‘10 AM #Bitcoin Dump’ Firm Jane Street Rotates Millions From IBIT, MSTR Into #Ethereum
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Key points:
Jane Street cut its stake in Strategy, Bitcoin ETFs, and Bitcoin mining companies in the first quarter of 2026, according to the firm’s latest 13-F filing.
The market maker simultaneously increased exposure to Ethereum ETFs, adding roughly $82 million across ETHA and FETH positions.
Jane Street also increased stakes in Riot Platforms, Coinbase and Galaxy Digital.