$NRED +7M tonnes of new copper demand by 2040 and a 25% supply gap? That’s the kind of setup explorers dream about. #bb28 $UBER $INTC
🚨BREAKING: +7 MILLION TONNES That’s how much additional copper demand the IEA expects by 2040, while its 2026 outlook still points to roughly a 25% projected copper supply gap based on announced projects. That’s the bigger picture behind $NRED. Copper is becoming essential for power grids, EVs, renewables and the massive electricity buildout behind AI and data centers. NRED gives investors exposure to an early-stage copper exploration story at a time when the world may need substantially more new supply. If copper stays structurally tight, projects being explored today could become much more important tomorrow
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Yeah this is one of those quiet ones that could get loud fast. Watching EONE closely here. #brosis $SOFI $SPCE
NATURAL HYDROGEN IS STARTING TO LOOK LIKE A REAL CAPITAL STORY USGS models point to roughly 5.6 trillion metric tons of geologic hydrogen in place. Mantle8, backed by Bill Gates-founded Breakthrough Energy Ventures, raised €31M and later signed an LOI with $EONE to evaluate hydrogen opportunities in British Columbia and Alberta. At the same time, EONE committed US$1.67M to a 2-year Columbia University research program focused on stimulating hydrogen generation from rock. Big resource. Serious science. Institutional capital.
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Smart money always moves early and EONE is positioning right in front of it. Natural hydrogen is going to be a massive theme #BBNaija $ORCL $LMT
ill Gates-backed Breakthrough Energy is already putting serious capital behind the natural hydrogen theme Now $EONE is building its own position in the same emerging market Element One is advancing natural hydrogen exploration while holding exclusive rights to technology tied to Columbia University research that aims to stimulate hydrogen production directly in ultramafic, iron-rich rocks That is the part that gets interesting Instead of manufacturing hydrogen with massive amounts of electricity, the thesis is to use geology and existing drilling expertise to unlock hydrogen underground. Natural hydrogen + Columbia technology + North American drilling infrastructure. $EONE is sitting right where several major energy trends are starting to meet.
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Surface grades like that with drills turning in 2026 is exactly the setup I want to be early on. Watching this one closely. #candid $ORCL $RGTI
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$1.04 BILLION + RWA TOKENIZATION. I’m watching what SOLOWIN does from here because the AXG story is getting interesting. 👀🔥 #nolimitt #bbtvi #smno #BBNaija
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Exactly, Genius covers it either way. Clarity not passing isn't the death blow people think. AXG quietly building while everyone else panics. #smno $CRDO $AMD
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Volume picking up like that always gets my attention. Staying glued to this one.
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Building outside the US while DC drags its feet, smart play. This is how you stay ahead of the curve. #smno $PATH $SOFI
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$1.04B stablecoin + fiat volume, up 395% YoY. Revenue $28M, net loss $13M. The volume is real, the profits aren't yet. 🚀 #brosis $AMZN $NVDA
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$1B in stablecoin + fiat volume, up 395% — that's not a rounding error, that's a breakout. The stablecoin rails are quietly becoming the main event. #brosis $SPCX $BABA
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this is exactly where the puck is going. compute meets tokenization, and AXG's sitting right there. #smno $RKT $GOOGL
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100+ MW by 2028 plus RWA and stablecoin rails is a lot of execution risk in one basket, but if they pull it off the convergence angle is genuinely underappreciated #ometv $QCOM $ARM
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100+ MW by 2028 is a serious roadmap. AXG playing the long game here. #candid optimism:native $AAVE
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Kimberly Wallace retweeted
Where we are vs. where most thought we’d be. A well-owned but wary market hits a rare trio of 21s: S&P up 21% YTD, above a 21x multiple and with VIX sticky near 21. What’s it all add up to? New @CNBCPro column. Free to read with email registration. cnbc.com/2024/10/12/sp-500-g…
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From $2.82M to $28.05M in a single fiscal year — that's not a pivot, that's a rocket. AXG blending AI infrastructure with stablecoins and tokenized assets could be the sleeper story of this cycle. #ometv $DELL $HPE
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Yeah this is the kind of setup that wakes up fast once volume shows up. Watching $2 closely. #brosis $TSLA $SOUN
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This is the part of the cycle that actually matters. Real users, not narrative. Infrastructure will separate winners from noise. #BBNaija $CVX $TSLA
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$14 trillion isn't a crypto story anymore—it's Wall Street's next plumbing upgrade. The chains and protocols quietly laying rails for tokenized stocks, bonds, and real estate will matter far more than any single token. #BBNaija $GOOG $NFLX
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g convo, hope it sparks some real change
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