Berlin's economic authority just pushed back against Beijing's latest rare earth export restrictions, calling them inconsistent with global trade norms. The move matters more than it seems—rare earths are critical for semiconductor manufacturing and mining hardware, both backbone components of crypto infrastructure. If supply chain tensions escalate, expect ripple effects on ASIC production costs and chip availability. This isn't just a trade spat; it's about who controls the materials powering decentralized networks.

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