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Jane Street accused of triggering 10 a.m. Bitcoin drops as experts cite scant evidence
A theory has spread across the crypto community claiming that Bitcoin systematically falls every day at 10:00 a.m. Eastern Time. On social media, users accused market maker Jane Street of algorithmic selloffs that allegedly triggered retail liquidations. No public evidence of coordinated activity has been presented.
According to CoinPedia, the discussion intensified after reports of a legal case in which Jane Street was mentioned. The firm is one of the largest global market makers and operates активно across equities, ETFs, derivatives and crypto instruments. Jane Street also serves as an authorized participant in several ETFs, including cryptocurrency funds. In that role, it helps create and redeem shares, providing liquidity and facilitating arbitrage. This makes the company part of the infrastructure behind spot Bitcoin ETFs.
What analysts say about the 10 a.m. selloff claims
Onchain analyst Nonzee wrote, “For months, 10 a.m. meant one thing: the Jane Street dump.” He added, “Yesterday a lawsuit over insider trading was filed against them. And today at 10 a.m.? Bitcoin surged instead. Coincidence or have the rules changed?” These remarks quickly spread on X and reinforced claims of systematic daily selloffs.
Bloomberg ETF analyst Eric Balchunas responded more cautiously. He said market sentiment had shifted but stressed there is no verified data proving daily coordinated selling. According to him, “The bogeyman is gone. That is the vibe in crypto circles,” though he added that it remains unclear whether that is enough to support a sustained rally.
ETF mechanics and the role of Jane Street
Bitwise Asset Management adviser Jeff Park said the theory of coordinated price suppression is not supported by evidence. “No one is capping Bitcoin,” he said. In his view, many observers misunderstand how spot Bitcoin ETFs and authorized participants operate.
When demand for ETF shares rises, market makers create new shares. However, they are not required to immediately purchase Bitcoin on the spot market. Futures and derivatives are often used for temporary hedging, with spot purchases executed later. This timing gap can produce sharp intraday movements, especially during peak U.S. trading hours.
Market structure and institutional context
Jane Street is one of the largest liquidity providers in global markets. The firm is known for arbitrage strategies and active ETF market making, helping keep fund prices aligned with underlying assets. Its involvement in crypto is primarily linked to liquidity provision and price efficiency.
Since the beginning of the year, spot Bitcoin ETFs have accumulated significant assets under management. Flows into funds from BlackRock, Fidelity and other issuers frequently create short-term liquidity imbalances. Given Bitcoin strong correlation with U.S. equity indices, price movements around 10:00 a.m. ET often coincide with peak activity in American markets. For investors, this suggests recurring time-based patterns are more likely explained by liquidity structure, arbitrage and institutional flows rather than coordinated selloffs.
Читайте также: Bitcoin climbs above $68,000 as short liquidations fuel recovery
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