The Last American Refinery. Built for energy. Built for defense. Built for the reset. No more theories. No more slides. No more China. We turned $1M into steel and fire. DMs open. 🇺🇸

LIQUIDITY: Dan Dreyfus on the Future of Critical Minerals -- Copper as the next AI bottleneck -- Investing in the commodity supercycle -- Dollar debasement -- Blue collar boom, rebuilding American infrastructure (0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Thanks to our partners for making this possible! EY (@EYnews) - Liquidity, growth, and what’s next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. ey.com/en_us/services/strate… NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. nyse.com Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. plaud.ai

This reality was a big part of @AvengersVC investment thesis in @DetermMaterials They will be printing cash very soon.

Copper is ripping. Chamath told you it would. From All-In’s 2026 Prediction Show (Published Jan. 9th): “I will pick copper (as the biggest business winner of 2026). We are still completely underestimating how short we are, in terms of the global demand supply dynamics of a handful of critical elements that we need, again, in the Trump Doctrine view of the world, that is no longer as multilateral as it was, and we need to have unilateral national security. And if you look through that lens, the asset that is set up to go absolutely parabolic is copper. And the reason is that it is, at least as it stands today, the most useful, cheap, amenable, conductive material that we have. That material manifests in everything from our datacenters, to our chips, to our weapons systems, it's just everywhere. And right now, we are on a path, by 2040, where we will be short about 70% of the global supply at current course and speed. So I will pick copper.”

Metals are the Foundation of the Modern Economy & the Modern Military 📈🔫 China Controls the World's Metals 🇨🇳🐙 We are Taking Back that Control 💪🦅 The Last American Refinery 🇺🇸🏭 @DetermMaterials

Chemical-free microparticle metal refining. We’re rebuilding the sovereign metals layer in the U.S. The Last American Refinery @DetermMaterials @joaolmateus Full breakdown here ↓ YouTube: youtu.be/xuma2R1XiRM Spotify: open.spotify.com/episode/6hU…

Tomorrow I'm bringing Limbo Podcast back, and what better guest than Nikhil (@nrg91720) and his company vision to build "The Last American Metal Refinery". Tomorrow, on Spotify and YouTube!

The United States has no domestic refining layer. No metals → no sovereignty. No refinery → no F-35s, no EVs, no semiconductors. My company is fixing that. Here’s how 🧵👇

Best explanation of the importance of TAM I’ve ever read Good thing my TAM is multi-trillion Solve big problems, reap big rewards @DetermMaterials

The Last American Refinery. Built for energy. Built for defense. Built for the reset. No more theories. No more slides. No more China. We turned $1M into steel and fire. DMs open. 🇺🇸

China just banned silver exports It’s time for a new national champion One who refines critical metals here in the United States That company is… @DetermMaterials