[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @daando37 daando37 daando37 posts on X about $gln, dyor, stack, argentina the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1354204848728797187/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX +33,799% - X Months XXXXXXX +1,471% - X Year XXXXXXX +261% ### Mentions: XX [#](/creator/twitter::1354204848728797187/posts_active)  - X Week XX -XX% - X Month XXX +23,000% - X Months XXX +1,306% - X Year XXX +181% ### Followers: XXX [#](/creator/twitter::1354204848728797187/followers)  - X Week XXX +9.30% - X Month XXX +33% - X Months XXX +37% - X Year XXX +13% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1354204848728797187/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$gln](/topic/$gln) 3.85%, [dyor](/topic/dyor) 3.85%, [stack](/topic/stack) #1506, [argentina](/topic/argentina) 2.56%, [math](/topic/math) #1627, [the world](/topic/the-world) 2.56%, [$asn](/topic/$asn) 1.28%, [at least](/topic/at-least) 1.28%, [$7846t](/topic/$7846t) 1.28%, [italy](/topic/italy) XXXX% **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@davidwu656](/creator/undefined) [@shanaka86](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@energytidbits](/creator/undefined) [@deschuut](/creator/undefined) [@daritomase](/creator/undefined) [@eagleoneaglest](/creator/undefined) [@respeculator](/creator/undefined) [@theroyaltyking](/creator/undefined) [@sawyermerritt](/creator/undefined) [@blwiertz](/creator/undefined) [@bflml](/creator/undefined) [@gautambaid](/creator/undefined) [@greatmartis](/creator/undefined) [@ceotechnician](/creator/undefined) [@johnrhanger](/creator/undefined) [@leverageshares](/creator/undefined) [@snstrader](/creator/undefined) [@chriswestonps](/creator/undefined) **Top assets mentioned** [Pulsechain (PLS)](/topic/$pls) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last XX hours "$ASN added a new end-market: nuclear isotopes. nusano wants high-purity LiCl from green river to make Li-6 & Li-7 for advanced nuclear tech in utah. 5-year mou extendable to XX targeting at least 300tpa lce eq. this is not EV hype. it's a national security flavour of lithium. important detail: the deal is non binding. ASN now ships LiCl samples from it's DLE pilot for qualification in nusano's separation system. only if the chemistry passes will they negotiate a definitive contract. until then it's optionality. volume check: 300tpa lce eq vs ASN's 10000tpa lithium carbonate ambitions is just" [X Link](https://x.com/daando37/status/1997889160544219577) 2025-12-08T04:41Z XXX followers, 1067 engagements "that leaked document reads like it was drafted by someone who thinks geopolitics is WWE scripting. the us doesn't get to pull eu member states out of anything. article XX isn't an american vending machine. you don't insert a daily mail headline& get italy in a to-go box. the list itself gives the game away. italy poland hungary + austria aren't waiting for washington to hand them an exit strategy. their leverage comes from staying inside the eu & extracting concessions funding exemptions + veto power. that's the entire political economy of the bloc. leaving means losing structural funds" [X Link](https://x.com/daando37/status/1999216863839158748) 2025-12-11T20:36Z XXX followers, 1668 engagements "polymetallic mines w/ payable zinc/lead credits are margin monsters. gold becomes pure gravy. kazzinc has: zinc lead copper silver & gold (at 2.2g/t) multi-revenue streams shared infrastructure diversified margins. the sort of thing you only realize is elite after someone else buys it" [X Link](https://x.com/daando37/status/1995361506574127359) 2025-12-01T05:17Z XXX followers, XXX engagements "@davidwu656 us is quietly positioning argentina as a strategic #Lthium partner 'cause china controls 60%+ of conversion capacity. when geopolitics flips assets like $GLN re-rate violently. chloride strategy matches perfect w/ trump-milei minerals framework. dyor" [X Link](https://x.com/daando37/status/1995593761557283168) 2025-12-01T20:40Z XXX followers, XXX engagements "@CarlCapolingua $PLS overweight is the easiest call they've made in years. tier-1 ore integrated offtake real qualification & a market where BESS alone can absorb multiples of current spodumene output" [X Link](https://x.com/daando37/status/1998304625381024200) 2025-12-09T08:12Z XXX followers, XXX engagements "$STK gradinas maiden print: 12Mt @ 3.0g/t Au = 1.2Moz all Inferred underground constrained 1.5g/t cut-off. that pushes rogozna to 8.6Moz AuEq. nice headline. this resource is optimised at us$2500/oz + XX% recovery. that's not conservative but ok for today. cut a few % off recovery & a chunk of those long hole stopes vanish from your mineable envelope. the company showcases 3100 oz per vertical metre between XXX to 580m RL. that's genuinely strong but it sits on the back of a block model that is XXX% inferred w/ a big 'gap zone' in the middle where there isn't enough drilling to model anything" [X Link](https://x.com/daando37/status/1998612926228271180) 2025-12-10T04:37Z XXX followers, XXX engagements "you're not wrong on RoE/IRR & that's exactly why EBITDA is the tell here. hydrogen didn't fail 'cause someone picked the wrong metric it failed 'cause the underlying cash generation never clears the hurdle rate in a world where capital finally prices risk again. if the project can't throw off EBITDA at scale the IRR math is already dead on arrival. you don't rescue a negative unit economics sector by swapping acronyms. + yes the capital stack forces astronomical offtake prices. that's the point. when a technology only works at $X to 10/kg hydrogen & your anchor customers can't sign a 15y" [X Link](https://x.com/daando37/status/1999078690227957844) 2025-12-11T11:27Z XXX followers, XX engagements "sorry gerrit but a '25% sodium replacement' doesn't rewrite the cost curve 'cause it doesn't rewrite the bottlenecks that set the curve. sodium absorbs demand only in the segments where lithium was never the binding constraint (like scooters micro EVs low c rate stationary the bottom XX to XX% of the volume stack where energy density is irrelevant & cycle life isn't punished). that's noise. the signal is the remaining XX to XX% of the market (like: long range EVs heavy transport aviation adjacent grid scale storage where round trip efficiency cycle life 6000 + volumetric density actually" [X Link](https://x.com/daando37/status/1999244539715092727) 2025-12-11T22:26Z XXX followers, XX engagements "tianqi calling 2m t lce demand by '26 hidden shocks won't derail the train. brine kings like $gln at 850mg/l still dirt cheap @LiontownRes. dyor. #lithium" [X Link](https://x.com/daando37/status/1994913921610715636) 2025-11-29T23:38Z XXX followers, XXX engagements "some people ignored the basin w/ the highest brine grades & best chemistry in the world for years. if us capital starts flowing into hombre muerto under this new framework its game over. winners already picked. $GLN" [X Link](https://x.com/daando37/status/1995594330594279602) 2025-12-01T20:42Z XXX followers, XXX engagements "$GLEN isn't a miner it's a machine that monetizes inefficiencies: coal cash cows copper tightness cobalt sentiment turn & trading arm that outperforms half of wall street. combine that w/ a multi year squeeze in critical metals & you get asymmetric upside. glencore remains a patient investors friend. dyor" [X Link](https://x.com/daando37/status/1996663563721539808) 2025-12-04T19:31Z XXX followers, XXX engagements "RMB 'internationalization' is the prettiest myth in geopolitics. it collapses the moment you stress test it. a reserve currency isn't about ambition. it's about letting the world punch holes in your balance sheet. you need free capital flows deep collateral markets legal transparency & zero friction convertibility. beijing can't offer any of that w/o triggering the mother of all capital flights. those bilateral RMB trade deals look good in headlines but they don't move the plumbing. nobody parks sovereign wealth in an asset they can't exit. nobody clears global trade through a currency that" [X Link](https://x.com/daando37/status/1998842276152226067) 