SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is experiencing significant upward momentum as its Amtagvi therapy demonstrates "remarkable" revenue growth and pipeline progress, pushing the stock past key technical levels and intensifying community speculation about a massive short squeeze.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund (USO) is sharply higher as escalating Middle East tensions and concerns over the Strait of Hormuz disrupt global supply, driving crude oil prices to multi-year highs. The community is actively debating the sustainability of this rally and the potential for policy interventions to curb the price surge.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is surging after reporting strong Q4 earnings and issuing robust guidance, projecting accelerating data center and AI-driven revenue growth, which has led to numerous analyst upgrades. The community is buzzing about Marvell's pivotal role in AI infrastructure, from hyperscaler custom chips to optical connectivity, and the potential for S&P 500 inclusion.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

ProShares Ultra Bloomberg Natural Gas ($BOIL) is experiencing extreme volatility and divided opinion amid escalating Middle East tensions, including Strait of Hormuz disruptions and Qatar's LNG production halt, with bulls forecasting massive price spikes while bears highlight ample US supply and export limitations.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd is trending as crude oil prices near $90 a barrel amid escalating Middle East tensions and warnings of potential $100-$150 oil. The community anticipates a significant short squeeze due to high short interest and a low float, drawing comparisons to its past explosive runs during similar geopolitical events, though some express frustration it hasn't "flown" like other oil stocks yet.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid intense community discussion linking recent geopolitical actions, particularly in Iran, to rising oil prices and broader economic instability. These concerns are frequently attributed to the current administration's policies, with recent insider share sales also fueling bearish sentiment around the stock.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is trending after its Q4 earnings were clarified to an inline EPS and revenue beat, sparking debate between investors who view it as a deeply undervalued growth company with institutional support and those frustrated by persistent price declines amidst concerns over dilution and market manipulation.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as surging oil prices, fueled by escalating geopolitical tensions, and disappointing jobs data are creating significant market jitters. The community is sharply divided, with many anticipating further downside and urging caution heading into the weekend, while some opportunistic buyers eye dips.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending as heightened geopolitical tensions amplify the focus on defense drone technology, with the community actively discussing potential large government contracts and recent collaborations for counter-drone innovations. Strong bullish sentiment is fueled by speculation around "Drone Dominance" initiatives and the company's Black Widow and maritime drone platforms.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending due to recent multi-million dollar orders for its counter-drone systems from Middle Eastern defense clients and a border protection program, fueling investor anticipation for upcoming earnings. The community is actively debating whether strong demand for drone technology will overcome persistent price suppression often attributed to market manipulation and warrant hedging.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Analysts are divided on whether Bitcoin has hit bottom after the cryptocurrency rallied to nearly $74,000 over the last 24 hours.</li><li>Crypto analyst Caleb Franzen warned that BTC’s price is still below the short-term holder realized price, which is rare during uptrends.&nbsp;</li><li>Analysts attribute the current Bitcoin rally to ETF inflows and short-covering.</li></ul>Bitcoin’s (BTC) price fell to around $72,500 on Thursday morning, paring gains after nearly touching $74,000, leaving analysts divided on whether the apex cryptocurrency can continue to rally amid U.S.-Iran tensions.According to crypto&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TedPillows/status/2029468409319047514">analyst</a> Ted Pillows, as long as Bitcoin’s price holds above $70,000, there’s a “decent chance” of another rally. However, analyst Caleb Franzen&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CalebFranzen/status/2029485089969828017">warned</a> that BTC’s price is still below the short-term holder realized price (STHRP), which is rare during uptrends.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/CalebFranzen/status/2029485089969828017" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_051437_png_b23de49c33.webp" alt="Screenshot 2026-03-05 051437.png" width="819" height="993"></a><figcaption>Source:@CalebFranzen/X</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at around $72,500 on Thursday morning, clocking gains of around 1.4% in the last 24 hours. BTC remains more than 40% below its October peak of over $126,000. On Stocktwits, retail sentiment around Bitcoin rose to ‘extremely bullish’ from ‘bullish’ territory over the past day.&nbsp; &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_051654_png_0366577e96.webp" alt="Screenshot 2026-03-05 051654.png" width="1259" height="689"><figcaption>BTC retail sentiment and message volume on March 5 as of 5:25 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What’s Driving Bitcoin’s Rally?</h2>According to XWIN Research Japan, the rebound in Bitcoin’s price following the U.S.-Iran war shock was driven by ETF inflows and short-covering. “In early March, several hundred million dollars entered these funds, directly supporting spot demand,” the firm said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/insights/quicktake/69a89bb613ac0d40c0c3a8de-Bitcoins-Rebound-After-a-Geopolitical-Shock-ETF-Inflows-and-Short-Covering-Revea">note</a> on CryptoQuant. “On March 4 alone, inflows surpassed $200 million, highlighting renewed institutional participation.”XWIN also noted that open interest rose sharply while funding rates turned negative, indicating a short squeeze. “As prices increased, short liquidations triggered waves of short covering that amplified the rally,” it wrote.Data from SoSoValue&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sosovalue.com/assets/etf/us-btc-spot">showed</a> $225.15 million flowed into spot Bitcoin ETFs on Wednesday. Weekly total inflows are on track to end the week with net gains after a run of consecutive outflows broke last week. Analysts agree that geopolitical uncertainty remains a key factor in Bitcoin’s price, as tensions between the U.S. and Iran continue to play out.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/dogecoin-ethereum-outperform-bitcoin-after-600-million-liquidation-wave/cZdQWu1RIdV">Dogecoin, Ethereum Outperform Bitcoin After $600 Million Liquidation Wave Hits Crypto Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin symbol is seen on the kiosk in Krakow, Poland on February 20, 2026. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Bitcoin Price Pulls Back To $72,500 – Can BTC Maintain $70K Support Amid US-Iran Tensions?

