Rayne Thatcher

Risk manager in E-commerce. Focused on risk management and growth

[Rayne Thatcher @thatrayn]

Why copper is becoming "strategic copper" instead of just "Dr. Copper."

For decades, copper was called "Dr. Copper" because its price tracked the global economic cycle. Construction up, copper up. Recession, copper down. That relationship is breaking. Good or bad? Niether, just different now.

Copper demand is increasingly tied to strategic sectors that are less sensitive to economic slowdowns: power grid infrastructure, AI data centers, EV charging networks, defense spending, and energy security. Saxo Bank put it well: copper is moving from "Dr. Copper" to "strategic copper." Governments and corporations are stockpiling. The US is considering a 25% tariff on refined copper imports. China is half of global demand and building grid infrastructure regardless of property sector weakness.

This shift matters for explorers because it changes the incentive price logic. In a cyclical market, high prices eventually destroy demand. In a strategic market, high prices get paid because the alternative is worse. Copper at $6.18/lb might look expensive historically, but if the marginal new mine needs $9/lb to be viable, then $6 is actually below the long-term clearing price.

For junior miners and NRED specifically, this means the Wilmac project economics look very different at $6 copper than they did at $3. The Quesnel porphyry belt already hosts a producing mine 6 miles away. If copper stays in this strategic demand regime, the district-scale potential is far more than nerdy theory. It is now asset that major players actually need to stay ahead in the game⁩

Opinions expressed here are my own.

$NU $MARA $INTC

[Colin McCarthy @US_Stormwatch]

The feels-like temperature for the Norway 🇳🇴 vs. England 🏴󠁧󠁢󠁥󠁮󠁧󠁿 quarterfinal in Miami is forecast to hit 107°F (42°C) at kickoff 🔥

Today will be the first time either team has ever played in heat like this.

[WORLD 2026 🌊 @W0rld2026]

Miami, USA 🇺🇸

[Max Crypto @MaxCrypto]

A whale has opened a $64,000,000 $ETH long with 10x leverage.

Previously, this whale has made over $3.6M in profits with a 75% win rate.

Does he know something?

[Killa @KillaXBT]

bitcoin:native

"Structure currently suggests that we take the highs before any decisive movement back down."

Pretty textbook for a range bound market. We had the rejection. ✅

The next key area to watch is 61.3K-60.6K where we could get a 2% bounce from.

[Matthew Hyland @MatthewHyland_]

#BTC/NASDAQ Weekly

[Rayne Thatcher @thatrayn]

WHY IS NOBODY TALKING ABOUT THIS? 920 of 1,000 MetalCore early-access spots were registered.
NRED`s MetalCore has proof of attention - but Wilmac is the real curiosity gap.

#momson #nolimits #teenagee WDFC MSFT SPY

[Carla Vinz @lvurd72727338]

What’s up supply-chain watchers, I think the market is whispering through scrap prices before the bigger headlines catch up.

China’s copper scrap board moved almost across the board: top-grade wire and tubing gained CNY 400/t, Cu/Al radiator scrap added CNY 50/t, and heater cores rose CNY 100/t. Brass and bronze also moved higher, while most aluminum and steel grades sat still.

Why does that matter to me?

Because scrap is the pressure valve of the copper market. When manufacturers start paying more for secondary copper, it tells me every recoverable unit matters.

That is the same reason $NRED $NREDF stays in my copper thesis. Wilmac gives NovaRed Mining Inc. 16,078 hectares in British Columbia, roughly 10 km west of Copper Mountain, while MetalCore gives them an AI-driven way to prioritize the most interesting ground.

The market is pricing copper in the scrap yard. NovaRed is trying to find more of it in the ground.

Trade at your own risk. This is just my take, not a recommendation.

$SPY $NVDA $RUM

[Killa @KillaXBT]

Currently, $BTC is showing a more impulsive structure than a corrective one, having established HL around 61.5K.

Based on the current PA, a break and reclaim of the 64.7K highs would likely open the door for a move into the 65.5K–66K region.

Historically, during bear market years, July has often been the month where BTC forms a LH, something worth taking into consideration.

