Tariff policies trigger a reshaping of the Bitcoin mining landscape, with short-term Unfavourable Information but long-term stabilization.

Tariff Policies Reshape the Bitcoin Mining Landscape

In April 2025, the Trump administration announced a uniform "minimum benchmark tariff" of 10% on global trade partners, triggering turmoil in global markets. Bitcoin mining, as a capital-intensive industry reliant on hardware equipment and multinational supply chains, faced multiple shocks.

Cost and Supply Chain Disturbances, In-depth Analysis of the Impact of Tariff Policies on Bitcoin Mining

Different sectors are affected to varying degrees

Mining machine manufacturers are hit the hardest, with both upstream and downstream suffering blows. The cost of foundries has risen, and the willingness of American mining farms to purchase has decreased, leading to a shrinkage in orders.

Cost and Supply Chain Disruptions, In-Depth Analysis of Tariff Policies Impact on Bitcoin Mining

Self-operated mining farms are mainly affected by supply-side factors, while the sale of Bitcoin has a smaller impact. Large mining farms are less affected by Bitcoin price fluctuations due to their holding strategy, while small mining farms are more severely impacted by the "mine and sell" approach.

The impact of cost and supply chain disruptions, in-depth analysis of tariff policies on Bitcoin mining

The cloud computing power mining farm is minimally affected. Its leasing model can transfer costs to customers and does not directly bear the risk of Bitcoin price fluctuations.

The impact of cost and supply chain disruptions, an in-depth analysis of tariff policies on Bitcoin mining

The Impact of Restructuring the Mining Landscape on Bitcoin Prices

The rising costs for mining companies in the US may allow miners in other countries to take over. New entrants may adopt a "mine and sell" strategy, which could negatively impact Bitcoin prices in the short term.

Cost and Supply Chain Disruptions: In-Depth Analysis of the Impact of Tariff Policies on Bitcoin Mining

In the long term, institutional investors such as IBIT and MicroStrategy have become dominant forces, expected to hedge supply-side pressure.

The impact of cost and supply chain disruptions, a deep dive into the effects of tariff policies on Bitcoin mining

Summary

Tariff policies have reshaped the global Bitcoin mining landscape. Mining expansion in North America is restricted, and computing power is shifting to low-tariff regions. The price of Bitcoin is no longer the sole indicator; policy trends, geopolitical security, and other factors are becoming increasingly important.

In the short term, rising mining costs combined with "mining, withdrawing, and selling" behavior may pose marginal bearish pressure on Bitcoin prices. However, in the long run, the sustained buying power of institutional investors is expected to stabilize the market. Investors should closely monitor the evolution of policies and the rebalancing of the industry chain brought about by the migration of computing power.

Cost and supply chain disturbances, an in-depth analysis of the impact of tariff policies on Bitcoin mining

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LiquidityWitchvip
· 3h ago
Laughing to death, it's Trump doing something again.
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SleepTradervip
· 17h ago
It's time for the pro to eat the small fry again~
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OfflineValidatorvip
· 17h ago
Players who were into Mining have already Rug Pulled~
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NftCollectorsvip
· 17h ago
On-chain data indicates that this adjustment is purely short-term noise and does not affect the decentralization value of Bitcoin.
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¯\_(ツ)_/¯vip
· 18h ago
Once again, Old Chuan is up to something.
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ponzi_poetvip
· 18h ago
Trade war again? Trump just knows how to stir things up day by day.
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NFTRegretfulvip
· 18h ago
It's really that damned mine getting hit.
View OriginalReply0
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