
Nodule maximalist. Waiting for dividends from 4,000 meters deep. Part-time seabed analyst, full-time yield enjoyer. #TMC #GameOfNodules
Tyler, Texas
Joined April 2017
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$TMC @gtbgtb @CraigShesky @metalsroyaltyco made y’all a silly hip-hop song “Run TMC” enjoy! youtu.be/bEHEXc7BbI8
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Replying to @themetalsco
@themetalsco @FutureJurvetson @gtbgtb
Imagine the guy who backed Tesla when it was a punchline, SpaceX when it was “a hobby rocket,” and Planet Labs when people thought satellites were Pokémon cards… suddenly walking into D.C. with Gerard Barron at his side.
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2016? Planet Labs becomes the eyes of Earth and half the Pentagon pretends it knew all along.
Every time he’s in Washington, it means one thing:
America is about to anoint a new strategic industry.
And this week?
He’s there again.
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$TMC @themetalsco @gtbgtb Gold made nations rich. Oil made them powerful. Tech made them connected.
Critical minerals will decide who stays in the game.
The modern economy runs on electrons, not barrels — and the bottleneck is the metals that move those electrons.
• Every battery, motor, AI data center, and grid upgrade consumes copper, nickel, manganese, cobalt, or rare earths.
• These are the non-printable resources: you can’t QE them, you can’t sanction-proof them overnight, and you can’t run an electric world without them.
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Replying to @themetalsco
@themetalsco @gtbgtb at $6 is like buying Netflix when it still mailed DVDs.
Except instead of movies, they’re hauling up battery metals from the bottom of the ocean.
And instead of Blockbuster competition… it’s literally no one.
Meanwhile:
• Musk needs the metals
• The Pentagon wants the supply
• The DOE is lurking with loan offers
• And the nodules are just… sitting there, free for the taking
Once they start mining, the market’s gonna flip from “Wait, is this real?” to “Wait, how do I get in?”
$TMC fleet isn’t limited to one ship.
With Allseas scaling up, retrofittable vessels in reserve, and a U.S. Executive Order fast-tracking deep-sea mining as a national security priority—7–10 “vessels” COULD be activated by 2027.
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I just uploaded “Dh Life Labs - Sciaire Pro H100 How to Install” to #Vimeo: vimeo.com/836983163
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I just uploaded “Brandon and Ninel Engagement” to #Vimeo: vimeo.com/829118857
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