Simply Bitcoin Forget JP Morgan: This is who is really suppressing the Bitcoin price... | EP 1444
Feb 19, 2026
A deep dive into who may be driving daily Bitcoin dumps and quietly accumulating supply. Discussion of market makers and ETF mechanics that let firms buy low while profiting from spreads. Analysis of 13F filings suggesting a specific trading firm’s actions. Broader themes on institutional accumulation, political signaling, and why elites view Bitcoin as wealth preservation.
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Market Makers Lower Price To Accumulate
- Wall Street market makers like Jane Street push Bitcoin down during U.S. market opens to accumulate at cheaper prices.
- They profit from spreads while engineering retail liquidations and building long-term Bitcoin positions.
ETF Filings Reveal Large Accumulation
- Jane Street added 7.1 million IBIT shares in Q4 and now holds ~20.3M shares, indicating heavy accumulation.
- The timing matched a ~50% Bitcoin price drop, implying strategic buying at lows.
ETF Flows Hide Market-Maker Activity
- Market makers trading via ETF flows can remain almost invisible to on-chain trackers.
- That invisibility lets them see liquidity and stop locations and engineer cascades off-exchange.