According to analyst Ted Pillows, if Bitcoin’s price remains above $70,000, there’s a “decent chance” of another rally.

Cryptocurrency

<ul class="summary-bullets"><li>He said Bitcoin has a "structural failing" because it can't serve as a reserve asset for central banks.&nbsp;</li><li>The investor also noted that Bitcoin will likely remain an asset held mostly through ETFs and private portfolios rather than by government institutions because it runs on a public ledger that anyone can see.</li><li>Palihapitiya said that stablecoins are a "structural innovation" that makes payments easier and helps expand global transaction rails.</li></ul>Chamath Palihapitiya, a billionaire investor and CEO of Social Capital, said that Bitcoin fails on two dimensions that could make it harder for central banks to use it in the long term.&nbsp;The investor told Zerodha co-founder Nikhil Kamath in&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=hAgqDdPgA3g">an interview</a> that for a crypto asset to be widely used at the national level, it needs features that allow central banks to hold it as part of their reserves. “There’s a structural failing in Bitcoin,” he said.“One is fungibility, and two is privacy. And so Bitcoin fails on those two dimensions,” he said, arguing that the limitations could prevent the cryptocurrency from becoming “a structural holding of a central bank.”Palihapitiya said that Bitcoin's public ledger is hard to keep private because it is viewable by everyone.&nbsp;Because of this, he said that Bitcoin will probably stay an asset that investors hold through ETFs and private portfolios, and will not be held as a reserve asset by central banks.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $72,762 on Wednesday morning, up over 8% in the last 24 hours. On Stocktwits, retail sentiment around BTC improved from ‘bullish’ to ‘extremely bullish’ zone over the past day, as chatter levels remained at ‘low’ over the past day.<h2 class="st-heading-2">Stablecoins Reduce Payment Friction</h2>The venture capitalist noted that other parts of the crypto ecosystem still look promising. He called stablecoins a "structural innovation" that makes payments easier and could help people do business around the world. He also said that stablecoins reduce “friction and allow transaction rails to proliferate,” making them useful for improving the efficiency of global payments.Chamath Palihapitiya has been a well-known figure in the crypto world for years. He was one of the first people to buy Bitcoin, reportedly acquiring it when it was worth about $80. He has called Bitcoin "gold 2.0" over the years and said it could protect against inflation and unstable money.During the boom in Special Purpose Acquisition Companies (SPACs) from 2020 to 2021, Palihapitiya became known as the "SPAC King." Through his company, Social Capital, he started and funded several high-profile SPAC deals that made companies like Virgin Galactic, Opendoor, Clover Health, and SoFi public.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/morgan-stanley-coinbase-bny-mellon-bitcoin-etf/cZd9mGoRI5n">Morgan Stanley Chooses Coinbase And BNY Mellon For Its Bitcoin ETF</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chamath Palihapitiya at the 2023 Asia Society Southern California Annual Gala held at The Skirball Cultural Center on May 21, 2023 in Los Angeles, California. (Photo by Allison Dinner/Variety via Getty Images)

Chamath Palihapitiya Warns There's A Structural Failing In BTC – ‘Bitcoin Fails On Those Two Dimensions’ 

According to Palihapitiya, Bitcoin's public ledger is hard to keep private because it is accessible to all.

<ul class="summary-bullets"><li>Spot Bitcoin ETFs saw their biggest drawdown since launch, with more than $8.9 billion flowing out during the recent market correction, according to CryptoQuant analyst Darkfost.</li><li>BlackRock’s iShares Bitcoin Trust was hit the hardest, losing over 42,000 BTC from its peak holdings of more than 806,000 BTC.</li><li>On Tuesday, U.S. spot Bitcoin ETFs recorded daily inflows, while spot Ethereum ETFs saw daily outflows.</li></ul>While Bitcoin hit the $71,000 mark on Wednesday, after a weak February, analysts have flagged that Bitcoin ETFs have seen the largest drawdown since their launch in July of 2024.According to CryptoQuant&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/insights/quicktake/69a7c79021484b085831c1ec-Bitcoin-ETFs-experienced-largest-Drawdown-since-launch?utm_source=twitter&amp;utm_medium=sns&amp;utm_campaign=quicktake&amp;utm_content=darkfost">analyst</a> Darkfost, Spot Bitcoin ETFs suffered their largest drop since inception, while Bitcoin traded below $70,000. This had put a lot of pressure on ETF investors, who had an average cost basis of about $79,000, the analyst said.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_04_at_5_21_21_AM_png_435cb51e7f.webp" alt="Screenshot 2026-03-04 at 5.21.21 AM.png" width="884" height="1432"><figcaption>Crytoquant analyst darkfost flags Bitcoin ETF outflows reaching an all-time high. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/quicktake/69a7c79021484b085831c1ec-Bitcoin-ETFs-experienced-largest-Drawdown-since-launch">CryptoQuant</a>.</figcaption></figure>During the recent correction, “more than $8.9 billion has flowed out of this market,” said Darkfost. The iShares Bitcoin Trust (IBIT) from BlackRock was hit the hardest, losing more than 42,000 BTC from its peak holdings of more than 806,000 BTC. Despite the sharp outflows, things seem to be getting better, with the drawdown returning to about $7.8 billion from its all-time high. If ETF investors continue to buy more Bitcoin, it could help the price settle down more in the near future.&nbsp;<a href="https://stocktwits.com/symbol/ETHA/sentiment">iShares Ethereum Trust ETF (ETHA)&nbsp;</a>&nbsp;was up by 5.36% from its previous close of $14.93. On Stocktwits, the retail sentiment around ETHA changed from ‘neutral’ to ‘bearish’ territory, with chatter at ‘low’ levels over the past day.<h2 class="st-heading-2">Markets React To Rising Geopolitical Conflict</h2>The&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-climbs-past-71-000-to-its-highest-level-in-nearly-a-month/cZd9iBGRI5L">sharp rise in Bitcoin’s price</a> comes amid the geopolitical background where Israeli and US strikes on Iran continued, while Israel reportedly intensified attacks on Tehran and Beirut. In response to the escalating conflict, the Association of Southeast Asian Nations (ASEAN) released a statement saying it would closely monitor the situation and expressed “serious concern” over the escalation.&nbsp;The bloc warned that the conflict posed risks to civilian safety and regional and global stability and called on all countries to respect international law and the United Nations Charter.&nbsp;Previously, analyst George Tung cited historical data and stated that while Bitcoin’s price initially reacts negatively&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/us-iran-war-headlines-bitcoins-structure-is-stable/cZdcyRNRIce">to war headlines</a>, ETF inflow surges, pushing prices back up.&nbsp;<h2 class="st-heading-2">XRP, Solana ETFs See Daily Gains, Ethereum ETFs Buck The Trend</h2>As of Tuesday, U.S. spot Bitcoin ETFs saw a net inflow of $225.15 million every day. At the same time, U.S. spot Ethereum ETFs lost $10.75 million every day. U.S. spot XRP ETFs had a daily net inflow of $7.53 million, while U.S. spot Solana ETFs had a smaller daily net inflow of $1.03 million.<a href="https://stocktwits.com/symbol/ETHA/sentiment">iShares Ethereum Trust ETF (ETHA)&nbsp;</a>was up by 5.36% in pre-market hours. On Stocktwits, the retail sentiment around ETHA changed from ‘neutral’ to ‘bearish’ territory, with chatter at ‘low’ levels over the past day.The largest inflow was seen in the Bitwise XRP ETF, the largest XRP ETF, up 0.38% in pre-market hours. Similarly, Bitwise Solana Staking ETF (BSOL) was up 6.49% pre-market hours. On Stocktwits, retail sentiment around XRP ETF remained in the ‘neutral’ territory, while BSOL was in the ‘bearish’ zone.&nbsp; Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mara-sell-bitcoin-amid-one-billion-net-loss/cZdeZAuRIPZ">MARA Plans To Sell Bitcoin Amid $1.7 Billion Q4 Net Loss</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin ETFs See Highest Drawdown Since Launch While BTC Reclaims $71,000 

