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.