The real problem is the White House just making up the rules as it goes. No laws. No predictably for the markets.
A week or so pause from seemingly legitimate cyber security concerns isn’t cause for panic. But it should be backed by laws that describe what that process should be. That would put the market at ease
There’s no optimal answer.
The reality is this is world-ending technology and absolutely nobody knows what to do or can even agree that the problem exists.