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Joined August 2020
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Just look at that fancy Cu price, there's a looot of cheapilycheap copper stonks out there. Just saying.
Lundin Gold Reports High-Grade Gold Results including 124.27 g/t Au over 11.00 Metres at FDNS and 242.64 g/t Au over 3.30 Metres at Bonza Sur; Conversion Drilling Commences at FDN East $LUG.TO tinyurl.com/26wj9h35
Tangible Investing retweeted
Avalanche just hit a record 911ms average block time but ETF money hasn't noticed.
- Zero net ETF inflows since Oct 8
- ETF net assets down from $61.5M to $51.4M
- $SOL ETFs hold about 30x more
- $AVAX is down 93.6% from its $145 peak
Faster than ever, but ignored like never before. Is this a sign or an opportunity?
Tangible Investing retweeted
Gunnison Copper Officially Begins Trading on NYSE American Under Ticker "GUNN" $GCU.TO tinyurl.com/23z6rypb
Huge!
Samsung users are about to get USDC on Sui.
The Samsung Wallet feature is scheduled for this final week of October, reaching up to 82M US Galaxy devices.
$SUI's Hashi mainnet is also due before month end.
Big week for Sui, if both actually ship.
Tangible Investing retweeted
China’s copper cathode premium soared to an all time record high of $158 per tonne today.
At a time when the market is questioning copper demand linked to AI capex deployment, the world’s largest copper consuming economy, BY A MILE, is signaling that it is starving for material. With the majority of global exchange stocks sitting in the US, China is sending an extremely strong signal of tight physical availability, showing it is willing to pay up to ensure metal is brought into the country.
Tangible Investing retweeted
Charles Schwab called Avalanche a leader in real-world assets.
The chain hosts 1,255 tokenized RWAs worth over $13B, and Schwab plans to add $AVAX trading by end of 2026.
Wall Street is warming up.
Tangible Investing retweeted
When our industry talks about future copper demand we focus on the topics of global data centre buildout, Chinese industrial output, government stockpiling, rearmament and defence … However, we forget about the silent, rapid urbanisation of India as a major source of demand.
According to the Government of India’s Vision Document on Copper (interesting read, link below 👇), they expect domestic copper demand to more than double in the next 10 years to 4-5 million tonnes per annum… and then double again in the following 10 years to 9-10 million tonnes per annum.
India produced less than 30,000 tonnes of primary copper supply last year… and there is very little chance that domestic supply can increase to meet the RAPID growth in projected domestic demand. To quote a statistic in the Vision Document; “India copper concentrate imports are expects to reach 91%-97% by 2047.”
That's ONE new Kamoa-Kakula EVERY YEAR for the NEXT 20 YEARS.... just for India's consumption. Where is this copper coming from?
mines.gov.in/admin/storage/c…
India’s copper demand grew 12% to 2.1 million metric tons in the year to March 2026, outpacing the country’s 7.7% GDP growth.
Data centers made up less than 1% of it, according to the International Copper Association India.
Infrastructure led instead, rising 29% and accounting for 22% of domestic consumption. Automotive demand rose 14% after a sluggish FY2025.
Growth accelerated from 9.3% the year before.
Source: ICA India via The Economic Times
Make a search from the beginning of the year when silver was over 100 and look for people that recommended it then.
Now block them.
Tangible Investing retweeted
Liberty Gold Reports Initial Drill Results from its 2026 Drill Program at Black Pine, Idaho, USA $LGD.TO tinyurl.com/2apjuqq3
Tangible Investing retweeted
JUST IN: JPMorgan more than doubles its SpaceX $SPCX price target from $240 to $500.
Tangible Investing retweeted
JUST IN: Charles Schwab identifies Avalanche as a leader in RWAs and institutional use cases.
New research from @CharlesSchwab points to custom L1s and high-utility financial activity as key differentiators for the network.
Tangible Investing retweeted
BHP Copper Miss Raises Execution Risk, Deepens Supply Squeeze
BHP's 5% copper-output miss in fiscal 1Q27 will keep Chilean supply under pressure. Escondida now needs about 266,000 tons of copper a quarter to reach its 1.05 million-ton guidance midpoint, only 5% above 1Q, but achieving that as grades normalize from 0.8% toward BHP's 0.70% guidance will require throughput and recoveries to improve significantly. (BI)
