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Will ASIC Miners Ever See Another Bull Run?
Manage episode 502550603 series 2638359
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.
**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
447 episodes
Manage episode 502550603 series 2638359
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.
**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
447 episodes
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