BTC: Like Jane Street. Is Manipulating Bitcoin Opening to Accumulate Billions – The Revealed HFT Pattern

[Igor Pereira]

Watchful traders noticed a disturbing and surgical phenomenon in the Bitcoin market: an abrupt and coordinated fall exactly at the opening of the American market at 10 a.m. (Eastern time).

By Igor Pereira, Financial Market Analyst, Junior Member WallStreet NYSE

Yesterday, once again, we saw 16 hours of slow and constant accumulation decimated in just 20 minutes. This is not a random event; it is a repetitive algorithmic pattern that has occurred almost daily since the beginning of November, echoing behaviors seen in the second and third trimesters. Time precision discards generic macroeconomic explanations; this is market engineering.

The Invisible Hand: Jane Street and the HFT Strategy

The High Frequency Trading Giant (HFT), Jane Street. Known for being one of the most aggressive market formators in the world, Jane Street has the technology and depth of capital to move the price at will in short-term windows. O modus operandi observed fits perfectly in the HFT manual: pouring volume into the opening to trigger clusters of stop-loss retail, create forced selling liquidity and then rebuy the asset at discounted prices (reload in fund).

The Evidence in the Documents: $2.5 Billions in ETFs

This theory gains factual weight when we analyze regulatory records (13F). Jane Street isn't just playing day trade; they're building a massive strategic position. Recent documents reveal that the firm now holds more than $2.5 billion in the Bitcoin ETF of BlackRock (IBIT), becoming one of its largest positions. The list of holders shows Jane Street Group LLC with 21,759,216 shares, a recent rise in position of almost 15 million shares.

What seems to be panic, fear or "bad data" for the common investor is actually a large institution exploring a predictable liquidity window to accumulate cheaply. They're shaking the tree to catch the falling fruit. The critical question now is not "why price falls," but "what happens when they finish filling their coffers?". When the predatory accumulation phase of Jane Street ceases, the artificial selling pressure will disappear, and the price can move freely upwards.

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