Bitcoin News: Bitcoin Miners Extend Rally After Jane Street Discloses Stakes in Bitfarms, Cipher Mining, and Hut 8

Shares of leading Bitcoin mining companies surged after Jane Street Group, one of the world’s largest trading firms, disclosed new holdings in multiple miners — extending a months-long rally in publicly traded crypto mining stocks.Key TakeawaysJane Street revealed passive stakes of roughly 5% each in Bitfarms, Cipher Mining, and Hut 8.The stocks surged between 8% and 19% following the disclosure.Other Bitcoin miners, including Hive Digital and American Bitcoin Corp., also saw double-digit gains.Bitcoin mining stocks have outperformed BTC in 2025, with some posting over 200% annual gains.Jane Street Discloses New Bitcoin Mining StakesRegulatory filings submitted to the U.S. Securities and Exchange Commission (SEC) on Thursday showed that Jane Street’s trading affiliates hold:5.4% of Bitfarms (BITF),5% of Cipher Mining (CIFR), and5% of Hut 8 (HUT).The firm described these as passive trading positions, rather than activist stakes — but the disclosure was enough to fuel investor optimism across the sector.Mining Stocks Rally on Institutional ConfidenceFollowing the news, crypto mining shares rallied sharply on Thursday and continued higher into Friday’s session.At Friday’s market close:Cipher Mining (CIFR) jumped 19.73%,Hut 8 (HUT) gained 17.27%, andBitfarms (BITF) climbed 10.68%, according to Yahoo Finance data.Other publicly traded miners also advanced:American Bitcoin Corp. rose 11.29%,IREN Limited gained 12.60%, andHive Digital Technologies surged 17.77%.Jane Street’s disclosure follows Google’s recent 5.4% stake acquisition in Cipher Mining on Sept. 25, underscoring growing institutional interest in the Bitcoin mining industry.Bitcoin Miners Outperform Bitcoin in 2025Bitcoin mining remains a core component of the cryptocurrency ecosystem, ensuring network security and transaction validation through computational work.However, the sector’s publicly traded companies have become standout performers this year.Over the past 12 months:Bitfarms has risen 131%,Hut 8 has soared 211%, andBitcoin (BTC) is up 73%, according to Yahoo Finance.The data highlights how Bitcoin mining equities have outpaced BTC itself, as investors increasingly view mining firms as leveraged plays on the broader crypto market.Industry OutlookWith institutional players like Jane Street and Google taking positions in mining companies, analysts expect continued momentum in the sector.Upcoming catalysts include energy efficiency upgrades, AI-computing integrations, and potential regulatory clarity in the U.S. energy and infrastructure sectors.