On today’s roundup, we have an ASIC market update from Luxor, plus American Bitcoin’s debut on public markets and why one investor wants to put the freeze on the Core Scientific-CoreWeave deal.
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Welcome back to The Mining Pod! Today, Colin and Will with Luxor’s ASIC Trading Desk Senior Account Manager Sarah Tang about the ASIC market landscape, including how tariffs are impacting pricing, demand, and futures orders, plus the most popular ASIC models currently. For news, they cover American Bitcoin’s volatile Nasdaq debut, JonesResearch pumping the brakes on its IREN rating, and Core Scientific’s largest active investors imploring others to vote no on the CoreWeave acquisition.
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**Notes:**
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50 % tariff on Chinese rigs
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22 % tariff on SE Asian rigs
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Difficulty target for 1 ZH/s = 139.7 T hashes
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Hash price ≈ $53.8 /TH/day
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American Bitcoin surged to $13/share, fell to $6.38
Timestamps:
00:00 Start
02:17 Difficulty Report by Luxor
04:33 American Bitcoin public listing
07:10 ASIC prices
17:10 Cleanspark
17:39 Jones Research downgrades IREN
22:50 Cry Corner: Two Seas Capital
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