Guys, akhirnya ada yang ngejelasin kenapa Bitcoin selama berbulan-bulan ini tiap malem jam 22:00 WIB suka anjlok. @JaneStreetGroup lagi dituduh main algo dump BTC setiap US open (jam 10 pagi ET / ~22-23 WIB).
Ini ringkasan kasusnya biar gampang dicerna👇
1. Pola Manipulasi Dump
Hampir tiap hari selama 4+ bulan (akhir 2025 sampe awal 2026):
• BTC di jam pagi kuat atau sideways
• Pas jam 10 ET (22.00 WIB)→ drop 1-3% dalam hitungan menit
• Liquidasi longs retail berantai → panic sell → harga makin jatuh
• Mereka kemudian tutup short/options dengan profit gede, lalu beli balik dengah harga murah. Dari pola ini mereka berhasil raup miliaran dolar. Akibatnya Retail banyak yang jebol margin.
2. Lawsuit dari Terraform Labs (Feb 2026)
Administrator bankruptcy Terraform (yang collapse 2022) juga pernah ngegugat Jane Street di pengadilan federal NY. Tuduhan utamanya adalah insider trading pas Terra/Luna runtuh Mei 2022.
• Ada ex-intern Terraform yang pindah ke Jane Street
• Kemudian masuk grup chat rahasia “Bryce’s Secret”
• Habis itu mereka buka posisi $85 juta UST dari Curve cuma 10 menit setelah Terraform tarik $150 juta diam-diam
• Percepat death spiral → $40 miliar lenyap, efek domino ke Celsius, 3AC, FTX.
3. Setelah Kasus Ini Pola Dump Berhenti!
Sejak gugatan keluar (sekitar 23 Feb), pola 10 AM dump itu hilang total.
• BTC rebound dari ~$63k ke $69-70k dalam 2-3 hari
• Short liquidation ratusan juta dolar
• ETF inflow balik positif
Ini juga semakin menguatkan bahwa dugaan manipulasi sudah hilang di market .
But so far ini belum terbukti di pengadilan ya, ini masih allegation.
Menurut kalian, dengan "tertangkapnya" Jane Street ini, apakah bear market akan segera berakhir?
🚨 WARNING: THE SYSTEM IS COLLAPSING IN REAL TIME!!
Pending Home Sales just fell to the LOWEST LEVEL ever recorded.
That means demand for homes is now weaker than it was in 2008.
And if you think housing has no impact on other markets
YOU ARE WRONG!
Housing is one of the BIGGEST engines in the US economy ~22.6% - 24.9% of US GDP (total housing sector)
It means nearly 1/4 dollars spent in the U.S. is tied to where people live and how they maintain those spaces.
This is not just a real estate story.
- This is a CREDIT story.
- This is a CONSUMER story.
- This is a LIQUIDITY story.
Now look at what the chart is showing.
The Pending Home Sales Index is sitting near ~71.
That’s not a “slow market.”
That’s a COMPLETELY BROKEN market.
Because pending home sales are signed contracts, which means they show demand BEFORE final sales close.
So when this index makes a new all-time low, it means the weakness is already inside the system.
That one fact explains a lot.
It tells you buyers are disappearing before the official data catches up.
And the reason is simple.
Payments are too HIGH.
Mortgage rates don’t need to go back to 8% to break housing.
Around ~6% is already enough to keep monthly payments high and kill demand, especially after years of home price inflation.
That’s why people keep missing the setup.
They look at home prices and think, “Prices are not crashing, so everything is fine.”
But housing doesn’t break that way at first.
- It breaks through VOLUME.
- It breaks through AFFORDABILITY.
- It breaks through PAYMENT STRESS.
This is exactly how a real housing slowdown starts.
First, transactions die, because buyers can’t qualify or don’t want to lock in a brutal monthly payment.
Then, confidence dies, because listings sit longer and sellers stop getting the bids they expected.
Then, the real economy starts feeling it, because housing is tied to everything else.
- Mortgages
- Bank lending
- Construction
- Renovations
- Furniture
- Appliances
- Local services
Housing is not “just houses.”
It’s one of the BIGGEST flow engines in the system.
Now connect the dots.
- When pending sales are at all-time lows, banks get less loan growth.
- When banks get less loan growth, credit creation slows.
- When credit creation slows, liquidity gets low.
And when liquidity gets low, risk assets stop acting normal.
THIS IS A WARNING.
Not because one headline came out.
Because the housing market is already telling you the consumer is getting squeezed, and most people still are not looking.
This is why these slow markets are dangerous.
They don’t look like a crash in the beginning.
They look “quiet”
Then the weakness spreads into jobs, spending, and credit.
And by the time people call it a real problem, the damage is already everywhere.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on.
I’ll post the warning BEFORE it hits the headlines.
Apa yang jadi alasan kalian buat ga masuk PNS?
Padahal hidup terjamin, asuransi kesehatan disediain, uang pensiunan ada, kerja juga santai.
Genuinely penasaran🤔
⚠️ALERT: THE CRYPTO BEAR MARKET HAS BEGUN
CryptoQuant now says Bitcoin has likely entered a bear market phase.
The report says $BTC could drop to $70K in 3–6 months, and as low as $56K later in H2 2026.
🚨 BREAKING
CHINA HAS OFFICIALY STARTED QE - MONEY PRINTER IS ON!
THEY WILL INJECT FROM ¥500B TO ¥1 TRILLION BY THE END OF 2025.
US WON’T LOSE THE RACE. FED WILL BE FORCED TO PRINT EVEN MORE MONEY.
FINALLY GIGA BULLISH NEWS FOR MARKETS!