Nova Beast Crypto

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Nova Beast Crypto

Nova Beast Crypto

@NovaBeastCrypto

Not Financial Advice

Katılım Ocak 2023
81 Takip Edilen35 Takipçiler
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ChannelChartist
ChannelChartist@channelchartist·
Bought another $100k worth of $LAC for long term hold. 🐂 The Bull Case for Lithium & Lithium Americas (LAC) PART 1: The Lithium Commodity Bull Case 1. Glut Is Ending — Deficit Is Starting After a multi-year glut that crushed spot prices, the lithium market is careening toward a steep supply deficit by 2026. Major producers have slashed output, while global EV expansion and grid storage requirements continue to accelerate. Morgan Stanley forecasts a deficit of around 80,000 tons of LCE, while UBS expects a smaller deficit of around 22,000 tons for 2026. 2. Prices Are Already Recovering — Hard Battery-grade lithium carbonate nearly doubled to $26,278 per ton in Q1 2026. Supply disruptions in key producing regions and policy-driven demand pull-forward have all contributed to the rally. Global EV sales rose 22% in 2025, with gains particularly strong in China, Europe, and emerging markets. 3. Energy Storage Is a New, Explosive Demand Driver In 2025, demand for lithium in storage applications jumped about 71%, and analysts expect another 55% growth in 2026. As more utilities, data centers, and industrial players adopt battery storage, lithium demand continues to expand beyond just EVs. 4. AI Data Centers Are Adding Fuel Surging battery energy storage demand from AI data centers and BYD's upwardly revised EV sales forecasts continue to prevent downside pressure, pointing toward a looming structural deficit. 5. Massive Long-Term Supply Gap Under ambitious climate scenarios, deficits start in 2028 and continue through mid-century. About 8.5 million tonnes of extra supply would be required by 2050 — and closing that gap will require total investment estimated at $276 billion under a Net Zero scenario. 6. Underinvestment Has Poisoned the Supply Pipeline The severe price depression between 2022 and 2024 had a chilling effect on capital investment. With low prices making new projects economically unviable, investment in new mining and refining capacity stalled. This underinvestment has created a critical lag in the supply chain, setting the stage for a structural deficit. PART 2: The LAC Bull Case 1. World's Largest Known Lithium Reserve Lithium Americas is positioned on what is reportedly the world's largest known measured lithium resource and reserve — the Thacker Pass project in northern Nevada. That's not a small asset — it's a generational one. 2. GM Is Your Partner The Thacker Pass project is being developed through a joint venture with General Motors, which owns 38% while Lithium Americas holds 62% and serves as project manager. GM's involvement is both financial validation and a built-in offtake signal. 3. U.S. Government Backing A $650 million government loan meaningfully reduces the financing risk that typically haunts projects like this. Additionally, the DOE indicated potential task orders of ~$900 million, and Jefferies views LAC as the premier play for domestic lithium supply. 4. 2026 Is a Milestone Year Lithium Americas is targeting commissioning of the high-voltage power line in Q2, completing core concrete work in Q3, and beginning early commissioning of individual processing plants in Q4. Each of these converts the project from a paper story to a real one. 5. Construction Is Advancing on Schedule Engineering work exceeded 80% completion as of September 2025, on track to surpass 90% by year-end. The project targets production of 40,000 tons per year of battery-grade lithium carbonate, with mechanical construction of the Phase 1 processing plant expected to be complete by late 2027. 6. National Security Asset Optimism surrounding Lithium Americas is centered on its flagship Thacker Pass project, which has often been described as a national security asset. Domestic lithium independence is a bipartisan priority — the kind that doesn't go away with election cycles.
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Bryan Johnson
Bryan Johnson@bryan_johnson·
People mistakenly believe peptides are only good. Peptides can be bad, too. They can cause adverse effects. Some dangerous. I did a peptide experiment and measured its effects in my body. The results are complicated. I tried a peptide called CJC-1295. It pushed my growth hormone up by ~8x. That’s good. That’s what it was supposed to do. But, it also came with adverse effects: > increased my morning fasted blood sugar up 20% > increased stress hormone by 12% > tanked my REM sleep by 23% > made my pancreas work 53% harder and was still losing to rising blood glucose > increased my insulin resistance by 50% These were the most obvious side effects, and I only ran a very narrow panel for this experiment. So I’m sure there’s more. I stopped after two doses, without even reaching the intended target dose. For those of you new to peptides, your body sends instructions to itself using tiny chemical messengers called peptides. There are thousands of them. For example, GLP-1s are drugs that take an existing class of short-lived peptides and modify them to extend their activity duration, which turns them into drugs, following rigorous clinical testing. CJC-1295 is one of those peptide-drugs. It tells your brain to release more growth hormone. Growth hormone is your body's signal to build muscle, repair tissue, and recover. However, and like most grey market peptides, CJC-1295 did not succeed its clinical trial, and hence never became an “official” drug. There is a version called CJC-1295 with DAC. DAC is an attachment glued onto the peptide that makes it last for days in your body instead of hours. One shot, longer effect, just like GLP-1s. Why people use it: more growth hormone could mean better recovery, leaner body, faster healing. The experiment I completed. Two injections a week of CJC-1295 with DAC: > 1.2 mg > 1.8 mg 48 hours after the first injection I was nearly comatose. It felt like severe jet lag, the type you’d feel after traveling nine time zones. My sleep was wrecked and I felt continuously awful. My REM sleep dropped by 23%. REM is when your brain processes memories and repairs itself. Less time for my brain to repair itself. During the experiment, I never felt rested and always fatigued. Why we chose CJC-1295 with DAC. Some will say we picked the wrong peptide. They will say I should have used a different version, CJC-1295 without DAC, mixed with another peptide called Ipamorelin. We went with CJC-1295 with DAC instead as it has the most controlled studies. CJC-1295 with DAC has 2 controlled trials in healthy adults. Ipamorelin alone has 1 controlled trial in healthy adults, plus 1 study that failed when they tried it on bowel surgery patients. The mix of the two has zero controlled trials. On Ipamorelin, it copies a chemical called ghrelin, the one that makes you hungry. On its own it gives you a quick burst of growth hormone that fades fast. It does not keep your longer acting growth signal (called IGF-1) up. Clinics mix Ipamorelin with CJC-1295 no-DAC because the two together are supposed to work better. But we don’t know if that’s accurate because we don’t have trial data. This is a problem with peptides. Almost none of them have been tested properly. We are flying blind. Most of what people use is based on what someone said online, what a clinic claims, or what a friend reports from their subjective feelings. Peptides have the potential to be great when well-studied.
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Goal Loaded
Goal Loaded@GoalLoaded·
Knee pain isn’t just age—it’s weak, neglected muscles. Try this wall sit exercise and feel the difference. Want more moves to fix it for good?
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Jules Horn
Jules Horn@juleshorn01·
Daily practice is what moves the needle.
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Aariv Khanna
Aariv Khanna@AarivKhanna·
Delete 99.87% of your digital footprint from the internet. Here is a step -by -step guide:
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Washingtons ghost
Washingtons ghost@washghost1·
Kinda want a skunk now
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AI Panda
AI Panda@AIPandaX·
he literally explains exactly how to ace any job interview.
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Squat University
Squat University@SquatUniversity·
His hip flexors were SO TIGHT Until…🤯
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Bobbi
Bobbi@kittenaround_51·
This is how whiskey should feel, looks yummy 🥃
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Pradeep Pandey
Pradeep Pandey@Div_pradeep·
97% of iPhone users are shooting at 12MP. Their phone does 48MP. Apple defaults your $1200 camera to a quarter of its actual resolution. I changed 7 settings last week and my photos instantly looked professional. Here's what Apple doesn't tell you:
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AI Highlight
AI Highlight@AIHighlight·
🚨 Clearing your cookies does nothing. That is not how they track you anymore. Texas A&M and Johns Hopkins just published the first peer-reviewed proof. It is called browser fingerprinting. Here is what they found and what actually stops it:
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Kyle L
Kyle L@kylas610·
This is crazy but there is a way for you to eat meat again F bill gates
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Aina
Aina@Aina_Ai2·
You think you need rest? Actually, no. You need to drain cortisol. Here’s a 7-day protocol, step by step:
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Cardio Arena
Cardio Arena@CadioArena·
Doing this will change your life forever!!!
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Mr. Buzzoni
Mr. Buzzoni@polydao·
> do you understand what just happened to the job market > one person + 67 Claude Skills > does the work of an entire dev team > $20/month vs $200K/year in salaries > the Google engineer who automated 80% of his job? > this is the exact skill list he used > bookmark this. seriously. right now. 👇
Mr. Buzzoni@polydao

