#USARB <t-219/>#中美贸易 #稀土戰爭 Break down USAR (USA Rare Earth, Inc.) into two parts based on fundamentals (the latest Q1 2026 financial-reporting period) + technical indicators (as of the 2026-08-07 close), and then conclude with a single integrated judgment. Note: The USARB you asked about earlier is an on-chain tracking token; the underlying listed stock is USAR.US, and the analysis is based on the listed stock. 1. Fundamentals: strong cash generation, heavy asset base, and near-zero scale profits (typical "story stock"). Business positioning: Integrated "mine→rare earth oxides/metals→NdFeB permanent magnets" in the U.S. mainland. Core assets: the Texas Round Top heavy rare-earth mine + the Oklahoma Stillwater magnet plant + the UK LCM metal alloy subsidiary. In April 2026, it announced a plan to acquire Brazil’s Serra Verde for $2.8 billion (not the only large-scale producer of any of the four rare-earth magnet materials in the non-Asia region), aiming to capture the supply-chain benefits of “de-sinicization” away from the West to China.
I want to share a project I invested in, but the coins haven’t been issued yet. Search Degen Game on Twitter. It’s a replica of Clash Royale. Yes, it’s a replica. You can earn gold now. In the future, this project will send airdrops to players. Everyone is welcome to join. There are airdrops for secondary creation, game guides, and research. Currently, there are about 17,000 Followers. We will start to expand our recruitment next.
Twitter is going to change its name to X.com, which is why doge has been so strong these days, run! Doge is the biggest disaster area for rat warehouses. Every time it rises inexplicably, you know there is a problem.
My understanding of uniswapX Uniswap released the latest market making method on ETHCC, where market makers compete for huge orders, pass on gas fees by filling out forms, and quote Dutch auctions. These innovations are not only achieved by Uniswap, but the Matthew Effect of financial services in the market is irreversible. In terms of spot, several major financial giants have been formed. The latest compound, Aave, and Uniswap have left other small institutions to survive in spot. There is not much space, so the best battlefield is to use futures to compete for liquidity. Now that UniswapX has bypassed MEV, ETH miners have turned to market-making service providers. The market-making war based on algorithms and liquidity modeling is about to start an arms race, which will be better for individual investors like us. Do buyside investment to stimulate higher liquidity, but it will only be useful for blue chips. Uni itself has nothing to do with the interests of uniswap. These blue chip coins will really benefit.
I think Russia is mining BTC. If the energy cannot be sold, the best way to monetize it is to mine BTC. BTC can now produce 6-7 BTC in 10 minutes, which is approximately equivalent to 200,000 US dollars. If a country’s energy cannot be sold, directly Switching to BTC is actually more profitable than selling energy. If BTC output is halved, the impact on Russia's energy realization may be greater than I imagined. The best time to end the war will be before the halving, and the war will start. For more than a year, the confidence to support the war is financial resources. I don’t know how much BTC accounts for Russia’s fiscal revenue. If it accounts for more than 10%, the financial impact will be very large, so the halving of BTC and the end of the Russia-Ukraine war may have a high impact. Correlation. If the Combo occurs, it will inevitably rise sharply. If there is a big rise now, I estimate that Russia will have more money to fight and it will prolong the war, so the next big rise may be chaseable.