Live on chain

Rare Earth Security

“rare earths are a national security asset now”

rare earthsnational securitydefensecritical mineralsby anon · last month

Rare earths are critical for defense and high-tech industries, and the US is pushing to secure domestic supply chains. The basket focuses on companies that mine, process, or use rare earths, with the largest weight on the pure-play miner. Supporting positions include defense contractors and tech firms that depend on these materials. This concentration expresses the thesis that rare earths are a strategic national security asset.

Holdings: 7
Largest: 27.8%
Pillars: 3
Revisions: 2

Connect a wallet holding ETH on Robinhood Chain to buy this theory.

Your ETH sits in the vault and your token is a claim on it. Robinhood Chain has no exchange yet, so the vault cannot convert it into the stocks the basket names until one exists. You can redeem at any time, and that path can never be paused.

Two ways in

RARE is an ordinary ERC20 on Robinhood Chain. You can mint it straight from the vault, or buy it on the open market like any other token.

Mint right here

Deposit ETH into the vault and it mints RARE to you at net asset value. No slippage, no price impact, and it works at any size because the vault creates the tokens on the spot.

Always priced at exactly NAV
No pool depth to worry about
Redeem back to ETH the same way

Or swap anywhere

Nobody has opened a market for RARE yet. Anyone can create one: it is a standard ERC20, so any Uniswap V3 front end will pair it. Until then, the vault is the only way in.

View token

How it breaks down

High-Tech Users

50%

These firms use rare earths in electronics, motors, and renewable energy, representing industrial demand.

Pure-Play Miner

27.8%

USA Rare Earth is the most direct play on domestic rare earth extraction and processing.

Defense Contractors

22.2%

These companies are major consumers of rare earths for military applications, making them sensitive to supply disruptions.

Holdings

Every position, why it is here, and its token on chain. Weights sum to exactly 100%.

Weight	Ticker	Company	Why it is here	Token
27.8%	USAR	USA Rare Earth	USA Rare Earth is a pure-play on domestic rare earth mining and processing, directly addressing the need for a secure US supply chain.	0xd917…86a6
16.7%	MPWR	Monolithic Power Systems, Inc.	Monolithic Power Systems uses rare earths in its power management chips, tying its revenue to the broader rare earth supply chain.	0x52D5…b128
16.7%	LMT	Lockheed Martin Corp.	Lockheed Martin's defense systems rely on rare earth magnets and electronics, making it a key consumer and beneficiary of secure supply.	0x329f…043c
11.1%	NVDA	NVIDIA	NVIDIA's advanced chips require rare earths in their production, linking its growth to the availability of these materials.	0xd060…9EEC
11.1%	TSLA	Tesla	Tesla's electric motors and batteries use rare earths, making it a major industrial consumer and a driver of demand.	0x322F…3b2d
11.1%	GE	GE Aerospace	GE's renewable energy and aerospace divisions rely on rare earth magnets, benefiting from a stable domestic supply.	0x63b8…373e
5.5%	BA	Boeing	Boeing's aircraft systems use rare earth components, and it stands to gain from a secure supply chain.	0x4D21…D452

USARUSA Rare Earth27.8%
USA Rare Earth is a pure-play on domestic rare earth mining and processing, directly addressing the need for a secure US supply chain.
0xd917…86a6
MPWRMonolithic Power Systems, Inc.16.7%
Monolithic Power Systems uses rare earths in its power management chips, tying its revenue to the broader rare earth supply chain.
0x52D5…b128
LMTLockheed Martin Corp.16.7%
Lockheed Martin's defense systems rely on rare earth magnets and electronics, making it a key consumer and beneficiary of secure supply.
0x329f…043c
NVDANVIDIA11.1%
NVIDIA's advanced chips require rare earths in their production, linking its growth to the availability of these materials.
0xd060…9EEC
TSLATesla11.1%
Tesla's electric motors and batteries use rare earths, making it a major industrial consumer and a driver of demand.
0x322F…3b2d
GEGE Aerospace11.1%
GE's renewable energy and aerospace divisions rely on rare earth magnets, benefiting from a stable domestic supply.
0x63b8…373e
BABoeing5.5%
Boeing's aircraft systems use rare earth components, and it stands to gain from a secure supply chain.
0x4D21…D452

What breaks this

Written by the same model that built the basket, and not edited to sound better.

01The basket is heavily concentrated in USA Rare Earth, which is a small-cap and may be volatile.
02If the US does not implement strong rare earth policies, the thesis weakens.
03Technological shifts could reduce rare earth demand, such as in EV motors.
04Geopolitical tensions could disrupt supply chains, but also could lead to export controls that hurt US companies.

Changelog

Every revision to this basket, who made it, and when. A theory is allowed to change its mind in public.

by the modelSep 6, 2026
Basket created from the thesis. 7 holdings.
by the creatorSep 6, 2026
Launched on chain as a vault at 0xbe1fc56FDab7c182A19Fb5Ad098FCca104e545e6.

How this basket was made

Source: Generated
Model: deepseek-chat
Chain: Robinhood Chain · 4663
Created: Sep 6, 2026

The model was given the full list of equities tokenized on Robinhood Chain and could only pick from it. Token addresses were attached afterwards from that same list, so a ticker the model invented would have been dropped rather than shown here. This is not investment advice and it has not been backtested.