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Rare Earths, Rate Cuts and an S&P 500 Call
The host tied China's grip on rare earths, White House pressure on the Fed and an Eric Trump clip to one forecast: Strategy joins the S&P 500.
Ninety percent. That is the share of rare earth minerals the host of the Mining Disrupt News Surge said the United States gets from China, either mined there or refined there. It was the first of four stories he tied together on the episode for Monday, September 8, 2025, a little more than a year ago. Bitcoin traded at $112,078 that day. Today it trades at $80,011.
Before any of that, he read the network numbers. Bitcoin was just over $110,000, fees for fast confirmation were still in the single digits, more than 100,000 transactions were waiting in the mempool, and more than 23,000 nodes were online. He also reminded viewers that the show is entertainment and education, not financial advice, and told them to do their own work and talk to professionals.
The host said those minerals go into weapons, computers and national defense, and that they come from a country the United States is on tenuous terms with. His answer was to bring rare earth manufacturing home.
Next he turned to the Federal Reserve. He showed a post from the official White House account aimed at chair Jerome Powell. In his words, "This is the official account blasting Jerome Powell for being too late." He said the talk at the time was of two rate cuts that year, possibly as much as 100 basis points, and he expected trillions of dollars of new money.
Then came gold. He read a post from an analyst on X, Macroscope 17: "Gold is screaming to be long Bitcoin once this Bitcoin retracement is done." The post compared the moment with April, when Bitcoin fell from about $109,000 to $75,000 before running to new highs. In September it had come down from about $124,000 to around $110,000.
The third story was a clip of Eric Trump at a Metaplanet event in Japan. He said a hotel or residential building can take him 18 months to sell, while Bitcoin can be moved at 11 at night on a Saturday, and that it cannot be taken by any government. The host said the point was not new to Bitcoiners. What was new, he said, was hearing it from a president's son.
He closed with a forecast, recorded on a Friday: Strategy, the company formerly called MicroStrategy, would be added to the S&P 500. That same Friday, September 5, the index committee picked AppLovin, Robinhood and Emcor instead, and Strategy was left out.
The full story is in the magazine at Mining Disrupt dot com.