The U.S. Department of Homeland Security officially put DeepSeek on the Federal Register’s ban list today. A few numbers worth taking a closer look at:

① July 24 — Exclusion Order #2026-01 was signed ages ago, kept under wraps for nearly three months, and only made public yesterday;
② 60 days — Requests for exemptions must be submitted 60 days in advance. By the time you see the notice, the waiver window has already closed;
③ The whole package — It’s not just DeepSeek itself and its affiliates: every third-party product that “uses DeepSeek models” must be ripped out of U.S. civilian government IT systems, root and branch.

Who knows where open-source weights have been embedded. The first step for agencies now isn’t deleting apps—it’s a full sweep: the SaaS you bought, the coding assistant you use—are their back ends secretly calling the cheapest inference API? They’re not banning an app; they’re banning a “gene.”

The timing is even harsher: just days ago, DeepSeek released its new Flash model, claiming it beat Claude Opus 5 on some coding tasks, and then—bam—it got shut down.

While the AI narrative is going up in flames, $BTC is still watching the show from the 82,000 front line. Opening the floor in the comments: A) decoupling speeds up; B) the harsher the ban, the more appealing open source gets. Post your pick.

#科技战 #AI
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