A fascinating panel at WEF26 brought together experts discussing how geopolitics reshape the materials landscape. The conversation covered critical resource dynamics, supply chain vulnerabilities, and market implications. Speakers included specialists in resource economics, institutional investment, and mining operations, diving into how material scarcity and geopolitical shifts create ripple effects across global markets. For crypto and blockchain communities, these material geopolitics matter—hardware availability, mining infrastructure costs, and even token economics get influenced by resource availability and trade dynamics. Understanding these macro forces helps contextualize broader market trends and investment strategies.

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PanicSellervip
· 4h ago
Geopolitics really is a big headache for miners; chip supply chain issues directly cause mining costs to skyrocket.
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CryptoGoldminevip
· 4h ago
The cost of mining machine chips needs to be recalculated, as geopolitical situations directly affect mining ROI... I noticed this at the end of last year, no wonder the revenue curve of mining pools has been a bit skewed lately.
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FloorPriceNightmarevip
· 4h ago
I've already mentioned the geopolitical impact on mining machine costs, but some people still didn't believe it. Now you understand, right?
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¯\_(ツ)_/¯vip
· 4h ago
It's the same old story—geopolitics, minerals, supply chains... In the end, it's still about vying for dominance.
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MeaninglessApevip
· 4h ago
Mining costs are going up again, making mining days even harder... The supply chain is really bottlenecked.
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GasWhisperervip
· 4h ago
ngl the real tea is how supply chain chokes directly hit your miner's bottom line... been watching the gwei patterns correlate w/ rare earth volatility for months now, nobody talks about this
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