Yuyuantan Tian published an article exposing the potential backdoors in H20 chips, claiming that tracking, positioning, and remote shutdown technologies can be realized. The U.S. previously considered placing backdoors in AI chips, and if companies cooperate, export restrictions to China could be relaxed.

This news sends chills down my spine; it's extremely frightening. The U.S. move is clearly a geopolitical play, especially in light of the recent threat of 100% tariffs on chips, making the security of encrypted hardware a major issue.

Considering El Salvador's new law allowing BTC banking and the Point72 AI fund exceeding $2 billion, the global integration of AI and encryption is accelerating, but the risk of backdoors may deter institutions.

ETH DeFi TVL has reached 91.2 billion. If chip regulations escalate in the future, ecosystems like Solana may be affected.

Investors should not be complacent; the short-term ETH target is 20,000, but one must guard against black swans. It is recommended to diversify into RWA projects with strong narratives.