Bitcoin

Defense tech is becoming a sovereign priority globally, and the need for directed-energy weapons (lasers/microwaves) implies massive power and compute requirements—indirectly supporting the long-term thesis for energy and high-performance computing, which are adjacent to Bitcoin mining infrastructure and AI compute demand.

India's navy is exploring new ways to power future warships so they can carry laser and microwave weapons capable of taking down swarms of cheap drones, according to Vice Admiral Ajay Kochhar.

India's Navy Studies Warship Power for Laser and Microwave Drone Defenses

Directed-energy weapons demand ultra-pure materials, which may squeeze a niche crypto supply chain: rare-earth and gallium tokenization protocols could see speculative inflows.