Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿

Ephesians 6:14
Pronoia
$ORE

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

https://t.co/IL626cbG0I

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@traderbeytoven @Awayrook Cmon @traderbeytoven fight back

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@traderbeytoven @Awayrook Ill give you one reason out of multiple in 3 words. Quantum-proof wallets

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@sha256wn @DegenCapitalLLC Arcium have a TGE soon right? I guarantee the zinc music stops playing as soon as that happens

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@__Just__A__Guy_ @DegenCapitalLLC The amount of garbage accounts backing zinc is all I need to see. Stinks of axiom badges.

They can’t give you an answer because they don’t have one, the bullposting is good, but baseless. “Zinc is bigger” “zinc is more fun” “zinc is new and better”

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@HotepJesus They’re ’chimpin out’ because a black man tried to behead a white man in Ireland. I think that is a valid reason to riot without bringing in this bullshit you’re trying to peddle

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@anglio Everything is better yet it copied nearly everything from ore? 🤣

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@MCGlive I like how you give all objective points about how ore functions, and then gave mostly subjective opinions about zinc for a comparison here

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@Defi_Maximalist @MCGlive It’s literally the same concept how can one be more fun exactly?
It’s like saying you have more fun completing a trade on axiom over gmgn it’s the same thing

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@utopiancontrib @solana You can just buy it off the market. Ore doesn’t have to be ‘gambling’

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

Everyone is talking about AI stocks, IPOs, and Defence primes.
Asymmetry is found in the quiet trades. Rare earths is quiet for now… it won’t stay quiet forever.

I might be a crypto account, all that means is I’m tuned into finding the narrative before it’s a narrative.

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@redfoxbrownhat Bigger?

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

I’ve been digging into Iluka Resources $ILU and I think the market may be underestimating what the company is building at Eneabba, WA.

Most see a mineral sands company.

I see one of the West’s most ambitious attempts to build rare earth processing capacity outside China.

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@unaboysweb3

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

To me, that signals Eneabba is being viewed as strategic infrastructure, not simply another mining project.

The next decade may not be defined by who owns the minerals.

It may be defined by who controls the processing.

$ILU

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

In December 2024, NATO formally identified 12 defence-critical raw materials essential to modern military production.

Rare earths were on the list.

The reason is simple:

Modern defence systems rely on them, while most of the global processing capacity is concentrated in China.

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

Australia is betting on changing that.

In 2022, the Morrison Government backed Eneabba with a A$1.25 billion loan.

In 2024, the Albanese Government expanded support to A$1.65 billion.

Two successive governments backing the same project at that scale is difficult to ignore.

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

China controls roughly 90% of global rare earth refining and separation capacity.

The strategic bottleneck isn’t digging materials out of the ground.

It’s turning them into usable industrial inputs.

That’s where the leverage sits.

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

I’ve been digging into Iluka Resources $ILU and I think the market may be underestimating what the company is building at Eneabba, WA.

Most see a mineral sands company.

I see one of the West’s most ambitious attempts to build rare earth processing capacity outside China.

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

The key insight:

The critical minerals story isn’t really about mining.

It’s about processing.

Countries like Australia, Canada, and the U.S. have significant mineral resources, but for decades much of the world’s refining and separation capacity became concentrated in China.

[Dr Salt (sha/ ker) ⛏️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Dr___Salt]

@maddimogs Now imagine the poor souls working 40hrs a week in one