According to Mars Finance, on August 20, sources said that U.S. Commerce Secretary Raimondo is pushing for a government equity exchange for subsidies under the (Chips Act), potentially expanding the targets from Intel to Micron, TSMC, and Samsung; the White House has confirmed that it is negotiating a 10% government equity transaction with Intel, and some established subsidies will be renegotiated. This move may strengthen the U.S. influence in the AI supply chain, but it has also sparked governance and financial controversies. In the crypto market, there is significant buying support for ETH below 4100 – 4150, with secondary support at 3900 – 4000. A Bitunix analyst recommends: If the 'equity for subsidies' policy is implemented, AI capital expenditure and risk appetite are expected to rise; conversely, if the policy faces obstacles, volatility will increase. Investors are advised to focus on policy progress and the funding situation of tech stocks, avoiding chasing short-term volatility in liquidation-heavy areas; adopt a medium to long-term allocation and risk budgeting for ETH, with a focus on tracking changes in the AI supply chain and U.S. dollar liquidity.

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