$9B for classified Blackwell capacity puts compute in the same bucket as uranium enrichment and payment rails: a scarce strategic input the state will warehouse before the market clears. For crypto, the pressure point is censorship resistance moving down-stack from transactions to GPUs, power contracts, and cloud accreditations. If Anthropic can be both a Pentagon “supply-chain threat” and the NSA’s live dependency, every decentralized AI network has to answer the unglamorous question: where do your chips, power, and legal immunity come from?

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