According to @KobeissiLetter, rare earth stocks are rallying sharply after President Trump posted that China is attempting to impose rare earths controls, shifting market positioning. Source: @KobeissiLetter on X, Oct 10, 2025. @KobeissiLetter added that controlling rare earths is among President Trump's top strategic priorities alongside Ukraine and China, which traders are interpreting as a policy support signal for domestic supply chains. Source: @KobeissiLetter on X, Oct 10, 2025. @KobeissiLetter stated that 70% of U.S. rare earths come from China; USGS reports China accounted for 61% of U.S. rare-earth compound and metal imports in 2023, underscoring concentration risk. Sources: @KobeissiLetter on X, Oct 10, 2025; USGS Mineral Commodity Summaries 2024, Rare Earths. Traders are watching U.S.-listed rare earth exposure such as MP Materials (NYSE: MP) and the VanEck Rare Earth/Strategic Metals ETF (REMX) for momentum and liquidity following the headline. Sources: @KobeissiLetter on X, Oct 10, 2025; VanEck REMX fund information. The source did not cite any direct cryptocurrency impact; no digital assets were mentioned in the post. Source: @KobeissiLetter on X, Oct 10, 2025.

According to @CNBC, MP Materials, Alibaba (BABA), and Protagonist Therapeutics (PTGX) were among the stocks making the biggest moves midday on Oct 10, 2025 (source: CNBC tweet and linked article on Oct 10, 2025). The source flags notable intraday activity but does not provide price changes or catalysts in the shared post; traders should open the linked CNBC list for exact percentage moves, volume context, and drivers before acting (source: CNBC). The source does not mention BTC, ETH, or other crypto assets and cites no direct crypto-market impact (source: CNBC).

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 @CNBC, USA Rare Earth shares rose 6% after the CEO confirmed discussions with the Trump administration regarding critical minerals policy, lifting sentiment across U.S. rare earth and lithium names (source: CNBC). According to @CNBC, peer tickers MP Materials (MP) and Lithium Americas (LAC) were highlighted as in focus for traders tracking policy-driven flows in the critical minerals space (source: CNBC). According to @CNBC, the move reflects renewed attention on domestic rare earths and lithium supply chains amid U.S. policy engagement, a catalyst that often drives relative strength on headline risk (source: CNBC). According to @CNBC, the article does not indicate a direct cryptocurrency market impact, suggesting limited immediate spillover to crypto pricing from this equity-specific catalyst (source: CNBC).