Analyst Drakfost pointed out that the Bitcoin ETF drawdown has now returned to $7.8 billion from its all-time high of $9 billion.

Equity

<ul class="summary-bullets"><li>The Bitcoin Hash Ribbon indicates a bottom signal following a three-month miner capitulation period, typically associated with medium- to long-term price reversals.</li><li>Recent macro factors, such as a 52.4 ISM Manufacturing PMI and shifting oil-driven liquidity dynamics, are boosting risk assets like crypto.</li><li>Bitcoin surpassed $69,000, and altcoins showed positive MACD crossings, indicating a likely crypto rally and “alt season.”</li></ul>Several market analysts claim that the crypto market could be entering a bullish phase, based on a mix of on-chain signals, macroeconomic data, and technical indicators on Monday.On-chain analyst James Van Straten&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/btcjvs/status/2028497877127831593?s=20">said</a> the Bitcoin Hash Ribbon metric is an important signal that recently showed a bottom again. The indicator tracks miner capitulation by monitoring changes in hash rate. Analysts indicated that the most recent miner capitulation phase, which lasted about three months, was the second longest on record. They also said that the end of this phase has historically been a good time for prices to bottom out in the medium to long-term.<figure class="image"><a class="st-link-external" href="https://x.com/btcjvs/status/2028497877127831593?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_at_12_53_50_PM_png_a7579c1b2d.webp" alt="Screenshot 2026-03-02 at 12.53.50 PM.png" width="796" height="874"></a><figcaption>Hash Ribbon metric reaches bottom. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/btcjvs">@btcjvs</a>/x</figcaption></figure><h2 class="st-heading-2">Supportive Macroeconomic Data&nbsp;</h2>The most recent ISM Manufacturing PMI was 52.4%, the second month in a row above 50, a sign of economic growth. In the past, crypto has performed well when growth picks up again, liquidity improves, and positions are reset. Some analysts&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/markchadwickx/status/2028500817838571999?s=20">said that</a> PMI readings showing growth often occur at the start of rallies in riskier assets.<figure class="image"><a class="st-link-external" href="https://x.com/markchadwickx/status/2028500817838571999?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_at_12_55_21_PM_png_a1c4b994e6.webp" alt="Screenshot 2026-03-02 at 12.55.21 PM.png" width="796" height="1272"></a><figcaption>Analyst flags PMI index as a technical parameter for a bull run. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/markchadwickx">@markchadwickx</a>/x</figcaption></figure>The sharp rise in oil prices linked to the U.S.–Iran conflict is making it hard for people who are short on the dollar in foreign exchange markets. Analysts&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DeItaone/status/2028504745392935018?s=20">say</a> that changes in the macro economy caused by oil can change the flow of money and people's willingness to take risks. Geopolitical tensions usually hurt risk assets, but some see crypto's ability to remain strong amid the escalation as a sign of strength.<h2 class="st-heading-2">Bitcoin Nears $70,000&nbsp;</h2>At the time of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $69,535.38, up over 5% in the last 24 hours, after hitting an intraday low of $65,149.05. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ territory, but chatter levels remained at ‘low’ over the past day. Analyst Michael van de Pope&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL/status/2028508129785499744?s=20">said</a> that keeping higher lows and holding key levels makes it more likely that the price will move toward the $75,000 to $80,000 range.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoMichNL/status/2028508129785499744?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_at_12_58_05_PM_png_4659db3aa6.webp" alt="Screenshot 2026-03-02 at 12.58.05 PM.png" width="798" height="844"></a><figcaption>Analyst says Bitcoin could see upside. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL">CryptoMichNL</a>/x</figcaption></figure>Altcoins also exhibit technical signs. Market watchers noted that some alt indices have recorded their first bullish MACD crossover in a few years. This is a sign that "alt season" cycles are about to start.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/nasdaq-eyes-contracts-on-major-indexes-steps-into-prediction-market/cZd3WnURI29">Nasdaq Eyes ‘Yes-Or-No’ Contracts On Major Indexes, Steps Into Prediction Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Bitcoin stickers are seen at Pubkey Bar on February 29, 2024 in New York City. (Photo by Michael M. Santiago/Getty Images)

