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$NRED sitting 10km from a producing mine with neighbors pulling 283m of 0.70% CuEq? Location is the whole thesis here.
#bb28
$UNH $LUNR
LOOK AT THE DISTRICT AROUND $NRED
Wilmac sits roughly 10 km west of Hudbay’s Copper Mountain Mine, which produced 23,784 tonnes of copper in 2025 and is targeting 25,000–35,000 tonnes in 2026.
Nearby, Kodiak Copper’s MPD project hosts 82.9Mt indicated @ 0.39% CuEq + 356.3Mt inferred @ 0.32% CuEq, and recent drilling hit 283.5m @ 0.70% CuEq, including 108m @ 1.02% CuEq.
That’s why location matters.
$NRED $NREDF is exploring inside a proven southern BC porphyry district where large copper systems
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Untested IPs stronger than the zone that already hit 1.67% Cu? That's when you start paying attention
1.67% Cu at surface was already interesting.
Now $NRED.CN has identified multiple UNTESTED IP targets with stronger responses than the area carrying that copper mineralization.
Wilmac is starting to look less like a single target and more like a much bigger exploration story
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Six degrees of Bill Gates and we're still early on hydrogen. This is the kind of map that makes you double-take.
#bb28
$NU $GS
BILL GATES. $403M. €37M. $1.67M. ONE TINY PUBLIC COMPANY.
Look at the map
Breakthrough Energy backed Mantle8. Mantle8 then signed an LOI with $EONE in Western Canada.
Koloma raised roughly $403M chasing natural hydrogen.
Columbia is tied to a $1.67M research program around hydrogen-from-rock technology.
And sitting at the bottom of all those arrows is Element One, a micro-cap trying to connect geology, drilling, hydrogen and critical minerals in one public vehicle.
No, Gates did not directly invest in $EONE.
But the capital, science and drilling ecosystem around natural hydrogen is getting very real.
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Natural hydrogen is the sleeper play of the decade. $EONE getting in early with that Columbia tech is exactly where I'd want to be.
#bb28
$AVGO $FCX
Bill Gates-backed Breakthrough Energy is already in the natural hydrogen race.
USGS estimates the most probable in-place geologic hydrogen resource at roughly 5.6 trillion metric tons. Just 100,000 Mt could cover projected net-zero hydrogen demand for about 200 years.
Now look at $EONE
Element One is advancing natural hydrogen in North America with exclusive rights to subsurface hydrogen stimulation technology tied to Columbia University research.
The scale of the resource is enormous. The next question is who can commercialize it
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Steven Foster retweeted
Briefly, on why I pay attention to the EA/rationalists:
Imagine you have an extremely nerdy friend who, in the mid-2000s, would not shut up about how Donald Trump was going to become president and reshape American politics. "Stop saying weird shit," you say. "He's a joke. He's a clown. The Apprentice isn't even good this season." But this guy won't stop. He's obsessive. Read McLuhan, he says. Read Postman, read Meyrowitz, read Ong, this is where everything is headed. God, he can be so incredibly annoying ... and then, ten years later, Trump becomes president and reshapes American politics.
This is the most relatable frame I can think of to explain my experience with EA/rationalist people in the AI space. I became friends with EA folks after my mom died and I found really profound meaning in donating to Against Malaria and GiveDirectly, which struck me as a way to honor a life by saving a life. Then, these peple started talking about AI. And talking, and talking. Constantly. They said AI would solve impossible math problems; that it would mimic PhD-level achievement in a variety of fields; that it would change parts of life like education in ways we couldn't imagine; that it would become the dominant sector in the economy; that it might teach itself to code itself and escape test environments; that it would, in a decade, be the only thing many people talked about in the news. My response then: Stop saying weird shit! You sound deranged. Go back to talking about malaria nets and direct cash aid to poor families.
And then, so much of what they said would happen actually happened. And, even crazier, they made it happen. Many of the ppl who contributed to, or were influenced by, all that EA/rationalist stuff ten years ago literally built the damn thing in the labs.
Like every group, the EA/rationalist world seems uniform to outsiders, but it has a ton of internal divisions. I still think some of their predictions are nuts. I don't think AI will kill us all. I don't foresee Dyson Spheres in the 2030s or millions of robots making millions of robots in the next few years. These are crazy predictions, and I hope most of them are wrong.
But when I see people shitting on the EA/Rationalist worldview, all I can think of is me, 10 years ago, thinking a lot of these folks were crazy for predicting that AI would by the mid-2020s be the center of the the news cycle, the engine of the economy, the hinge-point of geopolitics. That was an insane call. They got many of the details wrong. But they got the big picture right. They said: Pay attention. And they were right about that. The EA/Rationalists deserve skepticism, criticism, and doubt, like any other ideology. But I think it's wise to pay attention to the people who have been saying to pay attention.
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Steven Foster retweeted
An “end of year” probability puzzle:
We have 2022 different songs in a playlist.
We start playing them one by one at random.
As we play MORE songs, the chance of a “repeat” (ie, playing a song that’s already been played) goes UP.
At what point does this chance cross 50%?
29%
After 54 songs
27%
After 257 songs
31%
After 1011 songs
13%
After 1623 songs
3,501 votes • Final results
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