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).