๐ ๐ผ๐ฟ๐ด๐ฎ๐ป ๐ฆ๐๐ฎ๐ป๐น๐ฒ๐'๐ ๐ก๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ ๐๐ป๐ฑ๐ฒ๐ :
๐ฅ๐ฎ๐ฟ๐ฒ ๐๐ฎ๐ฟ๐๐ตs
$TMC TMC the Metals Company
$UAMY United States Antimony
$MP MP Materials
$USAR USA Rare Earth
$IDR Idaho Strategic Resources
$NB NioCorp
$UUUU Energy Fuels
$CRML Critical Metals
$TMQ Trilogy Metals
$AREC American Resources
$TMRC Texas Mineral Resources
$REEMF Rare Element Resources
$ERO Ero Copper
$PPTA Perpetua Resources
๐๐ฎ๐๐๐ฒ๐ฟ๐ถ๐ฒ๐
$TSLA Tesla
$EOSE Eos Energy
$SEI Solaris Energy Infrastructure
$AMPX Amprius
$MVST Microvast
$BLDP Ballard Power Systems
$QS QuantumScape
$ABAT American Battery Technology
$IE Ivanhoe Electric
๐๐ถ๐๐ต๐ถ๐๐บ
$ALB Albemarle
$SGML Sigma Lithium
$LAC Lithium Americas
$SLI Standard Lithium
๐ก๐๐ฐ๐น๐ฒ๐ฎ๐ฟ
$OKLO Oklo
$LTBR Lightbridge
$ASPI ASP Isotopes
$LEU Centrus Energy
$CCJ Cameco
$BWXT BWX Technologies
$URG Uranium Energy
$NNE NANO Nuclear Energy
$SMR NuScale
$NXE NexGen Energy
$URC Uranium Royalty
$EU Encore Energy
$MIR Mirion
Rare earth stocks were one of the few green spots today...
$TMRC +23.99%
$REEMF +14.96%
$UAMY +12.22%
$MP +8.36%
$PPTA +7.73%
$IDR +6.05%
$NB +5.59%
$USAR +4.96%
$UUUU +3.25%
๐จ Washingtonโs New Gold Rush Is Quietly Underway:
When the Trump administration started taking stakes in companies like $INTC, $MP, $LAC, and $TMQ, most investors ignored it.
But hereโs the thing โ every time the U.S. government backs a critical mineral or chip supplierโฆ it creates the next wave of profit.
And this chart shows where that money could flow next ๐
๐ฅ Rare Earths โ The lifeblood of defense & EVs
Watch $USAR, $TMRC, $UUUU, $NB, $TMC
โก Lithium โ The new oil
Names like $ALB, $SQM, $SGML, $ATLX, $RIO, $IONR are all in play
๐งฑ Copper & Graphite โ The building blocks of electrification
Keep an eye on $FCX, $SCCO, $NMG, $NVX
โข๏ธ Uranium โ Americaโs quiet energy bet
$LEU, $UEC, $CCJ, $URG, $NXE โ all stand to gain if U.S. energy independence becomes the new priority
๐ก The takeaway:
When the U.S. government starts funding the supply chain โ from chips $INTC to critical minerals $MP, $LAC โ itโs not politics.
Itโs policy-driven profit.
I see a lot of confusion about Google's Monday press release about quantum supremacy, so let me try to clarify a few things.
They say they did a computation on a ca 100 qubit chip much faster than a conventional (super)computer could do. The particular calculation in question is to produce a random distribution. The result of this calculation has no practical use.
They use this particular problem because it has been formally proven (with some technical caveats) that the calculation is difficult to do on a conventional computer (because it uses a lot of entanglement). That also allows them to say things like "this would have taken a septillion years on a conventional computer" etc.
It's exactly the same calculation that they did in 2019 on a ca 50 qubit chip. In case you didn't follow that, Google's 2019 quantum supremacy claim was questioned by IBM pretty much as soon as the claim was made and a few years later a group said they did it on a conventional computer in a similar time.
So while the announcement is super impressive from a scientific pov and all, the consequences for everyday life are zero. Estimates say that we will need about 1 million qubits for practically useful applications and we're still about 1 million qubits away from that.
Also, it's been a recurring story that we have seen numerous times in the past years, that claims of quantum "utility" or quantum "advantage" or quantum "supremacy" or whatever you want to call it later evaporate because some other group finds a clever way to do it on a conventional computer after all.
I see a lot of confusion about Google's Monday press release about quantum supremacy, so let me try to clarify a few things.
They say they did a computation on a ca 100 qubit chip much faster than a conventional (super)computer could do. The particular calculation in question is to produce a random distribution. The result of this calculation has no practical use.
They use this particular problem because it has been formally proven (with some technical caveats) that the calculation is difficult to do on a conventional computer (because it uses a lot of entanglement). That also allows them to say things like "this would have taken a septillion years on a conventional computer" etc.
It's exactly the same calculation that they did in 2019 on a ca 50 qubit chip. In case you didn't follow that, Google's 2019 quantum supremacy claim was questioned by IBM pretty much as soon as the claim was made and a few years later a group said they did it on a conventional computer in a similar time.
So while the announcement is super impressive from a scientific pov and all, the consequences for everyday life are zero. Estimates say that we will need about 1 million qubits for practically useful applications and we're still about 1 million qubits away from that.
Also, it's been a recurring story that we have seen numerous times in the past years, that claims of quantum "utility" or quantum "advantage" or quantum "supremacy" or whatever you want to call it later evaporate because some other group finds a clever way to do it on a conventional computer after all.
We are thrilled to announce the SyncSwap Era Pioneer Campaign! ๐๐ฅ
The exclusive badge for the true pioneers in the new era #zkSync ๐งญ
Details & Guide ๐
https://t.co/gNrZd7QNBX
Campaign on @Galxe ๐
https://t.co/2zYygkXpgv
Polygon zkEVM has sparked the @0xPolygon Ecosystem Narrative
And few protocols are already leveraging this
To get the best out of Polygon Ecosystem, you have to be early
Want to find out the first single-sided AMM DEX coming on the zkEVM?
Lets dive: ๐งต
Consensys (Linea Testnet) airdrop could be the biggest of 2023 ($15,000+) ๐ช
They raised $725M which is about six times what Arbitrum raised! ๐
Here's the full guide that will cost you $0 โ
Let's see how to interact with Linea๐๐ป
It's hard not to hear about ZK lately with the launch of #zkSync and Polygon's zkEVM๐ง
But guess what? You can still be one of the early adopters of the best L2 ZK, #Starknet, and become a true OG of this ecosystem
To do so, here's a list of all the project running on Mainnet๐
Want to make your first $100K+ in crypto?
People have made millions from $ARB, $OP, and $APT airdrops, and you can do the same.
Here is a compilation of the 10 biggest airdrops coming this year
๐๐งต