According to Taras Kulyk, CEO of Synteq Digital, US Bitcoin mining hashrate growth may plateau due to tariffs raising ASIC import costs by 10-50%, potentially slowing BTC production expansion as miners adapt through secondary markets. Jeff LaBerge of Bitdeer noted miners are focusing on efficiency over new locations, with competition from AI data centers threatening profitability, as stated in the analysis. Lauren Lin from Luxor Technology reported no panic among miners, but uncertainties persist, affecting mining stocks and BTC supply dynamics.

According to Taras Kulyk, CEO of Synteq Digital, U.S. tariffs on ASIC imports may raise mining hardware costs by 10-50%, slowing Bitcoin hashrate expansion in the U.S. and shifting dominance to countries like Pakistan and Ethiopia. Miners are adapting through secondary markets and local production, while competition from AI data centers and diminishing ideal sites could accelerate efficiency-focused strategies, as Jeff LaBerge of Bitdeer noted. This could plateau U.S. hashrate growth but not end mining, with long-term shifts toward global diversification and rig efficiency upgrades.