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On this episode of the Roundtable, the panel examined rising geopolitical and market pressures as oil prices surged amid renewed tensions in the Middle East and threats to major shipping routes. The conversation covered inflation, interest rates, Bitcoin’s resilience and ETF inflows, BitMEX’s planned shutdown, the CLARITY Act, and the growing link between AI expansion, energy demand, semiconductor production, defense spending, and access to critical minerals.
Special thanks to @realloys for joining the discussion and explaining its mine-to-magnet strategy, North American rare earth operations, processing and metallization facilities, and plans to supply critical materials for defense, AI infrastructure, advanced manufacturing, and other industries.
Disclaimer: This episode is for informational and educational purposes only. Nothing discussed on this panel constitutes financial advice. Please conduct your own research before making any investment decisions.
The clock is ticking, less than 7 months until the U.S. defense ban on Chinese rare earths takes effect.
@realloys NASDAQ: $ALOY has initiated qualification of defense-grade heavy rare earth materials to meet the DFARS 252.225-7052 deadline of January 1, 2027.
High-purity Dysprosium (Dy) and Terbium (Tb) oxides, along with NdPr, are expected from the Saskatchewan Research Council as early as Q4 2026. These materials will support customer qualification, supply chain validation, and long-term offtake agreements with defense and aerospace primes ahead of the cutoff.
REalloys has secured exclusive rights to up to 80% of the SRC facility’s expanded commercial output and is developing its own heavy rare earth metallization platform in Euclid, Ohio, positioning itself as one of the only large-scale, non-Chinese sources of Dy and Tb metal in North America.
While others scramble, REalloys is executing:
→ Feedstock secured
→ Midstream processing scaling
→ Downstream metallization underway
→ Qualification starting Q4
Positioned to deliver compliant, defense-grade rare earth magnets when the Pentagon needs them most.
“With the DFARS deadline now less than seven months away, we are beginning to qualify North American dysprosium and terbium for permanent magnets,” said CEO Lipi Sternheim.
This is how you build a sovereign supply chain.
Know more: https://t.co/UNEMVC4oBG
Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
Encrypted Mempool, in 40 seconds.
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That sequence is what lowers the risk of MEV attacks.
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Drew Pavlou the degenerate who other weak conservative men promote like idiots because they are dumb, overrated morons trying 'save Australia' as they sit on their asses and watch girls do it for them in anti crime jobs as they are busy online having 'intellectual discussions'
@DrewPavlou said this:
Just had a really interesting experience observing liberal art in New York City.
Very fascinating what liberal artistic men can get up to if they have the right politics, like for example this Harvard PhD guy who once wrote for Jacobin called Stephen Squibb.
My friend
@BarneysRubble0
asks me to go to an Off-Off-Broadway show called “The Suitors of Helen.” I know nothing about it but I happily agree.
I sit down and watch the first ten minutes, an extremely erotic simulated lesbian sex scene featuring hot actresses.
Okay, I think to myself, I support this.
Anyway, the play goes on, and things only become more intense.
It ends up being 2 hours of simulated lesbian sex and orgasms in a small room above a bar. There are only ten people in attendance and all of them are watching these hardcore sex scenes next to me in this very intimate setting.
Things get dark and strange. There are extended soliloquies about anal rape. One character speaks for 5 minutes about being anally raped by dozens of men at the same time, so much so that when she wakes up she cries tears of cum.
And I’m just sitting there, and I’m thinking to myself, if you’re a white progressive man who went to Harvard and can pretend that this is an intellectual exercise that is really serious, you can somehow get like 8 actresses - many of them sexy women - to agree to work for free on a play like this for months.
And apparently Mr Stephen Squibb has been staging this play for years now, restarting it at will. Honestly I’m not even criticising him, I think it’s good that he gets to enjoy the company of so many sexy women, he’s created his own personal harem, you have to actually admire this. He’s a great coach of lesbian sex.
Every time they stage this play, he’s casting these sexy egirls, and he’s presumably coaching the lesbian sex scenes, working in intimate company with these hot actresses for months.
This is the best life ever dreamed of for any man, all you have to do is have progressive politics, write for Jacobin, go to Harvard, and then you too can stage your own personal lesbian sex play with multiple hot actresses working on it for free for exposure or something, probably rehearsing for months
I just really feel like if I tried to do a play like this - not that I necessarily want to, or that I even have this kind of content within my soul - I truly feel like I would be immediately put up against a wall and fucking shot into a ditch by every leftist on Earth.
This is great work if you can finesse this for yourself
Well done liberal New York artistic men
Honestly I want to make it clear that I’m not attacking him, I just find it funny and interesting.
Honestly good on him, one of the greatest swindles in history.
“Hey everyone I need sexy actresses to act for free in my Off-Off-Broadway lesbian sex show, please let me know.” That’s awesome, an inner chud lives within him.
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