Mara, the public Bitcoin mining company with the highest capitalization in the world, has ordered almost half of its ASIC orders from 2025 to Auradine, a miners from the United States, according to June 20 Fred Thiel, CEO of Mara.
Mara leader highlighted The following: «In an environment with geopolitical risks and tariffs, if you can buy a miner manufactured in the USA. At the same price as a Chinese, would you choose the American? Yeah”.
The manager’s announcement occurs in a context where the recent preliminary agreement with China It seems to install a moment of peace in the negotiations, after commercial tensions in the international rates imposed by the Donald Trump government agreed the markets.
According to a Report Recent of the University of Cambridge, 97% of the Asic in the market They are controlled by Chinese manufacturers Bitmain and microbe. These are the main hardware suppliers for the miners in the world, including Americans, but tariffs established in 30% generate extra costs for these miners, as Cryptonotics reported.
Mara’s bet for local manufacturing ASIC It is a reaction to the uncertainty of future restrictionsas possible prohibitions of importation of Chinese teams.
“If the next step is to veto those amounts and you have a request for 300 million dollars with a paid deposit, you are in a complicated situation,” Thiel warned.
According to him report Financial corresponding to the first quarter, Mara advanced 22.3 million dollars to Auradine for future Purchases of ASIC. That figure represents approximately 23% of the total of 97.4 million dollars that the company allocated in advance payments to mining equipment suppliers.
Based on the current statements of Thiel, it is estimated that during the second quarter the company Increased his orders from Asic to Auradine, Reflecting a greater commitment to diversify with local hardwares, specifically with devices of the Terafux line (launched in May 2024).
Mara, who helped a Auradine and maintains a value participation valued at 85.4 million dollars, He still uses a low proportion of teams of that brand in its current operations. However, recent orders of Auradine teams reflect a turn in the strategy to mitigate financial risks associated with tariffs.
Thiel pointed out that the success of this transition to ASIC of the United States will depend on the capacity of American mining companies in Bitcoin to absorb the impact of tariffs on their existing orders, a challenge that could redefine the competitiveness of the sector.
