Bitfarms plans to keep selling its bitcoin holdings until they fall to zero on its balance sheet, as it shifts its business focus to AI and high-performance computing infrastructure. The company has already begun selling part of its holdings and expects more sales. It posted realised gains of $28.2 million from bitcoin sales in 2025. Shareholders also approved moving its corporate domicile to the United States and rebranding as Keel Infrastructure, with shares to trade under the KEEL ticker.

Some investors claim U.S. trading firm Jane Street has repeatedly pushed Bitcoin lower with program selling shortly after the U.S. stock market opens, around 10 a.m. Eastern time. The claims spread after a Terraform Labs lawsuit. Analysts and on-chain researchers said the pattern is not statistically consistent and may reflect delta-neutral arbitrage that combines spot buying and futures selling. They said no clear evidence shows any single institution structurally controlled prices.