Crypto Mining Stocks Rally as Bitcoin Hovers Around $80K: MARA Jumps 7%, TeraWulf and IREN Climb 5%

Crypto Mining Stocks Rally as Bitcoin Hovers Around $80K: MARA Jumps 7%, TeraWulf and IREN Climb 5% David Moadel Tue, August 25, 2026 at 11:10 AM EDT 5 min read MARA BTC-USD WULF IREN NVDA Quick Read Bitcoin topping $80,000 sent MARA up 7% and TeraWulf up 5%, though MARA's bounce reflects pure coin-price beta with no AI contract backing. IREN's $9.7 billion Microsoft deal and $3.4 billion NVIDIA cloud agreement give its rally a contract-backed foundation MARA lacks. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marathon Digital didn't make the cut. Grab the names FREE today . Crypto mining stocks are climbing Tuesday after Bitcoin (CRYPTO:BTC) topped $80,000, reaching a more than three-month high, but then dipped back below that key level. The rally is broad, but individual movers tell a nuanced story. Thongden Studio / Shutterstock.com MARA Holdings ( NASDAQ:MARA ) stock is up 7% to $11.93, TeraWulf ( NASDAQ:WULF ) stock is up 5% to $16.21, and IREN Limited ( NASDAQ:IREN ) stock is up 5% to $41.67. For context, the Global X Data Center & Digital Infrastructure ETF ( NASDAQ:DTCR ) is up 2% to $28.48, well short of the individual miners' moves. Coming into the session, MARA was up 25% year to date through Monday's close, TeraWulf was up 35%, and IREN was up 5%. Bitcoin has been the swing factor all year, and today's push above $80,000 has restored the higher-beta trade after weeks of choppy action. The gap between TeraWulf's and IREN'…