#MSCI未排除数字资产财库企业纳入范围 【Cryptocurrency Investment Map Under Supply Chain Disruptions】

When cracks appear in the global technology supply chain, this shockwave will eventually propagate to every corner of the blockchain world. Mining machines, nodes, data centers—these infrastructures of the crypto universe—are all deeply dependent on international industrial chains.

**How to respond? Phase-by-phase strategies**

In the next 1-3 months, the focus is on 'avoiding': steer clear of projects that are overly reliant on supply chains, while keeping an eye on policy trends in places like Singapore and South Korea. Tokens related to chip manufacturing and data centers may experience significant volatility opportunities during this period.

Looking at the mid-term window of 3-12 months, it's time to 'build'. Leading projects in DePIN (Decentralized Physical Infrastructure) are worth attention, and the RWA (Real-World Asset) track has big potential in supply chain verification. Allocating some privacy coins as a hedge against geopolitical risks is also a viable approach.

Beyond a year, the real big show begins. 'Blockchain + Supply Chain' will move from concept to reality, with countries busy developing 'Sovereign Blockchain Infrastructure'. 'Computing Power Sovereignty' will also rise to a national strategic level.

**Viewing core logic from a different perspective**

Geopolitics is undergoing 'chain reform'—conflicts in supply chains are actually pushing blockchain to solve real-world issues of information asymmetry and low efficiency. Every 'decoupling' threat is, in fact, the best testing ground for decentralized solutions.

Previously, we only focused on how to design token economic models; now, we also need to consider how much geopolitical risk exposure a project has and how resilient its supply chain is. This is a new essential course for investors.

In simple terms: if data, computing power, and assets can freely cross borders, then such protocols will be valuable in the new era. During turbulent times, true innovation is the hard currency.

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