Crypto’s Tide May Be Turning — Analysts Point Towards Bull Signals 

Several alt indices have seen their first positive MACD crossing in years, market observers noted, indicating an "alt season" cycle.

Is This the Start Of Crypto’s Next Big Rally? Analysts Spot Major Breakout Signals

<ul class="summary-bullets"><li>Jordi Visser said AI “can’t survive without crypto,” arguing that fiat financial guardrails “cannot handle the speed of AI,” especially as AI agents become more common.</li><li>Visser said cryptography became more important as deepfakes and AI-driven spam made it harder to confirm identity across calls, texts, and email.</li><li>Separately, Pentagon-AI partnerships drew attention after the U.S. moved to phase out Anthropic from federal use while OpenAI moved forward with a defense deal.</li></ul>Veteran macro investor Jordi Visser said that the fiat financial system wasn't made to handle the speed and scale of artificial intelligence. He said that as AI agents become more independent, crypto infrastructure will be needed.Visser spoke on the Pomp Podcast with Anthony Pompliano on Saturday,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=u48856z9Stc">saying</a> that AI systems would need financial infrastructure that could handle high-speed execution, autonomous agents, and real-time verification. He added that existing fiat guardrails were not meant to support these functions, which only&nbsp;<a href="https://stocktwits.com/coins/bitcoinhttps://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> can.&nbsp;“Coming out of a crisis, you want to invest in the fastest horse in the race. Well, the fastest horse in the race coming out of this cycle is crypto, and this time I don't think it's going to stop,” he added.According to Visser, many investors in venture capital, commodities, and macro had come to the same conclusion: AI couldn't grow without crypto-based rails. He also said that verification is a problem. According to Visser, cryptography has become increasingly crucial for verifying identity and authenticity as the volume of AI-generated content and spoofed communications rises. He described verification as a structural requirement in an AI-heavy environment, citing crypto-linked identity approaches.<h2 class="st-heading-2">AI, Government And Model Controls</h2>Visser sees the conflict between Anthropic and the Defense Department as a sign of a bigger change that is coming, in which crypto infrastructure will be needed for AI to grow safely, securely, and on its own.Visser points to a growing conflict between AI developers and government agencies, using Anthropic's problems with the U.S. Department of Defense as an example. Anthropic has refused to take away some safety features from its models, even though defense officials want to use them in more ways without restrictions. Visser thinks this standoff shows a bigger problem: AI is moving so quickly that current institutional controls, whether regulatory, financial, or moral, are struggling to keep up.Separately, OpenAI moved forward with partnerships with the government, including those related to defense, while also laying out its own rules for using its products. OpenAI co-founder&nbsp;<a href="https://stocktwits.com/news-articles/business/others/openai-altman-anthropic-extremely-scary-precedent-pentagon/cZdcsKvRIcE">Sam Altman said</a> the Pentagon’s reported move to phase out Anthropic set an “extremely scary precedent,” as OpenAI finalized its own Defense Department agreement.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/first-state-fraud-fund-minnesota-crypto-scams/cZd2b85RIcB">Minnesota Launches First State Fraud Fund After Crypto Scams Target Senior Citizens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin logo seen displayed on a smartphone with an Artificial intelligence (AI) chip (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Veteran Macro Investor Jordi Visser Says ‘AI Can’t Survive Without’ Bitcoin 

Current regulatory, financial, and moral restrictions are straining to keep up with AI's rapid pace.

