Leading Bitcoin mining stocks surged after Jane Street revealed ownership positions, signaling renewed institutional confidence in the sector.
Jane Street’s Disclosure Fuels Mining Stock Rally
Shares of major Bitcoin mining firms Bitfarms (BITF), Cipher Mining (CIFR), and Hut 8 (HUT) surged on Friday following the disclosure that Jane Street, one of Wall Street’s most active trading firms, has acquired new stakes in each company.
According to U.S. Securities and Exchange Commission (SEC) filings submitted Thursday, Jane Street’s trading affiliates now hold approximately 5.4% of Bitfarms, 5% of Cipher Mining, and 5% of Hut 8. The positions are passive, indicating they were made for trading and market-making purposes rather than activism or strategic control.
Following the disclosure, all three mining stocks posted double-digit gains, extending a rally that has lasted several months.
- Bitfarms (BITF): +10.68%
- Cipher Mining (CIFR): +19.73%
- Hut 8 (HUT): +17.27%
Data from Yahoo Finance shows that the momentum carried into Friday’s trading session as investor optimism spread across the entire mining sector.
Mining Stocks Outperform Bitcoin in 2025
Bitcoin mining companies have dramatically outpaced Bitcoin’s 73% annual price gain in 2025, as capital continues to rotate into crypto-related equities.
- Bitfarms has risen nearly 131% over the past 12 months.
- Hut 8 has gained approximately 211% during the same period.
Meanwhile, Cipher Mining has emerged as one of the year’s top performers in the AI and Bitcoin infrastructure narrative — particularly after Google disclosed a 5.4% stake in the company on Sept. 25, further validating institutional confidence in the sector.
Other Bitcoin mining stocks also rallied Friday, including:
- American Bitcoin Corp. (+11.29%)
- IREN Limited (+12.60%)
- Hive Digital Technologies (+17.77%)
Institutional Confidence Grows in Crypto Infrastructure
Jane Street’s latest filings underscore a growing trend of institutional entry into Bitcoin’s infrastructure layer — not just through direct Bitcoin holdings or ETFs, but via publicly traded miners that underpin the network’s security.
The firm, known for its advanced trading algorithms and deep liquidity provisioning, first gained Bitcoin mining exposure in 2023 through holdings in Marathon Digital (MARA).
“This kind of institutional activity signals that Wall Street is betting on the long-term profitability and resilience of the Bitcoin mining ecosystem,” said one analyst at 10x Research.
The mining industry’s resurgence comes as Bitcoin trades near $111,000, with rising network difficulty and expanding energy demands pushing miners to innovate and consolidate.
Recent reports suggest U.S. regulators are considering direct grid access for AI and crypto miners, potentially easing operational bottlenecks and attracting further investment.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.