#CryptoMarketRebounds

Is the Reset Complete? Decoding the Rebound Beyond the Surface Level

The market has jolted back to life. Seeing Bitcoin flirt with $70,000 while Ethereum and Solana post 13%+ gains is the kind of price action that shifts sentiment instantly. But after weeks of controlled chaos, we need to ask: is this the real deal, or just a well-orchestrated short squeeze? Here’s my breakdown of the three core questions.

1️⃣ Has the 10 a.m. dump really ended due to market maker legal pressure?
The timing is far too precise to be a coincidence. For weeks, the daily 10 a.m. (UTC+8) sell-off felt like a metronome—mechanical, not organic. The Jane Street lawsuit appears to have been the circuit breaker. Whether it was a specific market maker stepping back or just a wave of risk-off deleveraging triggered by legal scrutiny, the pattern has shattered. This removal of predictable selling pressure is a massive bullish signal for market structure. It suggests the "invisible hand" manipulating intraday liquidity has been forced to show its cards, or fold.

2️⃣ BTC at $70K — reversal or short-term rebound?
This feels different from the dead-cat bounces we saw in late January. We’re breaking a key resistance level not just on low volume, but with accompanying narratives. The confluence is key:

· Macro Tailwind: Nvidia’s stellar earnings aren't just about AI; they reaffirm faith in tech growth, lifting the entire risk-asset umbrella, including crypto.
· Structural Confidence: Circle’s strong performance is a quiet but critical signal. It implies robust stablecoin flows, which are the lifeblood and fuel for sustainable market moves.
· The "Real Money" Test: As one post on Square noted, "Spot demand > Leverage demand." If we hold above $70K and consolidate, it confirms real capital is entering. A snap-back below would confirm it was just derivatives gambling. I’m leaning toward the start of a slow, grinding reversal rather than a V-shaped blow-off top.

3️⃣ In this setup, which coins are you accumulating?
I’m playing the structural rebound, not just the beta chase.

· ETH: It’s lagged for months, but a 13% move shows它's waking up. If this is a liquidity-driven rally, ETH is the institutional on-ramp and the primary beneficiary of a DeFi resurgence.
· SOL: The volatility monster is back. It's the momentum play. If risk appetite returns fully, Solana is the sports car that accelerates fastest.
· Looking Smaller: If the Nvidia narrative bleeds deeper, I’m keeping a close watch on AI-focused altcoins like FET or RNDR. They offer the highest risk/reward if tech mania re-couples with crypto.

Final Thought:
This rebound has changed the music. But the dance isn't over yet. The next 48 hours are critical. We need to see if the "10 a.m. ghost" returns tomorrow and if bids hold above $69K. For now, the weight of evidence suggests the worst of the structural selling is behind us.

What’s your move? Are you adding risk here or waiting for confirmation? 👇