
Loading summary
A
Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever find yourself playing the budgeting game? Well, with your name your price tool from Progressive you can find options that fit your budget and potentially lower your bills. Try it@progressive.com Progressive Casualty Insurance Company and affiliates Price and coverage match limited by state law, not available in all states.
B
It feels like AI can do everything. Write the code, analyze the data. It can even suggest your next move. But there's one thing AI can't do. Think for your people. With AI, the real advantage isn't the tools. Anyone can do that. The real advantage is human readiness. That's why the smartest companies aren't asking, do we have AI? They're asking, can our people keep up to build a learning program that keeps your people ahead. Learn with Docebo. Docebo Never Stop Learning.
A
Welcome Bitcoin fam to the number one Bitcoin pod. Bitcoin hit 70,000 yesterday, currently correcting just under 67,000. In today's show, I'll be breaking down the latest TA. We'll also discuss the Middle east tensions boost gold as investors continue to seek the safe havens. Also Telegram's in app Crypto wallet will offer yield on bitcoin, ether and USDT. We also discussed bitcoin ETS regain momentum with 507 million of inflows as bitcoin reclaimed 68, 69 70,000 yesterday. We'll also discuss Indiana lawmakers past crypto rights bill banning discriminatory taxes. Also, if bitcoin is in 200,000 already, I'm going to be explaining why according to some top analysts. I'll be giving you the deep dive as well as the opposite analysis where analysts are rejecting the Jane Street 10am dump saying Bitcoin isn't easily easily manipulated. I'll give you everything you need to know. We'll also be taking a look at the overall crypto market. We'll be all this plus so much more right here in today's show. Today is Pot episode 2,264. I'm your host JV alongside the Fed Chair Nip Anator. Bitcoin did touch down at 70,000. We had an epic day in the market across the board. A lot of liquidity was added into crypto. Today the correction happened again. We're currently trading just shy of 77 or sorry, 67,000 at the time of the live stream. Let's kick it off with our market watch as we do each and every day pulling up coin360. Yesterday everything was in the forest green which was a rarity. Probably the first time this year we've seen gains like that. But today everything's back in the red. You can see bitcoin down almost 2% on the day ether down 3%, back under 2000. Hovering around that price level. 70 of the bigger losers are Litecoin, Avax, doge link and zcash. And checking out coinmark cap.com at least the market cap is still up 2% on the day, sitting at 2.35 trillion. Bitcoin market cap 1.338 trillion. Checking out top 100 crypto gainers past 24 hours. We got Pippen leading the pack, up 13% on the day. Stable up almost 11% in decred, up 9%. Checking out crypto greed and fear index. Look an 1111 omen. Today is an 11. Extreme fear yesterday was an 11, last week a 9 and last month a 29 in fear. And the new local low is a 5, a level we ain't seen of extreme fear since the 2022 winter. And checking out time chain calendar today is block height 938,455. And you could exchange one fiat monopoly dollar for 1494 SATs. So you know what to do. You, you know, pick up the SATs, put down the gats and pick up some bitcoin caps from my man sergio over@bitcoincaps.net but without further ado, let's look at some of the live charts. Do a little live chart action. Jackson Satisfaction here today. Look at the bullishness we experienced yesterday. Again one of the most bullish days of the year for bitcoin. I don't know, it was like up 8%. We touched like 70 GS before the correction. That was the top. And then we started going back down. As you can see we did touch down at roughly 6065 today. And then we got a little relief green and currently at around 67,000 at the time of the live. Checking out the four hour, you're also going to notice a bunch of red candles just being printed after a pretty phenomenal day in the markets yesterday. Checking out the daily, you'll notice a little itty bitty red on the day yesterday. Massive green candle we which was a relief to the three prior red candles. And checking out the weekly as we're approaching towards the end of the week here we can see 1, 2, 3, 4, 5. There's six red candles but that can still flip. We have three days left until we print it and the price has been very volatile. Let me know which direction you think we're likely to go by Sunday. The the time of the weekly close and checking out the monthly very similar to the weekly 1, 2, 3, 456 red candles. Unfortunately it's been a Febu bear. We had a Jan bear, December, November and an October six consecutive red candles. The last time this happened we saw a massive bull rally collectively gaining over 100% in the months to follow. So if history is to repeat, I mean there is no telling with conservated Ms. Shing Bance. But next up we'll do a little TA here. Headline reads Bitcoin Traders Explain why 80000 is the Next target for the bulls. And of course the bears are calling for the mid 50 range. Which way will she go? You let me know. We'll entertain it here. So yeah, we must close above 68 again. 