<ul class="summary-bullets"><li>Bitcoin deposits to exchanges rise during major conflicts, then return to normal levels since the asset isn’t linked to a single country, said analyst George Tung</li><li>He noted that growing participation in exchange-traded funds has reduced pressure on spot markets during geopolitical shocks.</li><li>He highlighted global liquidity, stablecoin supply, rate expectations, and regulatory clarity as key factors shaping Bitcoin’s broader trend.</li></ul>As tensions between the U.S. and Iran grew, panic spread to the crypto derivatives markets, where about $1.8 billion in aggressive sell orders came in within an hour. But analyst George Tung pointed out that Bitcoin's sell-offs during wartime appear to be temporary.In the X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptosR_Us/status/2027962035418362339?s=20">post</a> on Saturday, the market analyst George Tung argued that while military escalations create immediate volatility within crypto markets, “capital is not structurally leaving” Bitcoin. Tung, who goes by the handle CryptoRUs, further stated that long-term trends are more influenced by the overall state of liquidity and the market structure, since Bitcoin “isn’t tied to any single country’s economy.”<figure class="image"><a class="st-link-external" href="https://x.com/CryptosR_Us/status/2027962035418362339?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_01_at_6_08_23_AM_png_7f1097e0e7.webp" alt="Screenshot 2026-03-01 at 6.08.23 AM.png" width="904" height="1716"></a><figcaption>George Tung on Bitcoin's price. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptosR_Us">CryptosR_Us</a>/x</figcaption></figure>The market watcher attached a chart from CryptoQuant exchange netflow&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/asset/btc/chart/exchange-flows/exchange-netflow-total?exchange=all_exchange&amp;window=DAY&amp;sma=0&amp;ema=0&amp;priceScale=log&amp;metricScale=linear&amp;chartStyle=column">data</a> across major geopolitical conflicts seen historically impacting Bitcoin’s price and noted that “the on-chain pattern is consistent.”Meanwhile, Tung noted that the rise of exchange-traded funds (ETFs) and institutional participation meant much of the stress has now been absorbed in derivatives markets rather than sustained spot selling. Spot Bitcoin ETFs saw net inflows of $787 million during the week of February 23–27, with&nbsp;<a href="https://stocktwits.com/symbol/IBIT">BlackRock's IBIT</a> leading the way with $503 million, as per SoSoValue&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sosovalue.com/assets/etf/us-btc-spot">data</a>.&nbsp;<h2 class="st-heading-2">Exchange Inflows Surge After Wars</h2>Exchange inflows had risen sharply after Russia’s invasion of Ukraine in February 2022, when Bitcoin fell from around the high range of $30,000 to about $34,000 in a sharp intraday move, according to historical&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coingecko.com/en/coins/bitcoin/historical_data?start=2025-03-01&amp;end=2026-03-01">data</a>. Data also showed that during the Israel-Hamas war in October 2023, Bitcoin was trading near $28,000 and briefly dipped toward $27,000 before stabilizing. In June 2025, during the Iran-Israel escalation, Bitcoin traded in the mid-$60,000 range and fell to $63,000 amid high volatility.On Sunday, after a US strike on Iran led to the assassination of Ayatollah Ali Khamenei, the Supreme Leader of Iran,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $66,313.65, up by 4.5% in the last 24 hours, after hitting an intraday low of $63,857.20. On Stocktwits, the retail sentiment moved up from ‘neutral’ to ‘bullish’ territory; however, chatter around the asset remained at ‘low’ levels over the past day.The Key Opinion Leader also asked market watchers to closely monitor global liquidity, stablecoin supply, interest rate expectations, and regulatory clarity.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoMichNL/status/2028047545751031940?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_01_at_6_05_21_AM_png_5dd2a83458.webp" alt="Screenshot 2026-03-01 at 6.05.21 AM.png" width="962" height="1276"></a><figcaption>Bitcoin's rebound might not be positive, says analyst. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL">@CryptoMichNL</a>/x</figcaption></figure>Michaël van de Poppe, a well-known Bitcoin analyst, doesn't agree with this view. He&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL/status/2028047545751031940?s=20">said</a> that Bitcoin went up at first because of the news, but now it's going down because people aren't sure when the U.S. market will open, and there's a CME gap. It could go up again if it breaks above the 21-day moving average and makes a higher low.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/senator-calls-for-ban-on-insider-trading-after-us-strike-on-iran-generated-million/cZdcHZ3RIc4">Senator Calls For Ban On Insider Trading After US Strike On Iran Generated $1.2 Million</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a novelty Bitcoin token is photographed with a Sterling British Pound GBP, US dollar and a Euro bank note, on March 13, 2022 in Bristol, England. (Photo by Matt Cardy/Getty Images)

War Rhetoric Isn’t Moving Bitcoin Long Term, Says Analyst George Tung

Bitcoin analyst Michaël van de Poppe said BTC initially rallied on the news but is now pulling back amid uncertainty around the U.S. market open and a CME gap.

George Tung: War Headlines Don’t Change Bitcoin’s Structure, As No Country Owns It

Bitcoin analyst Michaël van de Poppe said BTC initially rallied on the news but is now pulling back amid uncertainty around the U.S. market open and a CME gap.


