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- Jane Street disclosed 5%+ positions in Bitfarms, Cipher Mining, and Hut 8.
- Bitcoin mining companies have outperformed Bitcoin in 2025.
- Institutional interest signals growing confidence in the crypto mining sector.
Shares of leading Bitcoin mining companies surged on Friday after trading giant Jane Street revealed sizable positions in Bitfarms, Cipher Mining, and Hut 8. SEC filings indicate Jane Street affiliates hold roughly 5.4% of Bitfarms, 5% of Cipher Mining, and 5% of Hut 8. These positions are passive, signaling confidence in the sector rather than an intent to influence company decisions.
The market responded immediately. Bitfarms (BITF) climbed 10.68%, Cipher Mining (CIFR) jumped 19.73%, and Hut 8 (HUT) surged 17.27% at Friday’s close, reflecting investor optimism. Other mining stocks also saw gains: American Bitcoin Corp. rose 11.29%, IREN Limited 12.60%, and Hive Digital Technologies 17.77%.
Jane Street and Institutional Momentum
Jane Street, a prominent proprietary trading and market-making firm, first ventured into Bitcoin miners in 2023 via Marathon Digital (MARA). Its recent disclosure highlights growing institutional confidence in the Bitcoin mining sector. This follows Google’s 5.4% stake acquisition in Cipher Mining in late September, underscoring corporate interest in the infrastructure supporting cryptocurrency networks.
Also Read: Bitcoin to $200K, Then a 50% Crash? Tom Lee Issues Stark Market Warning
Bitcoin Miners Outperform Bitcoin
Bitcoin mining, which involves solving complex algorithms to validate transactions and generate new Bitcoin, has shifted toward large companies with industrial-scale operations. In 2025, these mining firms have not only expanded operations but also delivered remarkable stock performance. Bitfarms has surged nearly 131% over the past year, Hut 8 approximately 211%, while Bitcoin itself gained around 73% in the same period. This trend shows that institutional and retail investors increasingly see mining companies as high-growth opportunities within the crypto ecosystem.
Institutional bets and strong performance have propelled Bitcoin miners into the spotlight, offering investors a potential hedge and growth play beyond Bitcoin itself. As companies like Bitfarms, Cipher Mining, and Hut 8 continue to expand, the sector is poised to remain a key driver in cryptocurrency markets.
Disclaimer: The information in this article is for general purposes only and does not constitute financial advice. The author’s views are personal and may not reflect the views of Chain Affairs. Before making any investment decisions, you should always conduct your own research. Chain Affairs is not responsible for any financial losses.
I’m a crypto enthusiast with a background in finance. I’m fascinated by the potential of crypto to disrupt traditional financial systems. I’m always on the lookout for new and innovative projects in the space. I believe that crypto has the potential to create a more equitable and inclusive financial system.
