According to The Kobeissi Letter, the Trump Administration now owns a 10% equity stake in Intel (INTC), a 15% stake in MP Materials (MP), a 10% stake in Lithium Americas (LAC), a 10% stake in Trilogy Metals (TMQ), and has potential equity exposure to IonQ (IONQ), D-Wave (QBTS), and Rigetti (RGTI). Source: The Kobeissi Letter, X, Oct 23, 2025. The post frames this as the US government joining the AI arms race, concentrating exposure across semiconductors, rare earths, lithium, and quantum computing—key inputs for compute capacity and security architectures that intersect with digital-asset infrastructure. Source: The Kobeissi Letter, X, Oct 23, 2025. Because the post does not attach primary documentation, traders should verify via official ownership disclosures and agency releases before repositioning, and track liquidity/volume in INTC, MP, LAC, TMQ, IONQ, QBTS, and RGTI on policy headlines. Source: The Kobeissi Letter, X, Oct 23, 2025; SEC EDGAR. For crypto relevance, NIST has stated that sufficiently powerful quantum computers threaten current public‑key cryptography and is standardizing post‑quantum cryptography, making any state-backed quantum push material to blockchain security roadmaps and post‑quantum migration timelines. Source: NIST Post‑Quantum Cryptography program (2022–2024).

According to @KobeissiLetter, the Trump Administration now owns a 10% equity stake in Intel (INTC), a 15% stake in MP Materials (MP), a 10% stake in Lithium Americas (LAC), a 10% stake in Trilogy Metals (TMC), and holds a potential equity stake in IonQ, D-Wave, and Rigetti Quantum Computing, with the post stating the US government is joining the AI arms race; the post does not include supporting filings or agency announcements and does not mention any cryptocurrencies, focusing instead on AI, quantum computing, and critical minerals equities (source: @KobeissiLetter X post).

According to @KobeissiLetter, the Trump Administration holds a 10% equity stake in Intel (INTC), 15% in MP Materials (MP), 10% in Lithium Americas (LAC), 10% in Trilogy Metals (TMC), a golden share in US Steel Corporation, and has floated the idea of equity stakes in defense contractors, source: @KobeissiLetter. According to @KobeissiLetter, these government equity stakes signal a policy-driven market regime that can reshape risk premia and liquidity in semiconductors, rare earths, lithium, base metals, and steel, making INTC, MP, LAC, TMC, and US Steel key tickers for monitoring headline risk, options skew, and volume, source: @KobeissiLetter. According to @KobeissiLetter, crypto traders should track BTC and ETH for correlation and volatility shifts as policy headlines around strategic industries can spill over into broader risk sentiment, source: @KobeissiLetter.

According to @StockMKTNewz, citing Reuters, the United States is planning to take a 5 percent equity stake in the joint venture between Lithium Americas LAC and General Motors GM tied to the Thacker Pass lithium mine, source: Reuters via @StockMKTNewz. Key directly exposed tickers are LAC and GM, with related market instruments including the Global X Lithium and Battery Tech ETF LIT and CME Lithium Hydroxide futures, source: Reuters via @StockMKTNewz, Global X, and CME Group. No direct cryptocurrency market impact was reported in the cited coverage, source: Reuters via @StockMKTNewz.

According to @KobeissiLetter, the Trump Administration is seeking a 10% stake in Lithium Americas (LAC) today, four weeks after President Trump acquired 10% of Intel (INTC) for $8.9 billion. The same source says the Administration negotiated a golden share in U.S. Steel in June 2025 with veto and consent rights, floated the idea of an equity stake in defense contractors such as Lockheed Martin (LMT), and saw reports six weeks ago of a 15% revenue-sharing agreement on China sales between Nvidia (NVDA) and AMD and the Administration. The same source characterizes this as a new era for financial markets and notes investors are now focused on identifying the next potential acquisition.