<ul class="summary-bullets"><li>Several analysts said Bitcoin price data does not show a repeated 10 AM sell-off pattern as rumors suggested.</li><li>The claim gained attention after a lawsuit against Jane Street tied to Terra trades became public in New York.</li><li>Market data showed Bitcoin trading near $64,266, with retail sentiment staying neutral.</li></ul>Multiple crypto analysts are disputing claims that Jane Street Capital was manipulating Bitcoin (BTC) by dumping prices at 10 AM daily.&nbsp;This theory has been gaining popularity over the week. Bitcoin analyst Sunny Decree&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sunnydecree/status/2027336665035891088">wrote</a> on Friday that the 10 AM dump narrative was “FAKE NEWS” and said that chart overlays do not show a consistent daily pattern of sell-offs at that time. He added that if traders review the intraday price data, then they can “debunk this theory in approximately 30 seconds.”&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/sunnydecree/status/2027336665035891088?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_28_at_4_51_01_AM_png_79addb5130.webp" alt="Screenshot 2026-02-28 at 4.51.01 AM.png" width="980" height="1014"></a><figcaption>Analyst calls Jane Street 10 AM dump 'fake news'. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sunnydecree">sunnydecree</a>/x</figcaption></figure>Adding to this sentiment, economist Alex Krüger&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/krugermacro/status/2026895258915619114">addressed</a> how institutional trading works, explaining that firms often buy spot Bitcoin while taking opposite positions in futures contracts, which keeps their overall market exposure balanced rather than pushing prices down.<figure class="image"><a class="st-link-external" href="https://x.com/krugermacro/status/2026895258915619114" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_28_at_4_51_55_AM_png_4154672940.webp" alt="Screenshot 2026-02-28 at 4.51.55 AM.png" width="800" height="1548"></a><figcaption>Macro analyst Alex Krüger calls it a 'flawed conspiracy theory'. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/krugermacro">@krugermacro</a>/x</figcaption></figure>Further, K33 Research analyst Vetle Lunde&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VetleLunde/status/2027009407544881512">shared</a> an article in which he examined minute-by-minute Bitcoin price data and said it does not show a consistent daily price drop at 10 AM, as the theory claims.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $64,266.18, down by 4.9% in the past 24 hours. On Stocktwits, the retail sentiment around Bitcoin remained in ‘neutral’ territory with chatter at ‘low’ levels over the past day.<h2 class="st-heading-2">The Claim</h2>Speculation about the so-called “10 AM dump” continued to rise after the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/20260221JaneStreetComplaint-543392cb-fc16-4a99-948c-23294b6a75cf.pdf">lawsuit filed</a> in New York last Saturday was made public on Monday. The filing relates to alleged insider trading tied to 2022 Terra ecosystem transactions and does not mention current Bitcoin price suppression.Adding to this sentiment, the prominent cryptocurrency analyst and influencer Justin Bechler&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/1914ad/status/2026757796390449382">posted</a> "The 10 am Drop: How Jane Street Broke Bitcoin's Price" on Wednesday. The theory has picked up momentum since. According to Bechler, Jane Street was pushing Bitcoin lower through frequent morning sell-offs using ETF-related trades, maintaining the price below $150,000.<h2 class="st-heading-2">What Is The Jane Street Dump?</h2>The term “Jane Street dump” refers to the claim that the firm regularly sold Bitcoin around 10 AM Eastern Time to push the price lower, especially when Bitcoin was trading below $150,000.A crypto market watcher named Bull Theory&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BullTheoryio/status/2026719222680924234">shared</a> a Bitcoin (BTC/USD) candlestick price chart, saying, "Since Jane Street was sued two days ago, the 10 AM manipulation has stopped."In a similar vein, co-founders of Glassnode, Jan Happel and Yann Allemann,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Negentropic_/status/2026674954322714737">added</a> that the "Jane Street Lawsuit gets made public, and miraculously the 10 am $BTC slam disappears."<h2 class="st-heading-2">The 10 AM Reference</h2>The 10 AM reference is about 10:00 a.m. U.S. Eastern Time, which is shortly after the U.S. stock market opens at 9:30 a.m. This is usually a busy time in financial markets because more traders are active and volumes increase.<figure class="image"><a class="st-link-external" href="https://x.com/jjcmoreno/status/2026830811454996536" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_28_at_5_04_03_AM_png_865bde3ea1.webp" alt="Screenshot 2026-02-28 at 5.04.03 AM.png" width="790" height="986"></a><figcaption>CryptoQuant analyst on Jane Street. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jjcmoreno">@jjcmoreno</a>/x</figcaption></figure>Supporters of the theory said Bitcoin often dropped around this time. While CryptoQuant's head of research negates the 10 AM theory,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jjcmoreno/status/2026830811454996536">saying</a> it is what any other delta-neutral fund does. He added that this type of strategy is common in financial markets and is not unique to one firm. He said that calling this normal hedging activity a coordinated price dump is misleading.Read also:<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-media-pledged-bitcoin-collateral-arkham-intelligence-analyst/cZTdjPgRIcb"> Trump Media Pledged $175 Million In Bitcoin As Collateral, Arkham Intelligence Analyst Clarifies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Jane Street Capital logo is seen on a smartphone and in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Analysts Are Calling ‘Jane Street 10 AM Bitcoin Dump’ Theory ‘Fake News’  

Economist Alex Krüger pointed out that institutional trading involves buying Bitcoin and hedging with futures, arguing this does not amount to deliberate price suppression.

No Truth To Jane Street 10 AM Bitcoin Dump, Analysts Dispute It As ‘Fake News’

Economist Alex Krüger pointed out that institutional trading involves buying Bitcoin and hedging with futures, arguing this does not amount to deliberate price suppression.


<ul class="summary-bullets"><li>Bitcoin’s price climbed back over $68,000 on Friday morning, still down 0.2% in the last 24 hours.&nbsp;</li><li>According to Matt Hougan, Jane Street, Wintermute, or Binance are not the reason why Bitcoin’s price is down – it’s because of retail traders who sold, or were forced to sell their BTC.</li><li>He said the market is currently in a “classic crypto winter,” and that a “classic crypto spring” will follow.</li></ul>Matt Hougan, the chief investment officer at Bitwise, said on Thursday that the ‘real reason’ Bitcoin (BTC) is down is not Binance, Wintermute, or Jane Street. It’s because too many traders who were long Bitcoin sold their BTC exposure.“They sold it via spot, they sold it by unwinding leveraged positions, and they sold it by writing calls against their Bitcoin,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Matt_Hougan/status/2027107215036059861?s=20">wrote</a> in a&nbsp; post on X. “They sold because of the four-year cycle and because of quantum fears and because they wanted to invest in AI start-ups and for other reasons.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_042406_png_f7a37ea562.webp" alt="Screenshot 2026-02-27 042406.png" width="818" height="781"><figcaption>Source: @Matt_Hougan/X</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> climbed back over $68,000 on Friday morning, down just 0.2% in the last 24 hours. Retail sentiment around the apex cryptocurrency on Stocktwits dipped to ‘neutral’ from ‘bullish’ over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_042421_png_9a1f7cb321.webp" alt="Screenshot 2026-02-27 042421.png" width="1261" height="146"><figcaption>BTC retail sentiment and message volume on February 27 as of 4:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bitcoin Bottom Followed By Crypto Spring Ahead</h2>According to him, the good news is that Bitcoin’s price and the cryptocurrency market are currently bottoming, with most traders who were selling done. He also reiterated that new all-time highs are in Bitcoin’s future. According to a Stocktwits poll, if Bitcoin’s price were to drop another 20% tomorrow, most retail traders are&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/if-bitcoin-price-falls-20-most-retail-traders-are-ready-to-buy-the-dip/cZTc9KyRIRu">ready to buy the dip</a>.&nbsp;<blockquote>This is a classic crypto winter, and there will be a classic crypto spring.&nbsp; People want someone to blame — I get it — but the reality is far more boring than that.– Matt House, Chief Investment Officer, Bitwise</blockquote>According to Jeff Park, the chief investment officer at ProCap and advisor at BitWise, Jane Street should not be held accountable as the sole “villain” in&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/is-jane-street-why-bitcoin-isnt-at-150-k-firm-wipes-x-account/cZTGedpRIbm">manipulating Bitcoin’s price</a> when the entire system is broken. “The more important question is not whether a particular firm is the villain. It is whether a regulatory framework designed for traditional ETFs is appropriate for an asset whose core value proposition is independence from the financial institutions now tasked with intermediating it,” he wrote in a note.<h2 class="st-heading-2">What Is Retail Saying?</h2>‘Jane Street Woes’ was among the top trending conversation topics around Bitcoin on Stocktwits.Many users agreed with Park’s analysis that the system was rigged to give players like BlackRock, State Street, and Vanguard power over Bitcoin’s price.<stembedurl>https://www.stocktwits.com/HellenJune/message/646063685</stembedurl><stembedurl>https://www.stocktwits.com/PaddyOoohhYeah/message/646062342</stembedurl>Bitcoin’s price is down more than 46% since reaching its all-time high of $126,000 in October. So far this year, the apex cryptocurrency has fallen around 25%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-stock-surges-despite-deep-quarterly-loss/cZTc5VsRIRZ">MARA Stock Surges Despite Deep Quarterly Loss – ‘No Longer Simply A Bitcoin Miner’ Says CEO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign reading 'Bitcoin Accepted Here' is seen in the northern part of Nicosia, administered by the self-declared Turkish Republic of Northern Cyprus (TRNC), on October 21, 2025. (Photo by STR/NurPhoto via Getty Images)