3 days until we get the weekly close and we're currently just under that by roughly a thousand dollars. REC Capital spotted Bitcoin facing resistance from this trend line 60 saying the latest recovery can turn into a post breakdown retest of the EMA into the new resistance based on the historical price action quoting them here alongside the chart. The moment of truth is coming for the btc. Bitcoin will need a weekly close back above the EMA which is the exponential moving average and flip it into new support to go against the grain of history. Then we have analyst Jelly here. The first real strength on Bitcoin since the prices were over 90 g's. And for some historical context here, just one month ago we were at 90 GS. We literally lost 30,000 in price action over the last 30 days. Crazy right? Let's see if the price can turn the 4 hour 50 EMA into support here. Stick to the plan. Will liquidations drive the price to ADJs? Let's discuss it. Traders are anticipating a possible liquidity grab where a cluster of ask orders are placed above 72. Latest data from Coin Glass showed the price tapping the liquidity around 70 with the bulk of the interest still clustered above the spot price. So about 2 billion in ass orders are currently sitting between 72450 and 7 5th 000. So if 75 level gets broken it can spark a liquidation squeeze. You can't short your dorks, you can't afford that and that could literally drive the price to the 80,000 range. As the analyst points out, Bitcoin's liquidity hunt has only just started and unless There's a catalyst to drop. I'm expecting these higher levels to get run in the next few weeks. Let me know where you stand and we will get into the the ETFs which finally had some positive inflows. And also as a bonus, I want to read you this tweet which got reposted by the high priest Max Kaiser. I wrote John McAfee wasn't crazy. He was early. Before bitcoin was institutional, before the ETS, before the suits, pretending to understand freedom, there was McAfee. He warned about surveillance. He warned about control. He warned about what happens when governments fear code. They mocked him. The they chased him. He literally tattooed whacked. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever find yourself playing the budgeting game? Well, with your name, your price tool from Progressive, you can find options that fit your budget and potentially lower your bills. Try it@progressive.com Progressive Casualty Insurance Company and affiliates Price and coverage match limited by state law. Not available in all states. On his arm and said if they ever took him out, it wouldn't be suicide. Bitcoiners, remember? I had him on my show here twice. Brilliant, unfiltered decades ahead of the curve. A true cipher punk, a true outlaw. Legends don't fade, they echo. And that was a repost I did of Max's original post. Gone but not forgotten. So shout out to John McAfee the legend and may you rest in empowered brother. This gong strike is for you. And of course the official story was he suicided himself. Where have we heard that one before? No, he definitely did not. They whacked him and that's basically what happened. He prophesied that he had the tattoo on the arm. Proof of work, you know. But let's continue with the headlines. Next story. Check it. Middle east tensions boost gold as investors seek safe havens. As you know, gold had a hell of a run this year, hitting a new all time high. Roughly 5,700 announced. I think it's still trading around 51, 5200 an ounce. But what's the ultimate safe haven? Is it bitcoin or is it gold? Let's break her down. Rise intentions of the Middle east are pushing investors towards more safe haven assets. With gold demand climbing as investors flee equities and crypto markets. On Wednesday, reports revealed Iran sharply increased crude oil exports with shipments from Carg island reaching 20 million barrels between February 15 and Friday, about three times the January level. As a preemptive supply release and a hedge against possible disruption if tensions with the US Escalate. At the same time, increasingly hawkish U S rhetoric regarding Iran's nuclear program has raised expectations of confrontation. According to some analysts. In the event of a direct US Iran