Jane Street lifts Strategy stake 54% to 4.1 million MSTR shares

A 13F filing shows Jane Street increased its Strategy (MSTR) position by 53.8% to 4,119,097 shares as of Sept. 30. Strategy is the largest corporate bitcoin holder, so a major market maker nearly doubling down signals institutional appetite for bitcoin-proxy equity exposure. Traders may read the disclosure as a confidence vote in MSTR's premium and, by extension, in BTC-linked equity demand.