Recently, there have been reports that the US government is quietly making a major move—investing over $1 billion to acquire stakes in several mining companies.

This time, the target isn't just any ordinary minerals, but "chokepoint" resources like gallium and cobalt. The iPhone in your hand, high-performance magnets in industrial equipment, and even military systems and new energy technologies all rely on these materials. The problem is that the supply chains for these minerals have long been tightly controlled by certain countries.

MP Materials Corp, Vulcan Elements, and Trilogy Metals have become key targets for support. Simply put, this is about using real money to reconstruct the security net of the supply chain.

What does this mean for the crypto market? The escalation of the resource war may increase risk-averse sentiment and also impact the cost of mining hardware. The battle for mineral resources reflects a deeper logic of geopolitical rivalry.