Why Is Bitcoin Down? Bitwise CIO Says The Real Reason Is 'Boring,' Crypto Spring Still Ahead

According to the chief investment officer at Bitwise, Bitcoin is bottoming out and it’s just a “classic crypto winter.” 

<ul class="summary-bullets"><li>Bitcoin’s price has been range-bound over the last two weeks, consistently trading below $70,000.</li><li>The apex cryptocurrency edged lower in the last 24 hours and has fallen 12% over the past week.</li><li>In an ongoing Stocktwits poll, two-thirds of traders said they are ready to buy the dip if BTC’s price falls another 20%, while 24% said they would either panic sell or trim their holdings.</li></ul>Bitcoin (BTC) is not the hottest asset to invest in right now, with its price taking another hit in the last 24 hours to hover around $67,600 after a 12% weekly slide from recent highs, yet retail investors signal a strong resolve to buy the dip.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.8% over the past day to around to around $67,600. Retail sentiment around the apex cryptocurrency moved lower to ‘neutral’ from ‘bullish’ over the past day, but remained above the ‘bearish’ sentiment seen a week ago.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_014151_png_c294393336.webp" alt="Screenshot 2026-02-27 014151.png" width="1262" height="686"><figcaption>BTC retail sentiment and message volume on February 27 as of 2:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Retail Ready To Buy Bitcoin&nbsp;</h2>According to an&nbsp;<a href="https://stocktwits.com/discussions/if-btc-x-drops-20-tomorrow-what-are-you-doing/645736443">ongoing poll</a> on Stocktwits, nearly 60% of retail traders are prepared to buy more Bitcoin even if the price falls another 20% tomorrow. Around 24% said they would either panic-sell or trim their holdings, while 17% said they are most likely to hold onto their stash. A 20% drop from the current price would bring Bitcoin under $54,000.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_021438_png_7fb1d977f0.webp" alt="Screenshot 2026-02-27 021438.png" width="1320" height="934"><figcaption>Results of an ongoing Stocktwits poll asking traders what they are likely to do if Bitcoin's price were to fall 20% tomorrow on February 27 as of 2:30 a.m. ET | Source: Stocktwits</figcaption></figure>The cryptocurrency is trading 50% below its record high in October and has fallen nearly 23% so far this year.One user on the platform said that not only would they buy more Bitcoin, they would also expand their “capability to buy dramatically.”<stembedurl>https://www.stocktwits.com/pariah/message/645737324</stembedurl>Another said that Bitcoin’s price is more likely to drop another 50%, and doesn’t plan on doing anything until that bottom hits.&nbsp;<stembedurl>https://www.stocktwits.com/noccers/message/645738170</stembedurl><h2 class="st-heading-2">Crypto Market Sentiment Takes A Hit</h2>The crypto market entered a new phase of pessimism after some said&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/is-jane-street-why-bitcoin-isnt-at-150-k-firm-wipes-x-account/cZTGedpRIbm">Bitcoin could have been at $150,000</a> if Jane Street had not manipulated prices and&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/did-jane-street-see-the-terra-crash-coming/cZRvoHRR4zn">allegedly</a> contributed to the 2020 crypto crash.&nbsp;Meanwhile, the Office of the Comptroller of Currency (OCC) issued a new proposal of rules to implement the GENIUS Act, which put&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-slumps-with-bitcoin-dip-bnb-outperforms-amid-crypto-reg-fog/cZTcJbaRIRr">restrictions</a> on stablecoin rewards.&nbsp;The issue is also currently under debate in Washington, with the CLARITY Act caught in limbo and a month-end deadline fast approaching. According to JPMorgan, crypto markets could get a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-26/jpmorgan-sees-crypto-boost-if-market-structure-bill-passes">boost</a> if the CLARITY Act gets approved because it will “reshape market restructure.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-stock-surges-despite-deep-quarterly-loss/cZTc5VsRIRZ">MARA Stock Surges Despite Deep Quarterly Loss – ‘No Longer Simply A Bitcoin Miner’ Says CEO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Bitcoin sign is displayed on the wall of developers Ciprés and Rilea Group on July 16, 2025, in Miami, Florida. (Photo by Joe Raedle/Getty Images)

If Bitcoin’s Price Falls 20% Tomorrow, Most Retail Traders Are Ready To Buy The Dip

According to an ongoing poll of Stocktwits, only 17% said they are likely to hang onto their Bitcoin holdings.