military conflict, gold could rise roughly 15% within a two week span on just the safe haven demand target in a range of 55 to 58, which would again take it back to price discovery per ounce. Crypto markets also remain sensitive to the macro forces, noting the safe havens flow into the US dollar which could pressure Bitcoin price towards the 64 to 65 zone and we're not too far from that right now. On the other hand, if inflation concerns dominate over the dollar strength, capital could rotate into alternative hedges pushing the price back to 6970Gs, according to some of the analysts. Now uncertainty drives the flight to safety. The rotation into safe haven assets is already visible in investor behavior. Data shared by the Kabisi letter showed Indian investors rapidly reallocating capital into gold. Gold ETF inflows in India have climbed to about 250 billion rupees close to 3 billion USD which is an all time high surpassing equity mutual inflows for the first time. The increased inflows into gold products come amid the decline of equity allocation with gold ETF demand rising more than 900% since July as the stock fund inflows drop by around 2 billion according to the latest from the Kabisi letter. Here in this chart shows you the India inflows into gold ETF similar to the inflows in into the equity ETFs. As the world's second largest gold consumer and one of its biggest importers, India shifts towards the gold ETFs. It marks a fundamental change and how its investors are allocating their capital. Gold currently trading just shy of 5200 an ounce, slightly down on the day. However over the past week prices have risen by basically four and a half percent. Let me know if any of you guys are bullish on precious metals such as gold and what is the superior store value leads me to a One of my favorite quotes from Max Kaiser Gold the poor man's Bitcoin the doing while gold is pulling in defensive flows on chain data indicates crypto conviction very limited. In a recent report Glass Node said Bitcoin continued trading between 60 and 70 000. That's right, we were at 70000 just yesterday and we were at a bottom of 62. Lots of volatility in the markets which we can expect. The report also revealed almost nine and a half million of Bitcoin are currently held at a loss. I mean 9.2 million to be precise. BTC the 90 day realized profit to loss ratio has fallen under a 1, which indicates more holders are selling at a loss than taking profits. Also US listed spot Bitcoin ETF saw rebound Wednesday, which we'll dive into a little bit here coming up. But next up next Headline Telegram's in App Crypto Wallet to offer yield on the Bitcoin Ether and usdt that's right, Telegram's built in Crypto Wallet has introduced the feature allowing the users to earn returns on on major cryptos inside their app. The update introduces vaults in the Tun Wallet, a self custodial wallet integrated within the wallet in Telegram, enabling users to whole send and earn on Bitcoin, Ether and Tethers USDT without leaving the chat interface, according to their recent announcement quoting them here at Wallet and Telegram our mission is to transform digital assets from complex concepts into practical tools for everyday life. Also like to throw out there. I do have a Telegram chat I've had for like roughly eight years now. If anyone's interested in joining it, it's Telegram Bitcoin News Alerts Net be sure to check it out and let me know if you guys even use Telegram. But anyways, the system runs on defi infrastructure provided by Lendon Network Morpho, the tun ecosystem execution layer, the strategy provider re7. The tool operates in the background while the users interact with a simple interface similar to a typical app Wallet. Now Telegram aims to simplify the defi earning wallets and Telegram said the goal is to make earning on crypto easier for everyday users. Removing the technical steps normally associated with D5 services, which often require multiple wallets, network bridges and external apps. The vault strategies generate variable returns and allow users to keep control of their funds through self custody. The announcement said USDT vaults offer dollar denominated earning strategies with different risk levels, while Bitcoin and ETH vaults extend the same functionality to two of the largest cryptos, obviously Bitcoin and Ether. The goal is to make onchain yield accessible. The bankers must hate this in the simplest way possible directly inside a self custodial wallet embedded in a mainstream consumer app. We're lowering the barrier to DEFI strategies, packaging advanced yield strategies and a product that is native to Telegram. How many of you have the Telegram wallet? Do let me know. Wallet and Telegram also plans to support direct deposits of native