2025-12-10T19:48Z XXX followers, XX engagements "ghana just reminded everyone why jurisdictional risk is the real discount rate in this sector. once a resource becomes political theatre the geology stops mattering & the cashflows become imaginary. parliament pulling the lease for 'broader stakeholder consultations' is code for: every faction wants a different carve out nobody wants to sign the fiscal regime & no minister wants to carry the headline cost of picking winners in an election cycle. this is the same movie the drc runs on loop: incredible ore bodies catastrophic governance beta. investors keep pretending these projects price off" [X Link](https://x.com/daando37/status/1999017840997695764) 2025-12-11T07:26Z XXX followers, XXX engagements "fracking worked 'cause shale was already everywhere in the us. already drilled already mapped already sitting under existing midstream & already backed by a capital stack that could burn cash for a decade until the learning curve showed up. lithium is the opposite: the resource is not everywhere the mineralogy is wildly heterogeneous the lithium is locked in structures that formed XXX billion years ago under conditions we cannot replicate in a reactor the chemistry is unforgiving the water balance is brutal the ESG is land tied & the permitting path is measured in election cycles not" [X Link](https://x.com/daando37/status/1999207288394121449) 2025-12-11T19:58Z XXX followers, XX engagements "today's $CXU ann: manyingee north now has 23/23 holes mineralised above 150ppm eU3O8 across a footprint 1.4km wide by 700m long & the TEM says the palaeochannel runs another 7km north. that's not a one off hit that's a roll front behaving like a proper ISR field. the standout interval this round is 4.53m @ 1280ppm eU3O8 from 95.4m including a spike to 4667ppm. stack that w/ earlier hits like 4.8m @ 1016.5ppm & you're looking at multiple GT blocks north of 5000ppmm along the same channel. for ISR that's the kind of thickness x grade that underwrites wellfield economics not just headlines." [X Link](https://x.com/daando37/status/1998979497962410047) 2025-12-11T04:53Z XXX followers, XXX engagements "the math isn't wrong but the conclusion is lazy. inflation isn't a flat X to X% coupon & growth isn't a clean X% glidepath. what actually protects is pricing power or structural scarcity. energy metals land or balance sheets w/ fixed rate liabilities. bitcoin behaved like a high beta liquidity sponge not a universal hedge. owning the right assets at the right point on the cost curve is the best protection. i remember old desks still quoting XX gold moves like muscle memory. bitcoin's decade coincided w/ ZIRP QE BTFP type backstops. that tailwind mattered more than slogans about 'protection'." [X Link](https://x.com/daando37/status/1999581225657479500) 2025-12-12T20:44Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@daando37 daando37
daando37 posts on X about $gln, dyor, stack, argentina the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXXX +33,799%
- X Months XXXXXXX +1,471%
- X Year XXXXXXX +261%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +23,000%
- X Months XXX +1,306%
- X Year XXX +181%
Followers: XXX #
- X Week XXX +9.30%
- X Month XXX +33%
- X Months XXX +37%
- X Year XXX +13%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% travel destinations XXXX%
Social topic influence $gln 3.85%, dyor 3.85%, stack #1506, argentina 2.56%, math #1627, the world 2.56%, $asn 1.28%, at least 1.28%, $7846t 1.28%, italy XXXX%
Top accounts mentioned or mentioned by @kobeissiletter @davidwu656 @shanaka86 @stocksavvyshay @energytidbits @deschuut @daritomase @eagleoneaglest @respeculator @theroyaltyking @sawyermerritt @blwiertz @bflml @gautambaid @greatmartis @ceotechnician @johnrhanger @leverageshares @snstrader @chriswestonps
Top assets mentioned Pulsechain (PLS) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last XX hours
