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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:**

    50 % tariff on Chinese rigs

    22 % tariff on SE Asian rigs

    Difficulty target  for 1 ZH/s = 139.7 T hashes

    Hash price ≈ $53.8 /TH/day

    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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