Bitcoin ether which will automatically appear in wrapped form within the Tun ecosystem Wallet in Telegram claims to have more than 150 million registered users. Tun launches crypto payment toolkit also for merchants. That was earlier in the month. Telegram significantly increased its operating revenue in 2025, reporting almost 900 million in the first half of the year, a 65% increase from the 525 million a year earlier. And roughly 300 million of the revenue gave came from exclusivity agreements tied to its associated crypto ton coin. If you don't know now you know next Story of the day Bitcoin ETFs regained momentum with 507 million of the inflows of the Bitcoin reclaim 68, 69 and 70 all yesterday we had a pretty impressive price gain and it was all due to these inflows have returned the US Spot. Bitcoin, you know funds extended the Rebound Wednesday Bitcoin reclaimed 6869 70, pulling in over a half a billion of inflows, the largest daily total since February 2nd. So since the beginning of the month, Bitcoin ETFs are nearly a potential first week of inflows nearing after five weeks of outflows. And that's why we've had five, six consecutive red candles on the weekly. It all is, you know, reacting with one another. The weekly inflows are now 560 million and today I would assume we have more outflows, hence why we're correcting again the gains mark two consecutive days of the inflows, hinting at a possible upside following the massive February selloff, wiping out 20 billion in assets. And I remind you, 30 days ago we were 90 GS and the new low for the cycle is 59, 9 again, all within 30 days. Talk about mass volatility. Hence you can't short your dorks. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states. You can't afford that. Black Rock's Eye bit saw the largest share of the inflows, which is pretty typical being they're the largest, attracting 300 million of the Bitwise ETF. Fidelity follow with 39 million and 30 million. Jane street controversy We're gonna actually do a deep dive into this in a little bit, but let me give you A quote from Hodl not so then. The 21 million cap is irrelevant when Jane street can fabricate unlimited synthetic supply through undisclosed derivatives stacked on top of its own ETF inventory. Now we know the answer to the price mystery and color me not surprised, paper bitcoin. And we will do a deep dive on this conspiracy. It's our feature story of the day, but stay tuned, we'll get into that. Now, the short answer is that no AP explicitly suppresses the price. According to another analyst, park those are not the same thing. But the second is arguably more consequential than the first. And again, I'll give you both sides of the coin a little later. Concerns over the paper bitcoin, in which firms trade without acquiring the actual crypto, have lingered since early February. The debate intensified recently after the Mishap of South Korea's BitFum exchange mistakenly distributed620,000 Bitcoin. Imagine making that mistake. And what would you do? You just log into your account one day and let's just hypothetically say you got 10,000 bitcoins there. Do you try to offload it? Do you send a support ticket? Hey, you guys made a mistake. Let me know. But allegedly they recovered most of that bitcoin. And I wonder if that was an inside job or, you know, it's. It's hard to fathom how that would just be an error. Oh, 6, 600, not 620, 623,000 Bitcoin mistakenly sent to people's wallets from that exchange. South Korea's bit thumb. And how many of you actually have accounts on that exchange? Let me know. Okay, next story of the day Indiana Lawmakers Pass Crypto Rights Bill Banning Discriminatory Taxes yo, taxes. That's right. Indiana lawmakers send a bill to governor Mike Braun that would expand legal protection for crypto users and require certain state requirements for saving plans to offer or sell direct brokerage option with at least one crypto investment choice. Can you guess what the crypto investment choice is? B to the T to the C. House Bill 1042 for the regulation and investment of crypto cleared the legislator this Wednesday, 59 lawmakers voting in favor and 33 against it. You can't make this ish up, you know. The bill seeks to protect bitcoin and crypto investor rights, ban these crazy crypto taxes and open the door for the digital asset holdings in state requirement retirement plans. The bill is headed for Braun for the signature. If it signed, most provisions would take effect July 1. While the retirement plan Self directed brokerage requirement would take effect later. A handful of the US States have already signed crypto investor protection bills, including Oklahoma, November 2024 Kentucky, March of 2025. The Pennsylvania House Bill 2481 for crypto investor protection rights