"$ASN added a new end-market: nuclear isotopes. nusano wants high-purity LiCl from green river to make Li-6 & Li-7 for advanced nuclear tech in utah. 5-year mou extendable to XX targeting at least 300tpa lce eq. this is not EV hype. it's a national security flavour of lithium. important detail: the deal is non binding. ASN now ships LiCl samples from it's DLE pilot for qualification in nusano's separation system. only if the chemistry passes will they negotiate a definitive contract. until then it's optionality. volume check: 300tpa lce eq vs ASN's 10000tpa lithium carbonate ambitions is just"
X Link 2025-12-08T04:41Z XXX followers, 1067 engagements
"that leaked document reads like it was drafted by someone who thinks geopolitics is WWE scripting. the us doesn't get to pull eu member states out of anything. article XX isn't an american vending machine. you don't insert a daily mail headline& get italy in a to-go box. the list itself gives the game away. italy poland hungary + austria aren't waiting for washington to hand them an exit strategy. their leverage comes from staying inside the eu & extracting concessions funding exemptions + veto power. that's the entire political economy of the bloc. leaving means losing structural funds"
X Link 2025-12-11T20:36Z XXX followers, 1668 engagements
"polymetallic mines w/ payable zinc/lead credits are margin monsters. gold becomes pure gravy. kazzinc has: zinc lead copper silver & gold (at 2.2g/t) multi-revenue streams shared infrastructure diversified margins. the sort of thing you only realize is elite after someone else buys it"
X Link 2025-12-01T05:17Z XXX followers, XXX engagements
"@davidwu656 us is quietly positioning argentina as a strategic #Lthium partner 'cause china controls 60%+ of conversion capacity. when geopolitics flips assets like $GLN re-rate violently. chloride strategy matches perfect w/ trump-milei minerals framework. dyor"
X Link 2025-12-01T20:40Z XXX followers, XXX engagements
"@CarlCapolingua $PLS overweight is the easiest call they've made in years. tier-1 ore integrated offtake real qualification & a market where BESS alone can absorb multiples of current spodumene output"
X Link 2025-12-09T08:12Z XXX followers, XXX engagements
"$STK gradinas maiden print: 12Mt @ 3.0g/t Au = 1.2Moz all Inferred underground constrained 1.5g/t cut-off. that pushes rogozna to 8.6Moz AuEq. nice headline. this resource is optimised at us$2500/oz + XX% recovery. that's not conservative but ok for today. cut a few % off recovery & a chunk of those long hole stopes vanish from your mineable envelope. the company showcases 3100 oz per vertical metre between XXX to 580m RL. that's genuinely strong but it sits on the back of a block model that is XXX% inferred w/ a big 'gap zone' in the middle where there isn't enough drilling to model anything"
X Link 2025-12-10T04:37Z XXX followers, XXX engagements
"you're not wrong on RoE/IRR & that's exactly why EBITDA is the tell here. hydrogen didn't fail 'cause someone picked the wrong metric it failed 'cause the underlying cash generation never clears the hurdle rate in a world where capital finally prices risk again. if the project can't throw off EBITDA at scale the IRR math is already dead on arrival. you don't rescue a negative unit economics sector by swapping acronyms. + yes the capital stack forces astronomical offtake prices. that's the point. when a technology only works at $X to 10/kg hydrogen & your anchor customers can't sign a 15y"
X Link 2025-12-11T11:27Z XXX followers, XX engagements
"sorry gerrit but a '25% sodium replacement' doesn't rewrite the cost curve 'cause it doesn't rewrite the bottlenecks that set the curve. sodium absorbs demand only in the segments where lithium was never the binding constraint (like scooters micro EVs low c rate stationary the bottom XX to XX% of the volume stack where energy density is irrelevant & cycle life isn't punished). that's noise. the signal is the remaining XX to XX% of the market (like: long range EVs heavy transport aviation adjacent grid scale storage where round trip efficiency cycle life 6000 + volumetric density actually"
X Link 2025-12-11T22:26Z XXX followers, XX engagements