[CoinGecko @coingecko]

JUST IN: Bitcoin reclaims $64,000 despite falling just days earlier to $61,000.

[Killa @KillaXBT]

$BTC

So far so good. We are following the script into the 14th.

If this continues to play out, it would suggest that BTC forms a pivot high between Monday and Wednesday next week, heading into the 14th, before seeing a 3–5% pullback.

You already know the drill, 11 out of 12 times, we've seen a bearish reaction afterwards. Keep a close eye on the narrative as we approach that date.

If we form a strong bullish narrative, it reinforces the thesis.

[Rayne Thatcher @thatrayn]

Other copper investors are looking at the same problem.

Where does future supply come from?

AI data centers need power. Power needs grid upgrades. Grid upgrades need copper. EVs, renewables, defense, and manufacturing keep adding more demand on top.

That is why NovaRed Mining Inc. $NRED / $NREDF stays interesting.

Wilmac gives the copper-gold exploration angle in British Columbia. MetalCore adds AI-driven targeting. North American critical minerals add the bigger policy layer.

The question is no longer whether copper matters.

The question is who finds more of it.

Just sharing my market thoughts, not a suggestion.

$COIN $MARA $MSTR

[Watcher.Guru @WatcherGuru]

JUST IN: 🇪🇺 European Parliament passes Chat Control proposal allowing private messages to be monitored.

[𝕄𝕠𝕦𝕤𝕥𝕒𝕔ⓗ𝕖 🧲 @el_crypto_prof]

#Altcoins

Double Bottom for TOTAL2 (3D-Chart).

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Almost half of US adults under 30 live with a parent.

[Toz @Cryptoze]

I CAN SMELL A HUGE PUMP.

MEMECOINS, ALTCOINS, BTC, ETH ABOUT TO GO PARABOLIC 🚀

[Killa @KillaXBT]

The 6 month candle closes in just a few hours.

Over the past 2 cycles, $BTC has never printed more than 2 consecutive red 6 month candles.

Another interesting observation: in both previous occurrences, Bitcoin never revisited the low of the second red 6-month candle.

Either way, I would bet on the next 6 month candle being green.

[Ash Crypto @AshCrypto]

Why is everything Dumping ?

Over $3 Trillion wiped out in 24 hours.

Bitcoin: -3.52%
GOLD: -2.24%
Silver: -4.78%
🇰🇷KOSPI: -10.68%
🇯🇵NIKKEI: -4.85%
🇭🇰 Hang Seng: -3%
🇺🇸 US futures: -1%

Some of the key reasons are:

1) Heavy selling in AI, tech, and semiconductor stocks as investors take profits after a strong rally.

2) The Bank of Japan's recent rate hike is tightening global liquidity and putting pressure on markets.

3) Stronger-than-expected US jobs data has brought fears that the Fed could keep interest rates higher for longer.

4) The Fed's hawkish stance has reduced expectations for rate cuts, with officials signaling that rates may stay higher for longer.

5) Investors are potentially reducing risk exposure and moving into cash and defensive assets.

[CoinGecko @coingecko]

Green Morning 🟢

[Rayne Thatcher @thatrayn]

THE METALCORE UPDATE MAY BE BIGGER THAN PEOPLE THINK

Most investors focused on the headline that NovaRed Mining Inc. ( CSE: $NRED ) expanded MetalCore to over 2.7 million records, but the details are what stood out to me.

The database now includes approximately 1.4 million geochemical samples, 799,000 mineral occurrences, 583,000 mining claims, and more than 11,000 mineral properties. That is a massive increase from the previous dataset.

Now combine that with a project covering 39,726 acres, 3 drill-ready targets, and Kristi Noem joining the advisory board after serving in Congress, as Governor and as Homeland Security Secretary.

The company appears to be strengthening both its technical and strategic advantages at the same time.

My target range remains: C$4-C$6+

https://t.co/NUI2GYy5xl

Just a trader with a thought. No guarantees, only research.

$GPUS $ADTX $AAPL

[𝕄𝕠𝕦𝕤𝕥𝕒𝕔ⓗ𝕖 🧲 @el_crypto_prof]

#Bitcoin

I can hardly wait for everyone to post this comparison between gold and $BTC.

Higher.