October 25, 2025 | 01:31Leading Bitcoin mining stocks surged after trading giant Jane Street disclosed significant positions in three major mining companies. The investments sparked a rally that extended through Friday, building on months of gains in the crypto mining sector. Regulatory filings revealed Jane Street now holds substantial passive stakes in Bitfarms, Cipher Mining, and Hut 8, triggering immediate stock price increases ranging from 8% to 13% on Thursday with continued momentum into Friday’s trading session.
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BlackRock’s IBIT Bitcoin ETF Switches to In-Kind Process
BlackRock’s IBIT, the world’s largest Bitcoin ETF with over $20 billion in assets, has received SEC approval to switch from cash to in-kind creations and redemptions. This fundamental operational change allows authorized participants to directly exchange Bitcoin for shares rather than using cash intermediaries, promising significant implications for trading efficiency, tax treatment, and market structure that could further cement IBIT’s dominance in the cryptocurrency ETF space.
read moreEthereum Hits 1.8M Daily Transactions, Staking Soars
Ethereum’s network activity has surged to 1.8 million daily transactions, the highest level in a year, signaling robust utility growth. The platform’s staking participation has reached 30% of total supply, reflecting long-term holder confidence and a shift toward earning yields rather than selling. This fundamental strength is attracting substantial institutional investment, with Goldman Sachs accumulating 160,072 ETH ($721 million) and other major firms like Jane Street and Millennium building significant positions. The SEC’s guidance on liquid staking is viewed as a precursor to Ethereum ETFs with staking features, potentially transforming institutional allocation strategies. Bitcoin’s market dominance has concurrently declined from 60% to 57%, indicating capital rotation into Ethereum and other assets.
read moreWhy Bitcoin Price Stalls Despite Corporate Buys: Expert Analysis
Despite continuous announcements of major corporate Bitcoin purchases, the cryptocurrency’s price has remained stagnant throughout the summer. Preston Pysh, appearing on Coin Stories, attributes this phenomenon to sophisticated Wall Street trading firms employing delta-neutral, volatility-harvesting strategies. These firms simultaneously go long and short across spot, futures, and perpetual swaps, effectively sucking volatility out of the market while arbitraging spreads. The result is compressed price action that feels like a ‘coiling spring’ rather than the explosive moves historically associated with Bitcoin bull markets. While global equity market liquidity provides a positive indicator for potential upward movement, Pysh cautions that volatility compression doesn’t guarantee dramatic price breakouts and acknowledges this cycle’s deviation from historical patterns.
read moreWall Street Giants Boost Bitcoin ETF and Crypto Stock Holdings
Wall Street giants are ramping up their Bitcoin and crypto-related investments, with Wells Fargo, Cantor Fitzgerald, and Jane Street leading the charge. Wells Fargo expanded its stake in BlackRock’s iShares Bitcoin Trust (IBIT) to over $160 million, while also increasing holdings in MicroStrategy. Cantor Fitzgerald boosted its Bitcoin ETF exposure to $250 million and holds $2 billion in crypto-related equities, including Coinbase and Bitcoin miners. Jane Street now holds $1.46 billion in IBIT shares, making it the firm’s largest portfolio position, surpassing Tesla. These moves highlight a broader trend of institutional adoption of Bitcoin and crypto assets through ETFs and equities.
read moreInstitutional Investment in Spot Bitcoin ETFs Grows in Second Quarter
In Q2, 262 additional institutional firms invested in spot Bitcoin ETFs, raising the total to 1,199. While retail investors dominate, institutions now hold 21.15% of total AUM, with market makers like Millennium and Susquehanna as the largest holders, despite reduced exposure due to increased competition and lower yields. Bitcoin is currently trading at $59,141.
read moreBitcoin ETF Inflows Surge, But Price Struggles Amid Market Dynamics
Bitcoin ETF inflows surge, but BTC struggles to rally above $65K as traditional finance markets hit all-time highs. Spot ETF buyers may not be betting on BTC’s upside, with hedge funds engaging in arbitrage trades and US inflation decreasing. This weakens Bitcoin’s appeal as an independent means of exchange, offsetting bullish sentiment from spot ETF inflows.
read moreMajor Institutional Investors Accumulate Significant Stake in Coinbase
Jane Street Capital has significantly increased its holdings in Coinbase, now owning 5.3% of the outstanding shares, valued at approximately $2.4 billion. Other major investors in Coinbase include Vanguard Group, BlackRock, Nikko Asset Management Americas, Paradigm, and Ark Invest. Institutional investors are showing interest in spot Bitcoin ETFs, with BlackRock’s IBIT experiencing notable inflows, making it one of the best performing ETF launches in history.
read moreWall Street Giants Embrace Bitcoin ETF Market with Notable Success
Bitcoin ETFs have gained traction among traditional finance institutions, with BlackRock expanding its list of authorized participants to include major players like Goldman Sachs and Citigroup. The involvement of Wall Street giants in the ETF market reflects a growing acceptance of Bitcoin-related financial products, despite recent fluctuations in BTC’s price. According to Bloomberg’s ETF expert Eric Balchunas, the success of these ETFs has likely influenced the decision of these institutions to openly participate. The US Securities and Exchange Commission (SEC) has approved ten Spot ETFs, which have shown steady investor interest, with BlackRock’s IBIT ETF emerging as the top performer with significant net inflows.
read moreFinancial Giants and Crypto Firms Compete in Bitcoin ETF Race
Major financial giants like BlackRock and Fidelity, along with crypto-native firms such as Bitwise and Valkyrie, are entering the Bitcoin ETF market, intensifying competition. The race to introduce the Bitcoin ETF is heating up as the SEC anticipates potentially approving several issuers in early 2024. Differentiating factors such as fees, popularity, and size will play a crucial role in determining the success of these ETFs.
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