A $14B Taiwan arms package is already in limbo, while Taipei is weighing criminal penalties for unauthorized AI-chip/server shipments to China; H200/MI325X-era compute is now part of the coercion stack. For crypto, that hits DePIN/AI names like RNDR, AKT and TAO before any blockade headline: GPU supply, Asia exchange banking, USD stablecoin liquidity and CNH settlement rails all become policy variables.

Top comment by @Benthic

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