passed back in October of 2024 with strong bipartisan support but yet to be signed into law. Indiana's crypto rights bill stands out from the others because it's the only piece of legislation seeking to offer self directed brokerage accounts to facilitate crypto retirement plans and apparently there's a lot of money there. The bill would allow the Indiana citizens to hold bitcoin and digital assets as part of their retirement plans for the first first time. If signed, the bill would require certain state retirement and saving plans to offer the self directed brokerage accounts with at least one crypto investment option by July 1, 2027. This would extend the legislator's defined contribution plan, the Hoser Start plan, specified public employee retirement funds and specified teacher retirement fund plans, amongst others. Meanwhile, state rules are limited on crypto. We've been covering all the state adoption Indiana bill would restrict state and local public agencies from adopting or enforcing rules that would prohibit lawful crypto payments, self custody or mining. Subject to the bill's carve outs. Under the legislation, public agencies excluding the Department of Financial Institutions will be prohibited from adopting regulations that prohibit an individual's ability to accept digital asset payments for legal goods and services, take custody of their crypto holdings, or impose taxes and fees on crypto payments and self custody holdings. The bill also prohibits the enforcement of regulations that would prohibit crypto mining operations for businesses or individuals. So overall it seems like it would be protecting the crypto investors from, you know, unlawful taxes and it would also protect your right to self custody. So as the global hash war continues around the world, this is a great sign for bitcoin adoption. Now for our feature story of the day. If bitcoin isn't at 200,000 already, I'm going to break down why that may be in the culprit Jane Street. We're actually going to do a deep dive here. Also Max Kaiser some input strategy is the opposite of Jane street relentlessly accumulates the BTC never sells completely transparent, ethically mission driven vers predatory delinquent. Tell them Max. But yeah, I'm going to get basically read you what I wrote yesterday which is a summary of a very long three thread and then I'm going to dive into the long thread entitled the 10am Drop How Jane Street Broke Bitcoin's Price by Justin Belcher. And then I'll give you the other side of the coin as there's people saying it had nothing to do with that and they're refuting that claim. But you can decide for yourself. Let's start right here. A federal lawsuit pulled the thread that runs through Tara's 40 billion dollar collapse dating back to 2020. Two months of mechanical 10am Eastern liquidation. Wicks the largest disclosed IBIT position on record and a derivatives book nobody can see. Literally a ghost. One name keeps showing up. The Jane Street. Jane street isn't just another hedge fund. They're one of the very few authorized participants of the BlackRock Ibit, which is their ETF. That means they control the pipe between the ETF and the real Bitcoin So they can literally create and redeem ETF shares, move real Bitcoin in and out of the structure. Arbitrage ETF versus spot layer derivatives on top of that inventory. Now think about what traders watch for months, every Single trading day, 10am Eastern like clockwork, right as the U.S. equities open, Bitcoin dumps 2 to 3% in minutes. Precise Algorith algorithm algorithmic liquidity triggering leverage. Wipe stops hunted. Then the price rebounds like a young Dennis Rodman over and over and over and over again. At the same time, Jane street disclosed massive IBIT holdings in their 13F filings. But here's what almost nobody understands. 13F filings show long equity positions. They do not show options, futures swaps or other derivatives. So a firm can look massively long on paper while being fully hedged or even net short through positions no one sees. So if you hold ETF inventory, hedge it off book with derivatives, slam spot at predictable liquidity windows and harvest profits in a derivative layer. That's not organic price assignment discovery, that's synthetic supply overwhelming real scarcity. Bitcoin's 21 million cap is enforced by the code. But price is discovered in the markets. And if a firm can manufacture paper exposure on top of the real Bitcoin while sitting inside the ETF plumbing, the scarcity narrative doesn't automatically protect the price. Now add in the lawsuit alleging insider advantage during the terror collapse and there is now a 40 billion dollar lawsuit against Jane Street. Just FYI. Add prior regulatory action overseas involving a coordinated cash plus derivative strategy. And add the repeated 10am liquidity sweeps that mysteriously align with a firm that has scale, speed and structural access. Suddenly this doesn't look random, it looks structural. Bitcoiners were told the market decides. But what if the market has been engineered, which we've been claiming for quite some time. And if this story holds, Bitcoin wasn't underperforming, it was being suppressed. That's my basic summary of this deep dive. But now let's dive a little deeper. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Fiscally responsible financial geniuses, Monetary magicians. These are the things people say about drivers who switch their car insurance to Progressive and save hundreds. Visit progressive.com to see if you could save Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states or situations. The 10am drop how Jane Street Broke the Bitty Price they say Bitcoin should be at least 150 right now and everyone knows it. And yeah, a federal lawsuit was filed in Manhattan. Explain exactly why it isn't. And we're going to connect the dots here. Let's start with the intern named Bryce Pratt. He worked at Terraform Labs, the Singapore based company behind Stablecoin Terra USD which was their stable coin that collapsed and it's totally token Luna which collapsed back in 2022. He left Terraform and joined Jane street as a full time employee in September of 2021. Also the connection of Jane street and Bankman Freed in Carolina. It's crazy here. Jane street is also where SPF learned to trade before founding FTX and Alameda and many of his future colleagues came from there as well. Which is wild. And according to the Lawsuit filed by TerraForm's bankruptcy admin Todd Snyder, Pratt became the bridge between his former employer and his new one through a chat group called Corporate Court Filings described as Bryce's secret. The lawsuit alleges Jane street used this channel to obtain material non public info about Terraform's internal liquidity moves. The critical moment came May 7, 2022. Terraform withdrew 150 million in Terra USD from Curve 3 Pool, a decentralized trading firm that served as the primary liquidity hub for the stablecoin. Within 10 minutes of the withdrawal, before Terraform informed the public or made an announcement of a wallet linked to Jane street pulled 85 million in Terausd from the same pool. Here's evidence of that right here. Jane street behind the 40 billion Luna USD collapse according to the new lawsuit, the combined selling pressure helped trigger us break from the dollar that was the infamous D Pagan and within days Luna's mint and burn mechanism spiraled out of control hyper inflating the token destroying 40 billion in market value. Just like that retail Investors suffered catastrophic losses. Jane street, according to the lawsuit, avoided more than 200 million in potential exposure. Unwinding the position at precisely the right moment. The lawsuit describes trades that would have been impossible without inside info. Jane street calls the suit desperate and baseless as any defense attorney would, arguing that the losses suffered by Tara and Luna holders were caused by Terraform's own fraud. They're all fraud and they get a percentage of the fraud. Does the business model now do? Kwan is now serving 15 years in prison. Snyder also filed a separate 4 billion lawsuit against jump Trading over alleged manipulation of the same collapse, suggesting a systemic investigation into institutional conduct during the Terra death spiral rather than just an isolated claim against the single firm. Now beginning in late 2024, the acceleration through 2025, the price began doing something traders noticed but couldn't explain and something we've been, you know, blowing the whistle on for a while now. Every trading day, like clockwork. 10am Eastern. Coinciding with the U.S. stock, Bitcoin experienced sudden sharp selloffs. The drops were precise for the algorithm, widely disproportionate to broader the market conditions. They wiped out the leverage long positions, triggering cascading liquidations and then reversing within hours. Jan Happle and Yan Jan and Yan, co founder of GlassNow, documented these patterns through their shared account Geotrop. What? How do I say that? Nedgen Tropic. They track the algorithmic precision of the drops across months of data. And the pattern was not subtle. Charts from December show bitcoin falls falling from 89 to 87 within minutes of the open, erasing almost 200 million along positions before recovering. Now get this. This has been happening every day like clockwork at 10am you know the great mystery. So what's really going on behind closed doors? You tell me what you think now for the machine. In the Q4 20205 13F filing, Jane street disclosed