The GPU financing market could be on the cusp of a transformation.

FILL OUT THE MINING POD SURVEY BY CLICKING HERE

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 15,000 Bitcoiners: https://newsletter.blockspacemedia.com

Welcome back to The Mining Pod! Bitcoin’s back above $100k and hashrate is rebounding above 900 EH/s with it. In this week's news roundup, Kelly Greer from Crucible Capital joins to explain trends in the GPU financing and hosting markets – and what ASIC market cycles can tell us about where they might be going. We also cover Alpha's IPO valuation, the Digital Energy Council's push against tariffs on ASIC miners, and how Bitfarms is joining other miners in halting hash expansion to focus on HPC and AI infrastructure builds.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

# Notes:

- Network hash rate rebounding to ~900 exahashes

- GPU rental prices down to $1.45-2.10 per hour

- Alpha IPO valued at $215-300 million

- Tariffs on ASICs could reach 24-36%

- BitFarms halting hash expansion for HPC/AI focus

- Trump admin signals support but tariffs persist

Timestamps:

00:00 Start

02:33 Difficulty Report Presented By Luxor

04:42 GPU rental, financing landscape is shifting

18:00 Antalpha valuation

23:55 ASIC tariff exclusion

29:00 Bitfarms pauses mining to focus on AI

👉 Fractal Bitcoin, Reduces up to 50% of your pool fee. No new hardware, no extra energy.

And it’s easy. FB rewards go straight to your existing Bitcoin wallet address. Over 50% of Bitcoin’s hashpower is already merge mining Fractal. Get more from the same resources — start on Fractal today!

👉 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.

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!

👉 @Digital_Shovel, All Things Crypto Mining!

Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices for a complete datacenter, including Smart PDUs and switchgear.

For more information, visit www.DigitalShovel.com

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

THE MINING POD: GPU Financing Rough Patch, Antalpha’s $300M Valuation, Bitfarms Pauses ASIC Orders

CoinDesk Podcast Network

THE MINING POD: GPU Financing Rough Patch, Antalpha’s $300M Valuation, Bitfarms Pauses ASIC Orders