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 on X (Sep 23, 2025), Lithium Americas (LAC) surged about 90% on reports that the U.S. government is seeking to buy up to a 10% equity stake in the company (source: The Kobeissi Letter). According to the same source, at the current pace the U.S. government could end up with a diverse portfolio of stocks by year-end (source: The Kobeissi Letter). According to the same source, the update did not reference any cryptocurrencies, so no direct crypto market impact was cited in the report (source: The Kobeissi Letter).