Episode notes
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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
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