-
@ Kristian Csepcsar
2025-04-23 15:23:39
Historic moment in bitcoin mining:
Bitdeer enters the hardware game.
Here’s additional context based on comments from my previous post 👇
1️⃣ Machine reliability
2️⃣ Production
3️⃣ Tariffs
4️⃣ BTDR stock
The excitement for Sealminer A2 has been strong.
Some resellers claim they sold 15% of their stock in the first 24 hours.
That’s a great start.
But…
In mining, early hype means nothing if the machines don’t survive long-term or if production can’t scale.
1️⃣ MACHINE RELIABILITY
Let’s remember: no one outside Bitdeer has them running yet.
Bitcoin miners have been burned before. Many times.
So I highly recommend caution.
Buy some units. Let them run.
Wait to scale until the machines are battle-tested in harsh conditions for long enough.
We still know very little about these machines or their software.
And everything looks good on paper.
2️⃣ ON-TIME VOLUME PRODUCTION
Manufacturing excellence is the other side of the coin.
Bitdeer still has to prove it can ship on time and in bulk.
They’ve already had one round of delays and reallocated units.
They’re the only bitcoin hardware manufacturer I’ve seen refund preorders.
Not a great start.
Deliveries are now rolling, but a few weeks behind schedule.
They also canceled their original hydro unit and jumped straight to the “Pro” hydro version, which should ship in June.
So yes, some early operational hiccups.
Caution is in place.
(immersion: no information about those models yet)
3️⃣ TARIFFS
Chinese-made miners are OK right now.
They’re classified as computers, so duties are manageable.
But Vietnam has an edge.
Lower base tariffs and better US trade relations = fewer risks.
That’s why Vietnam matters.
Bitmain does the same by manufacturing some models in Malaysia, Thailand, and Indonesia.
Bitdeer adding Vietnam contributes to global decentralization of hardware production.
This is huge.
This part of the story is bigger than most think.
MOQs: most units are sold to large resellers, who then sell to retail. So contact your supplier (like us at Braiins Store) for more info.
4️⃣ BTDR STOCK
Yes, Bitdeer is its own biggest client.
They mine with their machines first.
Same as Bitmain, but Bitmain isn’t publicly traded.
Extra points for BTDR.
That also gives Bitdeer an edge over other US public miners who don’t make their own hardware and rely on Chinese manufacturers.
This introduces a whole new player into the public miners race.
I’ll be watching BTDR’s performance closely.
EXCITING TIMES 🔥
This is just the beginning.
I’m not surprised others are just as hyped as I am.
We’ll publish a teardown soon and share what we learn.
Follow me so you don’t miss it.
🦭🦭🦭
https://m.primal.net/Qaed.jpg