A recent piece of news has stirred up quite a bit of discussion in the industry—the US has announced it will allow the export of Nvidia’s H200 chips, but with an attached 25% tariff.

This move could have a significant impact on the crypto industry. As a high-performance AI chip, the H200 has always been a core component of computing power infrastructure. Whether it’s AI-driven mining projects, blockchain nodes that require robust computational support, or complex on-chain computing scenarios, all could see new development opportunities as a result of this change in chip supply. Once the computing power bottleneck is broken, the pace of technological iteration in related ecosystems often accelerates significantly.

However, retail investors should remain calm.

First, pay attention to projects that have real technological implementation at the intersection of AI and blockchain, rather than those that are simply riding the hype as concept coins. Second, after such policy news is released, the market usually needs some time to digest it. Chasing highs in the short term carries significant risk, so it’s better to wait for prices to stabilize before making decisions. In the long run, computing power upgrades will indeed bring incremental value to the overall ecosystem, so if you already hold assets with solid technical fundamentals, there’s really no need to switch positions due to short-term fluctuations.

Ultimately, news is just one factor. The key is to focus on the project’s underlying technical strength and real-world application scenarios. Don’t let emotions cloud your judgment—stay steady, do your homework, and you’ll be able to find your own rhythm in this potential wave of computing power upgrades.