The break in the "10 AM dump" pattern today, February 26, 2026, is being widely interpreted as a combination of high-profile legal developments and a significant shift in U.S. institutional flows. Bitcoin has rebounded to approximately $68,100, reversing several days of decline.
Key Market Interpretations
Traders and analysts are currently weighing three primary drivers for this shift in price action:
The "Jane Street" Lawsuit Effect: Speculation is high that the pattern break is tied to a federal lawsuit filed on February 23, 2026, against the trading firm Jane Street. The suit alleges market manipulation related to the 2022 Terra collapse. Market observers noted that the predictable 10 AM ET sell-offs "magically stopped" immediately after the filing went public, leading to theories that automated "dump" algorithms were paused or disabled.
Surging US-Open Flows: The rebound is heavily supported by a massive return of institutional demand. On February 25, U.S. spot Bitcoin ETFs recorded $506.5 million in net inflows—the highest single-day total in three weeks. BlackRock’s IBIT led this charge with $297.4 million in new capital, signaling a shift from a month-long period of outflows to aggressive "cautious accumulation".
Macro and Tech Support: Broader market sentiment improved following Nvidia’s blowout earnings report on Wednesday evening, which boosted risk appetite across tech-correlated assets. Additionally, a major short squeeze occurred as Bitcoin reclaimed the $66,000–$68,000 zone, forcing the liquidation of over $468 million in bearish positions over the last 24 hours.
Pattern Break vs. Market Structure
While the "Jane Street 10 AM Dump" is a viral narrative, some analysts, including those from K33 Research, argue the volatility at that hour is a routine byproduct of U.S. equity market opens and the release of economic data. They suggest the current rally is driven more by oversold conditions and the absorption of overhead supply by new ETF buyers rather than the disappearance of a single manipulator.
"Place a trade with us via this post mentioned coin's & do support to reach maximum audience by follow, like, comment, share, repost, more such informative content ahead"
#JaneStreet10AMDump #JaneStreet #10AMdump $BTC