Bitcoin miners beat BTC by a wide margin in 2026, with the trailing basket of crypto equities up 56% year over year while the crypto pioneer fell 17%, according to 10x Research.
Last week, five mining and AI-infrastructure stocks led the gains as Bitcoin fell on rising Treasury yields and expectations of a hawkish Federal Reserve.
Resources ranged from hyperscaler GPUs to mega campuses, all showing that the miner-to-AI-infrastructure pivot is progressing.
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1. KEEL Infrastructure (KEEL), +30%
KEEL, formerly Bitfarmsposted the strongest weekly profit after Chardan initiated coverage and Buy purchases.
The company is repositioning its 2.2-gigawatt power pipeline across Pennsylvania, Washington, and Quebec toward AI and high-performance computing, joining many others. Bitcoin miner pivot AI which has also changed the calculation of shares until 2026.
2. Cipher Mining (CIFR), +29%
Cipher has similarly risen on the back of new funding and continued progress in its hyperscale lending pipeline.
Analysts pointed to the Texas-based industry’s strength and number of sheets as driving investor interest in announcing more AI data centers.
3. IREN (IREN), + 29%
IREN signed a $1.6 billion purchase agreement and Dell on May 26 for Blackwell GPU systems that will power its five-year, $3.4 billion cloud-powered AI partnership.
Delivery is planned for early 2027 at the company in Childress, Texas, and is expected to raise IREN’s annual revenue from $3.7 billion to $4.4 billion.
4. TeraWulf (WULF), +24%
TeraWulf added the 285-acre Muskie Data Campus in Eastern Kentucky on May 26 that the company expects to support up to 1 gigawatt of power, with initial delivery of 500 MW expected by the end of 2028.
The acquisition expands TeraWulf’s The rise of AI and HPC beyond its existing Lake Mariner and Abernathy locations.
5. Door 8 (HUT), +22%
Hut 8 signed a 15-year, $9.8 billion lease for its Beacon Point campus in Nueces County, Texas.
The 352-megawatt facility is designed to match NVIDIA’s DSX reference construction and raise the AI power produced by the company to about 597 megawatts, more Hut 8 expansion plans through Louisiana, Texas, and Illinois.
“Hut 8’s $9.8 billion Texas loan all showed that the Bitcoin miner-to-AI-infrastructure pivot is accelerating,” read it a column in the 10X Research portfolio.
Why Bitcoin Has Slowed Down Its Operators
Bitcoin traded at about $73,367 on Thursday, down about 5% on the week, BeInCrypto data showed.
BlackRock’s IBIT extended its net multi-day outflow, indicating BlackRock AI partnership architecture the idea that the capital is flowing from BTC exposure to miners with hyperscaler contracts.
The 10-year Treasury yield fell to 4.47% to 4.50% ahead of the PCE inflation print, and the next FOMC meeting on June 16-17 could change whether mining mining rally case it works in the summer.
A note 5 Bitcoin Miner Stocks Breaking BTC as AI Infrastructure Spending Explodes appeared for the first time BeInCrypto.
