According to Taras Kulyk of Synteq Digital, U.S. tariffs on imported ASICs could increase mining equipment costs by 10-50%, potentially slowing BTC hashrate expansion in America and eroding its global dominance. Jeff LaBerge of Bitdeer stated that miners may shift focus to efficiency improvements amid competition from AI data centers and limited U.S. locations. Lauren Lin from Luxor Technology noted miners are adapting through secondary markets for ASICs, but uncertainty persists due to ongoing trade negotiations.

According to Milk Road, Binance CEO Richard Teng disclosed that several governments and sovereign wealth funds are seeking guidance on Bitcoin and cryptocurrencies. This follows the U.S. strategic stockpile initiative, indicating a growing global interest in establishing cryptocurrency reserves. Such moves could influence Bitcoin's market dynamics and trading volumes significantly, making it crucial for traders to monitor geopolitical developments.