<ul class="summary-bullets"><li>Jane Street has drawn renewed scrutiny following allegations tied to the 2022 TerraUSD collapse.</li><li>On Wednesday night, the firm wiped its X account and deleted all of its posts.</li><li>According to the crypto community, if Jane Street had not been manipulating Bitcoin’s price, it could have been at $150,000, if not higher.&nbsp;</li><li>However, analysts are debating whether the larger system is to blame or Jane Street specifically.&nbsp;</li></ul>Trading company Jane Street has been in hot water after TerraForm Labs accused it of market manipulation, and it deleted all posts from its X account overnight, fueling speculation over its role in the 2020 crypto crash.<figure class="image"><a class="st-link-external" href="https://x.com/JaneStreetGroup" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_043150_png_befb5044b9.webp" alt="Screenshot 2026-02-26 043150.png" width="415" height="407"></a><figcaption>Source: @JaneStreetGroup/X</figcaption></figure>The crypto community on Reddit and Twitter has another point of contention. If Jane Street had not manipulated TerraUSD’s (UST) price, if Luna (LUNA) had not subsequently crashed, leading to the FTX collapse, then maybe Bitcoin (BTC) would be at $150,000 right now, if not higher.&nbsp;Currently, Bitcoin’s price is trading around $68,400, higher than earlier this week but still nearly 50% below its record high of over $126,000 seen in order. Any retail trader who bought at the peak needs an&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-reclaims-65-000-but-october-buyers-still-need-90-rally-to-break-even/cZRy5ucRIGc">over 90% rally to break even</a>. On Stocktwits, retail sentiment around the apex cryptocurrency improved to ‘bullish’ from ‘neutral’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_044020_png_0aad70b853.webp" alt="Screenshot 2026-02-26 044020.png" width="1246" height="672"><figcaption>BTC retail sentiment and message volume on February 25 as of 4:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Jane Street Isn’t Different From Its Fellow APs</h2>According to Jeff Park, the chief investment officer at ProCap and advisor at BitWise, the short answer is no. The long answer is more complicated. No single firm, like Jane Street, should be able to directly suppress Bitcoin’s price. “Every Authorized Participant across every Bitcoin ETF operates under the same rules and the same exemptions,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/dgt10011/status/2026785209983619485?s=20">short note</a> on X.&nbsp;However, what the larger structure can suppress is something more subtle. According to Park, Authorized Participants (APs) are unique within the regulatory framework. He explained that under typical regulations, short sellers are required to locate shares before selling them short. However, APs are exempt from that requirement because they have contractual rights to create and redeem ETF shares.<h2 class="st-heading-2">The System Is Broken</h2>What an AP can do is short ETF shares without borrowing stock, without incurring borrow costs, and without a hard deadline to close the position, leaving the position open for as long as it remains commercially reasonable. “This exemption was designed to support orderly ETF market-making. Structurally, however, it creates a window that looks very similar to regulatory arbitrage,” he wrote.<blockquote>The more important question is not whether a particular firm is the villain. It is whether a regulatory framework designed for traditional ETFs is appropriate for an asset whose core value proposition is independence from the financial institutions now tasked with intermediating it.– Jeff Park, Chief Investment Officer, ProCap</blockquote>Simply put, if the hedge is done in futures rather than spot, no spot Bitcoin needs to be purchased. The mechanism is designed so that spot buying is weakened. “The gap between spot and derivatives is then left to basis traders, whose role is to keep those markets aligned,” Jeff wrote.<h2 class="st-heading-2">What Is Jane Street's Actual Net Position?</h2>Crypto analyst Justin Bechler doesn’t disagree that the ETF mechanism is broken, but still has its suspicions about Jane Street’s role. “Jane Street's conduct in Bitcoin markets has not been tested by regulators. Its conduct in other markets has,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reddit.com/r/btc/comments/1rewhyf/the_10am_drop_how_jane_street_broke_bitcoins_price/">wrote</a> in a post on Reddit.According to him, since Jane Street is a key authorized participant for major Bitcoin ETFs, it has privileged access to ETF redemption flows. The post alleged Jane Street’s large IBIT holdings may be fully hedged or offset with undisclosed derivatives, meaning the real net exposure could be neutral or even short.&nbsp;Bechler also noted that Bitcoin has shown repeated sharp sell-offs around 10 a.m. ET, when the stock market opens. According to him, while the mechanism is broken, Jane Street is not innocent of exploiting it for its own gains.<h2 class="st-heading-2">What Is The Lawsuit Against Jane Street?</h2>The federal lawsuit against Jane Street alleges that Jane Street used inside information to trade ahead of a major liquidity event. According to the complaint, a former Terraform intern later employed by Jane Street shared nonpublic information through a private chat group. When Terraform pulled liquidity from a key trading pool, a wallet linked to Jane Street allegedly exited its position minutes later, before the market knew what was happening.The lawsuit claims Jane Street avoided large losses and worsened the collapse. Jane Street denies the allegations and says Terraform’s failure was caused by its own design flaws and misconduct.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-etf-inflows-top-500-m-for-first-time-this-year-after-record-outflows/cZTGEntRIbj">Bitcoin ETF Inflows Top $500M For First Time This Year, On Track To Break Record Outflow Streak</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Bitcoin inscription displayed outside a Bitcoin ATM, on November 20, 2024 in Krakow, Poland. (Photo by Artur Widak/NurPhoto via Getty Images)

GBTC
Grayscale Bitcoin Trust

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest GBTC News

GBTCGrayscale Bitcoin Trust