holding over 20 million shares of IBIT worth almost 800 million. The firm added 7 million shares during the quarter alone, a 276 million increase. So at one point last year, his total IBIT position was valued at two and a half billion. Simultaneously, the firm boosted its holdings of micro strategy stock by 473%, accumulating almost a million shares worth 121 million. Even as Black Rock and Vanguard divested billions in MSTR during the same period. If you haven't figured it out, the holy trinity of financial juggernauts that control financial markets of the world and Vanguard, BlackRock and Jane Street. If you're to ask me they're always up to no good. But as Bitcoin treasuries points out here 473 position increase they know what to come in. This is all orchestrated is what they're trying to hint at. The Invisible Book Former hedge fund manager Michael Green called the bullish interpretation of Jane Street 13F painful. He pointed out Jane Street's ibit position is almost entirely offset by undisclosed options and future positions that are certainly not accumulating a position in Bitcoin. That's how market making works. Former prop trader Ryan Scott was blunter. Anyone posting this as bullish is committing a capital offense. This should be y' all never guess who was offsetting derivative positioning. That does not need to be reported. And it goes on and on the precedent Jane Street's conduct at the Bitcoin market has not been tested by the regulators. Its conduct and the other market has. In 2025 the securities and Exchange Board of India published a 105 page enforcement order against Jane street entities for manipulating bank affinity index options. So again, there's nothing new under the sun and three things cannot be long hidden the sun, the moon and the mother freaking truth. 21 million the hard cap of 21 million is enforced by the network of sovereign Bitcoin nodes. The cap assumes prices discovery is honest and that the market reflects actual supply demand. And when the institutions hold Bitcoin or Bitcoin adjacent adjacent instruments, their positions represent genuine exposure to the asset rather than raw material for derivative strategies invisible to every other participant. So in other words, the 21 million cap only works if the market sitting on top of it is honest. And there's seems to be a mass amount of manipulation coming from Jane street. Hence why they're now facing a $40 billion lawsuit. This is a deep thread. Shout out Justin Belcher for putting it together. And also now the counter. This was just published. Analysts reject the Jane Street 10am dump claim saying Bitcoin isn't easily manipulated apparently by the market makers. Let's see if I can hit you with some some quotes. This article starts with Bitcoin should be at least 150,000 right now and everyone knows it. Just that sentence doesn't make any sense. The mechanics of of what it describes Jane street did with Bitcoin buying spot and selling futures what any other delta neutral fund does. Also no mentions of the general market conditions with overall bitcoin spot demand growth collapsing since early. Well, it could all be orchestrated. Why are there sell offs on every major exchange and all the institutions of the world at the same time going on. I'm a believer that there's manipulation going on. I've been calling it for a long time. But you guys let me know your thoughts on what side of the equation are you on. Do you think the markets are massively manipulated by the likes of the Jane Streets, the IBITS or the financial, you know, Illuminati financial arms of the world? You let me know. And don't forget to check out bitcoin news alerts.net for the full premium experience with video and to participate in the live stream along with the Q and A. And I look forward to seeing you on tomorrow's episode.
C
Hoddle no plan Be me I had the bitty Bitcoin is my plan A, B, C, D and E There is no other plan for me I am with the bit bit Rip through the dips baby Bitcoin it's my plan A, B, C, D and E I'm Team BTC Through God she educated me Through God she freed me Through God she changed me Let A, B, C, D and E Bitcoin is the only financial plan for me Angels in the Orange Angels in the orange I said angels in the orange I see angels in the cold storage it's all in the it's all in the orange Sunrise sunse hope a lot Bitcoin isn't the best you have been told never forget this is your chance to change the tides to make your own sunlight Oranges grow in the glow of a new sunrise Live in an orange get your vitamin C on Boost your financial immune system and your life quality the orange plan is plan A, B, C, D and E Orange skies endless rise Freedom flies with open eyes Led your lions the world alliance no more middle men no more confines Truth engraved