"tianqi calling 2m t lce demand by '26 hidden shocks won't derail the train. brine kings like $gln at 850mg/l still dirt cheap @LiontownRes. dyor. #lithium"
X Link 2025-11-29T23:38Z XXX followers, XXX engagements
"some people ignored the basin w/ the highest brine grades & best chemistry in the world for years. if us capital starts flowing into hombre muerto under this new framework its game over. winners already picked. $GLN"
X Link 2025-12-01T20:42Z XXX followers, XXX engagements
"$GLEN isn't a miner it's a machine that monetizes inefficiencies: coal cash cows copper tightness cobalt sentiment turn & trading arm that outperforms half of wall street. combine that w/ a multi year squeeze in critical metals & you get asymmetric upside. glencore remains a patient investors friend. dyor"
X Link 2025-12-04T19:31Z XXX followers, XXX engagements
"RMB 'internationalization' is the prettiest myth in geopolitics. it collapses the moment you stress test it. a reserve currency isn't about ambition. it's about letting the world punch holes in your balance sheet. you need free capital flows deep collateral markets legal transparency & zero friction convertibility. beijing can't offer any of that w/o triggering the mother of all capital flights. those bilateral RMB trade deals look good in headlines but they don't move the plumbing. nobody parks sovereign wealth in an asset they can't exit. nobody clears global trade through a currency that"
X Link 2025-12-10T19:48Z XXX followers, XX engagements
"ghana just reminded everyone why jurisdictional risk is the real discount rate in this sector. once a resource becomes political theatre the geology stops mattering & the cashflows become imaginary. parliament pulling the lease for 'broader stakeholder consultations' is code for: every faction wants a different carve out nobody wants to sign the fiscal regime & no minister wants to carry the headline cost of picking winners in an election cycle. this is the same movie the drc runs on loop: incredible ore bodies catastrophic governance beta. investors keep pretending these projects price off"
X Link 2025-12-11T07:26Z XXX followers, XXX engagements
"fracking worked 'cause shale was already everywhere in the us. already drilled already mapped already sitting under existing midstream & already backed by a capital stack that could burn cash for a decade until the learning curve showed up. lithium is the opposite: the resource is not everywhere the mineralogy is wildly heterogeneous the lithium is locked in structures that formed XXX billion years ago under conditions we cannot replicate in a reactor the chemistry is unforgiving the water balance is brutal the ESG is land tied & the permitting path is measured in election cycles not"
X Link 2025-12-11T19:58Z XXX followers, XX engagements
"today's $CXU ann: manyingee north now has 23/23 holes mineralised above 150ppm eU3O8 across a footprint 1.4km wide by 700m long & the TEM says the palaeochannel runs another 7km north. that's not a one off hit that's a roll front behaving like a proper ISR field. the standout interval this round is 4.53m @ 1280ppm eU3O8 from 95.4m including a spike to 4667ppm. stack that w/ earlier hits like 4.8m @ 1016.5ppm & you're looking at multiple GT blocks north of 5000ppmm along the same channel. for ISR that's the kind of thickness x grade that underwrites wellfield economics not just headlines."
X Link 2025-12-11T04:53Z XXX followers, XXX engagements
"the math isn't wrong but the conclusion is lazy. inflation isn't a flat X to X% coupon & growth isn't a clean X% glidepath. what actually protects is pricing power or structural scarcity. energy metals land or balance sheets w/ fixed rate liabilities. bitcoin behaved like a high beta liquidity sponge not a universal hedge. owning the right assets at the right point on the cost curve is the best protection. i remember old desks still quoting XX gold moves like muscle memory. bitcoin's decade coincided w/ ZIRP QE BTFP type backstops. that tailwind mattered more than slogans about 'protection'."
X Link 2025-12-12T20:44Z XXX followers, XXX engagements