US Pressures Allies to Choose Sides on China AI

The framing of AI as a binary choice between US and Chinese stacks is what matters here, because crypto and RWA infrastructure is inherently cross-border and rarely fits neatly into either camp. If allied governments align with one stack, projects depending on mixed cloud, chip, or model providers face compliance and continuity risk that has little to do with their own design. The open question is whether this pressure hardens into formal procurement or export rules, or stays diplomatic — that distinction determines how much re-engineering cross-border tokenization and settlement rails actually face.