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Will ASIC Miners Ever See Another Bull Run?

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Manage episode 502550603 series 2638359
Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews

Welcome back to The Mining Pod! Today, TicTacc Director of Business Development Michael Rhoden joins us to talk about the current state of the ASIC market in 2025, including the impact of tariffs on pricing and demand, Proto’s ASIC miner launch, the rise of hydro cooling solutions, manufacturing shifts to the US, and how public miner pivots to AI/HPC are reshaping the mining hardware landscape.

Subscribe to our newsletter!

**Notes:**

• Tariffs add 19% duty on Malaysian imports

• S21 Plus best seller with hydro cooling

• Proto rig weighs 120 pounds, 10-year life

• US manufacturing capacity still limited

• Bitcoin mining margins remain thin

• Ethiopia halts new mining expansion

Timestamps:

00:00 Start

02:52 Proto miner thoughts?

04:23 Proto pricing

06:13 Consumer interest in Proto

07:32 Tariffs

10:19 Bitmain's markets

12:08 Hottest ASIC markets globally

15:34 Ethiopia market

17:12 China mining

19:34 Cooling trends

22:53 S21 oversupply?

26:48 AISC prices not in a bull run

29:08 HPC pivots

34:46 Mad in the USA

37:22 Auradine

41:00 Dynamic ASIC market

43:12 Wrap up

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CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner!®, is a market-leading, pure play Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship to monetize low-cost, high reliability energy while securing the most important finite, global asset – Bitcoin.

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

👉 Colorado Air Filter, Leaders In Mining HVAC Solutions!

Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact [email protected]

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

447 episodes

Artwork
iconShare
 
Manage episode 502550603 series 2638359
Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews

Welcome back to The Mining Pod! Today, TicTacc Director of Business Development Michael Rhoden joins us to talk about the current state of the ASIC market in 2025, including the impact of tariffs on pricing and demand, Proto’s ASIC miner launch, the rise of hydro cooling solutions, manufacturing shifts to the US, and how public miner pivots to AI/HPC are reshaping the mining hardware landscape.

Subscribe to our newsletter!

**Notes:**

• Tariffs add 19% duty on Malaysian imports

• S21 Plus best seller with hydro cooling

• Proto rig weighs 120 pounds, 10-year life

• US manufacturing capacity still limited

• Bitcoin mining margins remain thin

• Ethiopia halts new mining expansion

Timestamps:

00:00 Start

02:52 Proto miner thoughts?

04:23 Proto pricing

06:13 Consumer interest in Proto

07:32 Tariffs

10:19 Bitmain's markets

12:08 Hottest ASIC markets globally

15:34 Ethiopia market

17:12 China mining

19:34 Cooling trends

22:53 S21 oversupply?

26:48 AISC prices not in a bull run

29:08 HPC pivots

34:46 Mad in the USA

37:22 Auradine

41:00 Dynamic ASIC market

43:12 Wrap up

👉CleanSpark, America's Bitcoin Miner!

CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner!®, is a market-leading, pure play Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship to monetize low-cost, high reliability energy while securing the most important finite, global asset – Bitcoin.

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

👉 Colorado Air Filter, Leaders In Mining HVAC Solutions!

Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact [email protected]

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

447 episodes

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