Bitdeer strikes back to manufacture mining machines in the United States; this is not tariff suppression, but igniting an 'arms race for mining machines'!

Old Zhu's straightforward words: The market is like a game of Mahjong. Trump originally wanted to 'position himself for a win,' but instead gave Bitdeer an opportunity for a 'double payout.' So the question arises—does this operation mean that the computing power landscape for Bitcoin is about to be completely reshuffled?

The latest news has set the entire mining community ablaze: Bitdeer (BTDR) not only hasn’t been stifled by Trump's tariff policies but has instead announced plans to manufacture mining machines in the United States! This is the first NASDAQ-listed mining company to directly start operations in the U.S., sending a significant signal.

From a financial perspective, this is equivalent to telling the market: mainstream capital is not cooling off on the crypto track, but rather is 'shifting into high gear.' Retail sentiment? Short-term still skeptical, but institutions have quietly increased their positions in the relevant industrial chain; the market is just missing a trigger point.

Strategic shift under tariff pressure

When the Trump administration launched tariff policies, many analysts predicted that cryptocurrency mining would be severely impacted. However, Bitdeer's response surprised everyone.

This NASDAQ-listed mining company has not only not shrunk its business but has instead announced plans to establish manufacturing capabilities directly in the United States. CFO Jeff LaBerge emphasized that although trade policies are complex, the overall policy still 'supports crypto and energy,' and they are confident in reaching Bitcoin-friendly solutions.

This strategic shift has been in the works since April 2025. According to Bloomberg, Bitdeer plans to use the 90-day tariff buffer announced by Trump to urgently transport equipment from Southeast Asia to the United States.

The competition for computing power is escalating

Bitdeer's decisions go far beyond simply responding to tariffs. The company has decided to prioritize using its own equipment for Bitcoin self-mining due to weak demand for mining machines, reducing external sales.

This move indicates that computing power is becoming a more important strategic resource than hardware sales. According to investor reports, Bitdeer currently has about 900 megawatts of mining capacity globally and plans to expand to 2.6 gigawatts by 2026.

The global competition for computing power is entering a new phase. Bitdeer is simultaneously expanding into new markets such as Canada and Ethiopia, and is also laying out plans in AI and high-performance computing.

National-level Bitcoin ambitions

Bitdeer's American manufacturing plan is just a microcosm of the global restructuring of Bitcoin mining. National-level Bitcoin mining is becoming a new trend.

Pakistan has begun utilizing surplus electricity to mine Bitcoin, with the government allocating 2,000 megawatts of surplus power to support national-level mining operations. This electricity comes from underutilized coal-fired power plants, with an annual target of about 17,000 BTC.

Even Vancouver is exploring innovative uses of the heat generated from Bitcoin mining to warm public swimming pools. This indicates that Bitcoin mining is being integrated into national energy and economic strategies in various forms.

The logic is simple:

Mining machines are no longer just commodities, but strategic resources. Bitdeer chooses to prioritize self-mining to firmly hold computing power in its hands.

Tariffs are not a blockade but an accelerator. Trump's high-pressure policies are forcing companies to localize, thus prompting the industry to complete the restructuring of the global supply chain ahead of schedule.

The global computing power battle has begun. The Pakistani government is using 2,000 megawatts of electricity for national-level mining, while Vancouver is using excess heat from mining machines to heat swimming pools... From the national to the city level, Bitcoin mining is being incorporated into energy strategies.

This implies that Bitcoin is not only 'digital gold' but also a triple game of new energy, computing power, and geopolitical strategy.

Don't forget the larger environment—carbon neutrality, clean energy. DEAL Mining uses solar and wind energy to mine BTC and DOGE, and Bitdeer's American production line is also aligning with green standards. In the future of mining, it’s not about who has more machines, but rather who can master 'low-cost, sustainable computing power.' That is the true moat.

Old Zhu's judgment: Trump's tariffs are like adding fuel to the global mining industry. It seems like suppression, but in reality, it has forced out a new situation of 'domestic manufacturing + green energy + national strategy.' The future bull market for Bitcoin is not just about price increases but also about a comprehensive reshaping of the industrial chain.

Remember this: computing power is the oil of the new era. Whoever holds the computing power will be able to feast in the next cycle!

Market direction? I’ll just say this—don’t just focus on the candlestick charts, pay more attention to who is laying out their computing power; that is the true barometer!