According to Crypto Rover, the USA and Ukraine have reached a significant agreement on minerals, which is likely to affect the global supply chain for critical commodities used in crypto mining hardware. This deal could lead to increased stability in the price and availability of rare earth minerals essential for GPU and ASIC manufacturing, potentially reducing production costs for mining equipment (source: Crypto Rover on X, May 1, 2025). Traders should monitor hardware producers and related commodity ETFs for potential price movements and consider the downstream impact on Bitcoin and altcoin mining profitability.