x.com/i/article/2044…

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Beyond the Cosmic Veil
Beyond the Cosmic Veil@ClassicalAegis·
1,500 years ago Boethius wrote a book that linked music, math, and cosmic harmony. De Musica isn't just a book. It might be one of the most important writings ever. Here's why: 🧵
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George Ferman
George Ferman@Helios_Movement·
Most people still don't truly understand the impact of thyroid dysfunction. The thyroid gland directly communicates with the brain, the pituitary, the parathyroid, the pancreas, the liver, the adrenal glands, the intestinal system and much more. You already know this to be true if you are suffering from any type of thyroid dysfunction but here's an example i always try to mention. Let's suppose that you want to lose weight, well in order to put in perspective how much the thyroid gland affects our metabolism, resistance training which is promoted as one of the best tools to increase BMR, can only lead to a 10% increase (which is still great). Now here's what's fascinating, untreated hypothyroidism can lead to a BMR that's even 40% below normal and an even 50mcg of T3 day can increase BMR by even 30% in some cases. You can also look into for example how T3 influences the tight junctions, how it upregulates the LDL-receptor, how it helps with the release of bile or even how it facilitates the production of lactase in the intestinal tract so thyroid dysfunction could even make you react badly to dairy. In some studies, up to 90.5% of depressed people have subnormal T3 levels. So thyroid dysfunction could lead to things such as: -A variety of gut issues -Severe fatigue -Hair loss -Depression -High LDL -Insulin resistance/metabolic dysfunctions -Low libido -Low testosterone and more. Here's how you can support its function. Thread🧵
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