In the fast-paced world of crypto, where geopolitics can swing markets overnight, a recent thread on X from @mikocryptonft—better known as Mardo (Miko)—has caught the attention of traders and investors alike. Miko, a seasoned researcher in stocks, crypto, and AI, who's building @DegenCapitalCIO for AI-powered signals, shared his take on what he calls the "greatest economic coup in human history." Drawing from a quoted post by @shanaka86, he breaks down how the US is flexing its muscle in the rare earth minerals game, and why that's got big implications for crypto portfolios.

The backdrop? It's October 26, 2025, and according to the thread, this date marks a pivotal shift: the US effectively turning into an empire through savvy trade deals and tariffs. Rare earth elements—like neodymium—are crucial for everything from smartphones to AI servers and military tech. China has long dominated this space, controlling about 80% of processing. But with Trump threatening massive tariffs on Chinese exports, Beijing fired back by hinting at supply chain disruptions. What followed was a whirlwind of pacts with countries like Malaysia, Thailand, and Australia, rerouting supply chains away from China and securing US dominance in tech infrastructure.

Miko doesn't sugarcoat it: we don't live in a utopia where nations play nice. The world runs on power, and the post-WWII peace was just a blip. With China rising fast, the US has to stay ahead, even if it means tariffs, market volatility, and strategic friction. So far, Trump's team is nailing it, and Miko predicts a wild Q4 ahead. That's why he's positioned his portfolio accordingly, with a mix of stocks and crypto that could thrive in this environment.

Let's unpack his top holdings, focusing on the crypto and meme token angles that align with what we cover here at Meme Insider. First up, AI is king in this superpower race, which boils down to a compute arms race. Miko's stacking power and compute stocks like $GLXY, $HUT, and $IREN, but he's also deep into hardware infrastructure with giants like $NVDA and $MU. For blockchain practitioners, this means watching how AI integrates with crypto—think decentralized computing networks that could explode if supply chains stabilize under US influence.

In fintech, Miko sees the global financial system tokenizing everything. He's holding $HOOD stock, but on the crypto side, it's $WIRE, $TIBBIR, and notably $DEGENC—his own project. $DEGENC stands out as a potential meme token play, blending degen culture with AI-powered signals for crypto and stocks. In a world of decoupling economies, tokenized assets could become the new safe haven, especially as reserves shift from US treasuries to gold and digital alternatives. Meme tokens like $DEGENC thrive on volatility, and with US-China tensions heating up, expect more retail frenzy around projects that promise quick gains in uncertain times.

Gold miners make the list too, with picks like $AEM and $NEM. As global volatility pushes superpowers to diversify reserves, gold—and by extension, blockchain-based gold tokens—could see a surge. Rare earths get a nod with $MP and $LYSDY, essential for AI and military tech that indirectly boosts crypto mining hardware.

Robotics is another bet, with $TSLA and $KRKNF, hinting at a future where robots outnumber humans—perfect for meme narratives around automation and AI overlords. Finally, silver's structural deficit from AI and industrial demand makes $SLV a solid hold, with options for leveraged plays. Silver often moves with gold but has its own crypto ties, like in tokenized commodities.

What does this mean for meme token enthusiasts? Threads like this highlight how macro events trickle down to the crypto trenches. Trump's gambit could reroute billions into US-aligned tech, pumping AI and fintech tokens while creating volatility spikes that meme coins love to ride. If you're building in blockchain, keep an eye on projects like $DEGENC that merge AI signals with degen trading—it's a hedge against the empire's next move.

As always, this isn't financial advice, but a peek into how pros like Miko are navigating the chaos. Stay tuned to Meme Insider for more breakdowns on how geopolitics shapes the meme token landscape.