The U.S. just locked down deals with Congo and Rwanda on critical mineral supply. These agreements cover resources essential for tech manufacturing—think rare earths, cobalt, lithium. For the crypto space, this matters more than it seems at first glance. Mining hardware relies heavily on these materials. Server farms, ASIC chips, battery storage for renewable mining operations—all dependent on stable supply chains. When governments secure mineral access at the source, it ripples through manufacturing costs. Congo holds massive cobalt reserves. Rwanda's been positioning itself as a processing hub. Locking these partnerships could shift production dynamics for mining equipment manufacturers. Worth watching how this plays into hardware availability and pricing over the next few quarters.

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CryptoNomicsvip
· 6h ago
honestly, the supply chain angle here is statistically significant but most people are missing the real endogenous variables at play. congo's cobalt reserves aren't exogenous to geopolitical risk—you've got to run a proper regression analysis on conflict premium elasticity. this is textbook market inefficiency nobody's pricing in yet.
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ProveMyZKvip
· 12-05 10:16
Here they go cutting miners' profits again. Now hardware prices are going to skyrocket.
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down_only_larryvip
· 12-04 23:01
Mining hardware costs are going to rise again, and now the US's supply restrictions are even harsher.
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GrayscaleArbitrageurvip
· 12-04 22:50
Mining hardware costs are going to rise; now the U.S. has directly blocked the source.
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ContractSurrendervip
· 12-04 22:47
The US is playing chess again, locking down Congo and Rwanda's mineral resources... To put it bluntly, it's just another way to strangle our chip supply. From the perspective of mining hardware costs, as soon as the prices of cobalt and lithium fluctuate, mining rig manufacturers have to adjust prices immediately, and our costs as retail miners go up again. It's ridiculous. When will this political game ever end... I just don't get it—why is the US always able to secure these key minerals in advance? Making Rwanda a processing hub is a pretty deep move. Are mining rig prices about to go up? Feels bad. Honestly, the impact of this on the mining community is bigger than most people think. Once the supply chain is choked at the national level, we're basically done for.
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APY追逐者vip
· 12-04 22:41
The US played this move well, directly blocking the source of minerals. It's only a matter of time before mining hardware prices go up...
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