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Quentin Machu Profile
Quentin Machu

@Quentin__M

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@BitMEX CTO | Prev. @CoreOS & Author of @QuayIO #Clair | @LibertyinNK advocate 『 북한사람들도 사람이고 』

New York, NY
Joined December 2011
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@Quentin__M
Quentin Machu
19 hours
Senior Policy Advisor for the White House’s National Energy Dominance Council acclaims NOAA for moving forward with $TMC’s exploration permits.
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@BitMEX
BitMEX
3 days
RMP is the new QE. 💸 The Fed's latest acronym for "Money Printer Go Brrrrr" is here. Key insights from @CryptoHayes' newest edition of CTD: 1️⃣ The Trick: Fed buys T-bills to fund the Treasury's $2T deficit. 2️⃣ The Loophole: No end date, no fixed amount, no public FOMC vote
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@DavidRi24012971
God of Neodymium Dr Dave
3 days
$TMC 🍻🍻🎉 exploration license: establishes U.S. recognized priority rights specific areas (TMC USA-A and USA-B, totaling ~200,000 km², overlapping with existing ISA-sponsored areas). Without it, there’s no secure “tenure” under U.S. law for blocks in international waters
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@CryptoHayes
Arthur Hayes
5 days
"Love Language" is an essay that argues the Fed's new Reserve Management Purchases (RMP) scheme is just a new way to disguise money printing. RMP > QE $BTC 2 Da Moon! https://t.co/uHRoB4VCfR
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@Quentin__M
Quentin Machu
4 days
$TMC EXPLORATION PERMITS COMING SOON WHILE $30-40M SHORT POSITIONS ARE STILL OPEN! ✅ TMC’S NOAA APPLICATIONS ARE FULLY COMPLIANT ✅ NOAA WILL BE SEEKING FOR COMMENTS FROM THE PUBLIC IN 2 MONTHS ✅ PUBLIC HEARINGS ARE SCHEDULED ON JANUARY 27 AND 28. https://t.co/1KBnL9FBQe
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@Quentin__M
Quentin Machu
4 days
NOAA now deems $TMC exploration applications fully compliant, and approval is expected after the legally required public comment period of 60 days.
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@Quentin__M
Quentin Machu
6 days
China's Foreign Ministry just confirmed once again rare earth exports are restricted to civilian use only —underscoring why the U.S. must treat critical minerals as a matter of national security $TMC $UURAF $UUUU $MP $ARRNF $USAR $REEMF $UAMY $TUNGF $CRML
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@Quentin__M
Quentin Machu
8 days
Note that despite Samir using the word “refining” here, he actually says “seabed minerals refining”, this implies refining of deep-sea collected minerals - and that the DoW is on board with this. Brace yourselves for a small supply-chain revolution.
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@Quentin__M
Quentin Machu
8 days
As a reminder, the DoW was ordered to explore deep-sea mining to secure their supply-chain, and must internally publish a feasibility report by December 31st, 2025.
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@Quentin__M
Quentin Machu
8 days
$TMC works with Washington’s top lobbyist - who later publicly stated “Huge step forward for seabed minerals refining in the United States. The Department of War is clearly on board here. This is the future.”
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@DeItaone
*Walter Bloomberg
12 days
TRUMP SAYS NEXT FED CHAIR SHOULD CONSULT WITH HIM ON INTEREST RATES -- WSJ TRUMP SAYS INTEREST RATES SHOULD BE 1% OR LOWER A YEAR FROM NOW -- WSJ
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@Quentin__M
Quentin Machu
13 days
The @ENERGY DoE just created the "Office of Critical Minerals & Energy Innovation" two weeks ago - as announced at the "2025 Critical Minerals Supply Chains Summit". Immediately focused on bringing back critical minerals processing onshore ASAP!
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@DeItaone
*Walter Bloomberg
14 days
*FED SAYS IT WILL BEGIN TREASURY BILL PURCHASES ON DEC. 12
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@Quentin__M
Quentin Machu
16 days
National Defense Authorization Act 2026 introduces numerous new critical mineral bans for China https://t.co/bRNwECeRy3
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@researchtwitbo1
research_twit_bot
19 days
Just released 2025 NatSec Strategy mandates expanding US critical minerals access, financing via EXIM/DFC/DoE/DoW, & partnerships. The perfect tailwinds for $TMC deep-sea nodules (Ni/Co/Cu/Mn & 10 Rare Earth Elements!) Bullish for sector! $MP $UAMY $USAR $NB $CRML
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@KobeissiLetter
The Kobeissi Letter
22 days
President Trump effectively announces that Kevin Hassett will be the next Fed Chair. 2026 is going to be a wild year.
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@Quentin__M
Quentin Machu
22 days
$TMC @themetalsco’s deep-sea mining is the perfect example of how technology & AI could improve society. Would you rather dispatch modern slaves in polluting, dangerous, 3rd-world mines, or dispatch a fleet of roomba vacuuming up minerals resting on the abyssal ocean floor? 🤖
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@Quentin__M
Quentin Machu
22 days
🚨 Copper's structural scarcity? Sky-high prices are just the beginning. 10x AI + 5x EVs + 2x power grid + 3x clean generation = at least 2x global demand despite low-grade ores everywhere. @themetalsco will provide an economical and scalable answer, with 99%-pure nodules. $TMC
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@Quentin__M
Quentin Machu
22 days
Quantitative tightening ended as scheduled. ✅ Time to listen to Roberto Perli, and resume the Great Machine. “The exact timing will depend on several factors, but, as President Williams said, given what we know today we probably won’t have to wait long” LOAD UP THE INK BOYS!
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@researchtwitbo1
research_twit_bot
23 days
@UBS initiated coverage of Deep Sea Mining in a big research report. Sees TMC as leading the way, 3 years ahead of Chinese. Chinese Vice Minister comes out and talks smack about US permitting process violating "International Norms" in the @SCMPHongKong. I'm sure it's nothing...
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