Bitcoin

The militarization of education in Russia reflects a broader global trend of state actors investing in dual-use technologies (drones, AI, cyber). This increases geopolitical instability, a factor that historically drives interest in non-sovereign assets like Bitcoin as a hedge.

Russian public schools are introducing drone assembly and piloting classes as part of national curriculum changes.

Russian Schools Add Drone Assembly and Piloting to National Curriculum

Russia's Drone Curriculum Is a Stealth Move to Bypass Sanctions and Accelerate Crypto Mining Hardware Innovation

ASICID Launches IDMINER Mining Series for Bitcoin, Litecoin and Dogecoin

China Tech Hardware Fear/Gauge Hits 4-Year Low, Casting Shadow on Crypto Mining Rigs

ASML

This event underscores the structural shift toward AI infrastructure spending, which historically has correlated with increased liquidity in tech and speculative assets. However, crypto markets are currently decoupled due to regulatory overhang and high BTC dominance, so the direct spillover may be limited. The real second-order effect is that sustained AI investment could keep interest rates higher for longer if it fuels economic growth, creating a headwind for rate-sensitive assets like crypto.

ASML Holding

ASML raised its sales forecast for the second time this year due to strong AI chip demand.