NEW MINING POD W/ @YeeHawBitcoin
“ASIC launches now look more like Apple keynotes than mining events”
⚡ The new ASIC arms race
⚡ Hydro vs immersion cooling
⚡ Why tariffs flipped the market
⚡ Where miners are expanding next
@theMiningPod brought to you by @CleanSpark_Inc
The future of Bitcoin mining is being reshaped in real time.
At Consensus 2026 in Miami, Michael Rhoden (@YeeHawBitcoin) of TicTacc outlined how AI/HPC growth will redefine mining infrastructure over the next 5 years.
Key takeaways:
- Hydro-powered, energy-optimized infrastructure becomes the standard
- Continued ASIC efficiency gains from @BITMAINtech
- Gradual decentralization into emerging global regions
- Fewer mega-sites (unlikely to see another 200MW+ build cycle)
- Hashrate continues to grow, but at a slower pace due to AI/HPC competition for power & capital
Watch on YouTube: https://t.co/m7Vt6tMBsr
Video credit: @CoinDesk
https://t.co/bjN8ksarZD
I'm telling you that the floors at the Hut 8 Vega site were shining. Usually I'm internally complaining about sites' lack of tidiness, but it was incredible. Over 200MW and 15 EH/s (> the entire network hashrate when I got in the industry) of hydro, U3 units from (and hosted for) BITMAIN. The giant flags out front were a nice touch too. Big fan!
Happy Memorial Day from beautiful Fort Lauderdale! 🇺🇸
I hope everyone took a little time to touch grass, see the glass half full and count their blessings today.
@hash_bender Hydro is the way to go! The quality of the entire operation is objectively more impressive than that of an air cooled site. This is the future, and the aura of it all certainly gives that.
@sprainhill Agreed. We’ve seen an industrialization of growth after each halving so far, which I don’t think we will see this time around. I wouldn’t say the network has fully peaked, but I don’t think it’ll grow as quickly as it did before. The same goes for Bitcoin price trajectory, imo.
What will the next 5 years look like for Bitcoin mining, considering the AI/HPC boom?
I highlighted what first came to mind while on a panel discussion titled "Where Will All the ASICs Go? How AI is Reshaping Bitcoin's Hashrate?" at @consensus2026 in the attached video.
Overall, network hashrate is likely to keep growing, but at a slower pace than in previous cycles, similar to what we’re seeing with Bitcoin’s price trajectory. We’ll also continue to see a push toward more advanced, efficiency-focused hardware, particularly in hydro-cooled systems both at the miner and container level. At the same time, emerging markets with competitively priced energy will keep attracting mining development, although the long-term sustainability of some of these regions remains uncertain if history is to repeat itself.
The next 5 years in Bitcoin mining are extremely difficult to predict, as even the next 5 months can materially shift, and only time will tell.
What do you all think the Bitcoin mining industry will experience in the next 5 years?
The future of Bitcoin mining is being reshaped in real time.
At Consensus 2026 in Miami, Michael Rhoden (@YeeHawBitcoin) of TicTacc outlined how AI/HPC growth will redefine mining infrastructure over the next 5 years.
Key takeaways:
- Hydro-powered, energy-optimized infrastructure becomes the standard
- Continued ASIC efficiency gains from @BITMAINtech
- Gradual decentralization into emerging global regions
- Fewer mega-sites (unlikely to see another 200MW+ build cycle)
- Hashrate continues to grow, but at a slower pace due to AI/HPC competition for power & capital
Watch on YouTube: https://t.co/m7Vt6tMBsr
Video credit: @CoinDesk
https://t.co/bjN8ksarZD
I think you’re absolutely right and that it would never, and should never, be on a preexisting blockchain like Ethereum or Solana. I imagine that each stock exchanges will create their own, which could perhaps be developed by the Ethereum or Solana guys, but wouldn’t be those blockchains themselves.
“On the distribution side we're getting creative as well, often offering capital for side buildout and entering into JV opportunities with some of our long term partners,” says Michael Rhoden of TicTacc, on how Bitcoin miner manufacturers are playing into a buyers market.
Watch this clip from Consensus 2026, by @CoinDesk, from TicTacc’s feature in the panel discussion titled “Where Will All the ASICs Go? How AI is Reshaping Bitcoin's Hashrate?”. https://t.co/dpCP97O0Uf
As BITMAIN’s Regional Hashrate Ambassador for three consecutive years, TicTacc continues to work alongside the industry leader in Bitcoin mining hardware to help develop creative, institutionally focused growth solutions, including strategic miner deployment, infrastructure expansion support, and joint venture opportunities designed to help large-scale operators scale efficiently through changing market cycles.
https://t.co/bjN8ksarZD
The used Bitcoin miner market is getting increasingly saturated with PubCos and other large operators offloading ASICs to build out their AI/HPC business. We’re just seeing the tip of the iceberg right now.