Recently, there has been a cross-border message in the circle — the U.S. suddenly relaxed the export restrictions on Nvidia's H200 high-end chips. Although there are some attached conditions, this shift signal itself is explosive.

Why is this matter related to us? It starts from the line of computing power.

The status of Nvidia chips in the global computing power supply chain doesn’t need much explanation. Now with the supply being loosened, it means that the AI and high-performance computing fields can obtain stronger hardware support. Looking towards us, the mining costs may be optimized due to improved equipment supply, and the space for efficiency enhancement is also opened up.

Those cryptocurrencies tied to the concept of computing power and AI narratives are likely to stir emotions in the short term. After all, what the market loves most is this combination of 'technology benefits + imaginative space'.

But speaking of which, don’t get too excited.

From the policy release of the chips to the actual distribution, there is still a considerable period in between; moreover, the cryptocurrency market has never been able to sustain a rally based on a single piece of news — more often, it is the result of short-term emotional accumulation combined with long-term trends.

Here’s a suggested operation strategy: Keep a close eye on the subsequent dynamics, especially the funding flows of leading cryptocurrencies in the AI and computing power sectors, but definitely don’t chase highs blindly. The truly reliable strategy is still to hold onto solid assets in hand and not frequently change positions due to news fluctuations, ultimately becoming a victim of market emotions.

This wave of policy is, in the short term, an emotional catalyst for the circle, especially friendly to the computing power track; in the long run, it opens another window for industry development.

Before the trend becomes clear, it’s better to remain still and wait for clearer signals.