A piece of news that is enough to send chills down the spines of both Silicon Valley and Washington is spreading wildly in the global tech intelligence community: China may have secretly manufactured a machine that should not exist.
This is not a guess. In a highly confidential laboratory somewhere in Shenzhen, a breakthrough has been made in a six-year 'super project' led by Huawei. They have done something considered 'impossible': they disassembled the tightly sealed advanced lithography machine from Dutch company ASML and successfully created their own 'replica' for producing cutting-edge chips that drive AI and future weapons.
The CEO of ASML recently admitted: "China's reverse engineering is no joke." The U.S. once judged that China's technology was a decade behind, but now they are terrified to find that the gap may have been overtaken by five years.
Although this prototype is not yet perfect, the beam of light it emits, 'printing the future', has already pierced the hardest corner of the Western technological iron curtain. A 'war of computing power' concerning the highest power in the future world is quietly tipping the scale.
This is not just technology news; it is a 'reconstruction of territory' in the digital world.
Why is this machine so deadly? Because it targets the 'oil' and 'engine' of the digital age—computing power. Whoever masters the autonomous production capability of the most advanced chips controls artificial intelligence, quantum computing, and even the underlying power of all digital spaces in the future.
The U.S. blockade was originally intended to suffocate China's digital future. Unexpectedly, it forced China to choose the most radical and thorough route: to rebuild the entire technological pyramid with fully domestically produced components, completely excluding the U.S. from its digital landscape.
This indicates that the world will inevitably split from 'one digital system' into 'two parallel and competing technological ecosystems'. One dominated by the West, and the other driven by the East.
As the physical world experiences a 'hard fork', the battle for the 'Holy Grail' of the digital world has already begun.
This 'hard fork' in the physical world foreshadows an explosive future for the digital world (especially in the cryptocurrency space): if even the most precise chip manufacturing can move towards 'decentralization' and 'autonomous control', then what reason is there not for a financial and value system based on code?
This directly points to one of the ultimate propositions in the cryptocurrency world: Decentralized USD. China's chip breakthrough is essentially a struggle for 'sovereignty of physical computing power'; the rise of Decentralized USD is a struggle for 'sovereignty of financial computing power'.
The same narrative, two battlefields: both are about the 'decoupling' and 'reconstruction' of the old singular hegemony system (U.S. technological hegemony/U.S. dollar financial hegemony). They are both building a set of alternatives that do not rely on a single center and are autonomously controllable.
Computing power is the cornerstone, finance is the lifeblood: autonomous chips provide the 'heart' for future AI and blockchain nodes (such as high-performance validators); while Decentralized USD provides the 'blood' circulation and value settlement for these globally distributed computing power networks without permission.
Ultimate integration: the most powerful digital ecosystem of the future will inevitably be a combination of 'autonomous computing power' and 'autonomous finance'. A super application driven by domestic AI chips and based on Decentralized USD for global value settlement may emerge.
Investment guide for cryptocurrency players in the 'computing power war'.
This macro change is far beyond geopolitical news. It clearly marks the golden track for the next decade:
Core assets (digital gold): Bitcoin. It is itself the primary asset maintained by globally distributed computing power (mining machines). Any changes in the computing power landscape will ultimately reinforce its value as the 'ultimate computing power sediment'.
Key infrastructure (digital 'photolithography machine'): focus on public chains and protocols aimed at building the financial layer of Decentralized USD. They are forging the 'financial chips' of the digital world and are the 'ASML' of the future value internet.
Frontier integration track (AI+DeFi): closely track projects that deeply integrate decentralized computing power (such as AI model training, rendering) with DeFi and stablecoin payments. They may be the first intersection to bear fruit after the 'hard fork' of the two worlds.
The turning point in history is often opened by a machine that should not have appeared. From steam engines to photolithography machines, this has always been the case. Today, a machine born in Shenzhen is trying to rewrite the script of semiconductor hegemony.
Meanwhile, on the blockchain, another group of 'engineers' is coding another 'machine'—a machine aimed at producing financial autonomy and value determination, which may be called Decentralized USD.
The physical world is fighting for the light of chip manufacturing, while the digital world is fighting for the light that defines value. Which beam do you see?
