Washington's doubling down on something most people are sleeping on. Word from a Trump administration official: they're ramping up equity stakes in minerals companies. Not just talking about it—actually executing.

Here's the thing everyone's missing. When governments start buying into resource plays, it's never just about the rocks in the ground. It's positioning. Supply chain control. Leverage in the next decade's tech wars.

Think about what powers the infrastructure we're all betting on. Rare earths for chips. Lithium for batteries. The physical backbone of mining rigs, data centers, the entire digital economy stack. If you're not connecting these dots, you're not bullish enough.

This isn't some abstract policy move. It's the quiet part being said out loud: whoever controls the minerals controls the future's hardware layer. And right now, DC's making moves while most are still debating software.