustless systems.

Odaily星球日报02/26 03:44

Wall Street's Most Mysterious Money Machine: Dumping Bitcoin at 10 AM Sharp Every Day

A mysterious pattern dubbed the "Jane 10 AM Dump" has been observed in Bitcoin markets, where prices drop sharply each day at 10 AM EST, coinciding with the US stock market open. Traders and media, including ZeroHedge, point to Jane Street, a major market maker and large holder of BlackRock's Bitcoin ETF (IBIT), as the likely orchestrator—selling at 10 AM to then buy back at lower prices. This theory gained traction amid a lawsuit from Terraform Labs' bankruptcy estate. The suit alleges Jane Street used insider information to exit TerraUSD (UST) positions just before its May 2022 collapse, avoiding $40 billion in losses. Key to the case is a former Terra intern, Bryce Pratt, who joined Jane Street and allegedly ran a secret chat group ("Bryce's Secret") to funnel non-public information from Terraform insiders. The complaint details that Jane Street, which had a prior trading relationship with Terraform, withdrew 85 million UST from a liquidity pool minutes after Terraform secretly pulled 150 million UST—before public panic began. Chain analysis suggests Jane Street systematically reduced exposure pre-collapse. Further supporting the pattern of misconduct, India's regulator SEBI fined Jane Street a record $570 million for a "pump-and-dump" scheme manipulating banking index options, exploiting retail investors. While unproven, the cases depict Jane Street as a powerful, secretive firm adept at leveraging information advantages, now under scrutiny for practices that blur ethical and legal lines. The "10 AM dump" pattern reportedly stopped after the Terra lawsuit, adding circumstantial weight to the allegations.

marsbit02/26 01:09

Bitcoin Forms Descending Pattern That Led To 2018 Bear Market Bottom

Crypto analyst Osemka suggests Bitcoin is forming a descending pattern similar to the one preceding the 2018 bear market bottom, rather than the 2022 cycle. The current setup involves a falling resistance structure, a potential liquidity sweep below $60,000, and a developing bullish divergence on multiple timeframes. Bitcoin, trading around $65,100, has dropped nearly 50% from its October 2025 peak, with investor sentiment at extreme fear levels. If the pattern holds, BTC may gradually decline further, potentially dipping below $60,000 to absorb sell-side liquidity before stabilizing. The analysis emphasizes patience, noting the resemblance to the prolonged 2018 bottoming process.

bitcoinist02/25 19:03