in blocks of time Immutable, sublime A full moon bride calling to a better path, a better way the coldest law no hands to sway or pay Turn your brain on get your bitcoin plan A, B, C, D and E Bitcoin is the only plan for me Decentralized no inflation taking your gains Work for prosperity instead of sweating for them and buy Bitcoin Chains broken global economy global ledger global chance for everyone Plan B There's no need this is the seed that breaks the greed this is the plan that works for you and me we don't have to work for the mask man don't you see Bitcoin changes the past and future Writing a new history Be a part of the resistance by the bitty Orange is more than Just a shade. It's the glow of wealth remade, generational and confiscatable. Immutable, impregnable. Fifth level. It's sexy, sensitive, sensational. It goes, doing, doing. My cup is full. Pen and paper out of date. Private keys dictate. Cold is the new hot. Cold storage is sexy. Banker control is nice. Bitcoin is my map. My sea, my full moon. My star guiding me. Bitcoin is number one, two, three, four and five. Come on, guys. Do you want to be pray? Or do you want to be a hunter and thrive? You know you want to to do more than just stay alive. You want to thrust, keep hope alive. It's number 1, 2, 3, 4 and 5. It's plan A, B, C, D and E. It's God hacking humanity. The Citadel isn't just a city. This is bitcoin. Camelot just as pretty. Huddle strong through dips, flats and bends. You are not too late as fiat deflates. Your journey just begins. Be your own superhero raising up, take a stand, Change your plan Orange you're willing to do to do yourself to the moon. Be your own superman. What a sexy plan. Plan A, B, C, D and E. Bitcoins the only plan for me. Bitcoin Bitcoin Camelot just as pretty. Huddle, huddle strong through dips, flats and bends. You are not too late as fiat deflates. Your journey just begins. Plan A, B, C, D and E. Bitcoin's the only plan for me. At Charmin, we heard you shouldn't talk about going to the bathroom in public,
A
so we decided to sing about it. Light a candle, pour some wine, grab a roll. The soft kind for a little me time. Charmin Ultra soft smooth hair. Wavy edges for my rear. So let the softness caress your soul. Just relax, you're on a roll.
C
Let her rip.
A
Charmin Ultra Soft Smooth tan.
C
Charmin Ultra Soft Smooth hair has the same softness you love now with wavy edges that tear better than the leading one. Ply brand Enjoy the go with charming.
Date: February 26, 2026
Host: JV (Bitcoin News Alerts), co-host Nip Anator
This episode zeros in on the ongoing battle for Bitcoin price discovery amid market volatility, institutional inflows, and growing macro uncertainty. JV and Nip Anator provide a comprehensive breakdown of recent Bitcoin price action, delve deep into the Jane Street lawsuit and its implications for BTC’s "real" price, discuss the growing debate over potential market manipulation, and highlight regulatory efforts — including Indiana's landmark crypto rights bill. The show remains fiercely loyal to Bitcoin maximalism, offering sharp commentary, technical analysis, and community engagement, all underscored by the show’s hallmark conviction: "Stack hard. Stay sovereign."
On price volatility:
“We had an epic day … a lot of liquidity was added into crypto. Today the correction happened again.”
— JV ([01:32])
On systemic manipulation claim:
“Every single trading day, 10am Eastern like clockwork … Bitcoin dumps 2–3% in minutes. Precise algorithmic liquidity triggering leverage.”
— JV ([34:15])
“A firm can look massively long on paper while being fully hedged or even net short through positions no one sees.”
— JV ([35:22])
On gold vs BTC:
“Gold — the poor man’s Bitcoin.”
— Max Keiser (paraphrased by JV, [17:15])
On self-custody:
“It would be protecting the crypto investors from, you know, unlawful taxes and … protect your right to self custody.”
— JV ([31:50])
On McAfee:
“He warned about surveillance. He warned about control. He warned what happens when governments fear code. They mocked him. They chased him. … Legends don’t fade, they echo.”
— JV ([10:44])
This fiery episode dissects the ongoing clashes between market manipulation accusations and institutional advancement in Bitcoin markets. It challenges listeners to consider whether BTC’s market price is organically set or synthetically suppressed, using the Jane Street lawsuit as a central case study. Alongside this, the show highlights bright spots in adoption (Indiana’s crypto bill, Telegram’s yield wallet), macro safe haven flows into gold, and the irrepressible Bitcoin maximalist spirit.
JV and the Bitcoin News Alerts team urge listeners:
“Pick up the SATs, put down the gats, and pick up some bitcoin caps… Stack hard. Stay sovereign.”
— ([04:05])